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1,382 hedge funds and large institutions have $32.8B invested in Sysco in 2021 Q4 according to their latest regulatory filings, with 170 funds opening new positions, 489 increasing their positions, 480 reducing their positions, and 92 closing their positions.

New
Increased
Maintained
Reduced
Closed

85% more first-time investments, than exits

New positions opened: 170 | Existing positions closed: 92

11% more call options, than puts

Call options by funds: $243M | Put options by funds: $218M

7% more funds holding in top 10

Funds holding in top 10: 1415 (+1)

5% more funds holding

Funds holding: 1,3221,382 (+60)

2% more repeat investments, than reductions

Existing positions increased: 489 | Existing positions reduced: 480

0.52% less ownership

Funds ownership: 82.25%81.73% (-0.52%)

1% less capital invested

Capital invested by funds: $33B → $32.8B (-$222M)

Holders
1,382
Holders Change
+60
Holders Change %
+4.54%
% of All Funds
21.27%
Holding in Top 10
15
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.14%
% of All Funds
0.23%
New
170
Increased
489
Reduced
480
Closed
92
Calls
$243M
Puts
$218M
Net Calls
+$24.6M
Net Calls Change
-$35.2M
Name Holding Trade Value Shares
Change
Change in
Stake
CWM
301
Calamos Wealth Management
Illinois
$5.38M +$40.1K +521 +0.8%
MOACM
302
Mutual of America Capital Management
New York
$5.33M -$827K -10,739 -14%
RP
303
Rowlandmiller & Partners
Georgia
$5.26M -$594K -7,721 -10%
IG
304
ING Group
Netherlands
$5.26M +$1.84M +23,961 +56%
WDA
305
Wendell David Associates
New Hampshire
$5.2M -$162K -2,109 -3%
TAM
306
Tocqueville Asset Management
New York
$5.17M -$15.4K -200 -0.3%
CIBC Asset Management
307
CIBC Asset Management
Ontario, Canada
$5.14M +$143K +1,852 +3%
KAS
308
Kestra Advisory Services
Texas
$5.08M -$259K -3,360 -5%
AI
309
Atria Investments
North Carolina
$5.08M +$199K +2,582 +4%
II
310
IFM Investors
Australia
$5.07M -$54.3K -706 -1%
LA
311
Lynch & Associates
Indiana
$5.06M +$7.16K +93 +0.1%
COPPSERS
312
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$5.05M +$18.2K +237 +0.4%
SWM
313
Stockman Wealth Management
Montana
$5.03M +$156K +2,026 +3%
SAM
314
Sompo Asset Management
Japan
$4.81M +$816K +10,600 +21%
HC
315
Hourglass Capital
Texas
$4.66M -$1.25M -16,300 -22%
B
316
Brightworth
Georgia
$4.61M +$216K +2,807 +5%
NAM
317
Nissay Asset Management
Japan
$4.45M +$131K +1,708 +3%
PCA
318
Pallas Capital Advisors
Massachusetts
$4.43M +$369K +4,798 +9%
BFA
319
Benedict Financial Advisors
Georgia
$4.41M -$70.4K -915 -2%
BL
320
BFSG LLC
California
$4.4M -$70K -909 -2%
AIP
321
Ameritas Investment Partners
Nebraska
$4.35M +$179K +2,330 +4%
SC
322
Sepio Capital
Utah
$4.35M +$2.08K +27 +0%
CT
323
Coastline Trust
Rhode Island
$4.34M -$11.2K -145 -0.3%
CIBC Private Wealth Group
324
CIBC Private Wealth Group
Georgia
$4.32M +$1.01M +13,158 +31%
SL
325
Summitry LLC
California
$4.31M +$55.2K +717 +1%

SYY Hedge Fund Activity: Q4 2021 in Review

1,382 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Sysco (SYY) for Q4 2021, worth a combined $32.8B — down 0.67% from $33B a quarter earlier.

Buyers outnumbered sellers: 170 funds opened new SYY positions and 92 closed out — a net gain of 78 holders — while 489 added to existing stakes and 480 trimmed.

The largest buyer was Parnassus Investments, adding an estimated $209M. The largest seller was Franklin Resources, cutting an estimated $409M.

  • 1,382 institutional investors held Sysco (SYY) as of Q4 2021, up from 1,322 in Q3 2021.
  • Funds reported $32.8B of Sysco stock for Q4 2021, down 0.67% quarter-over-quarter.
  • 170 funds opened new Sysco positions in Q4 2021 and 92 closed out, a net change of +78 holders.
  • The largest Sysco buyer in Q4 2021 was Parnassus Investments, an estimated $209M added.
  • The largest Sysco seller in Q4 2021 was Franklin Resources, an estimated $409M sold.

Based on aggregated 13F filings for Q4 2021.