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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
SFPIA
301
Stevens First Principles Investment Advisors
California
$4.19M -$22.9K -445 -0.5%
SAM
302
Strategy Asset Managers
California
$4.17M +$2.46M +47,892 +129%
OPTFSNA
303
Old Point Trust & Financial Services N A
Virginia
$4.17M
MF
304
Magnetar Financial
Illinois
$4.13M +$3.51M +68,350 +427%
FMBTD
305
First Midwest Bank Trust Division
Illinois
$4.05M -$56.7K -1,105 -1%
WJA
306
Williams Jones & Associates
New York
$4.04M
GIM
307
Goelzer Investment Management
Indiana
$4.03M -$2.11M -40,989 -33%
Mitsubishi UFJ Asset Management
308
Mitsubishi UFJ Asset Management
Japan
$4.03M -$3.28M -63,774 -44%
BG
309
Bahl & Gaynor
Ohio
$3.99M -$27.8K -542 -0.7%
HighTower Advisors
310
HighTower Advisors
Illinois
$3.98M +$1.36M +26,522 +49%
OWD
311
Osborn Williams & Donohoe
Ohio
$3.93M -$38.4K -747 -0.9%
SDIC
312
South Dakota Investment Council
South Dakota
$3.92M -$185K -3,600 -4%
Truist Financial
313
Truist Financial
North Carolina
$3.91M -$1.01M -19,718 -20%
MWAC
314
Mariner Wealth Advisors (Cincinnati)
Ohio
$3.89M -$495K -9,637 -11%
LIA
315
LS Investment Advisors
Michigan
$3.88M -$944K -18,372 -19%
ONB
316
Old National Bancorp
Indiana
$3.88M -$39K -760 -1%
LBC
317
Lowe Brockenbrough & Co
Virginia
$3.85M -$114K -2,220 -3%
BFA
318
Benedict Financial Advisors
Georgia
$3.77M -$370K -7,202 -9%
RFC
319
Regions Financial Corp
Alabama
$3.67M -$51.2K -997 -1%
MME
320
Meag Munich Ergo
Germany
$3.65M -$12M -233,840 -76%
Franklin Resources
321
Franklin Resources
California
$3.64M +$67.1K +1,307 +2%
MNA
322
Manning & Napier Advisors
New York
$3.62M +$38.5K +749 +1%
DnB Asset Management
323
DnB Asset Management
Norway
$3.56M +$190K +3,700 +5%
SWM
324
SVA Wealth Management
Wisconsin
$3.55M +$13K +253 +0.4%
Citadel Advisors
325
Citadel Advisors
Florida
$3.46M -$42.3M -823,426 -92%

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.