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1,430 hedge funds and large institutions have $30B invested in Sysco in 2024 Q2 according to their latest regulatory filings, with 110 funds opening new positions, 523 increasing their positions, 569 reducing their positions, and 132 closing their positions.

New
Increased
Maintained
Reduced
Closed

70% more call options, than puts

Call options by funds: $156M | Put options by funds: $92.3M

0.96% more ownership

Funds ownership: 83.43%84.39% (+0.96%)

8% less repeat investments, than reductions

Existing positions increased: 523 | Existing positions reduced: 569

3% less funds holding

Funds holding: 1,4751,430 (-45)

11% less capital invested

Capital invested by funds: $33.7B → $30B (-$3.71B)

17% less first-time investments, than exits

New positions opened: 110 | Existing positions closed: 132

35% less funds holding in top 10

Funds holding in top 10: 1711 (-6)

Holders
1,430
Holders Change
-45
Holders Change %
-3.05%
% of All Funds
20.65%
Holding in Top 10
11
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-35.29%
% of All Funds
0.16%
New
110
Increased
523
Reduced
569
Closed
132
Calls
$156M
Puts
$92.3M
Net Calls
+$64.2M
Net Calls Change
-$30.6M
Name Holding Trade Value Shares
Change
Change in
Stake
BWP
976
BSW Wealth Partners
Colorado
$352K +$29.5K +395 +9%
EIP
977
Epoch Investment Partners
New York
$347K -$7.62K -102 -2%
HWMG
978
Hurlow Wealth Management Group
Indiana
$347K -$17.4K -233 -5%
AIM
979
Acropolis Investment Management
Missouri
$345K -$12.3K -165 -3%
GIA
980
Gladstone Institutional Advisory
Florida
$343K +$56.3K +753 +19%
AP
981
Advisors Preferred
Maryland
$341K +$4.93K +66 +1%
LSC
982
Lesa Sroufe & Co
Washington
$341K
CYG
983
Clean Yield Group
Vermont
$338K -$29.9K -400 -8%
LIM
984
Leavell Investment Management
Alabama
$338K +$1.05K +14 +0.3%
PA
985
Parallel Advisors
California
$337K -$69.3K -927 -16%
SFWC
986
Strategic Family Wealth Counselors
New Jersey
$336K +$352K +4,712 New
BMWM
987
Brown Miller Wealth Management
Virginia
$335K -$10.2K -137 -3%
PCS
988
Personal CFO Solutions
New Jersey
$335K -$5.01K -67 -1%
IWM
989
IHT Wealth Management
Illinois
$334K +$1.94K +26 +0.6%
AAM
990
Aureus Asset Management
Massachusetts
$333K
IA
991
IFP Advisors
Florida
$333K -$164K -2,192 -32%
GM
992
GeoWealth Management
Illinois
$331K -$62.2K -832 -15%
CFP
993
Catalyst Financial Partners
Massachusetts
$331K +$19.9K +266 +6%
GI
994
GAMMA Investing
California
$331K +$37.7K +504 +12%
Koshinski Asset Management
995
Koshinski Asset Management
Illinois
$330K -$29.2K -391 -8%
ACA
996
Aptus Capital Advisors
Alabama
$330K +$13.8K +185 +4%
RA
997
Ransom Advisory
Rhode Island
$329K
CGFA
998
Colton Groome Financial Advisors
North Carolina
$328K
S
999
SimplyRich
California
$328K
CTC
1000
Central Trust Company
Missouri
$325K +$33.4K +447 +11%

SYY Hedge Fund Activity: Q2 2024 in Review

1,430 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Sysco (SYY) for Q2 2024, worth a combined $30B — down 11% from $33.7B a quarter earlier.

Sellers outnumbered buyers: 132 funds closed out of SYY and 110 opened new positions — a net loss of 22 holders — while 569 trimmed existing stakes and 523 added.

The largest buyer was Vanguard Group, adding an estimated $542M. The largest seller was Wellington Management Group, cutting an estimated $732M.

  • 1,430 institutional investors held Sysco (SYY) as of Q2 2024, down from 1,475 in Q1 2024.
  • Funds reported $30B of Sysco stock for Q2 2024, down 11% quarter-over-quarter.
  • 110 funds opened new Sysco positions in Q2 2024 and 132 closed out, a net change of -22 holders.
  • The largest Sysco buyer in Q2 2024 was Vanguard Group, an estimated $542M added.
  • The largest Sysco seller in Q2 2024 was Wellington Management Group, an estimated $732M sold.

Based on aggregated 13F filings for Q2 2024.