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1,182 hedge funds and large institutions have $30.7B invested in Sysco in 2018 Q3 according to their latest regulatory filings, with 86 funds opening new positions, 359 increasing their positions, 502 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

62% more first-time investments, than exits

New positions opened: 86 | Existing positions closed: 53

6% more capital invested

Capital invested by funds: $29B → $30.7B (+$1.68B)

2% more funds holding

Funds holding: 1,1591,182 (+23)

7% more call options, than puts

Call options by funds: $99.3M | Put options by funds: $93.1M

0.99% less ownership

Funds ownership: 81.74%80.74% (-0.99%)

9% less funds holding in top 10

Funds holding in top 10: 3330 (-3)

28% less repeat investments, than reductions

Existing positions increased: 359 | Existing positions reduced: 502

Holders
1,182
Holders Change
+23
Holders Change %
+1.98%
% of All Funds
27.02%
Holding in Top 10
30
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-9.09%
% of All Funds
0.69%
New
86
Increased
359
Reduced
502
Closed
53
Calls
$99.3M
Puts
$93.1M
Net Calls
+$6.14M
Net Calls Change
-$2.92M
Name Holding Trade Value Shares
Change
Change in
Stake
WFMPM
301
Woodley Farra Manion Portfolio Management
Indiana
$5.74M -$544K -7,549 -9%
CBOA
302
Commonwealth Bank of Australia
Australia
$5.73M +$137K +1,900 +2%
MCM
303
Monarch Capital Management
Indiana
$5.67M -$198K -2,750 -3%
SCM
304
Sterling Capital Management
North Carolina
$5.64M -$393K -5,450 -7%
O
305
OppenheimerFunds
New York
$5.61M -$308K -4,269 -5%
OWD
306
Osborn Williams & Donohoe
Ohio
$5.6M -$1.95K -27 -0%
MSL
307
Mackay Shields LLC
New York
$5.59M -$15.8M -218,653 -74%
NEAM
308
New England Asset Management
Connecticut
$5.58M +$25.6K +355 +0.5%
NA
309
Neuburgh Advisers
California
$5.49M -$4.61K -64 -0.1%
WJA
310
Williams Jones & Associates
New York
$5.47M -$158K -2,194 -3%
VIA
311
Vantage Investment Advisors
Pennsylvania
$5.45M +$161K +2,228 +3%
GFPC
312
Global Financial Private Capital
Florida
$5.4M +$1.66M +23,071 +46%
BC
313
Bartlett & Co
Ohio
$5.34M -$104K -1,450 -2%
BCWM
314
Bartlett & Co Wealth Management
Ohio
$5.34M -$104K -1,450 -2%
ONB
315
Old National Bancorp
Indiana
$5.31M -$414K -5,742 -7%
CBT
316
Central Bank & Trust
Kentucky
$5.3M +$4.72M +65,473 +950%
AB
317
Amalgamated Bank
New York
$5.28M -$167K -2,318 -3%
TAM
318
Trillium Asset Management
Massachusetts
$5.24M +$16K +222 +0.3%
VanEck Associates
319
VanEck Associates
New York
$5.16M +$1.68M +23,351 +50%
Balyasny Asset Management
320
Balyasny Asset Management
Illinois
$5.13M +$5.05M +70,038 New
ERSOT
321
Employees Retirement System of Texas
Texas
$5.13M +$3.39M +47,000 +204%
Caisse de Depot et Placement du Quebec (CDPQ)
322
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$5.09M -$11M -152,700 -69%
CCM
323
Cadence Capital Management
Massachusetts
$5.05M +$71.6K +994 +1%
MSA
324
Mason Street Advisors
Wisconsin
$4.92M -$1.73K -24 -0%
FTIOP
325
Fiduciary Trust International of Pennsylvania
Pennsylvania
$4.85M +$14.9K +207 +0.3%

SYY Hedge Fund Activity: Q3 2018 in Review

1,182 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Sysco (SYY) for Q3 2018, worth a combined $30.7B — up 5.8% from $29B a quarter earlier.

Buyers outnumbered sellers: 86 funds opened new SYY positions and 53 closed out — a net gain of 33 holders — while 359 added to existing stakes and 502 trimmed.

The largest buyer was Vanguard Group, adding an estimated $112M. The largest seller was Trian Fund Management, cutting an estimated $353M.

  • 1,182 institutional investors held Sysco (SYY) as of Q3 2018, up from 1,159 in Q2 2018.
  • Funds reported $30.7B of Sysco stock for Q3 2018, up 5.8% quarter-over-quarter.
  • 86 funds opened new Sysco positions in Q3 2018 and 53 closed out, a net change of +33 holders.
  • The largest Sysco buyer in Q3 2018 was Vanguard Group, an estimated $112M added.
  • The largest Sysco seller in Q3 2018 was Trian Fund Management, an estimated $353M sold.

Based on aggregated 13F filings for Q3 2018.