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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
CPIA
1101
Cornell Pochily Investment Advisors
New York
$255K +$299 +4 +0.1%
KWS
1102
Keystone Wealth Services
California
$255K +$267K +3,570 New
HTHT
1103
Hemenway Trust Hemenway Trust
New Hampshire
$254K -$15.5K -208 -6%
IBOK
1104
Independence Bank of Kentucky
Kentucky
$253K -$3.74K -50 -1%
JIR
1105
James Investment Research
Ohio
$252K -$2.66M -35,566 -91%
CCA
1106
Childress Capital Advisors
Texas
$251K +$22.3K +299 +9%
CWP
1107
Cyndeo Wealth Partners
Florida
$250K +$6.8K +91 +3%
APW
1108
Acima Private Wealth
Virginia
$250K
CPW
1109
Cove Private Wealth
New York
$250K
SWM
1110
Sendero Wealth Management
Texas
$250K
EIP
1111
Ellis Investment Partners
Pennsylvania
$250K +$20.4K +273 +8%
AWA
1112
Arkadios Wealth Advisors
Georgia
$249K +$261K +3,489 New
RT
1113
Rockland Trust
Massachusetts
$249K +$1.42K +19 +0.5%
WF
1114
WoodTrust Financial
Wisconsin
$249K -$523 -7 -0.2%
EA
1115
Everpar Advisors
Oklahoma
$248K +$57.8K +773 +29%
SF
1116
Summit Financial
New Jersey
$248K +$260K +3,474 New
MM
1117
MQS Management
New York
$248K -$12.3K -165 -5%
PCA
1118
Peddock Capital Advisors
Massachusetts
$247K -$15.4K -206 -6%
HFAS
1119
Hummer Financial Advisory Services
Illinois
$246K -$12.3K -165 -5%
BWA
1120
Burt Wealth Advisors
Maryland
$246K +$3.74K +50 +1%
FFBTD
1121
First Financial Bank - Trust Division
Ohio
$246K -$1.79K -24 -0.7%
PI
1122
PGGM Investments
Netherlands
$246K +$258K +3,452 New
LA
1123
Latitude Advisors
Florida
$246K +$18.5K +247 +8%
WWP
1124
WR Wealth Planners
Missouri
$245K +$747 +10 +0.3%
SW
1125
Solidarity Wealth
Utah
$243K -$14.9K -200 -6%

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.