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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
MWM
1501
MinichMacGregor Wealth Management
New York
-$30.6K -400 Closed
CJL
1502
Cyrus J. Lawrence
New York
-$25K -333 Closed
NSB
1503
Norway Savings Bank
Maine
-$21K -275 Closed
Loomis, Sayles & Company
1504
Loomis, Sayles & Company
Massachusetts
-$19K -254 Closed
ST
1505
Sageworth Trust
Pennsylvania
-$18K -236 Closed
FCA
1506
Fortis Capital Advisors
Kansas
-$15.3K -200 Closed
MSCM
1507
McElhenny Sheffield Capital Management
Texas
-$13.3K -174 Closed
HT
1508
Headlands Technologies
Illinois
-$11K -150 Closed
CAS
1509
Coppell Advisory Solutions
Texas
-$9.97K -130 Closed
CASC
1510
Coppell Advisory Solutions Corp
Texas
-$9.97K -130 Closed
FA
1511
Fiduciary Alliance
South Carolina
-$6.27K -82 Closed
AWM
1512
Activest Wealth Management
Florida
-$4.21K -55 Closed
PWS
1513
Paragon Wealth Strategies
Florida
-$4.13K -54 Closed
EE
1514
EWG Elevate
California
-$1.3K -17 Closed
LFA
1515
Level Financial Advisors
New York
-$1K -14 Closed
SC
1516
Sierra Capital
Florida
-$1K -11 Closed
MUMSS
1517
Mitsubishi UFJ Morgan Stanley Securities
Japan
-$1K -10 Closed
TCWA
1518
Ten Capital Wealth Advisors
Washington
-$688 -9 Closed
MAM
1519
Meeder Asset Management
Ohio
-$76 -1 Closed
SWG
1520
Summit Wealth Group
Vermont
+$1.32M +17,145 New

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.