Sysco
1,412 hedge funds and large institutions have $35.1B invested in Sysco in 2022 Q1 according to their latest regulatory filings, with 121 funds opening new positions, 537 increasing their positions, 513 reducing their positions, and 75 closing their positions.
61% more first-time investments, than exits
New positions opened: 121 | Existing positions closed: 75
13% more funds holding in top 10
Funds holding in top 10: 15 → 17 (+2)
11% more call options, than puts
Call options by funds: $225M | Put options by funds: $204M
7% more capital invested
Capital invested by funds: $32.8B → $35.1B (+$2.28B)
3.92% more ownership
Funds ownership: 81.73% → 85.65% (+3.9%)
2% more funds holding
Funds holding: 1,382 → 1,412 (+30)
5% more repeat investments, than reductions
Existing positions increased: 537 | Existing positions reduced: 513
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DZ Bank
Frankfurt Am Main,
Germany
|
+$325M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$313M |
| 3 |
Wellington Management Group
Boston,
Massachusetts
|
+$286M |
| 4 |
CIAS
CFS Investment Advisory Services
Totowa,
New Jersey
|
+$164M |
| 5 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$105M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TFM
Trian Fund Management
New York
|
-$109M |
| 2 |
WI
Wafra Inc
New York
|
-$92.3M |
| 3 |
D.E. Shaw & Co
New York
|
-$65.1M |
| 4 |
Invesco
Atlanta,
Georgia
|
-$63.6M |
| 5 |
Franklin Resources
San Mateo,
California
|
-$55.2M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SFPG
1476
Stonebridge Financial Planning Group
Orlando,
Florida
| – | -$16K | -200 | Closed |
|
|
AWA
1477
Amplius Wealth Advisors
Blue Bell,
Pennsylvania
| – | -$9K | -127 | Closed |
|
|
DFCM
1478
Dark Forest Capital Management
San Juan,
Puerto Rico
| – | -$9K | -111 | Closed |
|
|
TLFA
1479
True Link Financial Advisors
San Francisco,
California
| – | -$8K | -103 | Closed |
|
|
IPW
1480
IronBridge Private Wealth
Austin,
Texas
| – | -$8K | -101 | Closed |
|
|
TCWA
1481
Ten Capital Wealth Advisors
Spokane,
Washington
| – | -$7K | -83 | Closed |
|
|
RK
1482
Rather & Kittrell
Knoxville,
Tennessee
| – | -$5K | -70 | Closed |
|
|
TCWM
1483
Total Clarity Wealth Management
St. Charles,
Illinois
| – | -$5K | -70 | Closed |
|
1484
Optiver Holding
Amsterdam,
Netherlands
| – | -$5K | -60 | Closed |
|
|
CF
1485
Concorde Financial
Dallas,
Texas
| – | -$4K | -55 | Closed |
|
|
TC
1486
TAP Consulting
Kirkwood,
Missouri
| – | -$2K | -23 | Closed |
|
|
AWA
1487
Aquire Wealth Advisors
South Jordan,
Utah
| – | -$1K | -10 | Closed |
|
|
GA
1488
GoalVest Advisory
New York
| – | +$404 | +5 | New |
|
SYY Hedge Fund Activity: Q1 2022 in Review
1,412 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Sysco (SYY) for Q1 2022, worth a combined $35.1B — up 7% from $32.8B a quarter earlier.
Buyers outnumbered sellers: 121 funds opened new SYY positions and 75 closed out — a net gain of 46 holders — while 537 added to existing stakes and 513 trimmed.
The largest buyer was DZ Bank, adding an estimated $325M. The largest seller was Trian Fund Management, cutting an estimated $109M.
- 1,412 institutional investors held Sysco (SYY) as of Q1 2022, up from 1,382 in Q4 2021.
- Funds reported $35.1B of Sysco stock for Q1 2022, up 7% quarter-over-quarter.
- 121 funds opened new Sysco positions in Q1 2022 and 75 closed out, a net change of +46 holders.
- The largest Sysco buyer in Q1 2022 was DZ Bank, an estimated $325M added.
- The largest Sysco seller in Q1 2022 was Trian Fund Management, an estimated $109M sold.
Based on aggregated 13F filings for Q1 2022.