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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
RFA
1326
Register Financial Advisors
Georgia
$6.6K +$1.72K +24 +32%
SFCL
1327
Strengthening Families & Communities LLC
Massachusetts
$6K
PWMG
1328
Provence Wealth Management Group
California
$5.95K +$6.47K +90 New
SFG
1329
Steward Financial Group
Texas
$5K +$5.96K +83 New
RFG
1330
RFP Financial Group
Georgia
$4.69K
CIA
1331
Cape Investment Advisory
Georgia
$4.42K
HCM
1332
Hollencrest Capital Management
California
$4.23K -$40.2K -560 -90%
HWM
1333
Horizons Wealth Management
North Carolina
$4.03K
ETC
1334
Exchange Traded Concepts
Oklahoma
$3.04K -$32.2K -448 -91%
WAS
1335
Winch Advisory Services
Wisconsin
$3K
EAM
1336
Eukles Asset Management
Ohio
$2.97K
HWA
1337
HHM Wealth Advisors
Tennessee
$2.25K
TCA
1338
Trifecta Capital Advisors
Illinois
$2.18K
CAL
1339
Capital Advisors Ltd
Ohio
$2K -$2.08K -29 -52%
DIP
1340
DT Investment Partners
Pennsylvania
$1.92K
TIM
1341
Tortoise Investment Management
New York
$1.58K
IRC
1342
Investors Research Corp
Georgia
$1.32K +$1.44K +20 New
AT
1343
Avalon Trust
New Mexico
$1.25K +$1.36K +19 New
ECM
1344
Everence Capital Management
Indiana
$1.15K
CBT
1345
Central Bank & Trust
Kentucky
$1.12K
CAM
1346
ClariVest Asset Management
California
$1K +$790 +11 New
AAP
1347
Arax Advisory Partners
Colorado
$991
HWP
1348
Highline Wealth Partners
California
$793
PA
1349
PSI Advisors
Florida
$727
FSWA
1350
Financial Synergies Wealth Advisors
Texas
$661

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.