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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
WAP
1476
Wealthcare Advisory Partners
Pennsylvania
-$837K -10,314 Closed
LNC
1477
Lincoln National Corp
Pennsylvania
-$806K -9,924 Closed
HWP
1478
Hibernia Wealth Partners
Louisiana
-$797K -9,817 Closed
LFA
1479
LGT Financial Advisors
Texas
-$697K -8,584 Closed
OFS
1480
OneAscent Financial Services
Alabama
-$673K -8,284 Closed
BCM
1481
Bayesian Capital Management
New York
-$658K -8,100 Closed
TWM
1482
Tolleson Wealth Management
Texas
-$642K -7,908 Closed
RG
1483
Renaissance Group
Kentucky
-$617K -7,595 Closed
GCM
1484
Gallacher Capital Management
Colorado
-$569K -7,006 Closed
CFM
1485
Catalyst Funds Management
Australia
-$568K -7,000 Closed
IWA
1486
IBEX Wealth Advisors
New Jersey
-$519K -6,787 Closed
SPA
1487
Sherbrooke Park Advisers
New York
-$494K -6,088 Closed
EW
1488
Evoke Wealth
California
-$493K -6,071 Closed
KIC
1489
Keating Investment Counselors
Florida
-$486K -5,990 Closed
NL
1490
NWAM LLC
Washington
-$450K -5,931 Closed
AI
1491
AdvisorShares Investments
Maryland
-$463K -5,700 Closed
SRC
1492
Sage Rhino Capital
California
-$461K -5,675 Closed
Connor, Clark & Lunn Investment Management (CC&L)
1493
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
-$455K -5,603 Closed
RCM
1494
Radnor Capital Management
Pennsylvania
-$406K -5,000 Closed
CWA
1495
CM Wealth Advisors
Ohio
-$365K -4,812 Closed
NRD
1496
Nebula Research & Development
New York
-$345K -4,252 Closed
SI
1497
Symmetry Investments
Jersey
-$327K -4,028 Closed
ATWA
1498
Arbor Trust Wealth Advisors
Michigan
-$300K -3,875 Closed
PCMH
1499
Polymer Capital Management (HK)
Hong Kong
-$308K -3,800 Closed
FCP
1500
Fidelis Capital Partners
Florida
-$301K -3,710 Closed

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.