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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
SG Americas Securities
926
SG Americas Securities
New York
$449K +$444K +5,298 New
BMWM
927
Brown Miller Wealth Management
Virginia
$448K – – –
IP
928
Ignite Planners
California
$446K +$39.8K +475 +10%
WC
929
Weil Company
California
$445K – – –
WCWM
930
Willow Creek Wealth Management
California
$445K +$440K +5,255 New
CYG
931
Clean Yield Group
Vermont
$443K -$77.5K -925 -15%
OPPTF
932
OPSEU Pension Plan Trust Fund
Ontario, Canada
$442K -$601K -7,172 -57%
C
933
Certuity
Florida
$440K +$435K +5,190 New
FMAEN1
934
Fund Management at Engine No 1
California
$436K +$71.2K +850 +20%
CPWA
935
Cerro Pacific Wealth Advisors
California
$435K -$86K -1,027 -17%
FNBOMD
936
First National Bank of Mount Dora
Florida
$432K -$12.8K -153 -3%
OPS
937
Orion Portfolio Solutions
Nebraska
$432K +$35.7K +426 +9%
STA
938
Summit Trail Advisors
New York
$431K -$34.1K -407 -7%
RP
939
Rice Partnership
Hawaii
$431K -$30K -358 -7%
MTC
940
McDaniel Terry & Co
Texas
$431K +$168 +2 +0%
LWM
941
Lyell Wealth Management
California
$429K +$1.68K +20 +0.4%
QI
942
Qtron Investments
Massachusetts
$428K +$423K +5,049 New
CPIA
943
Cornell Pochily Investment Advisors
New York
$427K -$8.13K -97 -2%
VT
944
Vise Technologies
New York
$426K -$38.8K -463 -8%
CG
945
Cynosure Group
Utah
$425K +$420K +5,013 New
BONH
946
Bank of New Hampshire
New Hampshire
$424K -$55.3K -660 -12%
FFWA
947
FRG Family Wealth Advisors
Washington
$424K – – –
WFAG
948
Wescott Financial Advisory Group
Pennsylvania
$424K +$420K +5,011 New
WA
949
WealthTrust Axiom
Pennsylvania
$423K – – –
ECM
950
Elgethun Capital Management
South Dakota
$423K +$2.26K +27 +0.5%
36 37
38
39 40

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.