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951 hedge funds and large institutions have $20.6B invested in Sysco in 2016 Q1 according to their latest regulatory filings, with 93 funds opening new positions, 319 increasing their positions, 399 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more funds holding in top 10

Funds holding in top 10: 1930 (+11)

55% more first-time investments, than exits

New positions opened: 93 | Existing positions closed: 60

9% more capital invested

Capital invested by funds: $18.9B → $20.6B (+$1.68B)

2% more funds holding

Funds holding: 929951 (+22)

1.75% less ownership

Funds ownership: 81.73%79.99% (-1.7%)

20% less repeat investments, than reductions

Existing positions increased: 319 | Existing positions reduced: 399

34% less call options, than puts

Call options by funds: $91.9M | Put options by funds: $140M

Holders
951
Holders Change
+22
Holders Change %
+2.37%
% of All Funds
25.34%
Holding in Top 10
30
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+57.89%
% of All Funds
0.8%
New
93
Increased
319
Reduced
399
Closed
60
Calls
$91.9M
Puts
$140M
Net Calls
-$48.4M
Net Calls Change
-$44.3M
Name Holding Trade Value Shares
Change
Change in
Stake
SCM
251
Stevens Capital Management
Pennsylvania
$5.68M +$5.25M +121,665 New
Janney Montgomery Scott
252
Janney Montgomery Scott
Pennsylvania
$5.65M +$603K +13,970 +13%
JC
253
Jacobs & Co
California
$5.63M -$161K -3,741 -3%
GJIC
254
Gamble Jones Investment Counsel
California
$5.56M -$34.3K -796 -0.7%
TFA
255
Toth Financial Advisory
Virginia
$5.55M +$434K +10,060 +9%
GH
256
GAM Holding
Switzerland
$5.55M +$647K +15,000 +14%
Neuberger Berman Group
257
Neuberger Berman Group
New York
$5.46M +$329K +7,632 +7%
William Blair & Company
258
William Blair & Company
Illinois
$5.37M -$1.11M -25,720 -18%
TCM
259
Tufton Capital Management
Maryland
$5.27M -$35.9K -831 -0.7%
ERIM
260
Eagle Ridge Investment Management
Connecticut
$5.24M +$62.4K +1,445 +1%
CCM
261
Cadence Capital Management
Massachusetts
$5.18M -$609K -14,115 -11%
IHL
262
Investment House LLC
California
$5.13M
WC
263
Woodstock Corp
Massachusetts
$5.06M
SDIC
264
South Dakota Investment Council
South Dakota
$5.04M -$8.43M -195,362 -64%
OIM
265
Opus Investment Management
Massachusetts
$5.04M -$1.25M -29,000 -21%
SSB
266
Sandy Spring Bank
Maryland
$5.03M -$71.3K -1,653 -2%
MCM
267
Monarch Capital Management
Indiana
$5.02M -$303K -7,025 -6%
URS
268
Utah Retirement Systems
Utah
$4.98M +$4.32K +100 +0.1%
IIC
269
Ironwood Investment Counsel
Arizona
$4.92M +$432K +10,017 +11%
RJT
270
Raymond James Trust
Florida
$4.88M -$364K -8,441 -7%
PNC
271
Park National Corp
Ohio
$4.83M +$185K +4,284 +4%
O
272
OppenheimerFunds
New York
$4.83M +$46.8K +1,085 +1%
DIA
273
Dean Investment Associates
Ohio
$4.8M -$561 -13 -0%
LPU
274
Lansdowne Partners (UK)
United Kingdom
$4.79M
CC
275
Cannell & Co
New York
$4.78M -$7.28M -168,650 -62%

SYY Hedge Fund Activity: Q1 2016 in Review

951 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Sysco (SYY) for Q1 2016, worth a combined $20.6B — up 8.9% from $18.9B a quarter earlier.

Buyers outnumbered sellers: 93 funds opened new SYY positions and 60 closed out — a net gain of 33 holders — while 319 added to existing stakes and 399 trimmed.

The largest buyer was Vanguard Group, adding an estimated $264M. The largest seller was Franklin Resources, cutting an estimated $367M.

  • 951 institutional investors held Sysco (SYY) as of Q1 2016, up from 929 in Q4 2015.
  • Funds reported $20.6B of Sysco stock for Q1 2016, up 8.9% quarter-over-quarter.
  • 93 funds opened new Sysco positions in Q1 2016 and 60 closed out, a net change of +33 holders.
  • The largest Sysco buyer in Q1 2016 was Vanguard Group, an estimated $264M added.
  • The largest Sysco seller in Q1 2016 was Franklin Resources, an estimated $367M sold.

Based on aggregated 13F filings for Q1 2016.