We are live on ! Find out more

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
BMWM
976
Brown Miller Wealth Management
Virginia
$319K -$33.1K -461 -9%
OCBCO
977
Oversea-Chinese Banking Corp (OCBC)
Singapore
$319K +$347K +4,831 New
CGL
978
Clarius Group LLC
Washington
$318K -$127K -1,767 -27%
CPC
979
Cookson Peirce & Co
Pennsylvania
$317K +$19K +265 +6%
LIM
980
Leavell Investment Management
Alabama
$317K +$71.9K +1,000 +26%
OWM
981
OneAscent Wealth Management
Alabama
$317K +$345K +4,804 New
Balyasny Asset Management
982
Balyasny Asset Management
Illinois
$317K -$771K -10,728 -69%
LSC
983
Lesa Sroufe & Co
Washington
$316K
Credit Agricole
984
Credit Agricole
France
$314K +$341K +4,750 New
SSWM
985
Smith Salley Wealth Management
North Carolina
$308K +$3.52K +49 +1%
VF
986
Virtu Financial
New York
$306K +$333K +4,641 New
RWPA
987
Richard W. Paul & Associates
Michigan
$305K -$12.1K -168 -4%
VVP
988
Venture Visionary Partners
Ohio
$305K -$5.68K -79 -2%
S
989
SimplyRich
California
$304K
AA
990
Ancora Advisors
Ohio
$304K +$12.3K +171 +4%
HCMT
991
Highland Capital Management (Tennessee)
Tennessee
$304K -$12.6K -175 -4%
ECM
992
Elgethun Capital Management
South Dakota
$302K +$2.08K +29 +0.6%
ESB
993
Essex Savings Bank
Connecticut
$301K +$216 +3 +0.1%
IWM
994
IHT Wealth Management
Illinois
$300K -$73.9K -1,029 -18%
CIA
995
Compass Ion Advisors
Pennsylvania
$300K +$326K +4,540 New
LW
996
Linscomb Wealth
Texas
$300K -$90.7K -1,262 -22%
IP
997
Ignite Planners
California
$296K +$32.7K +455 +11%
PA
998
Parallel Advisors
California
$295K +$24.1K +336 +8%
9WM
999
9258 Wealth Management
Ohio
$293K -$72 -1 -0%
PWM
1000
Perigon Wealth Management
California
$293K -$165K -2,293 -34%

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.