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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
SBL
1251
Sargent Bickham Lagudis
Colorado
$23K
SIS
1252
Sound Income Strategies
Florida
$23K
SA
1253
SRH Advisors
Kansas
$23K
AWM
1254
Avior Wealth Management
Nebraska
$23K +$8K +99 +50%
SIAP
1255
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$23K +$24.3K +301 New
MSFP
1256
Mark Sheptoff Financial Planning
Connecticut
$22K
CWA
1257
Clearview Wealth Advisors
Oregon
$22K +$81 +1 +0.4%
WQ
1258
Wealth Quarterback
New Jersey
$21K +$21.7K +269 New
VNA
1259
Valley National Advisers
Pennsylvania
$20K
VCM
1260
Versant Capital Management
Arizona
$19K -$9.61K -119 -33%
HFA
1261
Hoover Financial Advisors
Pennsylvania
$19K
SIA
1262
SkyView Investment Advisors
New Jersey
$19K
PFGIA
1263
Patriot Financial Group Insurance Agency
Massachusetts
$19K +$162 +2 +0.8%
TFO
1264
Tarbox Family Office
California
$19K +$2.99K +37 +18%
TAIM
1265
TD Ameritrade Investment Management
Nebraska
$19K +$10.7K +132 +116%
NSB
1266
Norway Savings Bank
Maine
$19K +$16.2K +200 +400%
SWA
1267
SOA Wealth Advisors
New York
$18K -$11.6K -144 -38%
ATC
1268
Adirondack Trust Company
New York
$17K
SIM
1269
Sonora Investment Management
Arizona
$17K +$1.37K +17 +8%
SIA
1270
Sit Investment Associates
Minnesota
$16K
SB
1271
Strategic Blueprint
Georgia
$16K +$17K +210 New
PP
1272
Pacifica Partners
Canada
$15K
SFPG
1273
Stonebridge Financial Planning Group
Florida
$15K
HI
1274
Hudock Inc
Pennsylvania
$15K +$81 +1 +0.5%
TF
1275
TimeScale Financial
Massachusetts
$15K +$81 +1 +0.5%

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.