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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
SWK
526
Stephen W. Kidder
$948K
Jane Street
527
Jane Street
New York
$948K +$107K +2,487 +14%
ST
528
Smithfield Trust
Pennsylvania
$942K +$233K +5,410 +37%
NMIMC
529
Northwestern Mutual Investment Management Company
Wisconsin
$937K -$939K -21,765 -52%
GCP
530
GSA Capital Partners
United Kingdom
$933K -$2.14M -49,572 -71%
NAM
531
NTV Asset Management
West Virginia
$928K
NC
532
NewSquare Capital
Pennsylvania
$923K -$170K -3,936 -17%
GAM
533
Gotham Asset Management
New York
$909K -$1.16M -26,874 -58%
ZAM
534
Zevin Asset Management
Massachusetts
$907K
WA1
535
Wimmer Associates 1
California
$899K +$41.2K +954 +5%
SO
536
STRS Ohio
Ohio
$898K -$40.9K -948 -5%
ACM
537
Azimuth Capital Management
Michigan
$898K +$21.6K +500 +3%
WA
538
Wheatland Advisors
Pennsylvania
$894K -$30K -696 -4%
WA
539
WFG Advisors
Texas
$883K -$98.7K -2,288 -11%
KFP
540
Keystone Financial Planning
Ohio
$864K -$1.29M -29,823 -62%
EDRS
541
Edmond de Rothschild (Suisse)
Switzerland
$860K
CAM
542
Columbia Asset Management
Michigan
$859K -$9.06K -210 -1%
AA
543
Ancora Advisors
Ohio
$858K
CTA
544
Chesley Taft & Associates
Illinois
$855K -$6.47K -150 -0.8%
CPC
545
Cookson Peirce & Co
Pennsylvania
$853K +$475K +11,005 +152%
DLHL
546
Donald L. Hagan LLC
Florida
$849K +$11.2K +259 +1%
WC
547
Whitney & Co
New York
$846K -$72.8K -1,687 -9%
MAA
548
Mraz Amerine & Associates
California
$845K -$3.02K -70 -0.4%
HTC
549
Haverford Trust Company
Pennsylvania
$840K -$9.71K -225 -1%
CG
550
Caprock Group
Idaho
$839K +$775K +17,958 New

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.