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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
NFG
1176
Next Financial Group
Texas
$101K +$15.7K +195 +18%
AFG
1177
Albion Financial Group
Utah
$99K +$102K +1,268 New
PMFA
1178
Plante Moran Financial Advisors
Michigan
$98K +$162 +2 +0.2%
JFGIW
1179
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$97K +$61.5K +762 +156%
PGAM
1180
Princeton Global Asset Management
New Jersey
$95K
BWM
1181
Baystate Wealth Management
Massachusetts
$95K +$485 +6 +0.5%
IBOK
1182
Independence Bank of Kentucky
Kentucky
$94K
MHR
1183
Matthew Hamilton Rosenberg
$94K
RIM
1184
Rockbridge Investment Management
New York
$94K
CAM
1185
Costello Asset Management
Pennsylvania
$90K +$404 +5 +0.4%
TC
1186
Truvestments Capital
Florida
$90K +$485 +6 +0.5%
PMAS
1187
PNC Managed Account Solutions
Texas
$89K +$92.6K +1,147 New
CAL
1188
Capital Analysts LLC
Pennsylvania
$88K -$727 -9 -0.8%
SOW
1189
State of Wyoming
Wyoming
$85K -$6.14K -76 -6%
BG
1190
Bollard Group
Massachusetts
$81K +$485 +6 +0.6%
BCA
1191
Berman Capital Advisors
Georgia
$81K +$29.2K +362 +53%
CAL
1192
Capital Advisors Ltd
Ohio
$80K
JFA
1193
JNBA Financial Advisors
Minnesota
$79K
FGAM
1194
Financial Gravity Asset Management
Texas
$78K
PFBT
1195
Parkside Financial Bank & Trust
Missouri
$75K -$1.29K -16 -2%
SWM
1196
Selective Wealth Management
Virginia
$73K
EBA
1197
Eagle Bay Advisors
New York
$73K +$75.5K +935 New
AWA
1198
Arkadios Wealth Advisors
Georgia
$72K -$7.83K -97 -9%
PWMG
1199
Prestige Wealth Management Group
New Jersey
$72K -$6.06K -75 -8%
CHA
1200
Carmichael Hill & Associates
Maryland
$71K +$1.05K +13 +1%

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.