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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
WPA
1401
Winning Points Advisors
Florida
-$213K -2,700 Closed
DWM
1402
Doyle Wealth Management
Florida
-$212K -2,687 Closed
MCM
1403
MAI Capital Management
Ohio
-$211K -2,686 Closed
FNB
1404
Farmers National Bank
Kentucky
-$208K -2,645 Closed
IFS
1405
Ifrah Financial Services
Arkansas
-$205K -2,606 Closed
MCM
1406
Maryland Capital Management
Maryland
-$202K -2,567 Closed
RZH
1407
Relyea Zuckerberg Hanson
Connecticut
-$213K -2,562 Closed
HT
1408
Heritage Trust
Oklahoma
-$201K -2,551 Closed
KOC
1409
Koss-Olinger Consulting
Florida
-$200K -2,546 Closed
CL
1410
Choreo LLC
Illinois
-$200K -2,540 Closed
MPW
1411
Monterey Private Wealth
California
-$207K -2,511 Closed
GCM
1412
Gables Capital Management
Florida
-$180K -2,280 Closed
CL
1413
COWA LLC
Oklahoma
-$163K -2,013 Closed
ACM
1414
Allred Capital Management
Texas
-$95.7K -1,216 Closed
NG
1415
NWK Group
California
-$79K -1,000 Closed
BAMG
1416
Brand Asset Management Group
Missouri
-$66K -843 Closed
RWB
1417
RMR Wealth Builders
New Jersey
-$36K -453 Closed
BWL
1418
Bogart Wealth LLC
Virginia
-$31K -394 Closed
CWAF
1419
Core Wealth Advisors (Florida)
Florida
-$28K -350 Closed
SLF
1420
Sun Life Financial
Ontario, Canada
-$24K -300 Closed
MWP
1421
Meridian Wealth Partners
Pennsylvania
-$17K -216 Closed
TAM
1422
Tucker Asset Management
Colorado
-$15.7K -200 Closed
WCM
1423
Wealthcare Capital Management
Virginia
-$7K -90 Closed
AIC
1424
Archer Investment Corporation
Indiana
-$5.98K -76 Closed
MF
1425
Manchester Financial
California
-$5K -68 Closed

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.