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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
QC
1151
Quent Capital
New York
$239K – – –
TFS
1152
Thoroughbred Financial Services
Tennessee
$238K +$419 +5 +0.2%
SHFA
1153
SC&H Financial Advisors
Maryland
$237K +$586 +7 +0.3%
WA
1154
WP Advisors
California
$237K +$9.55K +114 +4%
MCG
1155
McCollum Christoferson Group
New York
$235K – – –
CNC
1156
Citizens & Northern Corp
Pennsylvania
$234K -$27.6K -330 -11%
MA
1157
MCF Advisors
Kentucky
$234K +$16.8K +200 +8%
BCM
1158
BTR Capital Management
California
$233K – – –
CCFP
1159
Charles Carroll Financial Partners
Massachusetts
$233K – – –
ECM
1160
EagleClaw Capital Management
Massachusetts
$233K – – –
AA
1161
Addison Advisors
Vermont
$233K +$503 +6 +0.2%
AIM
1162
Athena Investment Management
California
$233K +$10.1K +120 +5%
VA
1163
Valmark Advisers
Ohio
$232K +$14.5K +173 +7%
AUB
1164
Atlantic Union Bankshares
Virginia
$232K +$229K +2,731 New
MLL
1165
Moody Lynn & Lieberson
Massachusetts
$231K +$228K +2,728 New
HT
1166
Heritage Trust
Oklahoma
$230K – – –
GFS
1167
GYL Financial Synergies
Connecticut
$229K +$226K +2,701 New
FWM
1168
Frontier Wealth Management
Missouri
$227K -$38.4K -459 -15%
DBT
1169
Dubuque Bank & Trust
Iowa
$227K -$19.9K -237 -8%
SP
1170
Successful Portfolios
Florida
$227K -$251 -3 -0.1%
BWA
1171
Blodgett Wealth Advisors
California
$226K -$23.5K -280 -9%
JC
1172
JB Capital
Connecticut
$226K – – –
FNB
1173
Farmers National Bank
Kentucky
$225K – – –
BC
1174
Burleson & Co
California
$225K -$754 -9 -0.3%
NAM
1175
NorthCrest Asset Manangement
Minnesota
$225K – – –
45 46
47
48 49

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.