1,404 hedge funds and large institutions have $33.1B invested in Sysco in 2023 Q1 according to their latest regulatory filings, with 106 funds opening new positions, 526 increasing their positions, 520 reducing their positions, and 110 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,404
Holders Change
-33
Holders Change %
-2.3%
% of All Funds
22.47%
Holding in Top 10
16
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+14.29%
% of All Funds
0.26%
New
106
Increased
526
Reduced
520
Closed
110
Calls
$174M
Puts
$116M
Net Calls
+$57.2M
Net Calls Change
+$2.74M
Name Holding Trade Value Shares
Change
Shares
Change %
QC
1151
Quent Capital
New York
$222K
CT
1152
Chicago Trust
Illinois
$221K
NGA
1153
Naples Global Advisors
Florida
$220K -$13.1K -170 -6%
WA
1154
WP Advisors
California
$220K +$1.39K +18 +0.6%
BWAM
1155
Boyd Watterson Asset Management
Ohio
$219K
SHFA
1156
SC&H Financial Advisors
Maryland
$219K +$1.93K +25 +0.9%
JSW
1157
Journey Strategic Wealth
New Jersey
$218K -$3.63K -47 -2%
OAM
1158
Occidental Asset Management
California
$218K
AMG
1159
Advisors Management Group
Wisconsin
$218K +$218K +2,827 New
BL
1160
Balentine LLC
Georgia
$217K -$31.5K -408 -13%
NG
1161
Northstar Group
New York
$216K -$9.27K -120 -4%
AF
1162
Alerus Financial
North Dakota
$216K -$9.89K -128 -4%
PWPS
1163
Pinnacle Wealth Planning Services
Ohio
$215K +$1.24K +16 +0.6%
V
1164
VeraBank
Texas
$215K -$10.3K -133 -5%
CFG
1165
Carr Financial Group
Massachusetts
$215K +$215K +2,777 New
RZH
1166
Relyea Zuckerberg Hanson
Connecticut
$213K -$16.8K -217 -7%
SMA
1167
Sage Mountain Advisors
Georgia
$213K +$213K +2,752 New
CCFP
1168
Charles Carroll Financial Partners
Massachusetts
$213K
ECM
1169
EagleClaw Capital Management
Massachusetts
$212K
FPCP
1170
Fort Point Capital Partners
California
$212K -$7.49K -97 -3%
MSR
1171
Main Street Research
Connecticut
$212K +$212K +2,745 New
DIA
1172
Dana Investment Advisors
Wisconsin
$211K -$29K -375 -12%
CAAS
1173
Capital Asset Advisory Services
Michigan
$211K -$9.27K -120 -4%
CW
1174
CreativeOne Wealth
Kansas
$211K +$211K +2,727 New
GFS
1175
GYL Financial Synergies
Connecticut
$210K +$1K +13 +0.5%