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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
FQ
1451
First Quadrant
California
-$180K -2,287 Closed
VWA
1452
V Wealth Advisors
Kansas
-$173K -2,205 Closed
LWM
1453
Liberty Wealth Management
California
-$122K -1,551 Closed
CI
1454
CX Institutional
Indiana
-$94K -1,203 Closed
MFT
1455
Moisand Fitzgerald Tamayo
Florida
-$68K -870 Closed
SFO
1456
Standard Family Office
South Dakota
-$63K -800 Closed
SAI
1457
Systematic Alpha Investments
New Jersey
-$52K -680 Closed
GRP
1458
Global Retirement Partners
California
-$49K -627 Closed
AWA
1459
Arkadios Wealth Advisors
Georgia
-$47K -600 Closed
RTL
1460
Red Tortoise LLC
Georgia
-$22K -310 Closed
RCA
1461
Ranch Capital Advisors
Florida
-$24K -300 Closed
EWA
1462
Evolution Wealth Advisors
Florida
-$15K -195 Closed
IF
1463
Ironwood Financial
Arizona
-$13K -171 Closed
RA
1464
Resolute Advisors
California
-$12K -156 Closed
KIG
1465
Kowal Investment Group
Wisconsin
-$11K -143 Closed
DOA
1466
D'Orazio & Associates
Virginia
-$9K -114 Closed
TAIM
1467
TD Ameritrade Investment Management
Nebraska
-$7K -114 Closed
CFA
1468
Cahill Financial Advisors
Minnesota
-$8K -102 Closed
APWA
1469
Atlas Private Wealth Advisors
New Jersey
-$6K -73 Closed
OSNBOA
1470
Old Second National Bank of Aurora
Illinois
-$6K -73 Closed
OCM
1471
Orion Capital Management
California
-$4K -56 Closed
IWA
1472
IBEX Wealth Advisors
New Jersey
-$4K -51 Closed
PPWM
1473
PFG Private Wealth Management
Florida
-$2K -21 Closed
PWM
1474
Prentice Wealth Management
New York
-$1K -12 Closed
SFG
1475
Steward Financial Group
Texas
+$77 +1 New

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.