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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
ZIMP
1476
Zimmermann Investment Management & Planning
Pennsylvania
-$267K -3,497 Closed
CPWA
1477
Cerro Pacific Wealth Advisors
California
-$261K -3,418 Closed
FRM
1478
Fox Run Management
Connecticut
-$251K -3,287 Closed
SXL
1479
Summit X LLC
Missouri
-$276K -3,260 Closed
BFM
1480
Boothbay Fund Management
New York
-$241K -3,151 Closed
BCA
1481
Bay Colony Advisors
Massachusetts
-$235K -3,078 Closed
ACA
1482
Aptus Capital Advisors
Alabama
-$226K -2,950 Closed
CIG
1483
Cairn Investment Group
Washington
-$223K -2,917 Closed
CRC
1484
Curi RMB Capital
Illinois
-$219K -2,862 Closed
MFS
1485
Mirabella Financial Services
United Kingdom
-$208K -2,727 Closed
SRG
1486
SBB Research Group
Illinois
-$207K -2,711 Closed
TCM
1487
Teza Capital Management
Illinois
-$207K -2,705 Closed
MCG
1488
McCollum Christoferson Group
New York
-$203K -2,660 Closed
ACM
1489
AUA Capital Management
Pennsylvania
-$155K -2,029 Closed
AWM
1490
Accurate Wealth Management
Florida
-$160K -2,002 Closed
ZIG
1491
Zullo Investment Group
Pennsylvania
-$153K -1,995 Closed
HNWAG
1492
High Net Worth Advisory Group
Florida
-$120K -1,564 Closed
IUHSA
1493
Itau Unibanco Holding S.A.
Brazil
-$111K -1,445 Closed
R
1494
Rebalance
California
-$84.1K -1,100 Closed
LAM
1495
Lakewood Asset Management
Illinois
-$76K -1,000 Closed
MPCL
1496
My Personal CFO LLC
Washington
-$65.1K -852 Closed
ACP
1497
Arcus Capital Partners
Georgia
-$62.3K -815 Closed
MS
1498
Madden Securities
Texas
-$46.9K -613 Closed
MGI
1499
MayTech Global Investments
New York
-$38.2K -500 Closed
GPI
1500
General Partner Inc
Pennsylvania
-$30.6K -400 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.