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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
PWPS
1076
Pinnacle Wealth Planning Services
Ohio
$295K +$24K +286 +9%
HFM
1077
Harvest Fund Management
China
$295K +$97.2K +1,161 +50%
SL
1078
Salomon & Ludwin
Virginia
$293K -$3.1K -37 -1%
CP
1079
Covenant Partners
Tennessee
$292K – – –
GAG
1080
GM Advisory Group
New York
$292K – – –
M
1081
Mirova
France
$291K -$1.22M -14,615 -81%
OWM
1082
OneAscent Wealth Management
Alabama
$290K -$18.9K -226 -6%
TFA
1083
Transamerica Financial Advisors
Florida
$290K +$287K +3,422 New
BWA
1084
Burt Wealth Advisors
Maryland
$288K – – –
CG
1085
Clarus Group
Texas
$288K – – –
GA
1086
Geller Advisors
New York
$286K – – –
PBC
1087
Pavion Blue Capital
California
$285K – – –
KWA
1088
KCS Wealth Advisory
California
$284K – – –
SCM
1089
Shelton Capital Management
Colorado
$282K – – –
GIA
1090
Gladstone Institutional Advisory
Florida
$281K -$44.4K -530 -14%
HFAS
1091
Hummer Financial Advisory Services
Illinois
$281K -$12.6K -150 -4%
WH
1092
Willner & Heller
California
$281K +$2.51K +30 +0.9%
SIM
1093
Sentry Investment Management
Wisconsin
$280K -$53.9K -643 -16%
GGI
1094
Godsey & Gibb Inc
Virginia
$280K +$276K +3,300 New
SIS
1095
Sound Income Strategies
Florida
$279K +$19.5K +233 +8%
SXL
1096
Summit X LLC
Missouri
$279K +$273K +3,260 New
CT
1097
Chicago Trust
Illinois
$277K -$124K -1,486 -31%
NDSI
1098
Newman Dignan & Sheerar Inc
Rhode Island
$276K – – –
PCS
1099
Personal CFO Solutions
New Jersey
$274K -$40.7K -486 -13%
RZH
1100
Relyea Zuckerberg Hanson
Connecticut
$274K +$43.9K +524 +19%
42 43
44
45 46

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.