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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
AP
551
Appleton Partners
Massachusetts
$1.37M +$140K +1,937 +12%
B
552
Barings
North Carolina
$1.37M -$439K -6,100 -25%
BFM
553
Boston Financial Management
Massachusetts
$1.37M -$61.2K -850 -4%
EIG
554
Ellenbecker Investment Group
Wisconsin
$1.37M
TFA
555
Transamerica Financial Advisors
Florida
$1.37M -$36.3K -504 -3%
SPIA
556
Steward Partners Investment Advisory
New York
$1.37M +$188K +2,614 +16%
Nomura Holdings
557
Nomura Holdings
Japan
$1.37M -$838K -11,633 -38%
OAM
558
Oppenheimer Asset Management
New York
$1.36M -$655K -9,094 -33%
CYG
559
Clean Yield Group
Vermont
$1.35M -$68.4K -950 -5%
HC
560
Hourglass Capital
Texas
$1.34M -$442K -6,140 -25%
LNB
561
Ledyard National Bank
$1.34M -$36K -500 -3%
CFB
562
Cullen/Frost Bankers
Texas
$1.33M +$1.15K +16 +0.1%
SMFG
563
Sumitomo Mitsui Financial Group
Japan
$1.32M -$236K -3,272 -15%
HFM
564
Hartford Financial Management
Connecticut
$1.32M
SMM
565
Stadion Money Management
Georgia
$1.31M -$281K -3,902 -18%
NAM
566
NTV Asset Management
West Virginia
$1.31M -$32.3K -448 -2%
IA
567
IFP Advisors
Florida
$1.29M +$105K +1,456 +9%
DBIA
568
Dumont & Blake Investment Advisors
New Jersey
$1.29M -$411K -5,700 -24%
NIM
569
Northeast Investment Management
Massachusetts
$1.29M -$10.8K -150 -0.8%
BFS
570
Bradley Foster & Sargent
Connecticut
$1.28M -$25.2K -350 -2%
FNFDCM
571
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$1.28M -$21.3K -295 -2%
AIL
572
AGF Investments LLC
Ontario, Canada
$1.27M +$156K +2,170 +14%
ACM
573
Azimuth Capital Management
Michigan
$1.26M
KIA
574
KCM Investment Advisors
California
$1.25M +$71.5K +992 +6%
First Manhattan
575
First Manhattan
New York
$1.25M

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.