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1,485 hedge funds and large institutions have $33.3B invested in Sysco in 2024 Q3 according to their latest regulatory filings, with 154 funds opening new positions, 525 increasing their positions, 566 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed

81% more first-time investments, than exits

New positions opened: 154 | Existing positions closed: 85

71% more call options, than puts

Call options by funds: $210M | Put options by funds: $123M

18% more funds holding in top 10

Funds holding in top 10: 1113 (+2)

11% more capital invested

Capital invested by funds: $30B → $33.3B (+$3.28B)

4% more funds holding

Funds holding: 1,4311,485 (+54)

2.37% more ownership

Funds ownership: 84.39%86.76% (+2.4%)

7% less repeat investments, than reductions

Existing positions increased: 525 | Existing positions reduced: 566

Holders
1,485
Holders Change
+54
Holders Change %
+3.77%
% of All Funds
21.32%
Holding in Top 10
13
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+18.18%
% of All Funds
0.19%
New
154
Increased
525
Reduced
566
Closed
85
Calls
$210M
Puts
$123M
Net Calls
+$87.3M
Net Calls Change
+$23.1M
Name Holding Trade Value Shares
Change
Change in
Stake
DFCM
1126
Dark Forest Capital Management
Puerto Rico
$261K +$251K +3,344 New
CTC
1127
Central Trust Company
Missouri
$261K -$91.6K -1,218 -27%
TWA
1128
TCI Wealth Advisors
Arizona
$260K +$526 +7 +0.2%
GWM
1129
Geneos Wealth Management
Colorado
$260K +$41.8K +556 +20%
LSAG
1130
Lake Street Advisors Group
New Hampshire
$260K +$25K +332 +11%
RIA
1131
Richwood Investment Advisors
Ohio
$259K -$33.8K -450 -12%
GB
1132
Goepper Burkhardt
South Carolina
$259K
DMBA
1133
Deseret Mutual Benefit Administrators
Utah
$258K -$29.5K -392 -11%
WIM
1134
WealthPlan Investment Management
Nebraska
$258K +$1.2K +16 +0.5%
PL
1135
Perpetual Ltd
Australia
$258K
QFA
1136
Quantum Financial Advisors
California
$257K +$248K +3,297 New
SF
1137
Summit Financial
New Jersey
$257K -$13.4K -178 -5%
PWA
1138
Phoenix Wealth Advisors
North Carolina
$254K -$5.56K -74 -2%
GRP
1139
Global Retirement Partners
California
$252K -$234K -3,119 -49%
SAA
1140
Southeast Asset Advisors
Georgia
$252K
MW
1141
Marcum Wealth
Ohio
$252K -$34.1K -453 -12%
KP
1142
Keel Point
Alabama
$252K +$2.1K +28 +0.9%
OWP
1143
ORG Wealth Partners
Texas
$251K +$242K +3,214 New
CCFCSB
1144
Cape Cod Five Cents Savings Bank
Massachusetts
$251K -$4.36K -58 -2%
HCM
1145
Howard Capital Management
Georgia
$250K +$241K +3,208 New
OWA
1146
Octavia Wealth Advisors
Ohio
$250K +$1.88K +25 +0.8%
CA
1147
Claro Advisors
Massachusetts
$250K +$240K +3,197 New
NQWM
1148
Northwest Quadrant Wealth Management
Oregon
$249K +$451 +6 +0.2%
PMSA
1149
Patrick M. Sweeney & Associates
Illinois
$249K +$6.39K +85 +3%
BIP
1150
Brandes Investment Partners
California
$248K

SYY Hedge Fund Activity: Q3 2024 in Review

1,485 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in Sysco (SYY) for Q3 2024, worth a combined $33.3B — up 11% from $30B a quarter earlier.

Buyers outnumbered sellers: 154 funds opened new SYY positions and 85 closed out — a net gain of 69 holders — while 525 added to existing stakes and 566 trimmed.

The largest buyer was Vanguard Group, adding an estimated $490M. The largest seller was JP Morgan Chase, cutting an estimated $536M.

  • 1,485 institutional investors held Sysco (SYY) as of Q3 2024, up from 1,431 in Q2 2024.
  • Funds reported $33.3B of Sysco stock for Q3 2024, up 11% quarter-over-quarter.
  • 154 funds opened new Sysco positions in Q3 2024 and 85 closed out, a net change of +69 holders.
  • The largest Sysco buyer in Q3 2024 was Vanguard Group, an estimated $490M added.
  • The largest Sysco seller in Q3 2024 was JP Morgan Chase, an estimated $536M sold.

Based on aggregated 13F filings for Q3 2024.