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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
LC
1151
Lincoln Capital
Nebraska
$248K
1WM
1152
1858 Wealth Management
Ohio
$247K
DI
1153
Diligent Investors
California
$242K -$37.6K -500 -14%
RFO
1154
RiverGlades Family Offices
Florida
$242K +$233K +3,100 New
LAM
1155
Lewis Asset Management
California
$242K -$14.7K -196 -6%
CWS
1156
Confluence Wealth Services
Pennsylvania
$241K +$232K +3,082 New
AAM
1157
Aureus Asset Management
Massachusetts
$240K -$120K -1,590 -34%
SHFA
1158
SC&H Financial Advisors
Maryland
$240K +$827 +11 +0.4%
TAM
1159
Tucker Asset Management
Colorado
$239K -$72.6K -966 -24%
EIA
1160
Edgemoor Investment Advisors
Maryland
$238K
HFAS
1161
Hummer Financial Advisory Services
Illinois
$238K -$30.1K -400 -12%
BFA
1162
Beaumont Financial Advisors
Massachusetts
$238K -$8.04K -107 -3%
CA
1163
Commerzbank Aktiengesellschaft
Germany
$237K +$227K +3,026 New
CP
1164
Covenant Partners
Tennessee
$237K +$228K +3,034 New
TTWM
1165
TCV Trust & Wealth Management
Virginia
$236K -$1.2K -16 -0.5%
TSWM
1166
Triangle Securities Wealth Management
North Carolina
$235K -$4.13K -55 -2%
NGA
1167
Naples Global Advisors
Florida
$235K -$451 -6 -0.2%
SIS
1168
Sound Income Strategies
Florida
$235K -$301 -4 -0.1%
JSA
1169
Jacobson & Schmitt Advisors
Wisconsin
$234K
CAM
1170
Columbia Asset Management
Michigan
$234K -$45.1K -600 -17%
HTHT
1171
Hemenway Trust Hemenway Trust
New Hampshire
$233K -$43K -572 -16%
WPA
1172
West Paces Advisors
Georgia
$233K +$210K +2,800 +1,474%
AUB
1173
Atlantic Union Bankshares
Virginia
$232K
FA
1174
Fiduciary Alliance
South Carolina
$232K +$223K +2,972 New
AWA
1175
Arete Wealth Advisors
Illinois
$232K -$51.3K -682 -19%

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.