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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
CAL
1226
Capital Advisors Ltd
Ohio
$81K +$616 +8 +0.8%
JFA
1227
JNBA Financial Advisors
Minnesota
$80K
PWMG
1228
Prestige Wealth Management Group
New Jersey
$79K +$2.62K +34 +3%
C
1229
Covestor
United Kingdom
$79K +$77.1K +1,002 New
EBA
1230
Eagle Bay Advisors
New York
$75K -$73.6K -956 -50%
AIP
1231
Ahrens Investment Partners
Louisiana
$74K +$72.3K +940 New
SWM
1232
Selective Wealth Management
Virginia
$73K
CHA
1233
Carmichael Hill & Associates
Maryland
$72K
Manulife (Manufacturers Life Insurance)
1234
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$71.1K +$551K +7,155 +0.8%
M
1235
MOTCO
Texas
$71K -$12.4K -161 -15%
HFM
1236
Harvest Fund Management
China
$69K
GC
1237
Gould Capital
Washington
$69K +$67.4K +876 New
VRM
1238
Vectors Research Management
New York
$67K +$7.77K +101 +13%
CWC
1239
Carolinas Wealth Consulting
North Carolina
$66K +$8.77K +114 +16%
GFPC
1240
Global Financial Private Client
Florida
$64.3K
FCT
1241
First Community Trust
Iowa
$63.9K +$62.6K +814 New
CBT
1242
CoreFirst Bank & Trust
Kansas
$63K
BWM
1243
BerganKDV Wealth Management
Minnesota
$61K -$38.8K -504 -39%
TCM
1244
Tradewinds Capital Management
Washington
$60K
LAS
1245
Lloyd Advisory Services
Georgia
$58K +$57K +740 New
BFG
1246
Baron Financial Group
New Jersey
$53K
OIS
1247
Okabena Investment Services
Minnesota
$51K +$49.6K +645 New
MFA
1248
McClarren Financial Advisors
Pennsylvania
$50K +$385 +5 +0.8%
GWS
1249
Glassman Wealth Services
Virginia
$48K -$1.92K -25 -4%
FFA
1250
Freedman Financial Associates
Massachusetts
$48K

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.