We are live on ! Find out more

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
PJWM
1151
Philip James Wealth Mangement
Georgia
$224K -$26.3K -352 -10%
FB
1152
Fulton Bank
Pennsylvania
$224K +$4.11K +55 +2%
FFA
1153
Farther Finance Advisors
California
$224K +$78.8K +1,054 +49%
PMSA
1154
Patrick M. Sweeney & Associates
Illinois
$221K +$26.2K +351 +13%
RMF
1155
Red Mountain Financial
Colorado
$221K +$232K +3,098 New
TSWM
1156
Triangle Securities Wealth Management
North Carolina
$219K
SOW
1157
State of Wyoming
Wyoming
$219K +$79.8K +1,068 +53%
SHFA
1158
SC&H Financial Advisors
Maryland
$219K +$15.5K +208 +7%
RSWM
1159
Robertson Stephens Wealth Management
California
$218K -$1.42K -19 -0.6%
PTC
1160
Petrus Trust Company
Texas
$218K +$229K +3,059 New
EIA
1161
Edgemoor Investment Advisors
Maryland
$218K
TTWM
1162
TCV Trust & Wealth Management
Virginia
$217K
TCOTS
1163
Trust Company of the South
North Carolina
$216K
NGA
1164
Naples Global Advisors
Florida
$216K -$21K -281 -9%
RZH
1165
Relyea Zuckerberg Hanson
Connecticut
$215K +$23.3K +312 +12%
SIS
1166
Sound Income Strategies
Florida
$215K +$1.05K +14 +0.5%
JSA
1167
Jacobson & Schmitt Advisors
Wisconsin
$214K +$224K +3,000 New
LSAG
1168
Lake Street Advisors Group
New Hampshire
$214K -$22.9K -306 -9%
SCM
1169
Shelton Capital Management
Colorado
$213K -$149 -2 -0.1%
AUB
1170
Atlantic Union Bankshares
Virginia
$212K +$222K +2,977 New
CWM
1171
Cahaba Wealth Management
Georgia
$212K
SC
1172
SouthState Corp
Florida
$212K -$46.9K -628 -17%
CFO
1173
Callan Family Office
Pennsylvania
$211K +$221K +2,962 New
OHWA
1174
Oak Hill Wealth Advisors
Virginia
$211K +$221K +2,961 New
CAM
1175
Cidel Asset Management
Ontario, Canada
$210K

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.