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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
BC
1251
Barrett & Company
Rhode Island
$35K
GIA
1252
GHP Investment Advisors
Colorado
$33.4K -$3.66K -51 -9%
TSWM
1253
Tyler-Stone Wealth Management
Ohio
$33K
FFA
1254
Farther Finance Advisors
California
$33K +$5.89K +82 +20%
ICM
1255
Intrepid Capital Management
Florida
$31.6K
FWM
1256
Focused Wealth Management
New York
$30.9K
CFS
1257
CGC Financial Services
Oregon
$29.5K
TC
1258
Truvestments Capital
Florida
$29K +$216 +3 +0.7%
PP
1259
PFS Partners
New Jersey
$28.9K +$216 +3 +0.7%
SS
1260
Sunbelt Securities
Texas
$28K +$216 +3 +0.7%
FCT
1261
First Community Trust
Iowa
$28K -$11.1K -155 -27%
HCP
1262
Hexagon Capital Partners
Arkansas
$27.7K +$12.9K +179 +75%
MWM
1263
Mascoma Wealth Management
New Hampshire
$27.3K
GC
1264
Gould Capital
Washington
$27K
CCA
1265
Column Capital Advisors
Indiana
$26.4K
PP
1266
PrairieView Partners
Minnesota
$26K -$4.6K -64 -14%
CAC
1267
Certified Advisory Corp
Florida
$25.9K +$1.34M +18,661 New
SCA
1268
Stuart Chaussee & Associates
California
$25.4K
FRA
1269
Front Row Advisors
California
$25.4K -$503 -7 -2%
VNA
1270
Valley National Advisers
Pennsylvania
$24K +$6.83K +95 +36%
Loomis, Sayles & Company
1271
Loomis, Sayles & Company
Massachusetts
$24K +$8.98K +125 +51%
JWA
1272
JFS Wealth Advisors
Pennsylvania
$23.7K -$7.11K -99 -22%
KFS
1273
Kelly Financial Services
Massachusetts
$23.3K -$503 -7 -2%
SWM
1274
Sugarloaf Wealth Management
Georgia
$23.1K
HGERS
1275
Householder Group Estate & Retirement Specialist
Arizona
$22.9K +$24.9K +347 New

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.