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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
RFG
1376
RFP Financial Group
Georgia
$5.48K
CIA
1377
Cape Investment Advisory
Georgia
$5.17K +$5.14K +67 New
TAIM
1378
TD Ameritrade Investment Management
Nebraska
$5K -$3.38K -44 -41%
EI
1379
Ellevest Inc
New York
$4.71K -$312K -4,071 -99%
HWA
1380
HHM Wealth Advisors
Tennessee
$4.33K
WAS
1381
Winch Advisory Services
Wisconsin
$4K
CAL
1382
Capital Advisors Ltd
Ohio
$4K +$2.46K +32 +128%
CB
1383
CNB Bank
Pennsylvania
$3.78K +$3.76K +49 New
WWM
1384
Wolff Wiese Magana
California
$3.71K
EAM
1385
Eukles Asset Management
Ohio
$3.48K
BA
1386
Bellwether Advisors
Nebraska
$3.32K
APC
1387
Aspire Private Capital
North Carolina
$3.24K
OLVIG
1388
Oliver Lagore Vanvalin Investment Group
Michigan
$3.24K
HWM
1389
Horizons Wealth Management
North Carolina
$2.86K
CFFP
1390
Center for Financial Planning
Michigan
$2.78K
TCA
1391
Trifecta Capital Advisors
Illinois
$2.55K
NC
1392
NewSquare Capital
Pennsylvania
$2.32K +$2.3K +30 New
CBT
1393
Central Bank & Trust
Kentucky
$2.31K +$2.3K +30 New
DIP
1394
DT Investment Partners
Pennsylvania
$2.23K
GCM
1395
Gables Capital Management
Florida
$2.08K +$2.07K +27 New
PCM
1396
Penserra Capital Management
California
$2K
TIM
1397
Tortoise Investment Management
New York
$1.85K -$3.84K -50 -68%
LFG
1398
Larson Financial Group
Missouri
$1.62K
MBFW
1399
Morton Brown Family Wealth
Pennsylvania
$1.47K +$1.46K +19 New
ECM
1400
Everence Capital Management
Indiana
$1.34K

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.