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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
AI
501
Atria Investments
North Carolina
$1.8M +$371K +5,151 +26%
FMC
502
First Merchants Corp
Indiana
$1.8M -$10.1K -140 -0.6%
VCM
503
Vigilant Capital Management
Maine
$1.8M -$40.5K -562 -2%
Envestnet Asset Management
504
Envestnet Asset Management
Illinois
$1.79M -$5.39M -74,757 -75%
ASN
505
Advisory Services Network
Georgia
$1.79M -$187K -2,593 -10%
CAM
506
Carret Asset Management
New York
$1.78M -$87.2K -1,210 -5%
BBA
507
BLB&B Advisors
Pennsylvania
$1.75M -$61.2K -850 -3%
SMG
508
Spectrum Management Group
Indiana
$1.7M +$64.5K +895 +4%
SCA
509
Stonebridge Capital Advisors
Minnesota
$1.7M -$663K -9,199 -28%
WCM
510
Wunderlich Capital Managemnt
Tennessee
$1.7M -$79.7K -1,106 -5%
TCM
511
Telos Capital Management
California
$1.69M -$66K -916 -4%
P
512
Pitcairn
Pennsylvania
$1.69M -$44.5K -618 -3%
ECAM
513
East Coast Asset Management
Massachusetts
$1.67M +$46K +638 +3%
TH
514
TCTC Holdings
Texas
$1.66M -$108K -1,500 -6%
EOJOAM
515
E. Ohman J:or Asset Management
Sweden
$1.66M +$166K +2,300 +11%
Public Sector Pension Investment Board (PSP Investments)
516
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$1.65M -$281K -3,900 -15%
FHB
517
First Hawaiian Bank
Hawaii
$1.64M +$1.4M +19,404 +647%
CTA
518
Chesley Taft & Associates
Illinois
$1.63M +$28.8K +400 +2%
SWM
519
SVA Wealth Management
Wisconsin
$1.62M
PA
520
Profund Advisors
Maryland
$1.61M +$348K +4,825 +28%
Wealth Enhancement Advisory Services
521
Wealth Enhancement Advisory Services
Minnesota
$1.6M +$1.61M +22,291 New
EF
522
Exeter Financial
Arizona
$1.6M -$76.8K -1,066 -5%
WPA
523
Winning Points Advisors
Florida
$1.6M
FAAS
524
First Allied Advisory Services
California
$1.59M -$52.7K -732 -3%
PCM
525
Penserra Capital Management
California
$1.56M +$1.54M +21,371 New

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.