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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
PGFC
201
Peapack-Gladstone Financial Corp
New Jersey
$14.8M -$81.6K -1,035 -0.6%
ICG
202
InterOcean Capital Group
Tennessee
$14.8M +$985K +12,503 +7%
SSA
203
Schonfeld Strategic Advisors
New York
$14.8M +$14.3M +182,006 New
WIC
204
Wilkins Investment Counsel
Massachusetts
$14.8M +$5.34M +67,790 +59%
SG Americas Securities
205
SG Americas Securities
New York
$14.7M +$524K +6,647 +4%
Focus Partners Wealth
206
Focus Partners Wealth
Massachusetts
$14.6M -$11.7M -147,891 -45%
TD Asset Management
207
TD Asset Management
Ontario, Canada
$14.4M -$919K -11,664 -6%
GC
208
Grimes & Company
Massachusetts
$14.4M +$393K +4,981 +3%
State of Tennessee, Department of Treasury
209
State of Tennessee, Department of Treasury
Tennessee
$14.2M +$3.22M +40,923 +31%
DADC
210
D.A. Davidson & Co
Montana
$14.2M +$218K +2,771 +2%
VOYA Investment Management
211
VOYA Investment Management
Georgia
$14.2M -$79.6K -1,010 -0.6%
FCIM
212
Fairview Capital Investment Management
California
$14.2M -$843K -10,696 -6%
RAM
213
Resona Asset Management
Japan
$14.2M +$13.7M +174,313 New
First Trust Advisors
214
First Trust Advisors
Illinois
$14.1M -$1.74M -22,100 -11%
YCM
215
Yousif Capital Management
Michigan
$14.1M -$13K -165 -0.1%
VCM
216
VeriStar Capital Management
New York
$14M +$13.6M +172,925 New
CSIC
217
Clifford Swan Investment Counsel
California
$13.8M -$580K -7,361 -4%
Calamos Advisors
218
Calamos Advisors
Illinois
$13.8M -$9.99M -126,770 -43%
O
219
Ossiam
France
$13.6M +$10.3M +130,616 +354%
TAM
220
Trillium Asset Management
Massachusetts
$13.2M -$141K -1,794 -1%
Voloridge Investment Management
221
Voloridge Investment Management
Florida
$13.2M -$18.1M -229,675 -59%
Robeco Institutional Asset Management
222
Robeco Institutional Asset Management
Netherlands
$13.2M -$1.11M -14,060 -8%
BPWM
223
Badgley Phelps Wealth Managers
Washington
$13.1M +$1.6M +20,294 +14%
Nisa Investment Advisors
224
Nisa Investment Advisors
Missouri
$13M +$1.42M +18,051 +13%
Wealth Enhancement Advisory Services
225
Wealth Enhancement Advisory Services
Minnesota
$13M +$371K +4,709 +3%

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.