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1,485 hedge funds and large institutions have $33.3B invested in Sysco in 2024 Q3 according to their latest regulatory filings, with 154 funds opening new positions, 525 increasing their positions, 566 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed

81% more first-time investments, than exits

New positions opened: 154 | Existing positions closed: 85

71% more call options, than puts

Call options by funds: $210M | Put options by funds: $123M

18% more funds holding in top 10

Funds holding in top 10: 1113 (+2)

11% more capital invested

Capital invested by funds: $30B → $33.3B (+$3.28B)

4% more funds holding

Funds holding: 1,4311,485 (+54)

2.37% more ownership

Funds ownership: 84.39%86.76% (+2.4%)

7% less repeat investments, than reductions

Existing positions increased: 525 | Existing positions reduced: 566

Holders
1,485
Holders Change
+54
Holders Change %
+3.77%
% of All Funds
21.32%
Holding in Top 10
13
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+18.18%
% of All Funds
0.19%
New
154
Increased
525
Reduced
566
Closed
85
Calls
$210M
Puts
$123M
Net Calls
+$87.3M
Net Calls Change
+$23.1M
Name Holding Trade Value Shares
Change
Change in
Stake
AssetMark Inc
1301
AssetMark Inc
California
$96K +$14.5K +193 +19%
CFO
1302
CVA Family Office
Colorado
$95.3K -$75 -1 -0.1%
TCG
1303
Transcendent Capital Group
Oklahoma
$93.7K -$301 -4 -0.3%
KFI
1304
Key Financial Inc
Pennsylvania
$93.2K +$752 +10 +0.8%
RWM
1305
Reston Wealth Management
Virginia
$92.6K +$89.2K +1,186 New
CNBTD
1306
Citizens National Bank Trust Department
Mississippi
$91.3K
CAL
1307
Capital Analysts LLC
Pennsylvania
$91K -$37.6K -500 -30%
EWM
1308
Evermay Wealth Management
Virginia
$89.8K
BBPWM
1309
Blue Bell Private Wealth Management
Pennsylvania
$89.7K +$2.56K +34 +3%
CFGS
1310
Concourse Financial Group Securities
Alabama
$89K -$58.7K -781 -41%
BG
1311
Bollard Group
Massachusetts
$88K +$601 +8 +0.7%
ADL
1312
Asset Dedication LLC
California
$87.4K -$14.1K -187 -14%
CSB
1313
City State Bank
Iowa
$87.1K
PGAM
1314
Princeton Global Asset Management
New Jersey
$85.9K -$9.85K -131 -11%
JIP
1315
Jaffetilchin Investment Partners
Florida
$84.7K +$81.6K +1,085 New
BC
1316
Broadwater Capital
Massachusetts
$84K
T
1317
TOBAM
France
$81K +$78.2K +1,040 New
JFA
1318
JNBA Financial Advisors
Minnesota
$79.3K
ANBT
1319
American National Bank & Trust
Texas
$78.1K
FWM
1320
FSA Wealth Management
Massachusetts
$77.5K +$74.6K +993 New
BWL
1321
Bogart Wealth LLC
Virginia
$76.2K +$75 +1 +0.1%
CCA
1322
Catalyst Capital Advisors
New York
$75.3K +$72.5K +965 New
RTC
1323
Riverview Trust Company
Washington
$74.5K +$902 +12 +1%
BHWM
1324
Bay Harbor Wealth Management
Maryland
$73.9K -$2.03K -27 -3%
CJH
1325
Christopher J. Hasenberg
Wisconsin
$73.3K

SYY Hedge Fund Activity: Q3 2024 in Review

1,485 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in Sysco (SYY) for Q3 2024, worth a combined $33.3B — up 11% from $30B a quarter earlier.

Buyers outnumbered sellers: 154 funds opened new SYY positions and 85 closed out — a net gain of 69 holders — while 525 added to existing stakes and 566 trimmed.

The largest buyer was Vanguard Group, adding an estimated $490M. The largest seller was JP Morgan Chase, cutting an estimated $536M.

  • 1,485 institutional investors held Sysco (SYY) as of Q3 2024, up from 1,431 in Q2 2024.
  • Funds reported $33.3B of Sysco stock for Q3 2024, up 11% quarter-over-quarter.
  • 154 funds opened new Sysco positions in Q3 2024 and 85 closed out, a net change of +69 holders.
  • The largest Sysco buyer in Q3 2024 was Vanguard Group, an estimated $490M added.
  • The largest Sysco seller in Q3 2024 was JP Morgan Chase, an estimated $536M sold.

Based on aggregated 13F filings for Q3 2024.