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1,182 hedge funds and large institutions have $30.7B invested in Sysco in 2018 Q3 according to their latest regulatory filings, with 86 funds opening new positions, 359 increasing their positions, 502 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

62% more first-time investments, than exits

New positions opened: 86 | Existing positions closed: 53

6% more capital invested

Capital invested by funds: $29B → $30.7B (+$1.68B)

2% more funds holding

Funds holding: 1,1591,182 (+23)

7% more call options, than puts

Call options by funds: $99.3M | Put options by funds: $93.1M

0.99% less ownership

Funds ownership: 81.74%80.74% (-0.99%)

9% less funds holding in top 10

Funds holding in top 10: 3330 (-3)

28% less repeat investments, than reductions

Existing positions increased: 359 | Existing positions reduced: 502

Holders
1,182
Holders Change
+23
Holders Change %
+1.98%
% of All Funds
27.02%
Holding in Top 10
30
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-9.09%
% of All Funds
0.69%
New
86
Increased
359
Reduced
502
Closed
53
Calls
$99.3M
Puts
$93.1M
Net Calls
+$6.14M
Net Calls Change
-$2.92M
Name Holding Trade Value Shares
Change
Change in
Stake
SIM
451
Sentry Investment Management
Wisconsin
$2.32M
AFG
452
Albion Financial Group
Utah
$2.32M -$19.1K -265 -0.8%
CB
453
Community Bank
New York
$2.31M -$10.8K -150 -0.5%
PL
454
Parkwood LLC
Ohio
$2.31M -$397K -5,509 -15%
ST
455
Somerset Trust
Pennsylvania
$2.29M +$18.9K +263 +0.8%
CS
456
Comerica Securities
Michigan
$2.28M -$47K -652 -2%
CFMC
457
Curbstone Financial Management Corp
New Hampshire
$2.27M -$148K -2,050 -6%
HPC
458
HM Payson & Co
Maine
$2.26M -$155K -2,150 -7%
ACP
459
Ashfield Capital Partners
California
$2.22M -$66K -916 -3%
SSB
460
Sandy Spring Bank
Maryland
$2.21M -$69.2K -960 -3%
NSEDCP
461
NJ State Employees Deferred Compensation Plan
New Jersey
$2.2M
ACM
462
Axel Capital Management
New York
$2.2M +$2.16M +30,000 New
CGM
463
Centenus Global Management
New York
$2.2M +$2.16M +30,000 New
1SB
464
1ST Source Bank
Indiana
$2.17M -$93.1K -1,292 -4%
PP
465
Pegasus Partners
Wisconsin
$2.17M +$124K +1,719 +6%
PAM
466
Paradigm Asset Management
New York
$2.16M +$90.1K +1,250 +4%
FA
467
FDx Advisors
Illinois
$2.15M +$76.9K +1,067 +4%
PCM
468
Parsons Capital Management
Rhode Island
$2.13M -$45K -625 -2%
Daiwa Securities Group
469
Daiwa Securities Group
Japan
$2.1M +$67K +930 +3%
CAPTRUST Financial Advisors
470
CAPTRUST Financial Advisors
North Carolina
$2.08M +$1.47M +20,335 +254%
RG
471
Rathbones Group
United Kingdom
$2.07M -$219K -3,045 -10%
PCA
472
Providence Capital Advisors
North Carolina
$2.06M +$75.1K +1,043 +4%
LSERS
473
Louisiana State Employees Retirement System
Louisiana
$2.05M -$14.4K -200 -0.7%
BCFS
474
Butensky & Cohen Financial Security
Florida
$2.03M -$271K -3,760 -12%
I
475
IberiaBank
Louisiana
$2.03M -$1.78M -24,736 -47%

SYY Hedge Fund Activity: Q3 2018 in Review

1,182 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Sysco (SYY) for Q3 2018, worth a combined $30.7B — up 5.8% from $29B a quarter earlier.

Buyers outnumbered sellers: 86 funds opened new SYY positions and 53 closed out — a net gain of 33 holders — while 359 added to existing stakes and 502 trimmed.

The largest buyer was Vanguard Group, adding an estimated $112M. The largest seller was Trian Fund Management, cutting an estimated $353M.

  • 1,182 institutional investors held Sysco (SYY) as of Q3 2018, up from 1,159 in Q2 2018.
  • Funds reported $30.7B of Sysco stock for Q3 2018, up 5.8% quarter-over-quarter.
  • 86 funds opened new Sysco positions in Q3 2018 and 53 closed out, a net change of +33 holders.
  • The largest Sysco buyer in Q3 2018 was Vanguard Group, an estimated $112M added.
  • The largest Sysco seller in Q3 2018 was Trian Fund Management, an estimated $353M sold.

Based on aggregated 13F filings for Q3 2018.