Sysco
1,322 hedge funds and large institutions have $33B invested in Sysco in 2021 Q3 according to their latest regulatory filings, with 94 funds opening new positions, 539 increasing their positions, 431 reducing their positions, and 86 closing their positions.
29% more call options, than puts
Call options by funds: $268M | Put options by funds: $208M
25% more repeat investments, than reductions
Existing positions increased: 539 | Existing positions reduced: 431
17% more funds holding in top 10
Funds holding in top 10: 12 → 14 (+2)
9% more first-time investments, than exits
New positions opened: 94 | Existing positions closed: 86
2% more capital invested
Capital invested by funds: $32.4B → $33B (+$602M)
0.55% more ownership
Funds ownership: 81.69% → 82.25% (+0.55%)
1% less funds holding
Funds holding: 1,331 → 1,322 (-9)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Lazard Asset Management
New York
|
+$265M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
+$176M |
| 3 |
Aristotle Capital Management
Los Angeles,
California
|
+$142M |
| 4 |
Parnassus Investments
San Francisco,
California
|
+$123M |
| 5 |
American Century Companies
Kansas City,
Missouri
|
+$85.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TFM
Trian Fund Management
New York
|
-$343M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
-$287M |
| 3 |
Invesco
Atlanta,
Georgia
|
-$145M |
| 4 |
LP
Longview Partners
St Peter Port,
Guernsey
|
-$115M |
| 5 |
Franklin Resources
San Mateo,
California
|
-$80M |
SYY Hedge Fund Activity: Q3 2021 in Review
1,322 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Sysco (SYY) for Q3 2021, worth a combined $33B — up 1.9% from $32.4B a quarter earlier.
Buyers outnumbered sellers: 94 funds opened new SYY positions and 86 closed out — a net gain of 8 holders — while 539 added to existing stakes and 431 trimmed.
The largest buyer was Lazard Asset Management, adding an estimated $265M. The largest seller was Trian Fund Management, cutting an estimated $343M.
- 1,322 institutional investors held Sysco (SYY) as of Q3 2021, down from 1,331 in Q2 2021.
- Funds reported $33B of Sysco stock for Q3 2021, up 1.9% quarter-over-quarter.
- 94 funds opened new Sysco positions in Q3 2021 and 86 closed out, a net change of +8 holders.
- The largest Sysco buyer in Q3 2021 was Lazard Asset Management, an estimated $265M added.
- The largest Sysco seller in Q3 2021 was Trian Fund Management, an estimated $343M sold.
Based on aggregated 13F filings for Q3 2021.