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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
BOPW
1001
Brandywine Oak Private Wealth
Pennsylvania
$360K – – –
GG
1002
Gofen & Glossberg
Illinois
$360K – – –
SFG
1003
Summit Financial Group
West Virginia
$360K – – –
LIM
1004
Leavell Investment Management
Alabama
$357K +$10.5K +125 +3%
TPWM
1005
Twelve Points Wealth Management
Massachusetts
$356K -$2.51K -30 -0.7%
TBA
1006
Tower Bridge Advisors
Pennsylvania
$356K +$10.3K +123 +3%
IF
1007
Insight Folios
North Carolina
$355K -$6.95K -83 -2%
LC
1008
Lincoln Capital
Nebraska
$355K – – –
FIA
1009
Foundations Investment Advisors
Arizona
$353K +$65.3K +779 +23%
PCA
1010
Peddock Capital Advisors
Massachusetts
$351K -$11.4K -136 -3%
ECM
1011
Evergreen Capital Management
Washington
$350K -$112K -1,335 -25%
RIA
1012
Richwood Investment Advisors
Ohio
$350K – – –
CCFCSB
1013
Cape Cod Five Cents Savings Bank
Massachusetts
$350K +$11.1K +133 +3%
VFA
1014
Voya Financial Advisors
Connecticut
$350K +$24.4K +291 +8%
Assenagon Asset Management
1015
Assenagon Asset Management
Luxembourg
$349K -$11.7K -140 -3%
OWA
1016
Octavia Wealth Advisors
Ohio
$346K -$4.69K -56 -1%
JSC
1017
Jackson Square Capital
California
$346K +$13.3K +159 +4%
IIA
1018
ICW Investment Advisors
Arizona
$345K +$1.51K +18 +0.4%
SW
1019
SteelPeak Wealth
California
$344K +$338K +4,036 New
EIP
1020
Ellis Investment Partners
Pennsylvania
$343K +$1.68K +20 +0.5%
TT
1021
TI-Trust
Illinois
$341K -$10.6K -126 -3%
HCM
1022
Hengehold Capital Management
Ohio
$340K +$1.51K +18 +0.5%
VFA
1023
Valeo Financial Advisors
Indiana
$339K -$64.6K -771 -16%
WSCM
1024
Wellington Shields Capital Management
New York
$338K – – –
AWM
1025
Aevitas Wealth Management
Massachusetts
$338K +$1.34K +16 +0.4%
39 40
41
42 43

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.