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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
CCA
951
Checchi Capital Advisers
California
$347K -$27.3K -380 -7%
NIM
952
NEOS Investment Management
Connecticut
$345K +$375K +5,221 New
CCB
953
Country Club Bank
Missouri
$345K +$14.4K +201 +4%
S
954
SignatureFD
Georgia
$343K +$42K +584 +13%
GRP
955
Global Retirement Partners
California
$342K -$14.9K -207 -4%
KW
956
KWB Wealth
California
$342K
CL
957
Choreo LLC
Illinois
$341K +$19.7K +274 +6%
MFG
958
Merit Financial Group
Georgia
$340K +$45.3K +630 +14%
TFA
959
Transamerica Financial Advisors
Florida
$337K -$31.4K -437 -8%
RCM
960
Radnor Capital Management
Pennsylvania
$337K +$366K +5,100 New
HWMG
961
Hurlow Wealth Management Group
Indiana
$336K -$144 -2 -0%
OFG
962
OmniStar Financial Group
North Carolina
$335K +$934 +13 +0.3%
SFS
963
Stiles Financial Services
Minnesota
$334K +$647 +9 +0.2%
CST
964
Charles Schwab Trust
Nevada
$333K +$362K +5,040 New
Koshinski Asset Management
965
Koshinski Asset Management
Illinois
$331K +$5.32K +74 +1%
WA
966
WealthTrust Axiom
Pennsylvania
$330K
FFG
967
Fortem Financial Group
California
$329K +$25.4K +354 +8%
CYG
968
Clean Yield Group
Vermont
$329K -$14.4K -200 -4%
RT
969
Rockland Trust
Massachusetts
$329K -$37.1K -516 -9%
TCOT
970
Trust Company of Toledo
Ohio
$327K +$12.6K +176 +4%
ATWA
971
Arbor Trust Wealth Advisors
Michigan
$327K -$172K -2,400 -33%
KWA
972
KCS Wealth Advisory
California
$324K +$100K +1,397 +40%
HSWM
973
Hubbell Strickland Wealth Management
Louisiana
$324K +$1.44K +20 +0.4%
NWM
974
Northcape Wealth Management
New York
$322K -$48.2K -671 -12%
BCCM
975
Bridge Creek Capital Management
Massachusetts
$321K -$144K -2,005 -29%

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.