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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
EWM
1201
Evermay Wealth Management
Virginia
$110K
IBOK
1202
Independence Bank of Kentucky
Kentucky
$110K +$18.1K +235 +20%
MPWT
1203
MassMutual Private Wealth & Trust
Connecticut
$109K -$5K -65 -4%
CAL
1204
Capital Analysts LLC
Pennsylvania
$105K +$77 +1 +0.1%
AG
1205
AIA Group
Hong Kong
$105K +$103K +1,336 New
ME
1206
McIlrath & Eck
Washington
$104K -$462 -6 -0.5%
ARMC
1207
American Research & Management Company
Massachusetts
$104K
AFG
1208
Albion Financial Group
Utah
$100K
CCM
1209
Covington Capital Management
California
$99K +$38.5K +500 +66%
BWM
1210
Baystate Wealth Management
Massachusetts
$97K +$462 +6 +0.5%
PGAM
1211
Princeton Global Asset Management
New Jersey
$96K
MHR
1212
Matthew Hamilton Rosenberg
$95K
RIM
1213
Rockbridge Investment Management
New York
$95K
AssetMark Inc
1214
AssetMark Inc
California
$95K +$22.8K +296 +33%
MMG
1215
Monetary Management Group
Missouri
$94K
CA
1216
Cornerstone Advisory
Maryland
$93K +$90.5K +1,176 New
BBPWM
1217
Blue Bell Private Wealth Management
Pennsylvania
$93K +$91.2K +1,185 New
AW
1218
Avion Wealth
Texas
$90K +$15.4K +200 +21%
HNWAG
1219
High Net Worth Advisory Group
Florida
$89K +$87.2K +1,133 New
HWA
1220
HHM Wealth Advisors
Tennessee
$87K +$82.4K +1,070 +2,744%
KFI
1221
Key Financial Inc
Pennsylvania
$86K +$11.5K +150 +16%
CFO
1222
CVA Family Office
Colorado
$84K +$57.7K +750 +231%
CWM
1223
Curi Wealth Management
North Carolina
$84K +$82.7K +1,074 New
TC
1224
Truvestments Capital
Florida
$83K -$9.16K -119 -10%
SOW
1225
State of Wyoming
Wyoming
$82K +$1K +13 +1%

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.