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Synchrony

693 hedge funds and large institutions have $26B invested in Synchrony in 2017 Q4 according to their latest regulatory filings, with 133 funds opening new positions, 239 increasing their positions, 251 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

171% more first-time investments, than exits

New positions opened: 133 | Existing positions closed: 49

122% more funds holding in top 10

Funds holding in top 10: 920 (+11)

24% more capital invested

Capital invested by funds: $21B → $26B (+$5.04B)

13% more funds holding

Funds holding: 612693 (+81)

1.24% more ownership

Funds ownership: 84.98%86.22% (+1.2%)

5% less repeat investments, than reductions

Existing positions increased: 239 | Existing positions reduced: 251

18% less call options, than puts

Call options by funds: $502M | Put options by funds: $610M

Holders
693
Holders Change
+81
Holders Change %
+13.24%
% of All Funds
15.72%
Holding in Top 10
20
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+122.22%
% of All Funds
0.45%
New
133
Increased
239
Reduced
251
Closed
49
Calls
$502M
Puts
$610M
Net Calls
-$108M
Net Calls Change
-$243M
Name Holding Trade Value Shares
Change
Change in
Stake
DCM
576
Dupont Capital Management
Delaware
$152K +$29.1K +850 +27%
STA
577
Summit Trail Advisors
New York
$143K +$124K +3,610 New
NAMA
578
Nikko Asset Management Americas
New York
$130K
PG
579
Patten Group
Tennessee
$122K -$8.55K -250 -7%
CAM
580
Close Asset Management
United Kingdom
$108K
WIM
581
Westside Investment Management
California
$106K
GRP
582
Global Retirement Partners
California
$106K +$26.9K +787 +40%
WEC
583
Winslow Evans & Crocker
Massachusetts
$102K +$37.2K +1,086 +69%
DSI
584
Daiwa SB Investments
Japan
$100K -$41.7K -1,220 -32%
HNB
585
Huntington National Bank
Ohio
$94K +$1.92K +56 +2%
GLI
586
Guardian Life Insurance
New York
$94K +$24.6K +719 +42%
SIA
587
Sit Investment Associates
Minnesota
$86K +$76.1K +2,225 New
C
588
Cerebellum
California
$84K +$74.5K +2,178 New
KJWM
589
Kiley Juergens Wealth Management
Washington
$84K +$75.1K +2,196 New
SP
590
SWS Partners
Ohio
$82K +$72.5K +2,119 New
SWM
591
SeaCrest Wealth Management
New York
$81K +$71.8K +2,099 New
AF
592
Advisornet Financial
Minnesota
$77K +$68.4K +1,998 New
TWA
593
TCI Wealth Advisors
Arizona
$74K
DVM
594
Dreman Value Management
Florida
$73K -$968K -28,285 -94%
PA
595
Parallel Advisors
California
$69K +$5.58K +163 +10%
BTIS
596
BB&T Investment Services
North Carolina
$64K +$9.79K +286 +21%
SLF
597
Sun Life Financial
Ontario, Canada
$62K -$132K -3,859 -71%
PFBT
598
Parkside Financial Bank & Trust
Missouri
$52K +$1.3K +38 +3%
DSC
599
Duncker Streett & Co
Missouri
$50K
PMFA
600
Plante Moran Financial Advisors
Michigan
$49K +$4.48K +131 +12%

SYF Hedge Fund Activity: Q4 2017 in Review

693 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Synchrony (SYF) for Q4 2017, worth a combined $26B — up 24% from $21B a quarter earlier.

Buyers outnumbered sellers: 133 funds opened new SYF positions and 49 closed out — a net gain of 84 holders — while 239 added to existing stakes and 251 trimmed.

The largest buyer was Carmignac Gestion, opening a new position worth an estimated $186M. The largest seller was Senator Investment Group, cutting an estimated $185M.

  • 693 institutional investors held Synchrony (SYF) as of Q4 2017, up from 612 in Q3 2017.
  • Funds reported $26B of Synchrony stock for Q4 2017, up 24% quarter-over-quarter.
  • 133 funds opened new Synchrony positions in Q4 2017 and 49 closed out, a net change of +84 holders.
  • The largest Synchrony buyer in Q4 2017 was Carmignac Gestion, an estimated $186M added.
  • The largest Synchrony seller in Q4 2017 was Senator Investment Group, an estimated $185M sold.

Based on aggregated 13F filings for Q4 2017.