We are live on ! Find out more

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
SAA
1126
Southeast Asset Advisors
Georgia
$213K -$5.53K -77 -2%
CWP
1127
Cyndeo Wealth Partners
Florida
$213K +$790 +11 +0.3%
JSA
1128
Jacobson & Schmitt Advisors
Wisconsin
$213K +$16K +223 +7%
NGA
1129
Naples Global Advisors
Florida
$213K +$14.4K +200 +7%
SCM
1130
Shelton Capital Management
Colorado
$213K
HPIA
1131
Hamilton Point Investment Advisors
North Carolina
$211K
DP
1132
Dearborn Partners
Illinois
$211K
LC
1133
Lincoln Capital
Nebraska
$210K
T
1134
TOBAM
France
$209K +$36.9K +513 +19%
IAN
1135
Integrated Advisors Network
Texas
$208K -$8.62K -120 -4%
CA
1136
CoreCap Advisors
Michigan
$206K +$3.88K +54 +2%
GFP
1137
Gryphon Financial Partners
Ohio
$205K -$10.3K -144 -4%
NHT
1138
New Hampshire Trust
New Hampshire
$203K -$11.4K -159 -5%
NDSI
1139
Newman Dignan & Sheerar Inc
Rhode Island
$203K -$10.4K -145 -5%
TSWM
1140
Triangle Securities Wealth Management
North Carolina
$203K
RMAM
1141
Raab & Moskowitz Asset Management
New Jersey
$203K +$575 +8 +0.3%
MSFP
1142
Mark Sheptoff Financial Planning
Connecticut
$203K -$14.4K -200 -6%
EIA
1143
Edgemoor Investment Advisors
Maryland
$202K
TTWM
1144
TCV Trust & Wealth Management
Virginia
$201K +$14.4K +200 +7%
KOC
1145
Koss-Olinger Consulting
Florida
$201K
PFSC
1146
Peoples Financial Services Corp
Pennsylvania
$198K
SIS
1147
Sound Income Strategies
Florida
$195K
SIM
1148
Sentry Investment Management
Wisconsin
$194K -$30.1K -419 -13%
FMTCOCP
1149
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$190K -$6.18K -86 -3%
BTI
1150
Blue Trust Inc
Georgia
$190K +$85.7K +1,193 +87%

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.