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1,454 hedge funds and large institutions have $31.2B invested in Sysco in 2023 Q4 according to their latest regulatory filings, with 206 funds opening new positions, 458 increasing their positions, 589 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed

211% more call options, than puts

Call options by funds: $235M | Put options by funds: $75.4M

134% more first-time investments, than exits

New positions opened: 206 | Existing positions closed: 88

13% more capital invested

Capital invested by funds: $27.6B → $31.2B (+$3.6B)

8% more funds holding in top 10

Funds holding in top 10: 1314 (+1)

7% more funds holding

Funds holding: 1,3571,454 (+97)

1.81% more ownership

Funds ownership: 82.74%84.55% (+1.8%)

22% less repeat investments, than reductions

Existing positions increased: 458 | Existing positions reduced: 589

Holders
1,454
Holders Change
+97
Holders Change %
+7.15%
% of All Funds
21.2%
Holding in Top 10
14
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.69%
% of All Funds
0.2%
New
206
Increased
458
Reduced
589
Closed
88
Calls
$235M
Puts
$75.4M
Net Calls
+$159M
Net Calls Change
+$52M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$3.5B +$1.16M +16,837 +0%
BlackRock
2
BlackRock
New York
$2.48B -$57.6M -834,292 -2%
State Street
3
State Street
Massachusetts
$1.95B +$71.2M +1,031,054 +4%
Wellington Management Group
4
Wellington Management Group
Massachusetts
$1.11B -$392M -5,676,539 -27%
Invesco
5
Invesco
Georgia
$881M +$82.1M +1,189,786 +11%
JP Morgan Chase
6
JP Morgan Chase
New York
$871M -$114M -1,651,871 -12%
Parnassus Investments
7
Parnassus Investments
California
$801M -$164M -2,381,794 -18%
Morgan Stanley
8
Morgan Stanley
New York
$787M +$368M +5,327,216 +98%
Aristotle Capital Management
9
Aristotle Capital Management
California
$773M -$40.7M -589,355 -5%
Fidelity Investments
10
Fidelity Investments
Massachusetts
$699M +$33.7M +488,757 +5%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$693M +$13.9M +201,034 +2%
Capital World Investors
12
Capital World Investors
California
$684M +$645M +9,347,718 New
LP
13
Longview Partners
Guernsey
$553M -$37.2M -539,159 -7%
Norges Bank
14
Norges Bank
Norway
$451M +$26.8M +387,570 +7%
Northern Trust
15
Northern Trust
Illinois
$434M -$14.3M -207,132 -3%
Lazard Asset Management
16
Lazard Asset Management
New York
$421M -$2.79M -40,414 -0.7%
Bank of America
17
Bank of America
North Carolina
$418M -$941K -13,635 -0.2%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$414M +$548K +7,935 +0.1%
Ameriprise
19
Ameriprise
Minnesota
$341M +$106M +1,536,456 +49%
Janus Henderson Group
20
Janus Henderson Group
United Kingdom
$323M -$5.31M -76,985 -2%
T. Rowe Price Associates
21
T. Rowe Price Associates
Maryland
$275M -$61.9M -896,121 -19%
Manulife (Manufacturers Life Insurance)
22
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$267M +$144M +2,084,501 +133%
State Farm Mutual Automobile Insurance
23
State Farm Mutual Automobile Insurance
Illinois
$252M
Holocene Advisors
24
Holocene Advisors
New York
$246M +$32.5M +470,637 +16%
Victory Capital Management
25
Victory Capital Management
Texas
$243M -$105M -1,527,721 -31%

SYY Hedge Fund Activity: Q4 2023 in Review

1,454 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Sysco (SYY) for Q4 2023, worth a combined $31.2B — up 13% from $27.6B a quarter earlier.

Buyers outnumbered sellers: 206 funds opened new SYY positions and 88 closed out — a net gain of 118 holders — while 458 added to existing stakes and 589 trimmed.

The largest buyer was Capital World Investors, opening a new position worth an estimated $645M. The largest seller was Wellington Management Group, cutting an estimated $392M.

  • 1,454 institutional investors held Sysco (SYY) as of Q4 2023, up from 1,357 in Q3 2023.
  • Funds reported $31.2B of Sysco stock for Q4 2023, up 13% quarter-over-quarter.
  • 206 funds opened new Sysco positions in Q4 2023 and 88 closed out, a net change of +118 holders.
  • The largest Sysco buyer in Q4 2023 was Capital World Investors, an estimated $645M added.
  • The largest Sysco seller in Q4 2023 was Wellington Management Group, an estimated $392M sold.

Based on aggregated 13F filings for Q4 2023.