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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
BPB
601
Badgley, Phelps & Bell
Washington
$790K
SPIA
602
Steward Partners Investment Advisory
New York
$788K +$553K +10,362 +195%
SWP
603
Stratos Wealth Partners
Ohio
$786K +$44.6K +836 +6%
MAA
604
Mraz Amerine & Associates
California
$777K
NERM
605
New England Research & Management
Illinois
$775K +$327K +6,120 +66%
UCFA
606
United Capital Financial Advisors
Texas
$771K -$106K -1,985 -11%
SAM
607
Silvercrest Asset Management
New York
$771K -$26.7K -500 -3%
SC
608
Schulhoff & Co
Ohio
$766K +$1.76K +33 +0.2%
ECM
609
Everence Capital Management
Indiana
$764K
LNB
610
Ledyard National Bank
$764K +$6.89K +129 +0.9%
ANTB
611
AMG National Trust Bank
Colorado
$762K
P
612
Pitcairn
Pennsylvania
$753K -$304K -5,693 -28%
Daiwa Securities Group
613
Daiwa Securities Group
Japan
$750K -$1.17M -21,900 -60%
JCM
614
Janney Capital Management
Pennsylvania
$749K -$15.6K -293 -2%
FIM
615
Freedom Investment Management
Connecticut
$748K +$199K +3,731 +34%
WT
616
Whittier Trust
California
$744K
IC
617
Intersect Capital
California
$735K +$295K +5,529 +61%
RA
618
Rational Advisors
New York
$730K -$491K -9,200 -39%
BOTW
619
Bank of the West
California
$729K -$6.14K -115 -0.8%
ZAM
620
Zevin Asset Management
Massachusetts
$725K
EOJOAM
621
E. Ohman J:or Asset Management
Sweden
$725K
LFAS
622
Level Four Advisory Services
Texas
$721K -$232K -4,341 -24%
II
623
IFM Investors
Australia
$721K +$194K +3,626 +34%
WEC
624
Winslow Evans & Crocker
Massachusetts
$720K
CBT
625
Capital Bank & Trust
California
$709K +$753K +14,094 New

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.