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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
MA
1226
MCF Advisors
Kentucky
$128K -$95.1K -1,239 -43%
HBW
1227
Hazlett, Burt & Watson
West Virginia
$125K -$28.4K -370 -19%
NSIM
1228
North Star Investment Management
Illinois
$124K +$107K +1,393 +648%
AWM
1229
Avior Wealth Management
Nebraska
$123K +$52K +677 +74%
BWP
1230
Baldwin Wealth Partners
Massachusetts
$122K
CCP
1231
Carmel Capital Partners
California
$120K +$120K +1,560 New
RTC
1232
Riverview Trust Company
Washington
$118K -$6.22K -81 -5%
FNBOSM
1233
First National Bank of South Miami
Florida
$116K
SAM
1234
S.A. Mason
Michigan
$115K -$3.84K -50 -3%
PPC
1235
Park Place Capital
Alabama
$114K -$6.98K -91 -6%
PMFA
1236
Plante Moran Financial Advisors
Michigan
$114K +$230 +3 +0.2%
IBOK
1237
Independence Bank of Kentucky
Kentucky
$112K +$5.76K +75 +5%
MHR
1238
Matthew Hamilton Rosenberg
$111K
CA
1239
Crewe Advisors
Utah
$110K +$54.2K +706 +98%
AA
1240
Alta Advisers
United Kingdom
$108K
EWM
1241
Evermay Wealth Management
Virginia
$108K
AWM
1242
Abound Wealth Management
Tennessee
$104K +$2.69K +35 +3%
BWM
1243
Baystate Wealth Management
Massachusetts
$98.2K +$767 +10 +0.8%
BWM
1244
BerganKDV Wealth Management
Minnesota
$97.9K
PGAM
1245
Princeton Global Asset Management
New Jersey
$94.8K
MMG
1246
Monetary Management Group
Missouri
$92.7K -$15.3K -200 -14%
BBPWM
1247
Blue Bell Private Wealth Management
Pennsylvania
$91.5K
CNBTD
1248
Citizens National Bank Trust Department
Mississippi
$90.3K
AIP
1249
Ahrens Investment Partners
Louisiana
$86.1K +$85.6K +1,115 New
CAL
1250
Capital Analysts LLC
Pennsylvania
$86K

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.