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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
PB
1201
Pinnacle Bancorp
Nebraska
$198K
SWA
1202
Sutton Wealth Advisors
Florida
$189K -$460 -6 -0.2%
GFWA
1203
Grey Fox Wealth Advisors
Delaware
$189K +$2K +26 +1%
CSS
1204
Cubist Systematic Strategies
Connecticut
$187K -$5.06M -65,916 -96%
HC
1205
Hoese & Co
Minnesota
$184K
FCB
1206
First Command Bank
Texas
$181K
FCFS
1207
First Command Financial Services
Texas
$181K
AA
1208
Addison Advisors
Vermont
$178K -$1.15K -15 -0.6%
BCP
1209
Blue Chip Partners
Michigan
$175K +$844 +11 +0.5%
CSPIA
1210
Cary Street Partners Investment Advisory
Virginia
$169K +$46K +600 +38%
AAS
1211
Ameritas Advisory Services
Nebraska
$167K -$51.2K -667 -23%
FCT
1212
Family Capital Trust
Massachusetts
$166K
LWANC
1213
Laurel Wealth Advisors (North Carolina)
North Carolina
$154K
TFP
1214
Tilia Fiduciary Partners
North Carolina
$153K
CFGS
1215
Concourse Financial Group Securities
Alabama
$146K +$60.8K +792 +72%
TCM
1216
TD Capital Management
Tennessee
$144K
AP
1217
Arlington Partners
Alabama
$144K +$12K +156 +9%
IA
1218
IFP Advisors
Florida
$142K -$504K -6,561 -75%
BSB
1219
Bangor Savings Bank
Maine
$138K
EL
1220
EMFO LLC
Florida
$138K
ADL
1221
Asset Dedication LLC
California
$136K
PFBT
1222
Parkside Financial Bank & Trust
Missouri
$134K +$12.9K +168 +11%
CAC
1223
Core Alternative Capital
Georgia
$131K -$56.1K -731 -30%
ZB
1224
Zions Bancorporation
Utah
$128K -$307 -4 -0.2%
HDIM
1225
Hanson & Doremus Investment Management
Vermont
$128K -$12.9K -168 -9%

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.