We are live on ! Find out more

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
PFBT
1176
Parkside Financial Bank & Trust
Missouri
$120K +$7.9K +110 +6%
AP
1177
Arlington Partners
Alabama
$120K -$85.1K -1,185 -39%
AT
1178
Arlington Trust
Alabama
$120K +$131K +1,817 New
BSB
1179
Bangor Savings Bank
Maine
$118K
EL
1180
EMFO LLC
Florida
$118K
ADL
1181
Asset Dedication LLC
California
$113K +$6.18K +86 +5%
EWA
1182
EverSource Wealth Advisors
Alabama
$111K +$7.47K +104 +7%
HDIM
1183
Hanson & Doremus Investment Management
Vermont
$110K
PPC
1184
Park Place Capital
Alabama
$106K +$5.68K +79 +5%
ANBT
1185
American National Bank & Trust
Texas
$105K +$72.8K +1,013 +175%
BIA
1186
Bell Investment Advisors
California
$105K +$85.1K +1,184 +291%
ZB
1187
Zions Bancorporation
Utah
$104K -$3.66K -51 -3%
MHR
1188
Matthew Hamilton Rosenberg
$104K +$9.27K +129 +9%
CCP
1189
Carmel Capital Partners
California
$103K +$287 +4 +0.3%
NSIM
1190
North Star Investment Management
Illinois
$100K
AWM
1191
Abound Wealth Management
Tennessee
$99.9K +$503 +7 +0.5%
SAM
1192
S.A. Mason
Michigan
$98.3K
PMFA
1193
Plante Moran Financial Advisors
Michigan
$97.1K
IBOK
1194
Independence Bank of Kentucky
Kentucky
$97.1K -$8.26K -115 -7%
AA
1195
Alta Advisers
United Kingdom
$92.5K
EWM
1196
Evermay Wealth Management
Virginia
$92.5K
MPWT
1197
MassMutual Private Wealth & Trust
Connecticut
$88.8K +$49.1K +683 +103%
BWM
1198
Baystate Wealth Management
Massachusetts
$85K +$575 +8 +0.6%
PGAM
1199
Princeton Global Asset Management
New Jersey
$81.2K +$72 +1 +0.1%
BWP
1200
Baldwin Wealth Partners
Massachusetts
$81K -$9.2K -128 -9%

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.