Sysco
1,443 hedge funds and large institutions have $33.1B invested in Sysco in 2022 Q4 according to their latest regulatory filings, with 165 funds opening new positions, 511 increasing their positions, 525 reducing their positions, and 84 closing their positions.
96% more first-time investments, than exits
New positions opened: 165 | Existing positions closed: 84
36% more call options, than puts
Call options by funds: $205M | Put options by funds: $151M
10% more capital invested
Capital invested by funds: $30B → $33.1B (+$3.07B)
4% more funds holding
Funds holding: 1,392 → 1,443 (+51)
1.03% more ownership
Funds ownership: 84.12% → 85.14% (+1%)
0% more funds holding in top 10
Funds holding in top 10: 15 → 15 (0)
3% less repeat investments, than reductions
Existing positions increased: 511 | Existing positions reduced: 525
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Aristotle Capital Management
Los Angeles,
California
|
+$748M |
| 2 |
Parnassus Investments
San Francisco,
California
|
+$624M |
| 3 |
Morgan Stanley
New York
|
+$135M |
| 4 |
American Century Companies
Kansas City,
Missouri
|
+$95.2M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$76.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TFM
Trian Fund Management
New York
|
-$580M |
| 2 |
Janus Henderson Group
London,
United Kingdom
|
-$297M |
| 3 |
Invesco
Atlanta,
Georgia
|
-$131M |
| 4 |
Lazard Asset Management
New York
|
-$87.6M |
| 5 |
CVA
Ceredex Value Advisors
Orlando,
Florida
|
-$86M |
SYY Hedge Fund Activity: Q4 2022 in Review
1,443 of the 6,222 institutional investors tracked by Wall St. Rank reported a position in Sysco (SYY) for Q4 2022, worth a combined $33.1B — up 10% from $30B a quarter earlier.
Buyers outnumbered sellers: 165 funds opened new SYY positions and 84 closed out — a net gain of 81 holders — while 511 added to existing stakes and 525 trimmed.
The largest buyer was Aristotle Capital Management, adding an estimated $748M. The largest seller was Trian Fund Management, cutting an estimated $580M.
- 1,443 institutional investors held Sysco (SYY) as of Q4 2022, up from 1,392 in Q3 2022.
- Funds reported $33.1B of Sysco stock for Q4 2022, up 10% quarter-over-quarter.
- 165 funds opened new Sysco positions in Q4 2022 and 84 closed out, a net change of +81 holders.
- The largest Sysco buyer in Q4 2022 was Aristotle Capital Management, an estimated $748M added.
- The largest Sysco seller in Q4 2022 was Trian Fund Management, an estimated $580M sold.
Based on aggregated 13F filings for Q4 2022.