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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
JSA
1126
Jacobson & Schmitt Advisors
Wisconsin
$254K – – –
CBN
1127
Cadence Bank NA
Texas
$253K – – –
RDWM
1128
Red Door Wealth Management
Tennessee
$253K +$40.2K +480 +19%
MCM
1129
MAI Capital Management
Ohio
$252K +$16.8K +200 +7%
CWM
1130
Cahaba Wealth Management
Georgia
$251K – – –
RCG
1131
Resource Consulting Group
Florida
$251K – – –
1IA
1132
1620 Investment Advisors
Massachusetts
$249K +$246K +2,940 New
NG
1133
Northstar Group
New York
$248K -$7.12K -85 -3%
MIC
1134
Means Investment Company
Maine
$248K +$3.35K +40 +1%
PPP
1135
Private Portfolio Partners
New Jersey
$247K +$168 +2 +0.1%
CL
1136
Choreo LLC
Illinois
$246K +$335 +4 +0.1%
PPWM
1137
Paragon Private Wealth Management
Kentucky
$246K +$3.1K +37 +1%
CMBA
1138
C.M. Bidwell & Associates
Hawaii
$246K +$243K +2,903 New
CGH
1139
CMG Global Holdings
Texas
$245K – – –
EHWM
1140
Eads & Heald Wealth Management
Georgia
$245K – – –
KTC
1141
Kistler-Tiffany Companies
Pennsylvania
$245K – – –
SQA
1142
Simon Quick Advisors
New Jersey
$245K +$238K +2,844 New
CC
1143
Courier Capital
New York
$243K – – –
RSWM
1144
Robertson Stephens Wealth Management
California
$242K -$197K -2,347 -45%
WAM
1145
Walker Asset Management
Missouri
$242K -$48.9K -584 -17%
V
1146
VeraBank
Texas
$242K +$18K +215 +8%
BWAM
1147
Boyd Watterson Asset Management
Ohio
$240K -$16.8K -200 -7%
CA
1148
Cambridge Advisors
Nebraska
$239K -$53.2K -635 -18%
OFS
1149
OneAscent Financial Services
Alabama
$239K -$20.9K -249 -8%
OAM
1150
Occidental Asset Management
California
$239K -$6.28K -75 -3%
44 45
46
47 48

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.