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1,357 hedge funds and large institutions have $27.6B invested in Sysco in 2023 Q3 according to their latest regulatory filings, with 96 funds opening new positions, 514 increasing their positions, 539 reducing their positions, and 141 closing their positions.

New
Increased
Maintained
Reduced
Closed

134% more call options, than puts

Call options by funds: $187M | Put options by funds: $80.2M

8% more funds holding in top 10

Funds holding in top 10: 1213 (+1)

0.41% less ownership

Funds ownership: 83.15%82.74% (-0.41%)

5% less repeat investments, than reductions

Existing positions increased: 514 | Existing positions reduced: 539

5% less funds holding

Funds holding: 1,4241,357 (-67)

12% less capital invested

Capital invested by funds: $31.3B → $27.6B (-$3.67B)

32% less first-time investments, than exits

New positions opened: 96 | Existing positions closed: 141

Holders
1,357
Holders Change
-67
Holders Change %
-4.71%
% of All Funds
21.54%
Holding in Top 10
13
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+8.33%
% of All Funds
0.21%
New
96
Increased
514
Reduced
539
Closed
141
Calls
$187M
Puts
$80.2M
Net Calls
+$107M
Net Calls Change
+$11.5M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$3.16B -$27.8M -386,874 -0.8%
BlackRock
2
BlackRock
New York
$2.3B +$132M +1,833,798 +6%
State Street
3
State Street
Massachusetts
$1.69B +$80.3M +1,117,945 +5%
Wellington Management Group
4
Wellington Management Group
Massachusetts
$1.38B -$183M -2,548,807 -11%
JP Morgan Chase
5
JP Morgan Chase
New York
$896M -$79M -1,098,843 -7%
Parnassus Investments
6
Parnassus Investments
California
$881M -$23.2M -323,341 -2%
Aristotle Capital Management
7
Aristotle Capital Management
California
$737M -$14.3M -199,303 -2%
Invesco
8
Invesco
Georgia
$717M +$77.3M +1,076,287 +11%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$613M +$11.4M +158,822 +2%
Fidelity Investments
10
Fidelity Investments
Massachusetts
$599M -$9.74M -135,543 -1%
LP
11
Longview Partners
Guernsey
$535M +$1.75M +24,331 +0.3%
Northern Trust
12
Northern Trust
Illinois
$405M +$12.8M +178,464 +3%
Lazard Asset Management
13
Lazard Asset Management
New York
$383M -$180M -2,505,011 -30%
Norges Bank
14
Norges Bank
Norway
$382M -$1.98M -27,506 -0.5%
Bank of America
15
Bank of America
North Carolina
$378M +$16.7M +231,787 +4%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$373M +$19.1M +265,621 +5%
Morgan Stanley
17
Morgan Stanley
New York
$359M -$55.2M -767,917 -12%
Victory Capital Management
18
Victory Capital Management
Texas
$321M -$52M -723,592 -13%
T. Rowe Price Associates
19
T. Rowe Price Associates
Maryland
$308M -$59.2M -824,568 -15%
Janus Henderson Group
20
Janus Henderson Group
United Kingdom
$297M -$7.8M -108,596 -2%
State Farm Mutual Automobile Insurance
21
State Farm Mutual Automobile Insurance
Illinois
$227M
Ameriprise
22
Ameriprise
Minnesota
$206M -$146M -2,029,472 -39%
Legal & General Group
23
Legal & General Group
United Kingdom
$200M -$12.5M -174,262 -5%
CP
24
Coho Partners
Pennsylvania
$199M -$21.1M -293,240 -9%
Holocene Advisors
25
Holocene Advisors
New York
$191M +$103M +1,439,282 +99%

SYY Hedge Fund Activity: Q3 2023 in Review

1,357 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Sysco (SYY) for Q3 2023, worth a combined $27.6B — down 12% from $31.3B a quarter earlier.

Sellers outnumbered buyers: 141 funds closed out of SYY and 96 opened new positions — a net loss of 45 holders — while 539 trimmed existing stakes and 514 added.

The largest buyer was BlackRock, adding an estimated $132M. The largest seller was Wellington Management Group, cutting an estimated $183M.

  • 1,357 institutional investors held Sysco (SYY) as of Q3 2023, down from 1,424 in Q2 2023.
  • Funds reported $27.6B of Sysco stock for Q3 2023, down 12% quarter-over-quarter.
  • 96 funds opened new Sysco positions in Q3 2023 and 141 closed out, a net change of -45 holders.
  • The largest Sysco buyer in Q3 2023 was BlackRock, an estimated $132M added.
  • The largest Sysco seller in Q3 2023 was Wellington Management Group, an estimated $183M sold.

Based on aggregated 13F filings for Q3 2023.