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1,485 hedge funds and large institutions have $33.3B invested in Sysco in 2024 Q3 according to their latest regulatory filings, with 154 funds opening new positions, 525 increasing their positions, 566 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed

81% more first-time investments, than exits

New positions opened: 154 | Existing positions closed: 85

71% more call options, than puts

Call options by funds: $210M | Put options by funds: $123M

18% more funds holding in top 10

Funds holding in top 10: 1113 (+2)

11% more capital invested

Capital invested by funds: $30B → $33.3B (+$3.28B)

4% more funds holding

Funds holding: 1,4311,485 (+54)

2.37% more ownership

Funds ownership: 84.39%86.76% (+2.4%)

7% less repeat investments, than reductions

Existing positions increased: 525 | Existing positions reduced: 566

Holders
1,485
Holders Change
+54
Holders Change %
+3.77%
% of All Funds
21.32%
Holding in Top 10
13
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+18.18%
% of All Funds
0.19%
New
154
Increased
525
Reduced
566
Closed
85
Calls
$210M
Puts
$123M
Net Calls
+$87.3M
Net Calls Change
+$23.1M
Name Holding Trade Value Shares
Change
Change in
Stake
JSW
1226
Journey Strategic Wealth
New Jersey
$209K +$201K +2,672 New
SHGA
1227
Sand Hill Global Advisors
California
$208K +$200K +2,661 New
IA
1228
IFP Advisors
Florida
$207K -$151K -2,003 -43%
WAP
1229
Wealthcare Advisory Partners
Pennsylvania
$207K +$200K +2,656 New
EIP
1230
Ellis Investment Partners
Pennsylvania
$207K -$63.6K -846 -24%
CWG
1231
Cornerstone Wealth Group
North Carolina
$207K +$199K +2,647 New
FWM
1232
Focused Wealth Management
New York
$206K +$35.7K +475 New
CC
1233
Courier Capital
New York
$206K +$198K +2,640 New
KHCM
1234
Kirtland Hills Capital Management
Ohio
$206K -$52.2K -694 -21%
CPW
1235
Crestmont Private Wealth
Texas
$205K +$197K +2,627 New
OW
1236
Olistico Wealth
Oklahoma
$205K +$99.6K +1,325 +102%
JIR
1237
James Investment Research
Ohio
$204K -$68.1K -906 -26%
WB
1238
Webster Bank
Connecticut
$204K +$23.6K +314 +14%
PB
1239
Pinnacle Bancorp
Nebraska
$204K
CAG
1240
Csenge Advisory Group
Florida
$203K +$205K +2,733 New
NAS
1241
Nicolet Advisory Services
Wisconsin
$203K -$106K -1,409 -35%
NRG
1242
Nemes Rush Group
Michigan
$202K -$75 -1 -0%
AFWM
1243
Abich Financial Wealth Management
Virginia
$201K +$31.3K +416 +19%
WCM
1244
Wallace Capital Management
Texas
$201K +$194K +2,580 New
SAM
1245
Smartleaf Asset Management
Massachusetts
$201K +$44.1K +586 +29%
TNBTD
1246
Trustmark National Bank Trust Department
Mississippi
$200K +$193K +2,566 New
FMTCOCP
1247
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$199K
TWC
1248
TD Waterhouse Canada
Ontario, Canada
$199K +$7.52K +100 +4%
EWA
1249
EverSource Wealth Advisors
Alabama
$196K +$11K +146 +6%
HC
1250
Hoese & Co
Minnesota
$186K

SYY Hedge Fund Activity: Q3 2024 in Review

1,485 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in Sysco (SYY) for Q3 2024, worth a combined $33.3B — up 11% from $30B a quarter earlier.

Buyers outnumbered sellers: 154 funds opened new SYY positions and 85 closed out — a net gain of 69 holders — while 525 added to existing stakes and 566 trimmed.

The largest buyer was Vanguard Group, adding an estimated $490M. The largest seller was JP Morgan Chase, cutting an estimated $536M.

  • 1,485 institutional investors held Sysco (SYY) as of Q3 2024, up from 1,431 in Q2 2024.
  • Funds reported $33.3B of Sysco stock for Q3 2024, up 11% quarter-over-quarter.
  • 154 funds opened new Sysco positions in Q3 2024 and 85 closed out, a net change of +69 holders.
  • The largest Sysco buyer in Q3 2024 was Vanguard Group, an estimated $490M added.
  • The largest Sysco seller in Q3 2024 was JP Morgan Chase, an estimated $536M sold.

Based on aggregated 13F filings for Q3 2024.