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1,023 hedge funds and large institutions have $21.6B invested in Sysco in 2017 Q2 according to their latest regulatory filings, with 68 funds opening new positions, 325 increasing their positions, 429 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more call options, than puts

Call options by funds: $182M | Put options by funds: $137M

11% more first-time investments, than exits

New positions opened: 68 | Existing positions closed: 61

0.8% more ownership

Funds ownership: 79.51%80.31% (+0.8%)

0% less funds holding

Funds holding: 1,0271,023 (-4)

3% less capital invested

Capital invested by funds: $22.3B → $21.6B (-$643M)

12% less funds holding in top 10

Funds holding in top 10: 1715 (-2)

24% less repeat investments, than reductions

Existing positions increased: 325 | Existing positions reduced: 429

Holders
1,023
Holders Change
-4
Holders Change %
-0.39%
% of All Funds
25.5%
Holding in Top 10
15
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-11.76%
% of All Funds
0.37%
New
68
Increased
325
Reduced
429
Closed
61
Calls
$182M
Puts
$137M
Net Calls
+$45M
Net Calls Change
+$48M
Name Holding Trade Value Shares
Change
Change in
Stake
PJSIMP
576
P.J. Schmidt Investment Management (PJS)
Wisconsin
$871K -$8.01K -150 -0.9%
CPO
577
Cerity Partners OCIO
New York
$869K +$61.7K +1,155 +7%
WA1
578
Wimmer Associates 1
California
$868K -$53.7K -1,005 -6%
1IA
579
1834 Investment Advisors
Wisconsin
$866K
CFMC
580
Curbstone Financial Management Corp
New Hampshire
$862K -$5.34K -100 -0.6%
SACTSONJ
581
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$857K
JPMIA
582
J.P. Marvel Investment Advisors
Massachusetts
$856K
CCWA
583
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$852K +$70.9K +1,328 +9%
CA
584
Cetera Advisors
Colorado
$844K +$47.4K +888 +6%
CI
585
Conning Inc
Connecticut
$842K -$29.9K -560 -3%
HTC
586
Haverford Trust Company
Pennsylvania
$842K -$17.1K -320 -2%
BFS
587
Bradley Foster & Sargent
Connecticut
$838K -$13.4K -251 -1%
BC
588
Burney Company
Virginia
$832K +$12.2K +229 +1%
NB
589
NBT Bank
New York
$831K
MC
590
Moors & Cabot
Massachusetts
$830K -$42.7K -799 -5%
LRIC
591
Long Road Investment Counsel
Michigan
$820K
PP
592
Pegasus Partners
Wisconsin
$820K +$21.7K +406 +3%
CBU
593
CIBC Bank USA
Illinois
$820K +$187K +3,500 +27%
CFA
594
Carroll Financial Associates
North Carolina
$815K -$506K -9,473 -37%
WA
595
Wheatland Advisors
Pennsylvania
$810K -$53.2K -997 -6%
QCMC
596
Quantum Capital Management (California)
California
$805K
FFSOTS
597
Fiduciary Financial Services of The Southwest
Texas
$802K +$23.9K +448 +3%
GIA
598
Guyasuta Investment Advisors
Pennsylvania
$796K
ICOA
599
Investment Centers of America
North Dakota
$796K +$28.8K +540 +4%
KIA
600
KCM Investment Advisors
California
$791K +$45.7K +855 +6%

SYY Hedge Fund Activity: Q2 2017 in Review

1,023 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Sysco (SYY) for Q2 2017, worth a combined $21.6B — down 2.9% from $22.3B a quarter earlier.

Buyers outnumbered sellers: 68 funds opened new SYY positions and 61 closed out — a net gain of 7 holders — while 325 added to existing stakes and 429 trimmed.

The largest buyer was Janus Henderson Group, adding an estimated $301M. The largest seller was Bank of Montreal, cutting an estimated $70.3M.

  • 1,023 institutional investors held Sysco (SYY) as of Q2 2017, down from 1,027 in Q1 2017.
  • Funds reported $21.6B of Sysco stock for Q2 2017, down 2.9% quarter-over-quarter.
  • 68 funds opened new Sysco positions in Q2 2017 and 61 closed out, a net change of +7 holders.
  • The largest Sysco buyer in Q2 2017 was Janus Henderson Group, an estimated $301M added.
  • The largest Sysco seller in Q2 2017 was Bank of Montreal, an estimated $70.3M sold.

Based on aggregated 13F filings for Q2 2017.