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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
EC
1551
EntryPoint Capital
New York
-$42K -575 Closed
FG
1552
Fairman Group
Pennsylvania
-$38.8K -530 Closed
RIM
1553
Rockbridge Investment Management
New York
-$36.1K -494 Closed
FWM
1554
Focused Wealth Management
New York
-$34.2K -468 Closed
GWS
1555
Glassman Wealth Services
Virginia
-$33.8K -462 Closed
CA
1556
Centerpoint Advisors
Massachusetts
-$24K -330 Closed
DCP
1557
DSM Capital Partners
Florida
-$23.2K -317 Closed
SA
1558
Scarborough Advisors
Maryland
-$22.6K -310 Closed
TSW
1559
Thompson Siegel & Walmsley
Virginia
-$22K -300 Closed
Loomis, Sayles & Company
1560
Loomis, Sayles & Company
Massachusetts
-$19K -264 Closed
NFA
1561
Northwest Financial Advisors
Virginia
-$14.6K -200 Closed
GCM
1562
Gables Capital Management
Florida
-$10.2K -140 Closed
DAC
1563
Dividend Assets Capital
South Carolina
-$10K -134 Closed
CAM
1564
Chesapeake Asset Management
New York
-$8.98K -122 Closed
WTG
1565
West Tower Group
Virginia
-$7.97K -109 Closed
WCM
1566
Winthrop Capital Management
Indiana
-$7.42K -101 Closed
GAMC
1567
Garner Asset Management Corp
Texas
-$7.92K -100 Closed
GWMIA
1568
Global Wealth Management Investment Advisory
Florida
-$7.31K -100 Closed
TVAMP
1569
Tennessee Valley Asset Management Partners
Tennessee
-$6.47K -89 Closed
RFG
1570
RFP Financial Group
Georgia
-$5.19K -71 Closed
DCM
1571
Davidson Capital Management
Texas
-$3.95K -54 Closed
MSWM
1572
McGlone Suttner Wealth Management
Wisconsin
-$3.5K -48 Closed
FBC
1573
Fairfield, Bush & Co
Connecticut
-$2.49K -34 Closed
LA
1574
LM Advisors
California
-$1.76K -24 Closed
TIM
1575
Tortoise Investment Management
New York
-$1.75K -24 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.