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Sysco
SYY

Overview Fund Activity

1,317 hedge funds and large institutions have $32.8B invested in Sysco in 2021 Q3 according to their latest regulatory filings, with 94 funds opening new positions, 537 increasing their positions, 428 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,317
Holders Change
-9
Holders Change %
-0.68%
% of All Funds
23.13%
Holding in Top 10
13
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+18.18%
% of All Funds
0.23%
New
94
Increased
537
Reduced
428
Closed
86
Calls
$268M
Puts
$208M
Net Calls
+$59.8M
Net Calls Change
+$9.21M

Top Buyers

1
Lazard Asset Management
Lazard Asset Management
New York
+$273M
2
Ameriprise
Ameriprise
Minnesota
+$181M
3
Aristotle Capital Management
Aristotle Capital Management
California
+$147M
4
Parnassus Investments
Parnassus Investments
California
+$127M
5
American Century Companies
American Century Companies
Missouri
+$87.6M

Top Sellers

1
TFM
Trian Fund Management
New York
-$353M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$295M
3
Invesco
Invesco
Georgia
-$149M
4
LP
Longview Partners
Guernsey
-$118M
5
Franklin Resources
Franklin Resources
California
-$82.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
IWC
876
Integrated Wealth Concepts
Massachusetts
$421K +$216K +2,750 +105%
E
877
Ergoteles
New York
$421K +$421K +5,359 New
AWM
878
Altium Wealth Management
New York
$418K +$99.1K +1,263 +31%
FNBOH
879
First National Bank of Hutchinson
Kansas
$418K +$138K +1,761 +49%
HWMG
880
Hurlow Wealth Management Group
Indiana
$417K – – –
BMWM
881
Brown Miller Wealth Management
Virginia
$415K – – –
WC
882
Weil Company
California
$413K – – –
NG
883
NatWest Group
United Kingdom
$409K – – –
OWA
884
Octavia Wealth Advisors
Ohio
$408K -$107K -1,358 -21%
MMPW
885
Mitchell McLeod Pugh & Williams
Alabama
$407K – – –
LWM
886
Lyell Wealth Management
California
$406K – – –
MTC
887
McDaniel Terry & Co
Texas
$398K +$235 +3 +0.1%
HL
888
HeadInvest LLC
Maine
$397K -$122K -1,551 -23%
XF
889
XML Financial
Maryland
$397K +$397K +5,053 New
FFWA
890
FRG Family Wealth Advisors
Washington
$393K – – –
FRM
891
Fox Run Management
Connecticut
$393K +$393K +5,007 New
WA
892
WealthTrust Axiom
Pennsylvania
$392K – – –
Lido Advisors
893
Lido Advisors
California
$392K +$40.1K +512 +11%
CTC
894
Central Trust Company
Missouri
$389K -$8.62K -110 -2%
SVWAG
895
Sound View Wealth Advisors Group
Georgia
$389K +$5.58K +71 +1%
SCM
896
Stonebridge Capital Management
California
$388K -$102K -1,300 -21%
ECM
897
Elgethun Capital Management
South Dakota
$388K +$2.43K +31 +0.6%
HH
898
Hilltop Holdings
Texas
$387K -$26.1K -333 -6%
WF
899
Williams Financial
Vermont
$387K +$79 +1 +0%
NQWM
900
Northwest Quadrant Wealth Management
Oregon
$386K -$7.45K -92 -2%
34 35
36
37 38