We are live on ! Find out more

1,114 hedge funds and large institutions have $25.3B invested in Sysco in 2017 Q4 according to their latest regulatory filings, with 174 funds opening new positions, 329 increasing their positions, 422 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

255% more first-time investments, than exits

New positions opened: 174 | Existing positions closed: 49

47% more call options, than puts

Call options by funds: $208M | Put options by funds: $141M

20% more funds holding in top 10

Funds holding in top 10: 1518 (+3)

12% more funds holding

Funds holding: 9981,114 (+116)

10% more capital invested

Capital invested by funds: $22.9B → $25.3B (+$2.37B)

0.58% less ownership

Funds ownership: 80.57%79.98% (-0.58%)

22% less repeat investments, than reductions

Existing positions increased: 329 | Existing positions reduced: 422

Holders
1,114
Holders Change
+116
Holders Change %
+11.62%
% of All Funds
25.27%
Holding in Top 10
18
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+20%
% of All Funds
0.41%
New
174
Increased
329
Reduced
422
Closed
49
Calls
$208M
Puts
$141M
Net Calls
+$66.2M
Net Calls Change
+$23.7M
Name Holding Trade Value Shares
Change
Change in
Stake
CIBC Asset Management
251
CIBC Asset Management
Ontario, Canada
$6.17M -$8.22K -145 -0.1%
Franklin Resources
252
Franklin Resources
California
$6.11M +$988K +17,431 +21%
MWAC
253
Mariner Wealth Advisors (Cincinnati)
Ohio
$6.03M +$109K +1,916 +2%
RFM
254
Royal Fund Management
Florida
$6M -$224K -3,952 -4%
SC
255
Sawyer & Company
Massachusetts
$5.97M +$5.57M +98,361 New
William Blair & Company
256
William Blair & Company
Illinois
$5.89M +$80.6K +1,422 +1%
MLICM
257
Metropolitan Life Insurance Company (MetLife)
New York
$5.85M -$8.84M -156,035 -62%
NAM
258
Nissay Asset Management
Japan
$5.83M +$5.44M +96,022 New
SAM
259
Strategy Asset Managers
California
$5.82M +$210K +3,709 +4%
GHCM
260
Glen Harbor Capital Management
California
$5.79M +$38.6K +682 +0.7%
Public Employees Retirement Association of Colorado
261
Public Employees Retirement Association of Colorado
Colorado
$5.78M +$153K +2,708 +3%
SCM
262
Stevens Capital Management
Pennsylvania
$5.76M +$5.37M +94,821 New
WC
263
Woodstock Corp
Massachusetts
$5.7M -$11.3K -200 -0.2%
BBHC
264
Brown Brothers Harriman & Co
New York
$5.64M -$122K -2,148 -2%
Assenagon Asset Management
265
Assenagon Asset Management
Luxembourg
$5.62M +$696K +12,285 +15%
RCYC
266
Richard C. Young & Co
Rhode Island
$5.61M -$5.61M -98,975 -52%
RJT
267
Raymond James Trust
Florida
$5.59M -$46.4K -818 -0.9%
CCMH
268
Cornerstone Capital Management Holdings
New York
$5.47M +$383K +6,757 +8%
HighTower Advisors
269
HighTower Advisors
Illinois
$5.46M -$1.65M -29,088 -24%
URS
270
Utah Retirement Systems
Utah
$5.43M -$45.3K -800 -0.9%
WDA
271
Wendell David Associates
New Hampshire
$5.43M -$157K -2,772 -3%
ISB
272
Iowa State Bank
Iowa
$5.35M -$32.5K -574 -0.6%
FAF
273
Första AP-fonden
Sweden
$5.32M -$1.14M -20,200 -19%
Squarepoint
274
Squarepoint
New York
$5.31M -$2.64M -46,611 -35%
WFMPM
275
Woodley Farra Manion Portfolio Management
Indiana
$5.3M -$1.3K -23 -0%

SYY Hedge Fund Activity: Q4 2017 in Review

1,114 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Sysco (SYY) for Q4 2017, worth a combined $25.3B — up 10% from $22.9B a quarter earlier.

Buyers outnumbered sellers: 174 funds opened new SYY positions and 49 closed out — a net gain of 125 holders — while 329 added to existing stakes and 422 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $97.8M. The largest seller was Yacktman Asset Management, cutting an estimated $167M.

  • 1,114 institutional investors held Sysco (SYY) as of Q4 2017, up from 998 in Q3 2017.
  • Funds reported $25.3B of Sysco stock for Q4 2017, up 10% quarter-over-quarter.
  • 174 funds opened new Sysco positions in Q4 2017 and 49 closed out, a net change of +125 holders.
  • The largest Sysco buyer in Q4 2017 was Morgan Stanley, an estimated $97.8M added.
  • The largest Sysco seller in Q4 2017 was Yacktman Asset Management, an estimated $167M sold.

Based on aggregated 13F filings for Q4 2017.