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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
PAI
1051
Pittenger & Anderson Inc
Nebraska
$258K -$3.95K -55 -1%
MC
1052
Mathes Company
New York
$258K
MOS
1053
MGO One Seven
Ohio
$258K -$2.8K -39 -1%
FFWA
1054
FRG Family Wealth Advisors
Washington
$258K -$79K -1,100 -22%
BONH
1055
Bank of New Hampshire
New Hampshire
$257K
EA
1056
Eudaimonia Advisors
Tennessee
$255K -$77.6K -1,080 -22%
ONST
1057
Old North State Trust
North Carolina
$254K
BL
1058
Balentine LLC
Georgia
$253K -$22.3K -310 -7%
CPA
1059
Capital Planning Advisors
California
$253K -$38K -529 -12%
1IA
1060
1620 Investment Advisors
Massachusetts
$253K +$1.94K +27 +0.7%
CB
1061
Community Bank
New York
$252K -$10.8K -150 -4%
BAM
1062
Belpointe Asset Management
Nevada
$252K +$4.96K +69 +2%
RMDI
1063
R.M. Davis Inc
Maine
$251K -$8.55K -119 -3%
ACL
1064
Applied Capital LLC
Florida
$251K
TSS
1065
Two Sigma Securities
New York
$251K -$146K -2,035 -35%
BWP
1066
BSW Wealth Partners
Colorado
$250K -$98.9K -1,377 -27%
MW
1067
Marcum Wealth
Ohio
$249K -$15.4K -214 -5%
BFA
1068
Beaumont Financial Advisors
Massachusetts
$249K +$48K +668 +22%
TL
1069
Tradewinds LLC
North Carolina
$249K
GBWM
1070
Granite Bay Wealth Management
New Hampshire
$249K +$249K +3,465 New
AW
1071
Apricus Wealth
South Carolina
$249K -$39.5K -550 -12%
HL
1072
HeadInvest LLC
Maine
$247K
LIM
1073
Longfellow Investment Management
Massachusetts
$244K +$265K +3,693 New
ST
1074
Spinnaker Trust
Maine
$243K +$265K +3,683 New
AIM
1075
Athena Investment Management
California
$243K +$42.8K +596 +19%

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.