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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
KCM
1276
KRS Capital Management
Michigan
$31K +$30.8K +400 New
CA
1277
Centerpoint Advisors
Massachusetts
$30K
SCA
1278
Stuart Chaussee & Associates
California
$30K
PP
1279
PFS Partners
New Jersey
$28.2K +$27.6K +358 New
HFS
1280
Hantz Financial Services
Michigan
$28K +$1.31K +17 +5%
KFS
1281
Kelly Financial Services
Massachusetts
$27.3K +$77 +1 +0.3%
BDWM
1282
Brewin Dolphin Wealth Management
Ireland
$27K -$26.9K -350 -50%
CCM
1283
Cribstone Capital Management
Maine
$27K
SWM
1284
Sugarloaf Wealth Management
Georgia
$27K
MSFP
1285
Mark Sheptoff Financial Planning
Connecticut
$27K +$4.16K +54 +19%
LB
1286
Legacy Bridge
Iowa
$26K
BWP
1287
Baldwin Wealth Partners
Massachusetts
$25K
COCM
1288
Charter Oak Capital Management
New Hampshire
$25K
EWA
1289
EverSource Wealth Advisors
Alabama
$25K +$24.5K +318 New
SBL
1290
Sargent Bickham Lagudis
Colorado
$24K -$6.85K -89 -23%
PSB
1291
Piscataqua Savings Bank
New Hampshire
$24K -$1.54K -20 -6%
OAJ
1292
Ogorek Anthony Joseph
New York
$24K
SIS
1293
Sound Income Strategies
Florida
$24K
SA
1294
SRH Advisors
Kansas
$24K
NSB
1295
Norway Savings Bank
Maine
$24K +$3.85K +50 +20%
NFSG
1296
Newbridge Financial Services Group
Florida
$24K +$23.1K +300 New
CM
1297
Cornerstone Management
Georgia
$23.8K +$23.3K +303 New
CWA
1298
Clearview Wealth Advisors
Oregon
$23K +$77 +1 +0.3%
SIAP
1299
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$22K
ACM
1300
Antonetti Capital Management
Florida
$21K

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.