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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
BFWM
1126
Bright Futures Wealth Management
New York
$243K -$13.1K -175 -5%
WSCM
1127
Wellington Shields Capital Management
New York
$243K
JC
1128
JB Capital
Connecticut
$242K -$4.33K -58 -2%
GWM
1129
Gitterman Wealth Management
New Jersey
$242K +$253K +3,385 New
BONH
1130
Bank of New Hampshire
New Hampshire
$241K -$22.8K -305 -8%
KP
1131
Keel Point
Alabama
$241K +$239K +3,194 New
TCA
1132
Transcend Capital Advisors
New Jersey
$239K +$19K +254 +8%
PWA
1133
Phoenix Wealth Advisors
North Carolina
$238K +$7.55K +101 +3%
KHCM
1134
Kirtland Hills Capital Management
Ohio
$238K -$523 -7 -0.2%
TWA
1135
TCI Wealth Advisors
Arizona
$237K +$598 +8 +0.2%
GB
1136
Goepper Burkhardt
South Carolina
$237K
PL
1137
Perpetual Ltd
Australia
$236K +$247K +3,300 New
LAM
1138
Lewis Asset Management
California
$235K -$18.5K -247 -7%
WIM
1139
WealthPlan Investment Management
Nebraska
$235K +$1.12K +15 +0.5%
PCMC
1140
Paragon Capital Management (Colorado)
Colorado
$234K +$224 +3 +0.1%
CCFCSB
1141
Cape Cod Five Cents Savings Bank
Massachusetts
$233K -$1.64K -22 -0.7%
AIM
1142
Anchor Investment Management
South Carolina
$232K
SAA
1143
Southeast Asset Advisors
Georgia
$231K
NQWM
1144
Northwest Quadrant Wealth Management
Oregon
$228K -$31.9K -427 -12%
OWA
1145
Octavia Wealth Advisors
Ohio
$227K +$238K +3,182 New
BIP
1146
Brandes Investment Partners
California
$227K -$5.98K -80 -2%
LC
1147
Lincoln Capital
Nebraska
$226K
EL
1148
EMFO LLC
Florida
$226K
1WM
1149
1858 Wealth Management
Ohio
$226K -$13.2K -177 -5%
BFA
1150
Beaumont Financial Advisors
Massachusetts
$225K +$4.56K +61 +2%

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.