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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
JWCA
1051
J.W. Cole Advisors
Florida
$315K -$194K -2,319 -38%
LS
1052
Livforsakringsbolaget Skandia
Sweden
$315K -$67K -800 -18%
PWM
1053
Perigon Wealth Management
California
$314K +$310K +3,706 New
MWM
1054
Minot Wealth Management
Massachusetts
$314K +$311K +3,710 New
BFA
1055
Beaumont Financial Advisors
Massachusetts
$313K +$670 +8 +0.2%
MW
1056
Marcum Wealth
Ohio
$313K +$5.61K +67 +2%
CL
1057
CPWM LLC
Washington
$313K +$35.9K +429 +13%
PWMG
1058
Prestige Wealth Management Group
New Jersey
$311K +$26.1K +311 +9%
CCIA
1059
Campbell & Co Investment Adviser
Maryland
$311K +$308K +3,672 New
QCM
1060
Quantinno Capital Management
New York
$310K +$307K +3,660 New
OWP
1061
Obermeyer Wealth Partners
Colorado
$309K – – –
Financial Engines Advisors
1062
Financial Engines Advisors
California
$308K -$52.4K -625 -15%
CS
1063
Cannell & Spears
New York
$305K – – –
FMLI
1064
Fukoku Mutual Life Insurance
Japan
$305K – – –
DI
1065
Diligent Investors
California
$305K +$5.44K +65 +2%
WPC
1066
Wedmont Private Capital
Pennsylvania
$305K +$43.7K +522 +17%
BWA
1067
BDO Wealth Advisors
Florida
$303K -$15.9K -190 -5%
CCA
1068
Cobblestone Capital Advisors
New York
$302K +$81.8K +976 +38%
ISL
1069
Ingalls & Snyder LLC
New York
$300K -$32.2K -384 -10%
TTWM
1070
TCV Trust & Wealth Management
Virginia
$300K – – –
PCIA
1071
Prime Capital Investment Advisors
Kansas
$299K -$1.26K -15 -0.4%
CG
1072
Caprock Group
Idaho
$297K +$82.1K +980 +39%
APW
1073
Acima Private Wealth
Virginia
$296K – – –
ACM
1074
Alethea Capital Management
Washington
$296K – – –
SFG
1075
Sather Financial Group
Texas
$296K – – –
41 42
43
44 45

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.