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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
PFG
1351
Piershale Financial Group
Illinois
$14K
AAG
1352
Armstrong Advisory Group
Massachusetts
$13.3K
SWA
1353
SOA Wealth Advisors
New York
$13.3K
CWM
1354
Cedar Wealth Management
California
$12.9K
AIC
1355
Archer Investment Corporation
Indiana
$12.6K +$77 +1 +0.6%
GAG
1356
Goodman Advisory Group
Massachusetts
$12.6K +$12.5K +163 New
EWM
1357
Endurance Wealth Management
Rhode Island
$12K
RI
1358
Ridgewood Investments
New Jersey
$10.8K +$10.7K +140 New
LSA
1359
Leonteq Securities AG
Switzerland
$10.7K +$5.37K +70 +103%
DI
1360
Disciplined Investments
Oklahoma
$10.6K -$153 -2 -1%
RWM
1361
Ruedi Wealth Management
Illinois
$10.3K
CT
1362
Colonial Trust
South Carolina
$10K +$5.99K +78 +150%
DAC
1363
Dividend Assets Capital
South Carolina
$10K
CAM
1364
Chesapeake Asset Management
New York
$9.49K +$9.36K +122 New
SC
1365
Schubert & Co
Texas
$9.42K -$2.99K -39 -24%
FCA
1366
FinTrust Capital Advisors
South Carolina
$9.33K
CWAF
1367
Core Wealth Advisors (Florida)
Florida
$8.5K
EIM
1368
Essex Investment Management
Massachusetts
$7.72K
IWP
1369
IAG Wealth Partners
Wisconsin
$7.72K
IAS
1370
IMA Advisory Services
Colorado
$7.72K
MLA
1371
MB, Levis & Associates
Pennsylvania
$7.72K
CSC
1372
Caldwell Sutter Capital
California
$7.72K +$7.67K +100 New
JWM
1373
Janiczek Wealth Management
Colorado
$7.62K
AT
1374
Avalon Trust
New Mexico
$6.41K +$6.37K +83 New
RFA
1375
Register Financial Advisors
Georgia
$5.86K -$76.7K -999 -93%

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.