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1,331 hedge funds and large institutions have $32.4B invested in Sysco in 2021 Q2 according to their latest regulatory filings, with 107 funds opening new positions, 521 increasing their positions, 453 reducing their positions, and 101 closing their positions.

New
Increased
Maintained
Reduced
Closed

26% more call options, than puts

Call options by funds: $247M | Put options by funds: $197M

15% more repeat investments, than reductions

Existing positions increased: 521 | Existing positions reduced: 453

6% more first-time investments, than exits

New positions opened: 107 | Existing positions closed: 101

0.4% more ownership

Funds ownership: 81.29%81.69% (+0.4%)

1% less capital invested

Capital invested by funds: $32.6B → $32.4B (-$223M)

1% less funds holding

Funds holding: 1,3431,331 (-12)

25% less funds holding in top 10

Funds holding in top 10: 1612 (-4)

Holders
1,331
Holders Change
-12
Holders Change %
-0.89%
% of All Funds
23.17%
Holding in Top 10
12
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-25%
% of All Funds
0.21%
New
107
Increased
521
Reduced
453
Closed
101
Calls
$247M
Puts
$197M
Net Calls
+$50.6M
Net Calls Change
-$59.8M
Name Holding Trade Value Shares
Change
Change in
Stake
OWA
826
Octavia Wealth Advisors
Ohio
$507K -$63.4K -785 -11%
RHJA
827
Rice Hall James & Associates
California
$507K -$57.3K -709 -10%
CA
828
CSM Advisors
Pennsylvania
$507K +$527K +6,523 New
NRA
829
NSI Retail Advisors
Pennsylvania
$507K +$527K +6,523 New
LCM
830
Liberty Capital Management
Michigan
$502K
CTFG
831
Capstone Triton Financial Group
Oklahoma
$499K +$48.9K +606 +10%
CI
832
Conning Inc
Connecticut
$495K -$48.5K -601 -9%
GWM
833
Geneos Wealth Management
Colorado
$495K -$39.2K -485 -7%
RP
834
Rice Partnership
Hawaii
$495K
M
835
MOTCO
Texas
$493K -$2.02K -25 -0.4%
NME
836
Notis-McConarty Edward
$492K
CYG
837
Clean Yield Group
Vermont
$491K
GG
838
Gofen & Glossberg
Illinois
$491K +$5.33K +66 +1%
BBA
839
BLB&B Advisors
Pennsylvania
$489K -$28.5K -353 -5%
CGFA
840
Colton Groome Financial Advisors
North Carolina
$489K +$508K +6,290 New
WBC
841
West Branch Capital
Massachusetts
$488K +$1.53K +19 +0.3%
SCM
842
Stonebridge Capital Management
California
$486K
WTC
843
WhitTier Trust Company
Nevada
$486K +$18.1K +224 +4%
WPW
844
Waldron Private Wealth
Pennsylvania
$484K -$66.6K -825 -12%
SC
845
Savant Capital
Illinois
$481K +$2.18K +27 +0.4%
VHAM
846
Van Hulzen Asset Management
California
$480K
LWAC
847
Laurel Wealth Advisors (California)
California
$479K -$68.3K -846 -12%
FAIM
848
Financial Advocates Investment Management
Washington
$478K +$169K +2,088 +51%
LW
849
Linscomb Wealth
Texas
$476K -$39.3K -487 -7%
AFS
850
Annapolis Financial Services
Maryland
$473K -$16.2K -200 -3%

SYY Hedge Fund Activity: Q2 2021 in Review

1,331 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Sysco (SYY) for Q2 2021, worth a combined $32.4B — down 0.68% from $32.6B a quarter earlier.

Buyers outnumbered sellers: 107 funds opened new SYY positions and 101 closed out — a net gain of 6 holders — while 521 added to existing stakes and 453 trimmed.

The largest buyer was Macquarie Group, adding an estimated $216M. The largest seller was Trian Fund Management, cutting an estimated $220M.

  • 1,331 institutional investors held Sysco (SYY) as of Q2 2021, down from 1,343 in Q1 2021.
  • Funds reported $32.4B of Sysco stock for Q2 2021, down 0.68% quarter-over-quarter.
  • 107 funds opened new Sysco positions in Q2 2021 and 101 closed out, a net change of +6 holders.
  • The largest Sysco buyer in Q2 2021 was Macquarie Group, an estimated $216M added.
  • The largest Sysco seller in Q2 2021 was Trian Fund Management, an estimated $220M sold.

Based on aggregated 13F filings for Q2 2021.