We are live on ! Find out more

1,475 hedge funds and large institutions have $33.7B invested in Sysco in 2024 Q1 according to their latest regulatory filings, with 142 funds opening new positions, 506 increasing their positions, 591 reducing their positions, and 105 closing their positions.

New
Increased
Maintained
Reduced
Closed

110% more call options, than puts

Call options by funds: $181M | Put options by funds: $85.8M

35% more first-time investments, than exits

New positions opened: 142 | Existing positions closed: 105

21% more funds holding in top 10

Funds holding in top 10: 1417 (+3)

8% more capital invested

Capital invested by funds: $31.2B → $33.7B (+$2.5B)

1% more funds holding

Funds holding: 1,4541,475 (+21)

1.12% less ownership

Funds ownership: 84.55%83.43% (-1.1%)

14% less repeat investments, than reductions

Existing positions increased: 506 | Existing positions reduced: 591

Holders
1,475
Holders Change
+21
Holders Change %
+1.44%
% of All Funds
21.25%
Holding in Top 10
17
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+21.43%
% of All Funds
0.24%
New
142
Increased
506
Reduced
591
Closed
105
Calls
$181M
Puts
$85.8M
Net Calls
+$94.8M
Net Calls Change
-$64.4M
Name Holding Trade Value Shares
Change
Change in
Stake
BC
1501
Bridgefront Capital
Texas
-$841K -11,502 Closed
1CP
1502
17 Capital Partners
Arizona
-$838K -11,453 Closed
DT
1503
Diversified Trust
Tennessee
-$783K -10,706 Closed
KJWM
1504
Kiley Juergens Wealth Management
Washington
-$774K -10,589 Closed
OQS
1505
Occudo Quantitative Strategies
Florida
-$739K -10,103 Closed
LCWP
1506
Legacy Capital Wealth Partners
Arkansas
-$726K -9,921 Closed
HCM
1507
HMS Capital Management
Tennessee
-$588K -8,041 Closed
Balyasny Asset Management
1508
Balyasny Asset Management
Illinois
-$633K -8,028 Closed
ACC
1509
Acorn Creek Capital
Colorado
-$576K -7,871 Closed
VF
1510
Virtu Financial
New York
-$543K -7,427 Closed
EFA
1511
Evernest Financial Advisors
Indiana
-$539K -7,373 Closed
PWH
1512
Priebe Wealth Holdings
Minnesota
-$536K -7,330 Closed
MFS
1513
Mirabella Financial Services
United Kingdom
-$528K -7,215 Closed
AM
1514
AGF Management
Ontario, Canada
-$494K -6,750 Closed
RGF
1515
Retirement Guys Formula
Ohio
-$484K -6,612 Closed
DC
1516
DeDora Capital
California
-$449K -6,145 Closed
CG
1517
Corundum Group
Colorado
-$440K -6,020 Closed
LPU
1518
Lansdowne Partners (UK)
United Kingdom
-$436K -5,968 Closed
WAM
1519
Weiss Asset Management
Massachusetts
-$435K -5,955 Closed
Caisse de Depot et Placement du Quebec (CDPQ)
1520
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
-$413K -5,653 Closed
ICM
1521
IMS Capital Management
Oregon
-$396K -5,412 Closed
IA
1522
IFG Advisory
Georgia
-$390K -5,327 Closed
BAM
1523
Blueshift Asset Management
New Jersey
-$375K -5,131 Closed
TFS
1524
Thoroughbred Financial Services
Tennessee
-$348K -4,763 Closed
SP
1525
Systematic Portfolios
New York
-$343K -4,697 Closed

SYY Hedge Fund Activity: Q1 2024 in Review

1,475 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Sysco (SYY) for Q1 2024, worth a combined $33.7B — up 8% from $31.2B a quarter earlier.

Buyers outnumbered sellers: 142 funds opened new SYY positions and 105 closed out — a net gain of 37 holders — while 506 added to existing stakes and 591 trimmed.

The largest buyer was Diamond Hill Capital Management, opening a new position worth an estimated $316M. The largest seller was Aristotle Capital Management, cutting an estimated $830M.

  • 1,475 institutional investors held Sysco (SYY) as of Q1 2024, up from 1,454 in Q4 2023.
  • Funds reported $33.7B of Sysco stock for Q1 2024, up 8% quarter-over-quarter.
  • 142 funds opened new Sysco positions in Q1 2024 and 105 closed out, a net change of +37 holders.
  • The largest Sysco buyer in Q1 2024 was Diamond Hill Capital Management, an estimated $316M added.
  • The largest Sysco seller in Q1 2024 was Aristotle Capital Management, an estimated $830M sold.

Based on aggregated 13F filings for Q1 2024.