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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
SL
1151
Salomon & Ludwin
Virginia
$190K -$8.34K -116 -4%
PFA
1152
Pathway Financial Advisers
Indiana
$189K +$206K +2,864 New
GWM
1153
Geneos Wealth Management
Colorado
$187K +$10.3K +143 +5%
PCM
1154
Penserra Capital Management
California
$186K -$32.7K -455 -14%
QC
1155
Quent Capital
New York
$185K -$4.96K -69 -2%
CB
1156
Centennial Bank
Arkansas
$182K -$64K -891 -24%
VSQM
1157
V-Square Quantitative Management
Illinois
$178K +$194K +2,696 New
HIA
1158
Harbor Investment Advisory
Maryland
$174K -$237K -3,303 -56%
BWAM
1159
Boyd Watterson Asset Management
Ohio
$174K
AWM
1160
Avior Wealth Management
Nebraska
$169K -$431 -6 -0.2%
PB
1161
Pinnacle Bancorp
Nebraska
$169K
HC
1162
Hoese & Co
Minnesota
$163K
CQS
1163
Credential Qtrade Securities
$163K -$7.33K -102 -4%
SWA
1164
Sutton Wealth Advisors
Florida
$162K +$216 +3 +0.1%
FCAS
1165
First Command Advisory Services
Texas
$155K +$168K +2,340 New
AA
1166
Addison Advisors
Vermont
$153K
BCP
1167
Blue Chip Partners
Michigan
$151K -$2.3K -32 -1%
AAM
1168
Advisors Asset Management
Colorado
$148K -$43.6K -607 -21%
TFM
1169
TFC Financial Management
Massachusetts
$145K -$140K -1,954 -47%
FCT
1170
Family Capital Trust
Massachusetts
$142K
HBW
1171
Hazlett, Burt & Watson
West Virginia
$139K +$1.72K +24 +1%
LWANC
1172
Laurel Wealth Advisors (North Carolina)
North Carolina
$132K
CFGS
1173
Concourse Financial Group Securities
Alabama
$129K +$934 +13 +0.7%
TCM
1174
TD Capital Management
Tennessee
$123K
GJIA
1175
Glass Jacobson Investment Advisors
Maryland
$122K +$26.2K +364 +25%

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.