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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
CCA
901
Checchi Capital Advisers
California
$407K -$22.8K -282 -5%
PFSC
902
Peoples Financial Services Corp
Pennsylvania
$405K -$104K -1,290 -20%
NG
903
NatWest Group
United Kingdom
$405K -$75.2K -931 -15%
MMPW
904
Mitchell McLeod Pugh & Williams
Alabama
$403K
LWM
905
Lyell Wealth Management
California
$400K -$19.1K -236 -4%
WCA
906
Waratah Capital Advisors
Ontario, Canada
$399K -$596K -7,385 -59%
BWA
907
BDO Wealth Advisors
Florida
$399K +$80.8K +1,000 +24%
RMDI
908
R.M. Davis Inc
Maine
$397K -$11.3K -140 -3%
CIC
909
Crawford Investment Counsel
Georgia
$395K
CTC
910
Central Trust Company
Missouri
$394K -$39K -483 -9%
ICM
911
Islay Capital Management
Texas
$394K
MTC
912
McDaniel Terry & Co
Texas
$394K +$162 +2 +0%
CP
913
Castleview Partners
Texas
$391K +$406K +5,023 New
FFWA
914
FRG Family Wealth Advisors
Washington
$389K
SIM
915
Sentry Investment Management
Wisconsin
$388K
WA
916
WealthTrust Axiom
Pennsylvania
$388K
IA
917
IFG Advisory
Georgia
$385K +$35.3K +437 +10%
Koshinski Asset Management
918
Koshinski Asset Management
Illinois
$384K -$185K -2,292 -32%
Vontobel Holding
919
Vontobel Holding
Switzerland
$384K -$48.2K -597 -11%
LOAMS
920
Lombard Odier Asset Management (Switzerland)
Switzerland
$384K +$174K +2,158 +78%
WF
921
Williams Financial
Vermont
$383K -$32.3K -400 -8%
ECM
922
Elgethun Capital Management
South Dakota
$382K +$2.18K +27 +0.6%
OWP
923
Obermeyer Wealth Partners
Colorado
$381K -$139K -1,716 -26%
SVWAG
924
Sound View Wealth Advisors Group
Georgia
$380K +$565 +7 +0.1%
MFW
925
Meristem Family Wealth
Minnesota
$379K +$115K +1,419 +41%

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.