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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
PWMG
1376
Prestige Wealth Management Group
New Jersey
$8.78K -$897 -12 -9%
CAL
1377
Capital Advisors Ltd
Ohio
$8K -$1.42K -19 -14%
OA
1378
Operose Advisors
Wisconsin
$7.5K -$29.4K -393 -79%
MAM
1379
Meeder Asset Management
Ohio
$7.21K -$1.08M -14,439 -99%
FGAM
1380
Financial Gravity Asset Management
Texas
$7.14K
IWP
1381
IAG Wealth Partners
Wisconsin
$7.14K
MLA
1382
MB, Levis & Associates
Pennsylvania
$7.14K
RI
1383
Ridgewood Investments
New Jersey
$7.14K +$7.47K +100 New
HWP
1384
Highline Wealth Partners
California
$6.87K +$299 +4 +4%
PCWA
1385
Pacific Capital Wealth Advisors
California
$6.85K -$1.34K -18 -16%
CP
1386
Castleview Partners
Texas
$6.21K
OAJ
1387
Ogorek Anthony Joseph
New York
$6K
KWAG
1388
Kiely Wealth Advisory Group
North Carolina
$5.7K
HCM
1389
Hollencrest Capital Management
California
$4.57K
FFO
1390
Fortitude Family Office
Arizona
$4.36K
FFA
1391
Frazier Financial Advisors
Ohio
$4.07K
IHWM
1392
Iron Horse Wealth Management
Iowa
$3.93K
UWS
1393
Unique Wealth Strategies
Illinois
$3.9K +$3.59K +48 New
RS
1394
Rakuten Securities
Japan
$3.85K +$224 +3 +6%
WWM
1395
Wolff Wiese Magana
California
$3.78K -$15.7K -210 -80%
S
1396
Sachetta
Massachusetts
$3.75K +$2.32K +31 +172%
DF
1397
Dunhill Financial
United Kingdom
$3.68K +$822 +11 +27%
PA
1398
Pineridge Advisors
Missouri
$3.4K
RFA
1399
Register Financial Advisors
Georgia
$3.4K +$75 +1 +2%
WAS
1400
Winch Advisory Services
Wisconsin
$3.38K

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.