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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
MWAC
301
Mariner Wealth Advisors (Cincinnati)
Ohio
$3.98M +$74.4K +1,725 +2%
ZIG
302
Zurich Insurance Group
Switzerland
$3.96M -$3.68M -85,369 -50%
Public Sector Pension Investment Board (PSP Investments)
303
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$3.95M -$2.14M -49,600 -37%
Fifth Third Bancorp
304
Fifth Third Bancorp
Ohio
$3.92M -$2.09M -48,372 -37%
LAM
305
Lebenthal Asset Management
New York
$3.88M +$3.59M +83,120 New
SIC
306
Salem Investment Counselors
North Carolina
$3.86M -$181K -4,191 -5%
OWD
307
Osborn Williams & Donohoe
Ohio
$3.82M -$53.8K -1,246 -2%
Mitsubishi UFJ Asset Management
308
Mitsubishi UFJ Asset Management
Japan
$3.81M -$2.64M -61,077 -43%
LTFS
309
Ladenburg Thalmann Financial Services
Florida
$3.81M +$1.13M +26,089 +47%
LBC
310
Lowe Brockenbrough & Co
Virginia
$3.8M -$125K -2,894 -3%
BG
311
Bahl & Gaynor
Ohio
$3.79M -$50.9K -1,180 -1%
CCM
312
Catawba Capital Management
Virginia
$3.79M
HNB
313
Huntington National Bank
Ohio
$3.75M +$387K +8,963 +10%
Two Sigma Advisers
314
Two Sigma Advisers
New York
$3.75M +$3.46M +80,179 New
State of Tennessee, Department of Treasury
315
State of Tennessee, Department of Treasury
Tennessee
$3.74M +$272K +6,293 +9%
IRF
316
IBM Retirement Fund
New York
$3.69M -$2.91M -67,506 -47%
CB
317
Commerce Bank
Missouri
$3.63M -$1.49M -34,523 -31%
SLAM
318
Swiss Life Asset Management
$3.57M +$1.83M +42,371 +124%
BHIA
319
Birch Hill Investment Advisors
Massachusetts
$3.57M -$315K -7,300 -9%
ONB
320
Old National Bancorp
Indiana
$3.49M +$58K +1,345 +2%
BBA
321
BLB&B Advisors
Pennsylvania
$3.48M +$175K +4,045 +6%
ABC
322
Associated Banc-Corp
Wisconsin
$3.44M -$13.8K -320 -0.4%
SC
323
Scotia Capital
Ontario, Canada
$3.43M +$876K +20,307 +38%
SWM
324
SVA Wealth Management
Wisconsin
$3.41M +$426K +9,871 +16%
CBOA
325
Commonwealth Bank of Australia
Australia
$3.39M -$439K -10,181 -12%

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.