We are live on ! Find out more

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
FBT
1326
First Bank & Trust
South Dakota
$13K +$2.92K +38 +31%
CWM
1327
Cedar Wealth Management
California
$13K +$12.9K +167 New
AIC
1328
Archer Investment Corporation
Indiana
$12.6K +$6.54K +85 +112%
CCC
1329
Crescent Capital Consulting
Louisiana
$12K
DHGWA
1330
Dixon Hughes Goodman Wealth Advisors
North Carolina
$12K +$11.5K +149 New
APP
1331
Alpha Paradigm Partners
Illinois
$11K -$320K -4,164 -97%
FMP
1332
Financial Management Professionals
Texas
$11K
LWA
1333
Lenox Wealth Advisors
New York
$10K +$847 +11 +9%
TF
1334
Tompkins Financial
New York
$9K
DFCM
1335
Dark Forest Capital Management
Puerto Rico
$9K +$8.54K +111 New
AWA
1336
Amplius Wealth Advisors
Pennsylvania
$9K +$9.77K +127 New
DI
1337
Disciplined Investments
Oklahoma
$8K
EIM
1338
Essex Investment Management
Massachusetts
$8K
GWMIA
1339
Global Wealth Management Investment Advisory
Florida
$8K
IPW
1340
IronBridge Private Wealth
Texas
$8K
TLFA
1341
True Link Financial Advisors
California
$8K
NSIM
1342
North Star Investment Management
Illinois
$8K +$77 +1 +1%
IAS
1343
IMA Advisory Services
Colorado
$8K +$7.7K +100 New
MUMSS
1344
Mitsubishi UFJ Morgan Stanley Securities
Japan
$7K -$6.93K -90 -50%
FEG
1345
Financial Enhancement Group
Indiana
$7K
LPWM
1346
Lake Point Wealth Management
Texas
$7K
TCWA
1347
Ten Capital Wealth Advisors
Washington
$7K
HI
1348
Hudock Inc
Pennsylvania
$6K -$8.93K -116 -60%
LWP
1349
Lumature Wealth Partners
Georgia
$6K
AW
1350
Alaethes Wealth
Nevada
$5K

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.