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SYF Holdings Changes image
This page summarizes the SYF holdings changes quarter over quarter among those 13F filers that have reported for the 3/31/2024 period, comparing share count change from 12/31/2023 to 3/31/2024. Share count is compared over these two periods to provide an indication of whether SYF is being accumulated or sold by institutions that file their holdings via 13F filings (and as always, when considering this data it is important to be mindful of the long only reporting requirement).
Filer12/31/2023
 Share Count 
3/31/2024
 Share Count 
Change% Change
13F Filers Increasing SYF Share Count
Hennessy Advisors Inc. 13,000 23,000 +10,000 +76.92%
Los Angeles Capital Management & Equity Research Inc. 186,547 302,337 +115,790 +62.07%
Exchange Traded Concepts LLC 131 191 +60 +45.80%
Financial Management Professionals Inc. 118 169 +51 +43.22%
New Mexico Educational Retirement Board 22,299 30,299 +8,000 +35.88%
Harbor Investment Advisory LLC 983 1,215 +232 +23.60%
CWM LLC 10,529 12,939 +2,410 +22.89%
AdvisorNet Financial Inc 203 246 +43 +21.18%
GAMMA Investing LLC 3,364 3,911 +547 +16.26%
Banque Cantonale Vaudoise 82,393 93,352 +10,959 +13.30%
Wealth Enhancement Advisory Services LLC 13,506 15,036 +1,530 +11.33%
Park Avenue Securities LLC 11,585 12,161 +576 +4.97%
Signet Financial Management LLC 44,582 46,252 +1,670 +3.75%
Massmutual Trust Co. FSB ADV 1,274 1,312 +38 +2.98%
Unison Advisors LLC 101,814 102,786 +972 +0.95%
Gulf International Bank UK Ltd 34,961 35,223 +262 +0.75%
Kwmg LLC 136,157 136,950 +793 +0.58%
Gateway Investment Advisers LLC 464,785 464,935 +150 +0.03%
13F Filers Reporting New Positions In SYF
Westend Capital Management LLC 0 59 +59 +100%
IMC Chicago LLC 0 15,905 +15,905 +100%
AMF Pensionsforsakring AB 0 115,630 +115,630 +100%
BTC Capital Management Inc. 0 82,085 +82,085 +100%
Kathmere Capital Management LLC 0 5,156 +5,156 +100%
Future Financial Wealth Managment LLC 0 1,391 +1,391 +100%
Register Financial Advisors LLC 0 77 +77 +100%
13F Filers With Unchanged Share Count
Meyer Handelman Co. 26,284 26,284 UNCH 0.00%
ST Germain D J Co. Inc. 581 581 UNCH 0.00%
Salem Investment Counselors Inc. 631 631 UNCH 0.00%
Barrett & Company Inc. 65 65 UNCH 0.00%
Peoples Financial Services CORP. 250 250 UNCH 0.00%
Canandaigua National Bank & Trust Co. 7,290 7,290 UNCH 0.00%
Ballentine Partners LLC 11,439 11,439 UNCH 0.00%
Cohen Klingenstein LLC 26,442 26,442 UNCH 0.00%
Asset Dedication LLC 322 322 UNCH 0.00%
Mather Group LLC. 5,355 5,355 UNCH 0.00%
MCF Advisors LLC 49 49 UNCH 0.00%
Sunbelt Securities Inc. 38 38 UNCH 0.00%
Polianta Ltd 25,800 25,800 UNCH 0.00%
Symmetry Partners LLC 7,152 7,152 UNCH 0.00%
Northwest Capital Management Inc 210 210 UNCH 0.00%
Versant Capital Management Inc 119 119 UNCH 0.00%
Pflug Koory LLC 400 400 UNCH 0.00%
CVA Family Office LLC 100 100 UNCH 0.00%
Annapolis Financial Services LLC 393 393 UNCH 0.00%
SOA Wealth Advisors LLC. 26 26 UNCH 0.00%
West Paces Advisors Inc. 990 990 UNCH 0.00%
Bruce G. Allen Investments LLC 152 152 UNCH 0.00%
13F Filers Decreasing SYF Share Count
DNB Asset Management AS 129,337 63,864 -65,473 -50.62%
Douglas Lane & Associates LLC 168,379 102,557 -65,822 -39.09%
Perpetual Ltd 35,055 26,070 -8,985 -25.63%
Sound Income Strategies LLC 1,030 807 -223 -21.65%
Clarius Group LLC 5,554 5,134 -420 -7.56%
Hartford Investment Management Co. 27,718 26,382 -1,336 -4.82%
OLD National Bancorp IN 8,005 7,732 -273 -3.41%
DGS Capital Management LLC 16,368 16,082 -286 -1.75%
Czech National Bank 72,476 71,584 -892 -1.23%
CX Institutional 5,604 5,554 -50 -0.89%
Alaska Permanent Fund Corp 220,242 218,877 -1,365 -0.62%
Procyon Private Wealth Partners LLC 15,964 15,905 -59 -0.37%
TrimTabs Asset Management LLC 58,571 58,352 -219 -0.37%
Dumont & Blake Investment Advisors LLC 44,693 44,603 -90 -0.20%
Beese Fulmer Investment Management Inc. 15,970 15,957 -13 -0.08%
13F Filers Exiting SYF
International Assets Investment Management LLC 51,375 0 -51,375 -100.00%
M&R Capital Management Inc. 310 0 -310 -100.00%

See Summary: Institutional Holders of SYF
See Details: Top 10 Hedge Funds Holding SYF
Also See: SYF Insider Buying

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