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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
NEI
451
Northwest & Ethical Investments
Ontario, Canada
$1.83M +$3.8K +67 +0.2%
NSEDCP
452
NJ State Employees Deferred Compensation Plan
New Jersey
$1.82M
PAM
453
Paradigm Asset Management
New York
$1.82M -$306K -5,400 -15%
PCM
454
Parsons Capital Management
Rhode Island
$1.82M -$9.35K -165 -0.5%
APFBOT
455
Amica Pension Fund Board of Trustees
Rhode Island
$1.8M
BWM
456
BerganKDV Wealth Management
Minnesota
$1.79M -$57.6K -1,017 -3%
KRS
457
Kentucky Retirement Systems
Kentucky
$1.79M -$38.1K -672 -2%
BFM
458
Boston Financial Management
Massachusetts
$1.79M -$32.1K -567 -2%
CA
459
Cornerstone Advisors
North Carolina
$1.79M
HVIA
460
Hudson Valley Investment Advisors
New York
$1.79M -$88.4K -1,560 -5%
DSC
461
Duncker Streett & Co
Missouri
$1.78M
OC
462
Oppenheimer & Co
New York
$1.77M +$17.1K +301 +1%
LSERS
463
Louisiana State Employees Retirement System
Louisiana
$1.76M -$73.7K -1,300 -4%
TL
464
Tirschwell & Loewy
New York
$1.72M -$136K -2,400 -8%
GWCM
465
Godshalk Welsh Capital Management
Pennsylvania
$1.71M -$68K -1,200 -4%
BAM
466
Boyar Asset Management
New York
$1.7M -$11.1K -196 -0.7%
SI
467
Stephens Inc
Arkansas
$1.65M +$758K +13,381 +98%
BSW
468
Buckingham Strategic Wealth
Missouri
$1.65M +$2.55K +45 +0.2%
SB
469
Simmons Bank
Arkansas
$1.63M -$17.8K -315 -1%
Mariner
470
Mariner
Kansas
$1.58M +$935K +16,504 +173%
HI
471
Harrington Investments
California
$1.57M +$56.1K +990 +4%
V
472
Veritable
Delaware
$1.57M -$1.45M -25,626 -50%
DY
473
Dowling & Yahnke
California
$1.55M -$10.7K -188 -0.7%
HC
474
Hourglass Capital
Texas
$1.53M
AIP
475
Ameritas Investment Partners
Nebraska
$1.53M +$57.6K +1,017 +4%

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.