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1,442 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, 510 increasing their positions, 525 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed

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: 1,3911,442 (+51)

1.03% more ownership

Funds ownership: 84.12%85.14% (+1%)

0% more funds holding in top 10

Funds holding in top 10: 1515 (0)

3% less repeat investments, than reductions

Existing positions increased: 510 | Existing positions reduced: 525

Holders
1,442
Holders Change
+51
Holders Change %
+3.67%
% of All Funds
23.18%
Holding in Top 10
15
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.24%
New
165
Increased
510
Reduced
525
Closed
84
Calls
$205M
Puts
$151M
Net Calls
+$54.4M
Net Calls Change
+$5.41M
Name Holding Trade Value Shares
Change
Change in
Stake
TIM
1401
Tortoise Investment Management
New York
$5.66K +$1.94K +24 +48%
RFG
1402
RFP Financial Group
Georgia
$5.43K +$5.74K +71 New
LSA
1403
Leonteq Securities AG
Switzerland
$5.2K -$361K -4,465 -98%
CPG
1404
Cornerstone Planning Group
New Jersey
$4.7K +$4.93K +61 New
HWA
1405
HHM Wealth Advisors
Tennessee
$4.28K +$1.78K +22 +65%
AWM
1406
Activest Wealth Management
Florida
$4.21K +$4.44K +55 New
PWS
1407
Paragon Wealth Strategies
Florida
$4.13K +$4.36K +54 New
CT
1408
Colonial Trust
South Carolina
$3.98K +$4.2K +52 New
WWM
1409
Wolff Wiese Magana
California
$3.67K
OLVIG
1410
Oliver Lagore Vanvalin Investment Group
Michigan
$3.21K -$26.3K -326 -89%
APC
1411
Aspire Private Capital
North Carolina
$3.21K
BA
1412
Bellwether Advisors
Nebraska
$3.21K
EAM
1413
Eukles Asset Management
Ohio
$3K
HWM
1414
Horizons Wealth Management
North Carolina
$3K
WAS
1415
Winch Advisory Services
Wisconsin
$3K +$81 +1 +2%
CFFP
1416
Center for Financial Planning
Michigan
$2.75K
TCA
1417
Trifecta Capital Advisors
Illinois
$2.52K +$2.67K +33 New
IAA
1418
Independent Advisor Alliance
North Carolina
$2.37K +$56.2K +696 +2%
DIP
1419
DT Investment Partners
Pennsylvania
$2.22K
CAL
1420
Capital Advisors Ltd
Ohio
$2K +$2.02K +25 New
PCM
1421
Penserra Capital Management
California
$2K +$2.26K +28 New
LFG
1422
Larson Financial Group
Missouri
$1.6K
ECM
1423
Everence Capital Management
Indiana
$1.33K -$63K -780 -4%
EE
1424
EWG Elevate
California
$1.3K +$1.37K +17 New
AAP
1425
Arax Advisory Partners
Colorado
$1.15K

SYY Hedge Fund Activity: Q4 2022 in Review

1,442 of the 6,221 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 510 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.

  • 1,442 institutional investors held Sysco (SYY) as of Q4 2022, up from 1,391 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.