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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
FDCC
1276
Foster Dykema Cabot & Co
Massachusetts
$53K +$52.6K +686 New
SAI
1277
Systematic Alpha Investments
New Jersey
$52.5K +$52.2K +680 New
MRCM
1278
M&R Capital Management
New Jersey
$52.5K +$7.98K +104 +18%
MFA
1279
McClarren Financial Advisors
Pennsylvania
$50K +$307 +4 +0.6%
NFSG
1280
Newbridge Financial Services Group
Florida
$48.1K +$2.61K +34 +6%
JFGIW
1281
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$47.4K
RA
1282
Rise Advisors
New York
$47.3K +$614 +8 +1%
GBT
1283
Grove Bank & Trust
Florida
$47.3K -$3.45K -45 -7%
MIA
1284
Milestone Investment Advisors
Wisconsin
$46.3K +$46K +600 New
OA
1285
Operose Advisors
Wisconsin
$45.8K
HFM
1286
Harvest Fund Management
China
$45K
FCT
1287
First Community Trust
Iowa
$44.7K -$8.9K -116 -17%
ANBT
1288
American National Bank & Trust
Texas
$42.7K -$3.07K -40 -7%
BIA
1289
Bell Investment Advisors
California
$42.3K -$3.53K -46 -8%
RFA
1290
Resurgent Financial Advisors
Georgia
$42.2K -$133K -1,727 -76%
BCMLT
1291
Beacon Capital Management LLC (Tennessee)
Tennessee
$41.9K +$230 +3 +0.6%
QL
1292
Quarry LP
New York
$41.8K +$15.3K +199 +58%
SJIM
1293
St. Johns Investment Management
Florida
$41.5K
BC
1294
Barrett & Company
Rhode Island
$40.9K
GIA
1295
GHP Investment Advisors
Colorado
$40.2K +$230 +3 +0.6%
AWM
1296
Atticus Wealth Management
Florida
$38.6K -$153K -2,000 -80%
HGERS
1297
Householder Group Estate & Retirement Specialist
Arizona
$38K +$37.9K +494 New
JWA
1298
JFS Wealth Advisors
Pennsylvania
$37.8K +$3.76K +49 +11%
FWM
1299
Focused Wealth Management
New York
$36.1K
WTA
1300
Washington Trust Advisors
Massachusetts
$35.9K +$3.91K +51 +12%

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.