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Sysco
SYY

1,431 hedge funds and large institutions have $36B invested in Sysco in 2022 Q2 according to their latest regulatory filings, with 116 funds opening new positions, 549 increasing their positions, 493 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed

59% more funds holding in top 10

Funds holding in top 10: 17 → 27 (+10)

47% more first-time investments, than exits

New positions opened: 116 | Existing positions closed: 79

11% more repeat investments, than reductions

Existing positions increased: 549 | Existing positions reduced: 493

1% more funds holding

Funds holding: 1,412 → 1,431 (+19)

4% more call options, than puts

Call options by funds: $225M | Put options by funds: $217M

3% more capital invested

Capital invested by funds: $35.1B → $36B (+$955M)

2.02% less ownership

Funds ownership: 85.65% → 83.63% (-2%)

Holders
1,431
Holders Change
+19
Holders Change %
+1.35%
% of All Funds
24.11%
Holding in Top 10
27
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+58.82%
% of All Funds
0.45%
New
116
Increased
549
Reduced
493
Closed
79
Calls
$225M
Puts
$217M
Net Calls
+$8.92M
Net Calls Change
-$12.5M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$202M
2
Invesco
Invesco
Georgia
+$181M
3
DZ Bank
DZ Bank
Germany
+$93.1M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$87.4M
5
N
Nuveen
North Carolina
+$87.3M

Top Sellers

1
TFM
Trian Fund Management
New York
-$227M
2
CIAS
CFS Investment Advisory Services
New Jersey
-$170M
3
Lazard Asset Management
Lazard Asset Management
New York
-$143M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$111M
5
Ameriprise
Ameriprise
Minnesota
-$80.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
ST
826
Smithfield Trust
Pennsylvania
$591K +$37.3K +445 +7%
WIC
827
Woodmont Investment Counsel
Tennessee
$590K -$5.19K -62 -0.9%
AAM
828
Advisors Asset Management
Colorado
$589K +$54.6K +652 +10%
FMB
829
Field & Main Bank
Kentucky
$587K -$7.96K -95 -1%
TIM
830
Thompson Investment Management
Wisconsin
$587K +$7.62K +91 +1%
DA
831
DCM Advisors
New York
$586K +$579K +6,915 New
BCCM
832
Bridge Creek Capital Management
Massachusetts
$585K -$45.4K -542 -7%
B
833
Barings
North Carolina
$579K +$356K +4,246 +164%
AOWM
834
Alpha Omega Wealth Management
Virginia
$578K -$32.9K -393 -5%
ACP
835
Aveo Capital Partners
Colorado
$572K +$1.42K +17 +0.3%
EFS
836
Essex Financial Services
Connecticut
$567K +$52.6K +628 +10%
RE
837
RBC Europe
United Kingdom
$565K – – –
EWA
838
EP Wealth Advisors
California
$564K +$10.3K +123 +2%
WANY
839
Wealthspire Advisors (New York)
New York
$560K -$28K -334 -5%
FNBT
840
FineMark National Bank & Trust
Florida
$560K +$18.2K +217 +3%
CI
841
Cigna Investments
Connecticut
$556K -$199K -2,375 -27%
IC
842
Inscription Capital
Texas
$554K +$343K +4,095 +167%
MIM
843
Moseley Investment Management
Florida
$552K +$2.18K +26 +0.4%
FAIM
844
Financial Advocates Investment Management
Washington
$550K -$5.03K -60 -0.9%
CNC
845
Canandaigua National Corp
New York
$544K -$151K -1,800 -22%
RT
846
Rockland Trust
Massachusetts
$544K +$174K +2,073 +48%
HPWA
847
Hall Private Wealth Advisors
North Carolina
$543K -$3.66M -43,645 -87%
WTC
848
WhitTier Trust Company
Nevada
$543K -$126K -1,500 -19%
GCM
849
Glaxis Capital Management
Florida
$542K – – –
CCA
850
Checchi Capital Advisers
California
$542K +$44K +525 +9%
32 33
34
35 36

SYY Hedge Fund Activity: Q2 2022 in Review

1,431 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Sysco (SYY) for Q2 2022, worth a combined $36B — up 2.7% from $35.1B a quarter earlier.

Buyers outnumbered sellers: 116 funds opened new SYY positions and 79 closed out — a net gain of 37 holders — while 549 added to existing stakes and 493 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $202M. The largest seller was Trian Fund Management, cutting an estimated $227M.

  • 1,431 institutional investors held Sysco (SYY) as of Q2 2022, up from 1,412 in Q1 2022.
  • Funds reported $36B of Sysco stock for Q2 2022, up 2.7% quarter-over-quarter.
  • 116 funds opened new Sysco positions in Q2 2022 and 79 closed out, a net change of +37 holders.
  • The largest Sysco buyer in Q2 2022 was Morgan Stanley, an estimated $202M added.
  • The largest Sysco seller in Q2 2022 was Trian Fund Management, an estimated $227M sold.

Based on aggregated 13F filings for Q2 2022.