We are live on ! Find out more

1,331 hedge funds and large institutions have $32.4B invested in Sysco in 2021 Q2 according to their latest regulatory filings, with 107 funds opening new positions, 521 increasing their positions, 453 reducing their positions, and 101 closing their positions.

New
Increased
Maintained
Reduced
Closed

26% more call options, than puts

Call options by funds: $247M | Put options by funds: $197M

15% more repeat investments, than reductions

Existing positions increased: 521 | Existing positions reduced: 453

6% more first-time investments, than exits

New positions opened: 107 | Existing positions closed: 101

0.4% more ownership

Funds ownership: 81.29%81.69% (+0.4%)

1% less capital invested

Capital invested by funds: $32.6B → $32.4B (-$223M)

1% less funds holding

Funds holding: 1,3431,331 (-12)

25% less funds holding in top 10

Funds holding in top 10: 1612 (-4)

Holders
1,331
Holders Change
-12
Holders Change %
-0.89%
% of All Funds
23.17%
Holding in Top 10
12
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-25%
% of All Funds
0.21%
New
107
Increased
521
Reduced
453
Closed
101
Calls
$247M
Puts
$197M
Net Calls
+$50.6M
Net Calls Change
-$59.8M
Name Holding Trade Value Shares
Change
Change in
Stake
IWC
1126
Integrated Wealth Concepts
Massachusetts
$204K -$18.3K -226 -8%
CBA
1127
Coastal Bridge Advisors
Connecticut
$203K -$82.8K -1,025 -28%
NGA
1128
Naples Global Advisors
Florida
$203K +$404 +5 +0.2%
AIM
1129
Anchor Investment Management
South Carolina
$202K
W
1130
WealthOne
New York
$202K +$210K +2,595 New
TPCW
1131
TD Private Client Wealth
New York
$201K +$39.8K +493 +24%
Carson Wealth (CWM LLC)
1132
Carson Wealth (CWM LLC)
Nebraska
$200K
PB
1133
Pinnacle Bancorp
Nebraska
$199K
AIM
1134
Arcadia Investment Management
Michigan
$198K +$109K +1,345 +111%
TFM
1135
TFC Financial Management
Massachusetts
$196K +$3.23K +40 +2%
SWA
1136
Sutton Wealth Advisors
Florida
$193K
FF
1137
FourThought Financial
Florida
$193K -$485 -6 -0.2%
HC
1138
Hoese & Co
Minnesota
$193K +$34.3K +425 +21%
MA
1139
MCF Advisors
Kentucky
$190K +$157K +1,939 +382%
RDWM
1140
Red Door Wealth Management
Tennessee
$190K +$198K +2,456 New
MIP
1141
Mondrian Investment Partners
United Kingdom
$189K
MC
1142
Maverick Capital
Texas
$184K +$191K +2,370 New
FQ
1143
First Quadrant
California
$183K -$85K -1,052 -31%
LWANC
1144
Laurel Wealth Advisors (North Carolina)
North Carolina
$179K +$24.2K +300 +15%
HFM
1145
Harvest Fund Management
China
$173K +$12.4K +154 +7%
FCT
1146
Family Capital Trust
Massachusetts
$167K
SNT
1147
Security National Trust
West Virginia
$162K
SAM
1148
S.A. Mason
Michigan
$162K +$12.1K +150 +8%
ACM
1149
AUA Capital Management
Pennsylvania
$158K
KPCM
1150
Kings Point Capital Management
New York
$158K

SYY Hedge Fund Activity: Q2 2021 in Review

1,331 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Sysco (SYY) for Q2 2021, worth a combined $32.4B — down 0.68% from $32.6B a quarter earlier.

Buyers outnumbered sellers: 107 funds opened new SYY positions and 101 closed out — a net gain of 6 holders — while 521 added to existing stakes and 453 trimmed.

The largest buyer was Macquarie Group, adding an estimated $216M. The largest seller was Trian Fund Management, cutting an estimated $220M.

  • 1,331 institutional investors held Sysco (SYY) as of Q2 2021, down from 1,343 in Q1 2021.
  • Funds reported $32.4B of Sysco stock for Q2 2021, down 0.68% quarter-over-quarter.
  • 107 funds opened new Sysco positions in Q2 2021 and 101 closed out, a net change of +6 holders.
  • The largest Sysco buyer in Q2 2021 was Macquarie Group, an estimated $216M added.
  • The largest Sysco seller in Q2 2021 was Trian Fund Management, an estimated $220M sold.

Based on aggregated 13F filings for Q2 2021.