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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
GW
501
GW & Wade
Massachusetts
$1.39M +$227 +4 +0%
EF
502
Exeter Financial
Arizona
$1.36M +$1.27M +22,434 New
Macquarie Group
503
Macquarie Group
Australia
$1.35M -$2.45M -43,300 -89%
SMG
504
Spectrum Management Group
Indiana
$1.35M -$17K -300 -1%
CYG
505
Clean Yield Group
Vermont
$1.34M
DCM
506
Dupont Capital Management
Delaware
$1.34M -$888K -15,673 -42%
BTS
507
BB&T Securities
Virginia
$1.33M -$1.24M -21,953 -50%
SFSG
508
Stearns Financial Services Group
North Carolina
$1.32M -$61.3K -1,081 -5%
B
509
Brightworth
Georgia
$1.32M -$13.9K -245 -1%
PP
510
Pegasus Partners
Wisconsin
$1.31M +$293K +5,163 +31%
OFG
511
OmniStar Financial Group
North Carolina
$1.3M +$1.22M +21,467 New
WPA
512
Winning Points Advisors
Florida
$1.3M -$17K -300 -1%
OA
513
Outfitter Advisors
Virginia
$1.3M
LFAS
514
Level Four Advisory Services
Texas
$1.3M +$64.6K +1,140 +6%
CTA
515
Chesley Taft & Associates
Illinois
$1.29M
RHJA
516
Rice Hall James & Associates
California
$1.28M
AL
517
AJO LP
Pennsylvania
$1.26M +$1.17M +20,674 New
Thrivent Financial for Lutherans
518
Thrivent Financial for Lutherans
Minnesota
$1.25M -$13.9K -246 -1%
Federated Hermes
519
Federated Hermes
Pennsylvania
$1.24M -$200K -3,537 -15%
UCFA
520
United Capital Financial Advisors
Texas
$1.24M +$26.1K +461 +2%
HS
521
HighVista Strategies
Massachusetts
$1.24M -$406K -7,170 -26%
GCC
522
Game Creek Capital
Massachusetts
$1.24M +$1.16M +20,391 New
AMI
523
Amica Mutual Insurance
Rhode Island
$1.24M -$521K -9,200 -31%
AAM
524
Ascension Asset Management
New York
$1.23M +$1.15M +20,300 New
SAM
525
Sequent Asset Management
Texas
$1.21M +$69.4K +1,225 +7%

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.