We are live on ! Find out more

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
BBA
351
BLB&B Advisors
Pennsylvania
$3.1M -$490K -9,545 -13%
PRS
352
Pinkerton Retirement Specialists
Idaho
$3.09M +$492K +9,584 +20%
WFMPM
353
Woodley Farra Manion Portfolio Management
Indiana
$3.08M -$40.6K -790 -1%
IG
354
ING Group
Netherlands
$3.06M -$155K -3,012 -5%
WAM
355
World Asset Management
Michigan
$3.05M -$418K -8,134 -12%
PAA
356
Peregrine Asset Advisers
Oregon
$3.04M +$2.27M +44,219 +235%
GW
357
GW & Wade
Massachusetts
$3.04M +$65.3K +1,272 +2%
SIG
358
Sky Investment Group
Connecticut
$3.01M
FIM
359
Fruth Investment Management
Texas
$3M -$46.2K -900 -1%
DA
360
Dillon & Associates
Michigan
$2.97M -$5.14K -100 -0.2%
Susquehanna International Group
361
Susquehanna International Group
Pennsylvania
$2.94M -$1.28M -25,000 -29%
UFF
362
USA Financial Formulas
Michigan
$2.93M +$284K +5,534 +10%
Cambridge Investment Research Advisors
363
Cambridge Investment Research Advisors
Iowa
$2.92M +$2.83K +55 +0.1%
FMW
364
Farr Miller & Washington
District of Columbia
$2.88M +$9.65K +188 +0.3%
SMM
365
Stadion Money Management
Georgia
$2.88M +$147K +2,856 +5%
SFSG
366
Stearns Financial Services Group
North Carolina
$2.88M -$176K -3,435 -6%
MLM
367
Mount Lucas Management
Pennsylvania
$2.87M +$3.01M +58,559 New
BIM
368
BRC Investment Management
Colorado
$2.87M +$3.01M +58,524 New
CIBC Private Wealth Group
369
CIBC Private Wealth Group
Georgia
$2.81M +$200K +3,900 +7%
AG
370
Advisor Group
Arizona
$2.8M +$184K +3,592 +7%
SC
371
Scotia Capital
Ontario, Canada
$2.75M -$1.03M -20,073 -26%
AIM
372
Allen Investment Management
New York
$2.71M
CGH
373
Crossmark Global Holdings
Texas
$2.71M +$2.58M +50,197 New
EB
374
Eastern Bank
Massachusetts
$2.71M -$907K -17,664 -24%
SWM
375
Stockman Wealth Management
Montana
$2.67M -$55.7K -1,084 -2%

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.