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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
BIP
1151
Blueprint Investment Partners
North Carolina
$224K -$20.9K -272 -9%
CGH
1152
CMG Global Holdings
Texas
$224K
EHWM
1153
Eads & Heald Wealth Management
Georgia
$223K
PWP
1154
Phillips Wealth Planners
Mississippi
$223K -$4.14K -54 -2%
QC
1155
Quent Capital
New York
$222K
CT
1156
Chicago Trust
Illinois
$221K
NGA
1157
Naples Global Advisors
Florida
$220K -$13K -170 -6%
WA
1158
WP Advisors
California
$220K +$1.38K +18 +0.6%
BWAM
1159
Boyd Watterson Asset Management
Ohio
$219K
SHFA
1160
SC&H Financial Advisors
Maryland
$219K +$1.92K +25 +0.9%
JSW
1161
Journey Strategic Wealth
New Jersey
$218K -$3.61K -47 -2%
OAM
1162
Occidental Asset Management
California
$218K
AMG
1163
Advisors Management Group
Wisconsin
$218K +$217K +2,827 New
BL
1164
Balentine LLC
Georgia
$217K -$31.3K -408 -13%
NG
1165
Northstar Group
New York
$216K -$9.21K -120 -4%
AF
1166
Alerus Financial
North Dakota
$216K -$9.82K -128 -4%
PWPS
1167
Pinnacle Wealth Planning Services
Ohio
$215K +$1.23K +16 +0.6%
V
1168
VeraBank
Texas
$215K -$10.2K -133 -5%
CFG
1169
Carr Financial Group
Massachusetts
$215K +$213K +2,777 New
RZH
1170
Relyea Zuckerberg Hanson
Connecticut
$213K -$16.7K -217 -7%
SMA
1171
Sage Mountain Advisors
Georgia
$213K +$211K +2,752 New
CCFP
1172
Charles Carroll Financial Partners
Massachusetts
$213K
ECM
1173
EagleClaw Capital Management
Massachusetts
$212K
FPCP
1174
Fort Point Capital Partners
California
$212K -$7.44K -97 -3%
MSR
1175
Main Street Research
Connecticut
$212K +$211K +2,745 New

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.