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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
FAM
551
Formidable Asset Management
Ohio
$838K -$12.9K -300 -2%
ACM
552
Ashford Capital Management
Delaware
$834K
PA
553
Profund Advisors
Maryland
$831K -$78.2K -1,812 -9%
NB
554
NBT Bank
New York
$831K -$8.63K -200 -1%
Daiwa Securities Group
555
Daiwa Securities Group
Japan
$827K -$1.47M -34,000 -65%
NLI
556
Nippon Life Insurance
Japan
$823K +$760K +17,602 New
RIL
557
Rothschild Investment LLC
Illinois
$814K -$10.8K -250 -1%
1IA
558
1834 Investment Advisors
Wisconsin
$813K
SL
559
Summitry LLC
California
$811K +$86.1K +1,995 +13%
AUB
560
Atlantic Union Bankshares
Virginia
$803K -$3.19K -74 -0.4%
SACTSONJ
561
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$796K
RIA
562
Regal Investment Advisors
Michigan
$795K +$47.6K +1,103 +7%
JPMIA
563
J.P. Marvel Investment Advisors
Massachusetts
$794K
LRIC
564
Long Road Investment Counsel
Michigan
$794K
MC
565
Menta Capital
California
$790K +$729K +16,900 New
WPC
566
Waters Parkerson & Co
Louisiana
$779K +$31.8K +737 +5%
TU
567
TDAM USA
Ontario, Canada
$763K -$124K -2,873 -15%
MERSOM
568
Municipal Employees' Retirement System of Michigan
Michigan
$762K +$14.7K +340 +2%
BAM
569
Burnham Asset Management
New York
$756K -$34.5K -800 -5%
CDH
570
Charles D. Hyman
$756K +$9.49K +220 +1%
FFSOTS
571
Fiduciary Financial Services of The Southwest
Texas
$756K +$123K +2,845 +21%
VFS
572
VSR Financial Services
Kansas
$753K +$8.63K +200 +1%
WIC
573
Woodmont Investment Counsel
Tennessee
$752K
AWM
574
Altavista Wealth Management
North Carolina
$746K -$55.1K -1,278 -7%
BPB
575
Badgley, Phelps & Bell
Washington
$745K -$12.9K -300 -2%

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.