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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
RTC
1201
Riverview Trust Company
Washington
$80.8K -$21.4K -298 -20%
KFI
1202
Key Financial Inc
Pennsylvania
$78.2K -$5.53K -77 -6%
CAL
1203
Capital Analysts LLC
Pennsylvania
$78K
CNBTD
1204
Citizens National Bank Trust Department
Mississippi
$77.2K
CG
1205
Cutler Group
California
$77K
CSB
1206
City State Bank
Iowa
$74K
BBPWM
1207
Blue Bell Private Wealth Management
Pennsylvania
$73.4K +$7.33K +102 +10%
UCB
1208
United Community Bank
South Carolina
$73.3K +$79.8K +1,110 New
AFG
1209
Albion Financial Group
Utah
$71.2K
MAM
1210
Meeder Asset Management
Ohio
$69.8K -$1.79M -24,966 -96%
ME
1211
McIlrath & Eck
Washington
$69.4K
DJSG
1212
D.J. St. Germain
Massachusetts
$68.7K -$7.76K -108 -9%
EBA
1213
Eagle Bay Advisors
New York
$68.6K -$3.23K -45 -4%
JFA
1214
JNBA Financial Advisors
Minnesota
$67.1K
OA
1215
Operose Advisors
Wisconsin
$65.3K +$28.4K +395 +67%
BWL
1216
Bogart Wealth LLC
Virginia
$64.3K
CFA
1217
CWS Financial Advisors
Michigan
$64.2K +$69.8K +972 New
BHWM
1218
Bay Harbor Wealth Management
Maryland
$63.9K +$1.36K +19 +2%
MA
1219
MCF Advisors
Kentucky
$62.9K
CHA
1220
Carmichael Hill & Associates
Maryland
$61.3K
M
1221
MOTCO
Texas
$60K -$934 -13 -1%
ATC
1222
Adirondack Trust Company
New York
$60K -$2.66K -37 -4%
MMG
1223
Monetary Management Group
Missouri
$59.4K -$21.6K -300 -25%
MRCM
1224
M&R Capital Management
New Jersey
$57.2K +$12.9K +180 +26%
AWM
1225
Atticus Wealth Management
Florida
$56.1K

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.