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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
DA
1451
Duality Advisers
Florida
-$709K -9,271 Closed
GA
1452
Goldstein Advisors
Wisconsin
-$578K -7,558 Closed
WCM
1453
WealthBridge Capital Management
Ohio
-$577K -7,541 Closed
AWC
1454
Adamsbrown Wealth Consultants
Kansas
-$561K -7,338 Closed
SEC
1455
Seven Eight Capital
New York
-$556K -7,278 Closed
MM
1456
MQS Management
New York
-$547K -7,156 Closed
IWA
1457
IBEX Wealth Advisors
New Jersey
-$519K -6,787 Closed
HB
1458
Horizon Bancorp
Indiana
-$514K -6,724 Closed
SCP
1459
Shorepoint Capital Partners
Massachusetts
-$505K -6,606 Closed
KI
1460
Kula Investments
Illinois
-$502K -6,572 Closed
WI
1461
WJ Interests
Texas
-$502K -6,561 Closed
FNBOH
1462
First National Bank of Hutchinson
Kansas
-$473K -6,188 Closed
BC
1463
Bridgefront Capital
Texas
-$448K -5,863 Closed
M
1464
Mirova
France
-$406K -5,308 Closed
FIBT
1465
First International Bank & Trust
North Dakota
-$379K -4,953 Closed
CCMG
1466
Clark Capital Management Group
Pennsylvania
-$362K -4,734 Closed
TFM
1467
Trian Fund Management
New York
-$347K -4,540 Closed
CWP
1468
Cyndeo Wealth Partners
Florida
-$339K -4,440 Closed
GCC
1469
Guardian Capital (Canada)
Ontario, Canada
-$331K -4,334 Closed
GWA
1470
GGM Wealth Advisors
Maryland
-$330K -4,190 Closed
JSC
1471
Jackson Square Capital
California
-$309K -4,038 Closed
TBA
1472
Tower Bridge Advisors
Pennsylvania
-$298K -3,898 Closed
AC
1473
ASB Consultores
Florida
-$290K -3,795 Closed
IAS
1474
Insigneo Advisory Services
Florida
-$274K -3,587 Closed
Two Sigma Advisers
1475
Two Sigma Advisers
New York
-$268K -3,500 Closed

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.