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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
LC
1126
Lincoln Capital
Nebraska
$241K -$11.5K -150 -5%
DC
1127
DeDora Capital
California
$241K +$240K +3,121 New
PFSC
1128
Peoples Financial Services Corp
Pennsylvania
$239K
ESCM
1129
Echo Street Capital Management
New York
$238K -$1.27M -16,574 -84%
BFA
1130
Beaumont Financial Advisors
Massachusetts
$238K -$46.1K -601 -16%
EIA
1131
Edgemoor Investment Advisors
Maryland
$236K +$234K +3,055 New
KOC
1132
Koss-Olinger Consulting
Florida
$235K +$234K +3,049 New
SL
1133
Salomon & Ludwin
Virginia
$235K -$9.98K -130 -4%
IIC
1134
Integrated Investment Consultants
Michigan
$234K -$23.9K -311 -9%
QCG
1135
Quadrant Capital Group
Ohio
$232K +$37.2K +485 +19%
AIM
1136
Athena Investment Management
California
$232K +$6.91K +90 +3%
FFN
1137
Focus Financial Network
Minnesota
$232K +$4.76K +62 +2%
RIG
1138
Renaissance Investment Group
Massachusetts
$232K
MIC
1139
Means Investment Company
Maine
$232K +$1.15K +15 +0.5%
JSA
1140
Jacobson & Schmitt Advisors
Wisconsin
$232K
EH
1141
Equitable Holdings
New York
$231K +$17.3K +226 +8%
AT
1142
Arvest Trust
Oklahoma
$231K +$2.38K +31 +1%
OHWA
1143
Oak Hill Wealth Advisors
Virginia
$230K
CWM
1144
Cahaba Wealth Management
Georgia
$229K -$921 -12 -0.4%
SIS
1145
Sound Income Strategies
Florida
$228K -$153 -2 -0.1%
FMTCOCP
1146
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$228K
CP
1147
Covenant Partners
Tennessee
$226K -$29K -378 -11%
GWP
1148
Gateway Wealth Partners
Wisconsin
$225K +$307 +4 +0.1%
JFG
1149
Jefferies Financial Group
New York
$224K -$153K -1,996 -41%
KTC
1150
Kistler-Tiffany Companies
Pennsylvania
$224K

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.