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1,410 hedge funds and large institutions have $33.3B invested in Sysco in 2023 Q1 according to their latest regulatory filings, with 107 funds opening new positions, 528 increasing their positions, 523 reducing their positions, and 110 closing their positions.

New
Increased
Maintained
Reduced
Closed

49% more call options, than puts

Call options by funds: $174M | Put options by funds: $116M

13% more funds holding in top 10

Funds holding in top 10: 1517 (+2)

1.99% more ownership

Funds ownership: 85.14%87.13% (+2%)

1% more repeat investments, than reductions

Existing positions increased: 528 | Existing positions reduced: 523

1% more capital invested

Capital invested by funds: $33.1B → $33.3B (+$174M)

3% less first-time investments, than exits

New positions opened: 107 | Existing positions closed: 110

2% less funds holding

Funds holding: 1,4421,410 (-32)

Holders
1,410
Holders Change
-32
Holders Change %
-2.22%
% of All Funds
22.47%
Holding in Top 10
17
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+13.33%
% of All Funds
0.27%
New
107
Increased
528
Reduced
523
Closed
110
Calls
$174M
Puts
$116M
Net Calls
+$57.2M
Net Calls Change
+$2.73M
Name Holding Trade Value Shares
Change
Change in
Stake
HCM
1026
Hengehold Capital Management
Ohio
$310K
BTI
1027
Blue Trust Inc
Georgia
$310K +$22.8K +297 +8%
Simplex Trading
1028
Simplex Trading
Illinois
$310K +$308K +4,015 New
MAG
1029
MRA Advisory Group
New Jersey
$310K +$308K +4,012 New
GAG
1030
GM Advisory Group
New York
$308K
WSCM
1031
Wellington Shields Capital Management
New York
$308K
WAG
1032
Winthrop Advisory Group
Massachusetts
$308K
CFP
1033
Catalyst Financial Partners
Massachusetts
$307K +$15.3K +199 +5%
PAI
1034
Pittenger & Anderson Inc
Nebraska
$306K
PCA
1035
Peddock Capital Advisors
Massachusetts
$305K +$77 +1 +0%
AG
1036
Advocate Group
Minnesota
$304K -$5.6K -73 -2%
MFG
1037
Merit Financial Group
Georgia
$303K -$50.5K -658 -14%
AWA
1038
Arete Wealth Advisors
Illinois
$303K -$5.76K -75 -2%
GB
1039
Goepper Burkhardt
South Carolina
$303K
CPA
1040
Capital Planning Advisors
California
$303K -$6.83K -89 -2%
RMDI
1041
R.M. Davis Inc
Maine
$302K -$25.6K -333 -8%
PWM
1042
Perigon Wealth Management
California
$301K +$4.37K +57 +1%
KIC
1043
Keating Investment Counselors
Florida
$300K -$12.3K -160 -4%
SIA
1044
Strategic Investment Advisors
Michigan
$300K +$384 +5 +0.1%
LIM
1045
Leavell Investment Management
Alabama
$298K
BIA
1046
Bigelow Investment Advisors
Maine
$298K +$58.1K +757 +24%
ONST
1047
Old North State Trust
North Carolina
$297K
WFAG
1048
Wescott Financial Advisory Group
Pennsylvania
$297K +$13.7K +178 +5%
TFA
1049
Transamerica Financial Advisors
Florida
$296K +$34.6K +451 +13%
CS
1050
Cannell & Spears
New York
$296K +$17.3K +225 +6%

SYY Hedge Fund Activity: Q1 2023 in Review

1,410 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Sysco (SYY) for Q1 2023, worth a combined $33.3B — up 0.52% from $33.1B a quarter earlier.

Sellers outnumbered buyers: 110 funds closed out of SYY and 107 opened new positions — a net loss of 3 holders — while 523 trimmed existing stakes and 528 added.

The largest buyer was Wellington Management Group, adding an estimated $108M. The largest seller was DZ Bank, cutting an estimated $102M.

  • 1,410 institutional investors held Sysco (SYY) as of Q1 2023, down from 1,442 in Q4 2022.
  • Funds reported $33.3B of Sysco stock for Q1 2023, up 0.52% quarter-over-quarter.
  • 107 funds opened new Sysco positions in Q1 2023 and 110 closed out, a net change of -3 holders.
  • The largest Sysco buyer in Q1 2023 was Wellington Management Group, an estimated $108M added.
  • The largest Sysco seller in Q1 2023 was DZ Bank, an estimated $102M sold.

Based on aggregated 13F filings for Q1 2023.