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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
EPM
1301
Equitec Proprietary Markets
Illinois
$21K +$20.2K +263 New
WFS
1302
Widmann Financial Services
Maryland
$21K +$20.9K +271 New
VNA
1303
Valley National Advisers
Pennsylvania
$20K
SC
1304
Stephens Consulting
Michigan
$19.5K +$19.1K +248 New
AWM
1305
Accel Wealth Management
Iowa
$19K
ST
1306
Sageworth Trust
Pennsylvania
$19K
VCM
1307
Versant Capital Management
Arizona
$19K
QC
1308
Quent Capital
New York
$19K +$19K +247 New
PFGIA
1309
Patriot Financial Group Insurance Agency
Massachusetts
$18K -$3.16K -41 -15%
SWA
1310
SOA Wealth Advisors
New York
$18K
MWM
1311
Mascoma Wealth Management
New Hampshire
$18K +$17.7K +230 New
CSWM
1312
Cassady Schiller Wealth Management
Ohio
$18K +$17.9K +233 New
ATC
1313
Adirondack Trust Company
New York
$17K
PP
1314
Pacifica Partners
Canada
$16K
SFPG
1315
Stonebridge Financial Planning Group
Florida
$16K
TFGT
1316
TS Financial Group (TSFG)
Illinois
$16K +$77 +1 +0.5%
SIA
1317
Sit Investment Associates
Minnesota
$16K +$16K +208 New
CPA
1318
Cowen Prime Advisors
New York
$15K
TF
1319
TimeScale Financial
Massachusetts
$15K +$77 +1 +0.5%
SGAM
1320
Smith Group Asset Management
Texas
$14K -$14.1M -183,040 -100%
BWL
1321
Bogart Wealth LLC
Virginia
$14K
GWA
1322
Gibson Wealth Advisors
Texas
$14K +$13.2K +172 New
WPA
1323
West Paces Advisors
Georgia
$13.4K
TFO
1324
Tarbox Family Office
California
$13K -$4.62K -60 -27%
OIA
1325
Optimum Investment Advisors
Illinois
$13K

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.