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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
AAG
1301
Armstrong Advisory Group
Massachusetts
$11.4K
SWA
1302
SOA Wealth Advisors
New York
$11.4K
HCA
1303
Heck Capital Advisors
Wisconsin
$11.2K +$12.2K +170 New
PBK
1304
Peoples Bank (Kansas)
Kansas
$11.2K +$12.2K +170 New
OIA
1305
Optimum Investment Advisors
Illinois
$11.1K
CWM
1306
Cedar Wealth Management
California
$11K
BWS
1307
Buck Wealth Strategies
Colorado
$11K +$11.9K +166 New
AIC
1308
Archer Investment Corporation
Indiana
$10.9K +$72 +1 +0.6%
LFG
1309
Larson Financial Group
Missouri
$10.3K +$9.7K +135 +643%
FMP
1310
Financial Management Professionals
Texas
$10K +$862 +12 +8%
CAS
1311
Coppell Advisory Solutions
Texas
$9.97K +$3.81K +53 +69%
PWMG
1312
Prestige Wealth Management Group
New Jersey
$9.25K -$72 -1 -0.7%
DAC
1313
Dividend Assets Capital
South Carolina
$9K -$4.96K -69 -34%
USB
1314
Union Savings Bank
Connecticut
$8.91K
RWM
1315
Ruedi Wealth Management
Illinois
$8.85K
CPG
1316
Cornerstone Planning Group
New Jersey
$8.79K +$1.36K +19 +17%
CBT
1317
CoreFirst Bank & Trust
Kansas
$8.26K
CAM
1318
Chesapeake Asset Management
New York
$8.12K
FAM
1319
Flaharty Asset Management
Florida
$7.27K +$7.9K +110 New
WFA
1320
West Financial Advisors
Iowa
$6.94K +$7.54K +105 New
JWM
1321
Janiczek Wealth Management
Colorado
$6.8K
CSC
1322
Caldwell Sutter Capital
California
$6.61K
GWMIA
1323
Global Wealth Management Investment Advisory
Florida
$6.61K
IWP
1324
IAG Wealth Partners
Wisconsin
$6.61K
MLA
1325
MB, Levis & Associates
Pennsylvania
$6.61K

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.