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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
NAM
276
North American Management
Massachusetts
$5.24M -$705K -12,435 -13%
CBOA
277
Commonwealth Bank of Australia
Australia
$5.18M +$55.9K +987 +1%
CC
278
Cannell & Co
New York
$5.18M -$19.8K -350 -0.4%
Mitsubishi UFJ Asset Management
279
Mitsubishi UFJ Asset Management
Japan
$5.18M -$147K -2,590 -3%
HNB
280
Huntington National Bank
Ohio
$5.13M -$66.9K -1,181 -1%
NFA
281
Nuveen Fund Advisors
Illinois
$5.12M -$1.37M -24,181 -22%
SCM
282
Sterling Capital Management
North Carolina
$5.12M +$624K +11,020 +15%
MCM
283
Monarch Capital Management
Indiana
$5.1M -$325K -5,743 -6%
CEP
284
Chicago Equity Partners
Illinois
$5.08M +$56.4K +995 +1%
ONB
285
Old National Bancorp
Indiana
$5.08M +$63K +1,111 +1%
SFPIA
286
Stevens First Principles Investment Advisors
California
$5.07M +$57 +1 +0%
GIM
287
Goelzer Investment Management
Indiana
$5.05M -$20.8K -367 -0.4%
CB
288
Commerce Bank
Missouri
$5.04M -$50.7K -894 -1%
OPTFSNA
289
Old Point Trust & Financial Services N A
Virginia
$5.01M -$14.2K -251 -0.3%
AG
290
Advisor Group
Arizona
$4.99M +$344K +6,069 +8%
DADC
291
D.A. Davidson & Co
Montana
$4.9M +$28.1K +496 +0.6%
CIA
292
Capital Investment Advisors
Georgia
$4.82M +$160K +2,826 +4%
WJA
293
Williams Jones & Associates
New York
$4.78M -$209K -3,686 -4%
B
294
Bailard
California
$4.73M -$84.1K -1,484 -2%
ZIG
295
Zurich Insurance Group
Switzerland
$4.72M +$1.16M +20,435 +36%
IFAM
296
Institutional & Family Asset Management
Colorado
$4.67M +$366K +6,457 +9%
OWD
297
Osborn Williams & Donohoe
Ohio
$4.66M -$14K -247 -0.3%
EIM
298
ExxonMobil Investment Management
Texas
$4.63M -$706K -12,465 -14%
Bank of Nova Scotia
299
Bank of Nova Scotia
Ontario, Canada
$4.63M -$514K -9,078 -11%
Nomura Holdings
300
Nomura Holdings
Japan
$4.61M +$854K +15,063 +25%

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.