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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
SSB
426
Sandy Spring Bank
Maryland
$2.05M -$86.7K -1,530 -4%
CIC
427
Carnegie Investment Counsel
Ohio
$2.05M +$648K +11,432 +49%
BCFS
428
Butensky & Cohen Financial Security
Florida
$2.03M -$73.9K -1,305 -4%
TU
429
TDAM USA
Ontario, Canada
$2.03M +$2.83K +50 +0.1%
CB
430
Community Bank
New York
$2.02M +$78.6K +1,387 +4%
LWS
431
Lucia Wealth Services
California
$2.01M +$1.88M +33,115 New
RFA
432
Reilly Financial Advisors
California
$2.01M +$168K +2,959 +10%
1SB
433
1ST Source Bank
Indiana
$1.99M -$59.8K -1,055 -3%
ADBIC
434
A.D. Beadell Investment Counsel
Wisconsin
$1.99M
BPB
435
Badgley, Phelps & Bell
Washington
$1.99M +$963K +17,000 +108%
AFG
436
Albion Financial Group
Utah
$1.98M +$55.8K +984 +3%
CS
437
Comerica Securities
Michigan
$1.97M -$6.46K -114 -0.4%
SMM
438
Stadion Money Management
Georgia
$1.95M -$193K -3,398 -10%
PFPT
439
Pinnacle Financial Partners (Tennessee)
Tennessee
$1.92M +$772K +13,619 +76%
FMC
440
First Merchants Corp
Indiana
$1.92M -$232K -4,100 -12%
SL
441
Summitry LLC
California
$1.91M +$112K +1,985 +7%
GIA
442
Gateway Investment Advisers
Ohio
$1.9M -$210K -3,699 -11%
TI
443
Trexquant Investment
Connecticut
$1.89M +$1.77M +31,182 New
ACP
444
Ashfield Capital Partners
California
$1.89M
SCA
445
Stonebridge Capital Advisors
Minnesota
$1.88M -$60.1K -1,060 -3%
SWM
446
SVA Wealth Management
Wisconsin
$1.86M -$75.5K -1,333 -4%
ST
447
Somerset Trust
Pennsylvania
$1.85M +$40.6K +717 +2%
CAM
448
Carret Asset Management
New York
$1.84M -$51.8K -915 -3%
BIA
449
BMT Investment Advisors
Pennsylvania
$1.84M +$147K +2,589 +9%
PP
450
Paloma Partners
Connecticut
$1.84M +$788K +13,907 +85%

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.