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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
BBWP
1101
Beacon Bridge Wealth Partners
Pennsylvania
$254K +$35.1K +458 +16%
HAG
1102
HF Advisory Group
Maryland
$253K +$23.3K +303 +10%
T
1103
TRUADVICE
Florida
$252K +$252K +3,290 New
MSFP
1104
Mark Sheptoff Financial Planning
Connecticut
$252K +$225K +2,928 +866%
SQA
1105
Simon Quick Advisors
New Jersey
$252K +$14.7K +191 +6%
WWP
1106
WR Wealth Planners
Missouri
$252K +$250K +3,257 New
GFP
1107
Gryphon Financial Partners
Ohio
$251K -$301K -3,927 -55%
LWP
1108
Lumature Wealth Partners
Georgia
$251K +$10.3K +134 +4%
TPCW
1109
TD Private Client Wealth
New York
$251K +$91.2K +1,188 +58%
TTWM
1110
TCV Trust & Wealth Management
Virginia
$251K -$16.4K -214 -6%
NHT
1111
New Hampshire Trust
New Hampshire
$250K -$19.6K -256 -7%
SCM
1112
Shelton Capital Management
Colorado
$249K +$153 +2 +0.1%
NDSI
1113
Newman Dignan & Sheerar Inc
Rhode Island
$248K -$4.14K -54 -2%
HPIA
1114
Hamilton Point Investment Advisors
North Carolina
$247K +$246K +3,201 New
NC
1115
NinePointTwo Capital
California
$247K +$246K +3,200 New
DP
1116
Dearborn Partners
Illinois
$247K
VA
1117
Valmark Advisers
Ohio
$245K +$20.1K +262 +9%
AIM
1118
Anchor Investment Management
South Carolina
$245K
AI
1119
Accredited Investors
Minnesota
$244K +$77 +1 +0%
FB
1120
Fulton Bank
Pennsylvania
$244K +$14.6K +190 +6%
FCAG
1121
First Capital Advisors Group
New Jersey
$243K -$2.53K -33 -1%
PAM
1122
Private Asset Management
California
$243K +$26.1K +340 +12%
GWM
1123
Geneos Wealth Management
Colorado
$242K +$1.3K +17 +0.5%
BONH
1124
Bank of New Hampshire
New Hampshire
$242K -$6.37K -83 -3%
RMAM
1125
Raab & Moskowitz Asset Management
New Jersey
$242K +$240K +3,129 New

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.