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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
FT
326
Fiduciary Trust
Massachusetts
$3.79M +$46.7K +824 +1%
AMG
327
Advisors Management Group
Wisconsin
$3.76M -$39.8K -703 -1%
NEAM
328
New England Asset Management
Connecticut
$3.76M +$17K +300 +0.5%
SIC
329
Salem Investment Counselors
North Carolina
$3.73M -$297K -5,244 -8%
MOACM
330
Mutual of America Capital Management
New York
$3.72M +$119K +2,100 +4%
CIBC Private Wealth Group
331
CIBC Private Wealth Group
Georgia
$3.72M +$278K +4,914 +9%
FMWA
332
Forvis Mazars Wealth Advisors
Missouri
$3.59M +$214K +3,781 +7%
SLAM
333
Swiss Life Asset Management
$3.57M +$2.42M +42,765 +267%
SFWA
334
Summit Financial Wealth Advisors
Louisiana
$3.52M -$119K -2,108 -4%
CS
335
Candriam SCA
Luxembourg
$3.51M -$462K -8,155 -12%
LA
336
Lynch & Associates
Indiana
$3.5M +$15.4K +271 +0.5%
Edgewood Management
337
Edgewood Management
Connecticut
$3.48M
FIM
338
Fruth Investment Management
Texas
$3.43M -$87.8K -1,550 -3%
VLKIM
339
Van Lanschot Kempen Investment Management
Netherlands
$3.4M +$71.1K +1,254 +2%
Public Sector Pension Investment Board (PSP Investments)
340
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$3.4M
IG
341
ING Group
Netherlands
$3.35M +$1.73M +30,508 +124%
OIM
342
Opus Investment Management
Massachusetts
$3.34M
HI
343
HBK Investments
Texas
$3.27M -$13.9M -245,736 -82%
QI
344
QS Investors
New York
$3.26M -$274K -4,829 -8%
MME
345
Meag Munich Ergo
Germany
$3.26M +$3.01M +53,047 New
PRS
346
Pinkerton Retirement Specialists
Idaho
$3.25M +$85.2K +1,503 +3%
DA
347
Dillon & Associates
Michigan
$3.25M -$53.8K -950 -2%
CCM
348
Catawba Capital Management
Virginia
$3.24M -$169K -2,983 -5%
CGH
349
Crossmark Global Holdings
Texas
$3.23M +$168K +2,958 +6%
TRSOTSOK
350
Teachers Retirement System of the State of Kentucky
Kentucky
$3.22M

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.