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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
ED
576
Exane Derivatives
France
$743K +$77.1K +1,787 +13%
PP
577
Paloma Partners
Connecticut
$742K +$685K +15,872 New
LW
578
Linscomb Wealth
Texas
$740K -$1.72M -39,870 -72%
BT
579
Beacon Trust
New Jersey
$740K -$67.4K -1,561 -9%
SAM
580
Silvercrest Asset Management
New York
$738K -$246K -5,700 -27%
VFA
581
Voya Financial Advisors
Connecticut
$724K +$1.68K +39 +0.3%
NIM
582
Northeast Investment Management
Massachusetts
$723K +$12.9K +300 +2%
Thrivent Financial for Lutherans
583
Thrivent Financial for Lutherans
Minnesota
$722K +$31.9K +740 +5%
SC
584
Schulhoff & Co
Ohio
$717K +$1.6K +37 +0.2%
BCM
585
Bayesian Capital Management
New York
$715K +$660K +15,300 New
SW
586
SVB Wealth
Massachusetts
$714K +$83.7K +1,940 +15%
BC
587
Burney Company
Virginia
$712K -$24.6K -570 -4%
WB
588
WesBanco Bank
West Virginia
$711K -$177K -4,100 -21%
NSAM
589
North Star Asset Management
Wisconsin
$709K -$16K -370 -2%
ANTB
590
AMG National Trust Bank
Colorado
$707K
ECM
591
Element Capital Management
New York
$692K -$121K -2,803 -16%
SBIA
592
Sheaff Brock Investment Advisors
Indiana
$684K +$43 +1 +0%
BOTW
593
Bank of the West
California
$681K -$23.5K -544 -4%
CFG
594
Citizens Financial Group
Rhode Island
$681K +$12K +279 +2%
KIA
595
KCM Investment Advisors
California
$681K +$70.1K +1,625 +13%
BWP
596
Baldwin Wealth Partners
Massachusetts
$680K +$628K +14,560 New
GIA
597
Guyasuta Investment Advisors
Pennsylvania
$677K +$43.1K +1,000 +7%
WSTAM
598
Wilbanks Smith & Thomas Asset Management
Virginia
$675K +$129 +3 +0%
WEC
599
Winslow Evans & Crocker
Massachusetts
$668K +$4.32K +100 +0.7%
CPA
600
Capital Planning Advisors
California
$648K

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.