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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
SFSG
351
Stearns Financial Services Group
North Carolina
$2.86M -$45.8K -1,062 -2%
I
352
IberiaBank
Louisiana
$2.78M -$134K -3,103 -5%
BMC
353
Benin Management Corp
Connecticut
$2.77M -$1.83M -42,400 -42%
FMW
354
Farr Miller & Washington
District of Columbia
$2.73M +$103K +2,391 +4%
Asset Management One
355
Asset Management One
Japan
$2.72M +$259K +6,000 +11%
NMERB
356
New Mexico Educational Retirement Board
New Mexico
$2.72M +$51.8K +1,200 +2%
Cambridge Investment Research Advisors
357
Cambridge Investment Research Advisors
Iowa
$2.71M -$93.1K -2,157 -4%
SWM
358
Stockman Wealth Management
Montana
$2.69M +$48.1K +1,114 +2%
ACM
359
Alethea Capital Management
Washington
$2.68M +$2.47M +57,328 New
BUB
360
BBVA USA Bancshares
Texas
$2.67M +$2.03M +47,066 +466%
LS
361
Livforsakringsbolaget Skandia
Sweden
$2.65M +$509K +11,800 +26%
AT
362
Arden Trust
Delaware
$2.6M +$178K +4,125 +8%
IFAM
363
Institutional & Family Asset Management
Colorado
$2.6M -$6.47K -150 -0.2%
CIBC Private Wealth Group
364
CIBC Private Wealth Group
Georgia
$2.59M -$229K -5,316 -9%
AIM
365
Allen Investment Management
New York
$2.59M +$43 +1 +0%
SMM
366
Stadion Money Management
Georgia
$2.57M -$142K -3,301 -6%
CIBC Asset Management
367
CIBC Asset Management
Ontario, Canada
$2.54M -$475 -11 -0%
GT
368
Glenmede Trust
Pennsylvania
$2.54M -$298K -6,897 -11%
COI
369
Connable Office Inc
Michigan
$2.49M -$1.18M -27,351 -34%
SSWM
370
Smith Salley Wealth Management
North Carolina
$2.48M -$22.9K -530 -1%
TF
371
Tompkins Financial
New York
$2.46M +$884K +20,483 +64%
V
372
Veritable
Delaware
$2.45M +$105K +2,431 +5%
PRS
373
Pinkerton Retirement Specialists
Idaho
$2.45M -$629K -14,577 -22%
LA
374
Lynch & Associates
Indiana
$2.44M +$158K +3,670 +8%
DnB Asset Management
375
DnB Asset Management
Norway
$2.42M +$656K +15,200 +42%

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.