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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
NFG
401
NewFocus Financial Group
Washington
$2.49M +$12.9K +227 +0.6%
SCM
402
Shelton Capital Management
Colorado
$2.46M +$2M +35,300 +677%
RFC
403
Regions Financial Corp
Alabama
$2.39M -$124K -2,180 -5%
KCPG
404
Kavar Capital Partners Group
Kansas
$2.39M -$17K -300 -0.8%
VIA
405
Vantage Investment Advisors
Pennsylvania
$2.38M +$356K +6,277 +19%
CC
406
Cognios Capital
Kansas
$2.36M +$49.1K +867 +2%
RIM
407
Redpoint Investment Management
Australia
$2.32M +$2.16M +38,153 New
BFA
408
Bragg Financial Advisors
North Carolina
$2.3M -$32.6K -575 -1%
SRAM
409
Stone Ridge Asset Management
New York
$2.3M +$2.15M +37,911 New
SIM
410
Sentry Investment Management
Wisconsin
$2.27M
MF
411
MHI Funds
New York
$2.25M +$2.1M +37,131 New
LRPA
412
L. Roy Papp & Associates
Arizona
$2.25M -$22.7K -400 -1%
SMDAM
413
Sumitomo Mitsui DS Asset Management
Japan
$2.22M -$167K -2,953 -7%
RG
414
Rathbones Group
United Kingdom
$2.19M -$41.1K -725 -2%
VanEck Associates
415
VanEck Associates
New York
$2.18M -$771K -13,598 -27%
HPC
416
HM Payson & Co
Maine
$2.18M +$137K +2,417 +7%
LJHT
417
Laurie J. Hall Trustee
$2.17M
CHC
418
City Holding Co
West Virginia
$2.15M -$25.2K -445 -1%
FA
419
FDx Advisors
Illinois
$2.15M +$623 +11 +0%
IC
420
Investment Counsel
Michigan
$2.14M -$25.5K -450 -1%
QT
421
Quantbot Technologies
New York
$2.12M +$825K +14,559 +72%
EWM
422
Evercore Wealth Management
New York
$2.1M -$3.4K -60 -0.2%
Wolverine Trading
423
Wolverine Trading
Illinois
$2.09M +$1.95M +34,341 New
GC
424
Gratus Capital
Georgia
$2.08M -$26.5K -467 -1%
SPC
425
Sigma Planning Corp
Michigan
$2.06M +$21.9K +387 +1%

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.