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1,357 hedge funds and large institutions have $27.6B invested in Sysco in 2023 Q3 according to their latest regulatory filings, with 96 funds opening new positions, 514 increasing their positions, 539 reducing their positions, and 141 closing their positions.

New
Increased
Maintained
Reduced
Closed

134% more call options, than puts

Call options by funds: $187M | Put options by funds: $80.2M

8% more funds holding in top 10

Funds holding in top 10: 1213 (+1)

0.41% less ownership

Funds ownership: 83.15%82.74% (-0.41%)

5% less repeat investments, than reductions

Existing positions increased: 514 | Existing positions reduced: 539

5% less funds holding

Funds holding: 1,4241,357 (-67)

12% less capital invested

Capital invested by funds: $31.3B → $27.6B (-$3.67B)

32% less first-time investments, than exits

New positions opened: 96 | Existing positions closed: 141

Holders
1,357
Holders Change
-67
Holders Change %
-4.71%
% of All Funds
21.54%
Holding in Top 10
13
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+8.33%
% of All Funds
0.21%
New
96
Increased
514
Reduced
539
Closed
141
Calls
$187M
Puts
$80.2M
Net Calls
+$107M
Net Calls Change
+$11.5M
Name Holding Trade Value Shares
Change
Change in
Stake
EAM
926
Empirical Asset Management
Massachusetts
$369K +$11.2K +156 +3%
SCM
927
Spreng Capital Management
Ohio
$369K -$276K -3,845 -41%
SIA
928
Schechter Investment Advisors
Michigan
$369K -$12.7K -177 -3%
RWM
929
Revisor Wealth Management
Ohio
$368K +$101K +1,404 +34%
SP
930
Symmetry Partners
Connecticut
$367K
RHJA
931
Rice Hall James & Associates
California
$367K
FA
932
FDx Advisors
Illinois
$364K -$119K -1,653 -23%
AF
933
Allworth Financial
California
$363K -$117K -1,623 -23%
CI
934
Cigna Investments
Connecticut
$361K -$50.8K -707 -11%
PRC
935
Pearl River Capital
Michigan
$361K +$393K +5,464 New
MWM
936
Mission Wealth Management
California
$360K +$7.18K +100 +2%
LC
937
LCNB Corp
Ohio
$359K -$71.9K -1,000 -16%
SVWAG
938
Sound View Wealth Advisors Group
Georgia
$358K -$7.98K -111 -2%
MMPW
939
Mitchell McLeod Pugh & Williams
Alabama
$354K +$28.7K +400 +8%
PVI
940
Pine Valley Investments
New Jersey
$353K -$21.8K -304 -5%
CGFA
941
Colton Groome Financial Advisors
North Carolina
$352K
MA
942
Montag & Associates
Georgia
$352K
CT
943
Clearstead Trust
Maine
$351K -$70.7K -984 -16%
Fisher Asset Management
944
Fisher Asset Management
Washington
$350K +$161K +2,241 +73%
JWCA
945
J.W. Cole Advisors
Florida
$350K +$61.8K +860 +19%
HI
946
Harbour Investments
Wisconsin
$350K -$16.5K -230 -4%
FNBOMD
947
First National Bank of Mount Dora
Florida
$350K +$92.8K +1,292 +32%
TFS
948
Thoroughbred Financial Services
Tennessee
$349K +$380K +5,284 New
DWP
949
Daymark Wealth Partners
Ohio
$349K +$10.2K +142 +3%
WC
950
Weil Company
California
$347K

SYY Hedge Fund Activity: Q3 2023 in Review

1,357 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Sysco (SYY) for Q3 2023, worth a combined $27.6B — down 12% from $31.3B a quarter earlier.

Sellers outnumbered buyers: 141 funds closed out of SYY and 96 opened new positions — a net loss of 45 holders — while 539 trimmed existing stakes and 514 added.

The largest buyer was BlackRock, adding an estimated $132M. The largest seller was Wellington Management Group, cutting an estimated $183M.

  • 1,357 institutional investors held Sysco (SYY) as of Q3 2023, down from 1,424 in Q2 2023.
  • Funds reported $27.6B of Sysco stock for Q3 2023, down 12% quarter-over-quarter.
  • 96 funds opened new Sysco positions in Q3 2023 and 141 closed out, a net change of -45 holders.
  • The largest Sysco buyer in Q3 2023 was BlackRock, an estimated $132M added.
  • The largest Sysco seller in Q3 2023 was Wellington Management Group, an estimated $183M sold.

Based on aggregated 13F filings for Q3 2023.