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1,343 hedge funds and large institutions have $32.6B invested in Sysco in 2021 Q1 according to their latest regulatory filings, with 126 funds opening new positions, 445 increasing their positions, 531 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed

72% more call options, than puts

Call options by funds: $263M | Put options by funds: $152M

62% more first-time investments, than exits

New positions opened: 126 | Existing positions closed: 78

3% more funds holding

Funds holding: 1,3091,343 (+34)

5% more capital invested

Capital invested by funds: $31.1B → $32.6B (+$1.53B)

0.55% less ownership

Funds ownership: 81.85%81.29% (-0.55%)

16% less repeat investments, than reductions

Existing positions increased: 445 | Existing positions reduced: 531

24% less funds holding in top 10

Funds holding in top 10: 2116 (-5)

Holders
1,343
Holders Change
+34
Holders Change %
+2.6%
% of All Funds
23.58%
Holding in Top 10
16
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-23.81%
% of All Funds
0.28%
New
126
Increased
445
Reduced
531
Closed
78
Calls
$263M
Puts
$152M
Net Calls
+$110M
Net Calls Change
+$61.5M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$3.36B -$18.5M -238,569 -0.6%
Wellington Management Group
2
Wellington Management Group
Massachusetts
$2.7B +$284M +3,666,333 +12%
BlackRock
3
BlackRock
New York
$2.39B -$80.2M -1,034,995 -3%
State Street
4
State Street
Massachusetts
$1.78B -$98.2M -1,266,517 -5%
TFM
5
Trian Fund Management
New York
$1.62B
JP Morgan Chase
6
JP Morgan Chase
New York
$1.17B +$81.5M +1,051,230 +8%
Invesco
7
Invesco
Georgia
$999M +$10.5M +135,327 +1%
LP
8
Longview Partners
Guernsey
$871M -$174M -2,246,941 -17%
Fidelity Investments
9
Fidelity Investments
Massachusetts
$673M -$91.2M -1,176,300 -12%
Franklin Resources
10
Franklin Resources
California
$587M -$43.9M -566,468 -7%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$569M +$12.6M +162,208 +2%
Lazard Asset Management
12
Lazard Asset Management
New York
$507M +$191M +2,457,144 +62%
Northern Trust
13
Northern Trust
Illinois
$493M -$7M -90,317 -1%
Wells Fargo
14
Wells Fargo
California
$493M -$33.7M -435,194 -6%
YAM
15
Yacktman Asset Management
Texas
$466M -$57.5K -742 -0%
T. Rowe Price Associates
16
T. Rowe Price Associates
Maryland
$410M +$111K +1,437 +0%
American Century Companies
17
American Century Companies
Missouri
$405M -$29M -373,423 -7%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$372M +$12.5M +161,578 +4%
Norges Bank
19
Norges Bank
Norway
$366M -$5.74M -74,039 -2%
Victory Capital Management
20
Victory Capital Management
Texas
$363M +$8.23M +106,167 +2%
Janus Henderson Group
21
Janus Henderson Group
United Kingdom
$347M -$39.6M -510,756 -10%
Bank of America
22
Bank of America
North Carolina
$322M -$60.7M -782,859 -16%
Ameriprise
23
Ameriprise
Minnesota
$301M +$38.6M +497,991 +15%
Legal & General Group
24
Legal & General Group
United Kingdom
$285M -$12.3M -158,240 -4%
State Farm Mutual Automobile Insurance
25
State Farm Mutual Automobile Insurance
Illinois
$271M

SYY Hedge Fund Activity: Q1 2021 in Review

1,343 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Sysco (SYY) for Q1 2021, worth a combined $32.6B — up 4.9% from $31.1B a quarter earlier.

Buyers outnumbered sellers: 126 funds opened new SYY positions and 78 closed out — a net gain of 48 holders — while 445 added to existing stakes and 531 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $284M. The largest seller was Longview Partners, cutting an estimated $174M.

  • 1,343 institutional investors held Sysco (SYY) as of Q1 2021, up from 1,309 in Q4 2020.
  • Funds reported $32.6B of Sysco stock for Q1 2021, up 4.9% quarter-over-quarter.
  • 126 funds opened new Sysco positions in Q1 2021 and 78 closed out, a net change of +48 holders.
  • The largest Sysco buyer in Q1 2021 was Wellington Management Group, an estimated $284M added.
  • The largest Sysco seller in Q1 2021 was Longview Partners, an estimated $174M sold.

Based on aggregated 13F filings for Q1 2021.