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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
EHWM
1451
Eads & Heald Wealth Management
Georgia
-$215K -2,892 Closed
NG
1452
Northstar Group
New York
-$213K -2,864 Closed
FB
1453
Fulton Bank
Pennsylvania
-$212K -2,856 Closed
CAI
1454
Capital Advisors Inc
Oklahoma
-$211K -2,840 Closed
AMG
1455
Advisors Management Group
Wisconsin
-$210K -2,831 Closed
SHFA
1456
SC&H Financial Advisors
Maryland
-$210K -2,826 Closed
OAM
1457
Occidental Asset Management
California
-$210K -2,825 Closed
RZH
1458
Relyea Zuckerberg Hanson
Connecticut
-$209K -2,812 Closed
CW
1459
CreativeOne Wealth
Kansas
-$208K -2,809 Closed
VA
1460
Valmark Advisers
Ohio
-$208K -2,802 Closed
AF
1461
Alerus Financial
North Dakota
-$207K -2,794 Closed
V
1462
VeraBank
Texas
-$206K -2,783 Closed
CAG
1463
Csenge Advisory Group
Florida
-$206K -2,782 Closed
CFG
1464
Carr Financial Group
Massachusetts
-$206K -2,779 Closed
TCA
1465
Transcend Capital Advisors
New Jersey
-$206K -2,775 Closed
BIAS
1466
Beacon Investment Advisory Services
New Jersey
-$204K -2,754 Closed
CCFP
1467
Charles Carroll Financial Partners
Massachusetts
-$204K -2,752 Closed
FPCP
1468
Fort Point Capital Partners
California
-$204K -2,752 Closed
ECM
1469
EagleClaw Capital Management
Massachusetts
-$204K -2,750 Closed
MFS
1470
Mirabella Financial Services
United Kingdom
-$201K -2,712 Closed
LA
1471
Latitude Advisors
Florida
-$200K -2,702 Closed
VFA
1472
Values First Advisors
Tennessee
-$200K -2,698 Closed
HS
1473
Horan Securities
United States
-$192K -2,585 Closed
TFP
1474
Tilia Fiduciary Partners
North Carolina
-$147K -1,980 Closed
IGWM
1475
ICA Group Wealth Management
Colorado
-$99.8K -1,345 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.