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Sysco
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Overview Fund Activity

1,426 hedge funds and large institutions have $35.8B invested in Sysco in 2022 Q2 according to their latest regulatory filings, with 116 funds opening new positions, 546 increasing their positions, 491 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,426
Holders Change
+19
Holders Change %
+1.35%
% of All Funds
24.11%
Holding in Top 10
26
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+62.5%
% of All Funds
0.44%
New
116
Increased
546
Reduced
491
Closed
79
Calls
$225M
Puts
$217M
Net Calls
+$8.92M
Net Calls Change
-$12.5M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$205M
2
Invesco
Invesco
Georgia
+$183M
3
DZ Bank
DZ Bank
Germany
+$94.2M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$88.4M
5
Nuveen Asset Management
Nuveen Asset Management
Illinois
+$88.3M

Top Sellers

1
TFM
Trian Fund Management
New York
-$230M
2
CIAS
CFS Investment Advisory Services
New Jersey
-$172M
3
Lazard Asset Management
Lazard Asset Management
New York
-$145M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$112M
5
Ameriprise
Ameriprise
Minnesota
-$81.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
GAG
1076
GM Advisory Group
New York
$292K – – –
M
1077
Mirova
France
$291K -$1.23M -14,615 -81%
OWM
1078
OneAscent Wealth Management
Alabama
$290K -$19.3K -226 -6%
TFA
1079
Transamerica Financial Advisors
Florida
$290K +$290K +3,422 New
BWA
1080
Burt Wealth Advisors
Maryland
$288K – – –
CG
1081
Clarus Group
Texas
$288K – – –
GA
1082
Geller Advisors
New York
$286K – – –
PBC
1083
Pavion Blue Capital
California
$285K – – –
KWA
1084
KCS Wealth Advisory
California
$284K – – –
SCM
1085
Shelton Capital Management
Colorado
$282K – – –
GIA
1086
Gladstone Institutional Advisory
Florida
$281K -$44.9K -530 -14%
HFAS
1087
Hummer Financial Advisory Services
Illinois
$281K -$12.8K -150 -4%
WH
1088
Willner & Heller
California
$281K +$2.55K +30 +0.9%
SIM
1089
Sentry Investment Management
Wisconsin
$280K -$54.5K -643 -16%
GGI
1090
Godsey & Gibb Inc
Virginia
$280K +$280K +3,300 New
SIS
1091
Sound Income Strategies
Florida
$279K +$19.8K +233 +8%
SXL
1092
Summit X LLC
Missouri
$279K +$279K +3,260 New
CT
1093
Chicago Trust
Illinois
$277K -$126K -1,486 -31%
NDSI
1094
Newman Dignan & Sheerar Inc
Rhode Island
$276K – – –
PCS
1095
Personal CFO Solutions
New Jersey
$274K -$41.2K -486 -13%
RZH
1096
Relyea Zuckerberg Hanson
Connecticut
$274K +$44.4K +524 +19%
TWM
1097
Tradition Wealth Management
Minnesota
$273K +$169 +2 +0.1%
DP
1098
Dearborn Partners
Illinois
$271K -$1.27K -15 -0.5%
NB
1099
Northwest Bancshares
Pennsylvania
$271K – – –
HPWM
1100
Highland Private Wealth Management
Washington
$270K +$20.8K +246 +8%
42 43
44
45 46