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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
TPWM
1426
Twelve Points Wealth Management
Massachusetts
-$287K -3,863 Closed
FCP
1427
Fidelis Capital Partners
Florida
-$282K -3,794 Closed
OWP
1428
Obermeyer Wealth Partners
Colorado
-$272K -3,662 Closed
BFM
1429
Boothbay Fund Management
New York
-$270K -3,634 Closed
OWA
1430
Octavia Wealth Advisors
Ohio
-$263K -3,543 Closed
CA
1431
CSM Advisors
Pennsylvania
-$261K -3,523 Closed
NRA
1432
NSI Retail Advisors
Pennsylvania
-$261K -3,523 Closed
AR
1433
Advisory Research
Illinois
-$259K -3,492 Closed
RP
1434
Rice Partnership
Hawaii
-$250K -3,365 Closed
PBC
1435
Pavion Blue Capital
California
-$249K -3,359 Closed
RDWM
1436
Red Door Wealth Management
Tennessee
-$249K -3,359 Closed
RFG
1437
Range Financial Group
Oregon
-$248K -3,344 Closed
SFG
1438
Summit Financial Group
West Virginia
-$241K -3,247 Closed
SMA
1439
Sage Mountain Advisors
Georgia
-$233K -3,142 Closed
T
1440
TRUADVICE
Florida
-$224K -3,111 Closed
CT
1441
Chicago Trust
Illinois
-$224K -3,021 Closed
MIC
1442
Means Investment Company
Maine
-$224K -3,017 Closed
IIC
1443
Integrated Investment Consultants
Michigan
-$224K -3,016 Closed
BCM
1444
Bayesian Capital Management
New York
-$221K -2,983 Closed
OHWA
1445
Oak Hill Wealth Advisors
Virginia
-$221K -2,978 Closed
AT
1446
Arvest Trust
Oklahoma
-$226K -2,964 Closed
PWP
1447
Phillips Wealth Planners
Mississippi
-$218K -2,932 Closed
AAS
1448
Ameritas Advisory Services
Nebraska
-$217K -2,926 Closed
CP
1449
Covenant Partners
Tennessee
-$217K -2,925 Closed
CGH
1450
CMG Global Holdings
Texas
-$215K -2,895 Closed

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.