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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
BCI
1026
Brinker Capital Investments
Pennsylvania
$338K +$11.6K +138 +4%
5L
1027
55I LLC
Massachusetts
$337K +$333K +3,978 New
GB
1028
Goepper Burkhardt
South Carolina
$332K -$2.93K -35 -0.9%
RWM
1029
Ritholtz Wealth Management
New York
$332K -$670 -8 -0.2%
WAG
1030
Winthrop Advisory Group
Massachusetts
$331K -$5.03K -60 -2%
MOS
1031
MGO One Seven
Ohio
$331K +$5.11K +61 +2%
HL
1032
HeadInvest LLC
Maine
$330K – – –
MC
1033
Mathes Company
New York
$330K – – –
Fisher Asset Management
1034
Fisher Asset Management
Washington
$329K +$325K +3,886 New
CRCM
1035
Corbett Road Capital Management
Virginia
$329K +$326K +3,887 New
WG
1036
Welch Group
Alabama
$327K – – –
Jones Financial Companies
1037
Jones Financial Companies
Missouri
$326K -$12.8K -153 -4%
AB
1038
Atlas Brown
Kentucky
$326K – – –
FPCP
1039
Fort Point Capital Partners
California
$324K -$23K -275 -7%
BCM
1040
Bridgeway Capital Management
Texas
$322K +$318K +3,800 New
RMDI
1041
R.M. Davis Inc
Maine
$321K -$32.3K -386 -9%
TFM
1042
TFC Financial Management
Massachusetts
$321K – – –
LA
1043
Lifeworks Advisors
Michigan
$321K +$10.6K +126 +3%
RPCONE
1044
Retirement Planning Company of New England
Rhode Island
$320K +$503 +6 +0.2%
WF
1045
WoodTrust Financial
Wisconsin
$319K -$50.3K -600 -14%
KPW
1046
Kore Private Wealth
New York
$319K -$15K -179 -5%
TL
1047
Tradewinds LLC
North Carolina
$318K +$315K +3,758 New
ISWM
1048
Independent Solutions Wealth Management
New York
$317K +$313K +3,742 New
TWA
1049
TCI Wealth Advisors
Arizona
$316K +$4.69K +56 +2%
PWA
1050
Phoenix Wealth Advisors
North Carolina
$316K +$26.7K +319 +9%
40 41
42
43 44

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.