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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
BST
401
Bath Savings Trust
Maine
$2.1M +$5.39K +125 +0.3%
PAG
402
Private Advisor Group
New Jersey
$2.09M +$220K +5,096 +13%
ECAM
403
East Coast Asset Management
Massachusetts
$2.09M +$75.5K +1,749 +4%
RG
404
Rathbones Group
United Kingdom
$2.07M -$6.47K -150 -0.3%
IC
405
Investment Counsel
Michigan
$2.05M -$311K -7,200 -14%
CAM
406
Carret Asset Management
New York
$2.03M -$631K -14,620 -25%
OC
407
Oppenheimer & Co
New York
$2.02M -$400K -9,262 -18%
HVIA
408
Hudson Valley Investment Advisors
New York
$2.01M -$140K -3,249 -7%
NIC
409
Northwest Investment Counselors
Oregon
$2.01M +$28.7K +664 +2%
AFA
410
Abacus FCF Advisors
Florida
$2.01M -$534K -12,384 -22%
GIA
411
Gateway Investment Advisers
Ohio
$1.99M -$809K -18,751 -31%
SMDAM
412
Sumitomo Mitsui DS Asset Management
Japan
$1.99M -$35K -810 -2%
KeyBank National Association
413
KeyBank National Association
Ohio
$1.98M +$18.9K +439 +1%
BOCM
414
Bontempo Ohly Capital Management
Maryland
$1.98M +$1.83M +42,318 New
1SB
415
1ST Source Bank
Indiana
$1.97M -$2.16K -50 -0.1%
CFA
416
Carroll Financial Associates
North Carolina
$1.96M -$51.8K -1,200 -3%
ACP
417
Ashfield Capital Partners
California
$1.94M
GL
418
GLG LLC
New York
$1.94M +$1.79M +41,524 New
DCM
419
Dupont Capital Management
Delaware
$1.94M +$1.79M +41,500 New
SHA
420
Smith Hayes Advisers
Nebraska
$1.93M +$19.9K +462 +1%
VCM
421
Vigilant Capital Management
Maine
$1.9M +$1.69M +39,118 +2,453%
CB
422
Community Bank
New York
$1.9M -$127K -2,935 -7%
BAM
423
Berkshire Asset Management
Pennsylvania
$1.9M -$10.1K -235 -0.6%
CIBC World Market
424
CIBC World Market
Ontario, Canada
$1.9M +$1.27M +29,491 +266%
ADBIC
425
A.D. Beadell Investment Counsel
Wisconsin
$1.89M

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.