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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
CFMC
451
Curbstone Financial Management Corp
New Hampshire
$1.57M -$15.1K -350 -1%
B
452
Barings
North Carolina
$1.56M +$1.12M +25,900 +345%
GWCM
453
Godshalk Welsh Capital Management
Pennsylvania
$1.55M -$4.32K -100 -0.3%
VLKIM
454
Van Lanschot Kempen Investment Management
Netherlands
$1.52M
LMGAM
455
Liberty Mutual Group Asset Management
Massachusetts
$1.51M +$34.7K +804 +3%
SCA
456
Stonebridge Capital Advisors
Minnesota
$1.5M +$23.8K +551 +2%
CAN
457
Cetera Advisor Networks
California
$1.5M -$98.8K -2,290 -7%
CAMG
458
CWA Asset Management Group
Florida
$1.48M +$173K +4,004 +14%
BFM
459
Boston Financial Management
Massachusetts
$1.48M -$90.6K -2,100 -6%
DBIA
460
Dumont & Blake Investment Advisors
New Jersey
$1.47M -$27K -625 -2%
SIM
461
Sentry Investment Management
Wisconsin
$1.46M
PCM
462
Parsons Capital Management
Rhode Island
$1.45M
DC
463
Davenport & Co
Virginia
$1.45M -$102K -2,375 -7%
EGM
464
Engineers Gate Manager
New York
$1.45M +$1.34M +31,005 New
KCPG
465
Kavar Capital Partners Group
Kansas
$1.44M +$222K +5,150 +20%
TNB
466
Thomasville National Bank
Georgia
$1.42M +$61.4K +1,422 +5%
NSEDCP
467
NJ State Employees Deferred Compensation Plan
New Jersey
$1.41M
ERSOT
468
Employees Retirement System of Texas
Texas
$1.4M -$9.39M -217,600 -88%
APFBOT
469
Amica Pension Fund Board of Trustees
Rhode Island
$1.39M
AMI
470
Amica Mutual Insurance
Rhode Island
$1.38M
ASN
471
Advisory Services Network
Georgia
$1.37M +$64.9K +1,505 +5%
BWM
472
BerganKDV Wealth Management
Minnesota
$1.35M +$1.24M +28,801 New
SHCM
473
Stokes & Hubbell Capital Management
Louisiana
$1.34M +$72.7K +1,684 +6%
MFS
474
MSI Financial Services
Massachusetts
$1.33M +$157K +3,644 +15%
WCM
475
Wunderlich Capital Managemnt
Tennessee
$1.31M -$44K -1,020 -4%

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.