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1,382 hedge funds and large institutions have $32.8B invested in Sysco in 2021 Q4 according to their latest regulatory filings, with 170 funds opening new positions, 489 increasing their positions, 480 reducing their positions, and 92 closing their positions.

New
Increased
Maintained
Reduced
Closed

85% more first-time investments, than exits

New positions opened: 170 | Existing positions closed: 92

11% more call options, than puts

Call options by funds: $243M | Put options by funds: $218M

7% more funds holding in top 10

Funds holding in top 10: 1415 (+1)

5% more funds holding

Funds holding: 1,3221,382 (+60)

2% more repeat investments, than reductions

Existing positions increased: 489 | Existing positions reduced: 480

0.52% less ownership

Funds ownership: 82.25%81.73% (-0.52%)

1% less capital invested

Capital invested by funds: $33B → $32.8B (-$222M)

Holders
1,382
Holders Change
+60
Holders Change %
+4.54%
% of All Funds
21.27%
Holding in Top 10
15
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.14%
% of All Funds
0.23%
New
170
Increased
489
Reduced
480
Closed
92
Calls
$243M
Puts
$218M
Net Calls
+$24.6M
Net Calls Change
-$35.2M
Name Holding Trade Value Shares
Change
Change in
Stake
AT
1126
Arvest Trust
Oklahoma
$220K +$215K +2,799 New
ACA
1127
Anchor Capital Advisors
Massachusetts
$218K
CSB
1128
City State Bank
Iowa
$218K +$213K +2,772 New
SHFA
1129
SC&H Financial Advisors
Maryland
$218K +$214K +2,781 New
ECM
1130
EagleClaw Capital Management
Massachusetts
$216K
CCFP
1131
Charles Carroll Financial Partners
Massachusetts
$216K +$212K +2,752 New
SFWC
1132
Strategic Family Wealth Counselors
New Jersey
$214K -$26.9K -350 -11%
BCM
1133
BTR Capital Management
California
$214K
PBC
1134
Pavion Blue Capital
California
$214K
CAAS
1135
Capital Asset Advisory Services
Michigan
$213K
HT
1136
Heritage Trust
Oklahoma
$213K
TCA
1137
Transcend Capital Advisors
New Jersey
$212K -$33.6K -436 -14%
AUB
1138
Atlantic Union Bankshares
Virginia
$212K -$7.7K -100 -4%
V
1139
VeraBank
Texas
$212K +$208K +2,699 New
SP
1140
Successful Portfolios
Florida
$211K
5L
1141
55I LLC
Massachusetts
$210K +$6.08K +79 +3%
MCG
1142
McCollum Christoferson Group
New York
$209K
FNB
1143
Farmers National Bank
Kentucky
$209K -$5.54K -72 -3%
BC
1144
Burleson & Co
California
$208K
HCA
1145
Harbour Capital Advisors
Virginia
$208K
AA
1146
Addison Advisors
Vermont
$207K -$51.9K -674 -20%
9WM
1147
9258 Wealth Management
Ohio
$206K -$25.7K -334 -11%
RZH
1148
Relyea Zuckerberg Hanson
Connecticut
$206K -$1.69K -22 -0.8%
CFA
1149
Carroll Financial Associates
North Carolina
$205K -$7.39K -96 -3%
AIM
1150
Anchor Investment Management
South Carolina
$204K

SYY Hedge Fund Activity: Q4 2021 in Review

1,382 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Sysco (SYY) for Q4 2021, worth a combined $32.8B — down 0.67% from $33B a quarter earlier.

Buyers outnumbered sellers: 170 funds opened new SYY positions and 92 closed out — a net gain of 78 holders — while 489 added to existing stakes and 480 trimmed.

The largest buyer was Parnassus Investments, adding an estimated $209M. The largest seller was Franklin Resources, cutting an estimated $409M.

  • 1,382 institutional investors held Sysco (SYY) as of Q4 2021, up from 1,322 in Q3 2021.
  • Funds reported $32.8B of Sysco stock for Q4 2021, down 0.67% quarter-over-quarter.
  • 170 funds opened new Sysco positions in Q4 2021 and 92 closed out, a net change of +78 holders.
  • The largest Sysco buyer in Q4 2021 was Parnassus Investments, an estimated $209M added.
  • The largest Sysco seller in Q4 2021 was Franklin Resources, an estimated $409M sold.

Based on aggregated 13F filings for Q4 2021.