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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
JFG
1101
Jefferies Financial Group
New York
$227K +$38.4K +534 +18%
CG
1102
Clarus Group
Texas
$226K -$3.31K -46 -1%
TWA
1103
TCI Wealth Advisors
Arizona
$225K -$4.53K -63 -2%
BWA
1104
Burt Wealth Advisors
Maryland
$225K
RCM
1105
Raleigh Capital Management
North Carolina
$224K +$7.98K +111 +3%
CS
1106
Cannell & Spears
New York
$224K -$31.6K -440 -11%
WP
1107
WealthPLAN Partners
Nebraska
$223K -$2.87M -39,924 -92%
RWM
1108
Ritholtz Wealth Management
New York
$223K -$73.1K -1,018 -23%
Simplex Trading
1109
Simplex Trading
Illinois
$222K -$830K -11,545 -77%
SOW
1110
State of Wyoming
Wyoming
$222K +$73.9K +1,029 +44%
IFWM
1111
Institute for Wealth Management
Colorado
$221K +$241K +3,349 New
AIM
1112
Anchor Investment Management
South Carolina
$221K +$12.5K +174 +5%
SQA
1113
Simon Quick Advisors
New Jersey
$219K +$7.83K +109 +3%
WWP
1114
WR Wealth Planners
Missouri
$219K +$2.59K +36 +1%
GWP
1115
Gateway Wealth Partners
Wisconsin
$218K +$27.6K +384 +13%
GGI
1116
Godsey & Gibb Inc
Virginia
$218K
CCA
1117
Childress Capital Advisors
Texas
$217K +$212K +2,952 New
ACA
1118
Aptus Capital Advisors
Alabama
$217K +$236K +3,279 New
CWM
1119
Cahaba Wealth Management
Georgia
$216K +$21.1K +294 +10%
BBWP
1120
Beacon Bridge Wealth Partners
Pennsylvania
$215K -$25.9K -360 -10%
QCG
1121
Quadrant Capital Group
Ohio
$214K +$66.6K +927 +40%
NRG
1122
Nemes Rush Group
Michigan
$214K -$158K -2,195 -40%
NAM
1123
NorthCrest Asset Manangement
Minnesota
$214K -$28.8K -401 -11%
HT
1124
Heritage Trust
Oklahoma
$214K
Axa
1125
Axa
France
$214K +$4.81K +67 +2%

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.