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1,430 hedge funds and large institutions have $30B invested in Sysco in 2024 Q2 according to their latest regulatory filings, with 110 funds opening new positions, 523 increasing their positions, 569 reducing their positions, and 132 closing their positions.

New
Increased
Maintained
Reduced
Closed

70% more call options, than puts

Call options by funds: $156M | Put options by funds: $92.3M

0.96% more ownership

Funds ownership: 83.43%84.39% (+0.96%)

8% less repeat investments, than reductions

Existing positions increased: 523 | Existing positions reduced: 569

3% less funds holding

Funds holding: 1,4751,430 (-45)

11% less capital invested

Capital invested by funds: $33.7B → $30B (-$3.71B)

17% less first-time investments, than exits

New positions opened: 110 | Existing positions closed: 132

35% less funds holding in top 10

Funds holding in top 10: 1711 (-6)

Holders
1,430
Holders Change
-45
Holders Change %
-3.05%
% of All Funds
20.65%
Holding in Top 10
11
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-35.29%
% of All Funds
0.16%
New
110
Increased
523
Reduced
569
Closed
132
Calls
$156M
Puts
$92.3M
Net Calls
+$64.2M
Net Calls Change
-$30.6M
Name Holding Trade Value Shares
Change
Change in
Stake
PGAM
1251
Princeton Global Asset Management
New Jersey
$87.9K +$75 +1 +0.1%
CFO
1252
CVA Family Office
Colorado
$87.2K -$4.41K -59 -5%
LFG
1253
Larson Financial Group
Missouri
$86.5K +$2.09K +28 +2%
TCG
1254
Transcendent Capital Group
Oklahoma
$86K +$299 +4 +0.3%
KFI
1255
Key Financial Inc
Pennsylvania
$84.5K
CNBTD
1256
Citizens National Bank Trust Department
Mississippi
$83.5K
EWM
1257
Evermay Wealth Management
Virginia
$82.1K
C
1258
Covestor
United Kingdom
$81K -$1.57K -21 -2%
BG
1259
Bollard Group
Massachusetts
$80K -$1.35M -18,064 -94%
CSB
1260
City State Bank
Iowa
$79.7K
BBPWM
1261
Blue Bell Private Wealth Management
Pennsylvania
$79.6K
AFG
1262
Albion Financial Group
Utah
$77K
BC
1263
Broadwater Capital
Massachusetts
$76.8K +$75 +1 +0.1%
AssetMark Inc
1264
AssetMark Inc
California
$74K -$6.05K -81 -7%
JFA
1265
JNBA Financial Advisors
Minnesota
$72.5K
RA
1266
Rise Advisors
New York
$72K +$5.68K +76 +8%
ANBT
1267
American National Bank & Trust
Texas
$71.4K
AWM
1268
Atticus Wealth Management
Florida
$71.4K
WCM
1269
Wunderlich Capital Managemnt
Tennessee
$71.4K +$74.7K +1,000 New
BWL
1270
Bogart Wealth LLC
Virginia
$69.6K +$75 +1 +0.1%
BHWM
1271
Bay Harbor Wealth Management
Maryland
$69.5K -$224 -3 -0.3%
CJH
1272
Christopher J. Hasenberg
Wisconsin
$69.5K +$72.7K +973 New
TSMHT
1273
Thurston Springer Miller Herd & Titak
Indiana
$67.7K +$70.9K +949 New
RTC
1274
Riverview Trust Company
Washington
$67.3K
CHA
1275
Carmichael Hill & Associates
Maryland
$66.3K

SYY Hedge Fund Activity: Q2 2024 in Review

1,430 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Sysco (SYY) for Q2 2024, worth a combined $30B — down 11% from $33.7B a quarter earlier.

Sellers outnumbered buyers: 132 funds closed out of SYY and 110 opened new positions — a net loss of 22 holders — while 569 trimmed existing stakes and 523 added.

The largest buyer was Vanguard Group, adding an estimated $542M. The largest seller was Wellington Management Group, cutting an estimated $732M.

  • 1,430 institutional investors held Sysco (SYY) as of Q2 2024, down from 1,475 in Q1 2024.
  • Funds reported $30B of Sysco stock for Q2 2024, down 11% quarter-over-quarter.
  • 110 funds opened new Sysco positions in Q2 2024 and 132 closed out, a net change of -22 holders.
  • The largest Sysco buyer in Q2 2024 was Vanguard Group, an estimated $542M added.
  • The largest Sysco seller in Q2 2024 was Wellington Management Group, an estimated $732M sold.

Based on aggregated 13F filings for Q2 2024.