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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
B
1301
Birchbrook
Maine
$39.3K
GIA
1302
GHP Investment Advisors
Colorado
$38.5K +$299 +4 +0.7%
SJIM
1303
St. Johns Investment Management
Florida
$38.4K
BC
1304
Barrett & Company
Rhode Island
$38K +$149 +2 +0.4%
FC
1305
Fairscale Capital
New Hampshire
$38K +$38.9K +520 New
TFIPS
1306
Towarzystwo Funduszy Inwestycyjnych PZU SA
$36.4K
BWP
1307
Baldwin Wealth Partners
Massachusetts
$34.4K +$1.64K +22 +5%
JWA
1308
JFS Wealth Advisors
Pennsylvania
$34.1K -$224 -3 -0.6%
RWMG
1309
Redwood Wealth Management Group
New Jersey
$32.5K +$34K +455 New
TSWM
1310
Tyler-Stone Wealth Management
Ohio
$32.4K -$822 -11 -2%
CFS
1311
CGC Financial Services
Oregon
$31.8K
SWS
1312
SYSTM Wealth Solutions
Illinois
$31.1K -$644K -8,621 -95%
SS
1313
Sunbelt Securities
Texas
$30.8K +$149 +2 +0.5%
BFS
1314
Burkett Financial Services
South Carolina
$30K +$224 +3 +0.7%
JFGIW
1315
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$29.7K +$448 +6 +1%
GC
1316
Gould Capital
Washington
$29.6K
MWM
1317
Mascoma Wealth Management
New Hampshire
$29.6K
EFP
1318
EnRich Financial Partners
Wisconsin
$28.6K -$44.8K -600 -60%
OIAM
1319
OFI Invest Asset Management
France
$28.1K +$971 +13 +3%
HGERS
1320
Householder Group Estate & Retirement Specialist
Arizona
$28K -$149 -2 -0.5%
PP
1321
PrairieView Partners
Minnesota
$28K
SCA
1322
Stuart Chaussee & Associates
California
$27.5K
PP
1323
PFS Partners
New Jersey
$27.2K +$224 +3 +0.8%
FRA
1324
Front Row Advisors
California
$27.1K +$75 +1 +0.3%
KFS
1325
Kelly Financial Services
Massachusetts
$25.3K -$224 -3 -0.8%

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.