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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
CPSC
1026
Carl P. Sherr & Co
Massachusetts
$301K -$37.4K -500 -11%
PAMG
1027
Patton Albertson Miller Group
Tennessee
$301K -$11.7K -157 -4%
TWP
1028
Tyche Wealth Partners
Texas
$300K -$54.4K -728 -15%
SCM
1029
Spreng Capital Management
Ohio
$299K -$13.1K -175 -4%
HIC
1030
Holderness Investments Company
North Carolina
$299K
CCA
1031
Cobblestone Capital Advisors
New York
$297K +$4.86K +65 +2%
CAC
1032
Core Alternative Capital
Georgia
$297K
CT
1033
ClearAlpha Technologies
Connecticut
$296K -$55.3K -740 -15%
IAS
1034
Insigneo Advisory Services
Florida
$295K +$5.75K +77 +2%
TL
1035
Tradewinds LLC
North Carolina
$295K +$309K +4,129 New
AA
1036
Ancora Advisors
Ohio
$294K -$33.8K -452 -10%
WAG
1037
Winthrop Advisory Group
Massachusetts
$294K +$149 +2 +0%
1IA
1038
1620 Investment Advisors
Massachusetts
$294K +$248K +3,320 +415%
FFWA
1039
FRG Family Wealth Advisors
Washington
$293K
MMHP
1040
Murphy Middleton Hinkle & Parker
Georgia
$293K +$149 +2 +0%
VWM
1041
Venturi Wealth Management
Texas
$291K +$286K +3,823 +1,470%
WSC
1042
Wellington Shields & Co
New York
$291K
RFS
1043
Retirement Financial Solutions
Tennessee
$291K
CGL
1044
Clarius Group LLC
Washington
$290K -$12K -161 -4%
GAG
1045
GM Advisory Group
New York
$289K +$3.74K +50 +1%
RWPA
1046
Richard W. Paul & Associates
Michigan
$288K -$19.4K -259 -6%
IIA
1047
ICW Investment Advisors
Arizona
$287K +$1.5K +20 +0.5%
TAM
1048
Tucker Asset Management
Colorado
$287K -$50.5K -676 -14%
TT
1049
TI-Trust
Illinois
$287K
CT
1050
Clearstead Trust
Maine
$287K -$3.14K -42 -1%

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.