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995 hedge funds and large institutions have $21.2B invested in Sysco in 2016 Q3 according to their latest regulatory filings, with 62 funds opening new positions, 330 increasing their positions, 423 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more first-time investments, than exits

New positions opened: 62 | Existing positions closed: 49

10% more call options, than puts

Call options by funds: $81.2M | Put options by funds: $73.6M

1.31% more ownership

Funds ownership: 77.01%78.32% (+1.3%)

0% less funds holding

Funds holding: 996995 (-1)

4% less capital invested

Capital invested by funds: $22B → $21.2B (-$842M)

22% less repeat investments, than reductions

Existing positions increased: 330 | Existing positions reduced: 423

29% less funds holding in top 10

Funds holding in top 10: 3122 (-9)

Holders
995
Holders Change
-1
Holders Change %
-0.1%
% of All Funds
26.55%
Holding in Top 10
22
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-29.03%
% of All Funds
0.59%
New
62
Increased
330
Reduced
423
Closed
49
Calls
$81.2M
Puts
$73.6M
Net Calls
+$7.63M
Net Calls Change
-$21.6M
Name Holding Trade Value Shares
Change
Change in
Stake
SEI Investments
226
SEI Investments
Pennsylvania
$7.26M -$2.32M -45,127 -23%
OPERF
227
Oregon Public Employees Retirement Fund
Oregon
$7.05M -$1.12M -21,729 -13%
Janney Montgomery Scott
228
Janney Montgomery Scott
Pennsylvania
$6.99M -$6.04M -117,671 -45%
CT
229
Coastline Trust
Rhode Island
$6.91M -$409K -7,970 -5%
BTS
230
BB&T Securities
Virginia
$6.83M +$156K +3,033 +2%
BF
231
BOK Financial
Oklahoma
$6.74M -$964K -18,775 -12%
SG Americas Securities
232
SG Americas Securities
New York
$6.67M -$374K -7,283 -5%
WCM
233
Wedge Capital Management
North Carolina
$6.54M +$1.2M +23,413 +21%
IP
234
Isthmus Partners
Wisconsin
$6.49M -$291K -5,660 -4%
ASC
235
Atalanta Sosnoff Capital
New York
$6.49M +$6.8M +132,317 New
BC
236
Bartlett & Co
Ohio
$6.4M -$53.9K -1,050 -0.8%
EIM
237
ExxonMobil Investment Management
Texas
$6.39M -$270K -5,250 -4%
PGFC
238
Peapack-Gladstone Financial Corp
New Jersey
$6.39M -$77.2K -1,504 -1%
PGIM
239
Pacific Global Investment Management
California
$6.28M -$107K -2,087 -2%
HIMCH
240
Hartford Investment Management Co (HIMCO)
Connecticut
$6.26M -$40.3K -785 -0.6%
BPM
241
Bowling Portfolio Management
Ohio
$6.18M +$6.48M +126,139 New
CONA
242
Capital One National Association
New York
$6.17M -$97.8K -1,904 -1%
Neuberger Berman Group
243
Neuberger Berman Group
New York
$6.15M +$111K +2,169 +2%
WG
244
Winton Group
United Kingdom
$6.15M +$6.44M +125,479 New
TFA
245
Toth Financial Advisory
Virginia
$6.03M +$26.3K +512 +0.4%
RCM
246
Riverhead Capital Management
Delaware
$6M -$5.66M -110,231 -47%
RP
247
Rowlandmiller & Partners
Georgia
$6M -$107K -2,075 -2%
EFIC
248
Eliot Finkel Investment Counsel
California
$5.98M -$84.2K -1,640 -1%
CIBC Asset Management
249
CIBC Asset Management
Ontario, Canada
$5.96M -$279K -5,424 -4%
FAF
250
Fjarde Ap-fonden
Sweden
$5.92M +$245K +4,770 +4%

SYY Hedge Fund Activity: Q3 2016 in Review

995 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Sysco (SYY) for Q3 2016, worth a combined $21.2B — down 3.8% from $22B a quarter earlier.

Buyers outnumbered sellers: 62 funds opened new SYY positions and 49 closed out — a net gain of 13 holders — while 330 added to existing stakes and 423 trimmed.

The largest buyer was Capital World Investors, adding an estimated $198M. The largest seller was Bank of New York Mellon, cutting an estimated $291M.

  • 995 institutional investors held Sysco (SYY) as of Q3 2016, down from 996 in Q2 2016.
  • Funds reported $21.2B of Sysco stock for Q3 2016, down 3.8% quarter-over-quarter.
  • 62 funds opened new Sysco positions in Q3 2016 and 49 closed out, a net change of +13 holders.
  • The largest Sysco buyer in Q3 2016 was Capital World Investors, an estimated $198M added.
  • The largest Sysco seller in Q3 2016 was Bank of New York Mellon, an estimated $291M sold.

Based on aggregated 13F filings for Q3 2016.