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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
DIA
1176
Dana Investment Advisors
Wisconsin
$211K -$28.8K -375 -12%
CAAS
1177
Capital Asset Advisory Services
Michigan
$211K -$9.21K -120 -4%
CW
1178
CreativeOne Wealth
Kansas
$211K +$209K +2,727 New
GFS
1179
GYL Financial Synergies
Connecticut
$210K +$998 +13 +0.5%
HT
1180
Heritage Trust
Oklahoma
$209K
6F
1181
626 Financial
Michigan
$209K +$307 +4 +0.1%
PVI
1182
Pine Valley Investments
New Jersey
$209K +$211K +2,748 New
JC
1183
JB Capital
Connecticut
$208K +$230 +3 +0.1%
RFG
1184
Range Financial Group
Oregon
$207K +$205K +2,676 New
TFF
1185
The Family Firm
Maryland
$206K +$1.07K +14 +0.5%
BWA
1186
Blodgett Wealth Advisors
California
$206K
CA
1187
Cambridge Advisors
Nebraska
$206K
CNC
1188
Citizens & Northern Corp
Pennsylvania
$206K
TCA
1189
Transcend Capital Advisors
New Jersey
$206K -$7.14K -93 -3%
SG Americas Securities
1190
SG Americas Securities
New York
$205K -$737K -9,601 -78%
T
1191
TOBAM
France
$205K +$204K +2,655 New
TIA
1192
Tiemann Investment Advisors
California
$204K -$11.5K -150 -5%
SP
1193
Successful Portfolios
Florida
$204K -$153 -2 -0.1%
CC
1194
Courier Capital
New York
$204K -$4.99K -65 -2%
VFA
1195
Values First Advisors
Tennessee
$203K +$201K +2,624 New
PPP
1196
Private Portfolio Partners
New Jersey
$202K -$23.9K -312 -11%
HS
1197
Horan Securities
United States
$201K +$5.99K +78 +3%
TIMH
1198
Tilt Investment Management Holdings
New York
$201K +$203K +2,644 New
RCM
1199
Radnor Capital Management
Pennsylvania
$201K +$200K +2,600 New
CQS
1200
Credential Qtrade Securities
$200K -$3.3K -43 -2%

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.