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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
CWM
376
Cabot Wealth Management
Massachusetts
$2.81M +$303K +5,344 +13%
SCA
377
Spearhead Capital Advisors
Florida
$2.79M +$2.6M +45,864 New
PWLP
378
Prio Wealth Limited Partnership
Massachusetts
$2.77M
DZ Bank
379
DZ Bank
Germany
$2.75M -$663K -11,702 -21%
CIS
380
Connors Investor Services
Pennsylvania
$2.74M +$6.23K +110 +0.2%
NIC
381
Northwest Investment Counselors
Oregon
$2.71M -$13.3K -235 -0.5%
FTIOP
382
Fiduciary Trust International of Pennsylvania
Pennsylvania
$2.71M +$56.7K +1,000 +2%
GLA
383
Great Lakes Advisors
Illinois
$2.71M -$2.35M -41,514 -48%
CCM
384
Coldstream Capital Management
Washington
$2.71M +$110K +1,937 +5%
BCM
385
BTC Capital Management
Iowa
$2.69M +$72.6K +1,281 +3%
KeyBank National Association
386
KeyBank National Association
Ohio
$2.68M -$450K -7,946 -15%
Fayez Sarofim & Co
387
Fayez Sarofim & Co
Texas
$2.67M +$80.4K +1,419 +3%
OAM
388
Oxford Asset Management
United Kingdom
$2.67M +$2.49M +43,902 New
MCM
389
Matarin Capital Management
New York
$2.65M -$284K -5,005 -10%
T
390
TOBAM
France
$2.65M -$3.69M -65,093 -60%
GH
391
GAM Holding
Switzerland
$2.65M
BAM
392
Berkshire Asset Management
Pennsylvania
$2.65M +$223K +3,932 +10%
BIC
393
Beach Investment Counsel
Pennsylvania
$2.64M -$11.3K -200 -0.5%
TF
394
TIAA FSB
Florida
$2.63M -$207K -3,655 -8%
BST
395
Bath Savings Trust
Maine
$2.6M +$13.3K +234 +0.5%
COPPSERS
396
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$2.6M +$192K +3,383 +9%
GSBTD
397
Glenview State Bank Trust Department
Illinois
$2.59M
FMBTD
398
First Midwest Bank Trust Division
Illinois
$2.57M -$385K -6,793 -14%
TCM
399
Tufton Capital Management
Maryland
$2.55M -$23.2K -409 -1%
CTC
400
Central Trust Company
Missouri
$2.51M +$259K +4,575 +12%

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.