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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
CP
1226
Castleview Partners
Texas
$55.9K -$16K -223 -21%
LC
1227
Lindbrook Capital
California
$54K +$2.52K +35 +4%
GFPC
1228
Global Financial Private Client
Florida
$53.4K
NCM
1229
Northwest Capital Management
Oregon
$52.8K
POIA
1230
Pin Oak Investment Advisors
Texas
$49K
LS
1231
Livforsakringsbolaget Skandia
Sweden
$47.8K
FDCC
1232
Foster Dykema Cabot & Co
Massachusetts
$45K
SAI
1233
Systematic Alpha Investments
New Jersey
$44.9K
MFA
1234
McClarren Financial Advisors
Pennsylvania
$43K +$287 +4 +0.6%
CWC
1235
Carolinas Wealth Consulting
North Carolina
$42.5K -$13.1K -183 -1%
QL
1236
Quarry LP
New York
$42.2K +$5.1K +71 +13%
AWM
1237
AllSquare Wealth Management
New York
$42.2K +$45.9K +639 New
NFSG
1238
Newbridge Financial Services Group
Florida
$41.7K +$287 +4 +0.6%
CT
1239
Colonial Trust
South Carolina
$41.6K
GBT
1240
Grove Bank & Trust
Florida
$41.6K +$2.37K +33 +6%
RA
1241
Rise Advisors
New York
$40.6K +$287 +4 +0.7%
BCMLT
1242
Beacon Capital Management LLC (Tennessee)
Tennessee
$40.5K
MIA
1243
Milestone Investment Advisors
Wisconsin
$39.6K +$43.1K +600 New
LTI
1244
Laffer Tengler Investments
Tennessee
$39K +$42.5K +591 New
GWS
1245
Glassman Wealth Services
Virginia
$38.9K +$575 +8 +1%
BCM
1246
BluePath Capital Management
Georgia
$37.7K +$41K +571 New
JFGIW
1247
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$37.3K -$14.4K -200 -26%
GM
1248
GeoWealth Management
Illinois
$36K +$20.2K +281 +105%
SJIM
1249
St. Johns Investment Management
Florida
$35.5K
WTA
1250
Washington Trust Advisors
Massachusetts
$35.3K +$8.55K +119 +29%

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.