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Sysco
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Overview Fund Activity

1,305 hedge funds and large institutions have $30.9B invested in Sysco in 2020 Q4 according to their latest regulatory filings, with 213 funds opening new positions, 399 increasing their positions, 486 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,305
Holders Change
+117
Holders Change %
+9.85%
% of All Funds
23.15%
Holding in Top 10
20
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+42.86%
% of All Funds
0.35%
New
213
Increased
399
Reduced
486
Closed
76
Calls
$261M
Puts
$212M
Net Calls
+$48.9M
Net Calls Change
+$33.2M

Top Buyers

1
Lazard Asset Management
Lazard Asset Management
New York
+$295M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$245M
3
American Century Companies
American Century Companies
Missouri
+$229M
4
Wellington Management Group
Wellington Management Group
Massachusetts
+$125M
5
Swedbank
Swedbank
Sweden
+$119M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$317M
2
TFM
Trian Fund Management
New York
-$280M
3
LP
Longview Partners
Guernsey
-$233M
4
Capital International Investors
Capital International Investors
California
-$221M
5
State Street
State Street
Massachusetts
-$133M
Name Holding Trade Value Shares
Change 		Shares
Change %
HL
876
HeadInvest LLC
Maine
$418K +$109K +1,464 +35%
CGL
877
Clarius Group LLC
Washington
$416K +$61.5K +828 +17%
VF
878
Virtu Financial
New York
$416K +$416K +5,601 New
YWP
879
YorkBridge Wealth Partners
New York
$413K -$2.82K -38 -0.7%
CPA
880
Capital Planning Advisors
California
$409K +$34.7K +468 +9%
OWM
881
OneAscent Wealth Management
Alabama
$409K +$409K +5,502 New
EFS
882
Essex Financial Services
Connecticut
$407K -$13.4K -180 -3%
SWRP
883
Summit Wealth & Retirement Planning
California
$407K – – –
RMDI
884
R.M. Davis Inc
Maine
$405K -$817 -11 -0.2%
BMWM
885
Brown Miller Wealth Management
Virginia
$403K +$403K +5,425 New
FHA
886
Flagship Harbor Advisors
Massachusetts
$400K -$3.71K -50 -0.9%
FAIM
887
Financial Advocates Investment Management
Washington
$398K -$102K -1,372 -20%
BAM
888
Belpointe Asset Management
Nevada
$396K -$232K -3,125 -37%
CA
889
CGN Advisors
Kansas
$396K +$396K +5,328 New
CPIA
890
Cornell Pochily Investment Advisors
New York
$395K -$84.7K -1,142 -18%
WC
891
Weil Company
California
$395K -$22.3K -300 -5%
HWMG
892
Hurlow Wealth Management Group
Indiana
$395K – – –
MHIC
893
Marble Harbor Investment Counsel
Massachusetts
$395K +$26.4K +355 +7%
CFD
894
Creative Financial Designs
Indiana
$395K +$40.4K +544 +11%
WF
895
Williams Financial
Vermont
$395K +$395K +5,321 New
ECM
896
Elgethun Capital Management
South Dakota
$393K +$594 +8 +0.2%
BOH
897
Bank of Hawaii
Hawaii
$386K +$27.3K +368 +8%
MMPW
898
Mitchell McLeod Pugh & Williams
Alabama
$385K – – –
RA
899
RFG Advisory
Alabama
$383K -$219K -2,821 -36%
CC
900
Cadinha & Co
Hawaii
$382K +$382K +5,140 New
34 35
36
37 38