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1,485 hedge funds and large institutions have $33.3B invested in Sysco in 2024 Q3 according to their latest regulatory filings, with 154 funds opening new positions, 525 increasing their positions, 566 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed

81% more first-time investments, than exits

New positions opened: 154 | Existing positions closed: 85

71% more call options, than puts

Call options by funds: $210M | Put options by funds: $123M

18% more funds holding in top 10

Funds holding in top 10: 1113 (+2)

11% more capital invested

Capital invested by funds: $30B → $33.3B (+$3.28B)

4% more funds holding

Funds holding: 1,4311,485 (+54)

2.37% more ownership

Funds ownership: 84.39%86.76% (+2.4%)

7% less repeat investments, than reductions

Existing positions increased: 525 | Existing positions reduced: 566

Holders
1,485
Holders Change
+54
Holders Change %
+3.77%
% of All Funds
21.32%
Holding in Top 10
13
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+18.18%
% of All Funds
0.19%
New
154
Increased
525
Reduced
566
Closed
85
Calls
$210M
Puts
$123M
Net Calls
+$87.3M
Net Calls Change
+$23.1M
Name Holding Trade Value Shares
Change
Change in
Stake
SFS
1076
Stiles Financial Services
Minnesota
$301K +$9.02K +120 +3%
SCA
1077
Snowden Capital Advisors
New York
$300K +$11.3K +150 +4%
ONST
1078
Old North State Trust
North Carolina
$300K
CGL
1079
Clarius Group LLC
Washington
$300K -$13K -173 -4%
CST
1080
Charles Schwab Trust
Nevada
$297K
CCM
1081
Conway Capital Management
California
$295K -$116K -1,540 -29%
HCM
1082
Hengehold Capital Management
Ohio
$294K -$9.4K -125 -3%
ESB
1083
Essex Savings Bank
Connecticut
$293K -$38.2K -508 -12%
RA
1084
RFG Advisory
Alabama
$293K -$1.76M -23,450 -86%
GFP
1085
Gryphon Financial Partners
Ohio
$293K -$48.2K -641 -15%
HL
1086
HeadInvest LLC
Maine
$292K -$3.16K -42 -1%
FFG
1087
Fortem Financial Group
California
$292K -$103K -1,370 -27%
ACGA
1088
Atlanta Consulting Group Advisors
Georgia
$292K +$281K +3,738 New
CPA
1089
Capital Planning Advisors
California
$291K
AWA
1090
Aaron Wealth Advisors
Illinois
$291K +$280K +3,731 New
ECM
1091
Elgethun Capital Management
South Dakota
$289K -$752 -10 -0.3%
CFO
1092
Callan Family Office
Pennsylvania
$289K +$55.6K +740 +25%
PJWM
1093
Philip James Wealth Mangement
Georgia
$289K +$41.9K +558 +18%
WF
1094
Williams Financial
Vermont
$288K
WFAG
1095
Wescott Financial Advisory Group
Pennsylvania
$285K
RAS
1096
RPS Advisory Solutions
Kentucky
$284K +$526 +7 +0.2%
CI
1097
Conning Inc
Connecticut
$282K -$3.31K -44 -1%
SWM
1098
Spire Wealth Management
Virginia
$282K -$134K -1,779 -33%
CNB
1099
Camden National Bank
Maine
$282K +$271K +3,609 New
IFWM
1100
Institute for Wealth Management
Colorado
$281K -$5.26K -70 -2%

SYY Hedge Fund Activity: Q3 2024 in Review

1,485 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in Sysco (SYY) for Q3 2024, worth a combined $33.3B — up 11% from $30B a quarter earlier.

Buyers outnumbered sellers: 154 funds opened new SYY positions and 85 closed out — a net gain of 69 holders — while 525 added to existing stakes and 566 trimmed.

The largest buyer was Vanguard Group, adding an estimated $490M. The largest seller was JP Morgan Chase, cutting an estimated $536M.

  • 1,485 institutional investors held Sysco (SYY) as of Q3 2024, up from 1,431 in Q2 2024.
  • Funds reported $33.3B of Sysco stock for Q3 2024, up 11% quarter-over-quarter.
  • 154 funds opened new Sysco positions in Q3 2024 and 85 closed out, a net change of +69 holders.
  • The largest Sysco buyer in Q3 2024 was Vanguard Group, an estimated $490M added.
  • The largest Sysco seller in Q3 2024 was JP Morgan Chase, an estimated $536M sold.

Based on aggregated 13F filings for Q3 2024.