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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
CSB
1251
City State Bank
Iowa
$86K
2L
1252
25 LLC
Missouri
$84.8K +$85.5K +1,114 New
AFG
1253
Albion Financial Group
Utah
$83.3K
KFI
1254
Key Financial Inc
Pennsylvania
$83.1K -$1.92K -25 -2%
CP
1255
Castleview Partners
Texas
$81.7K +$77 +1 +0.1%
IGWM
1256
ICA Group Wealth Management
Colorado
$81.5K
EWA
1257
EverSource Wealth Advisors
Alabama
$81.5K +$14.9K +194 +23%
ME
1258
McIlrath & Eck
Washington
$81.2K
ATC
1259
Adirondack Trust Company
New York
$80.7K
EBA
1260
Eagle Bay Advisors
New York
$80.1K +$33.6K +438 +73%
JFA
1261
JNBA Financial Advisors
Minnesota
$78.5K
SSG
1262
Summit Securities Group
New York
$77K -$32.2K -419 -30%
MPWT
1263
MassMutual Private Wealth & Trust
Connecticut
$75.4K +$23.4K +305 +45%
BWL
1264
Bogart Wealth LLC
Virginia
$75.1K
CHA
1265
Carmichael Hill & Associates
Maryland
$71.7K
M
1266
MOTCO
Texas
$70.2K
GFPC
1267
Global Financial Private Client
Florida
$64K
GWS
1268
Glassman Wealth Services
Virginia
$61.6K +$4.99K +65 +9%
CFO
1269
CVA Family Office
Colorado
$60.3K +$13.5K +176 +29%
LC
1270
Lindbrook Capital
California
$59.5K +$22.9K +299 +63%
TAM
1271
Tucker Asset Management
Colorado
$59.4K +$59K +769 New
POIA
1272
Pin Oak Investment Advisors
Texas
$57K
SFCL
1273
Strengthening Families & Communities LLC
Massachusetts
$56.6K -$458K -5,963 -87%
LS
1274
Livforsakringsbolaget Skandia
Sweden
$55.9K
CWC
1275
Carolinas Wealth Consulting
North Carolina
$54.8K

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.