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1,114 hedge funds and large institutions have $25.3B invested in Sysco in 2017 Q4 according to their latest regulatory filings, with 174 funds opening new positions, 329 increasing their positions, 422 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

255% more first-time investments, than exits

New positions opened: 174 | Existing positions closed: 49

47% more call options, than puts

Call options by funds: $208M | Put options by funds: $141M

20% more funds holding in top 10

Funds holding in top 10: 1518 (+3)

12% more funds holding

Funds holding: 9981,114 (+116)

10% more capital invested

Capital invested by funds: $22.9B → $25.3B (+$2.37B)

0.58% less ownership

Funds ownership: 80.57%79.98% (-0.58%)

22% less repeat investments, than reductions

Existing positions increased: 329 | Existing positions reduced: 422

Holders
1,114
Holders Change
+116
Holders Change %
+11.62%
% of All Funds
25.27%
Holding in Top 10
18
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+20%
% of All Funds
0.41%
New
174
Increased
329
Reduced
422
Closed
49
Calls
$208M
Puts
$141M
Net Calls
+$66.2M
Net Calls Change
+$23.7M
Name Holding Trade Value Shares
Change
Change in
Stake
WT
601
Whittier Trust
California
$898K
SWP
602
Stratos Wealth Partners
Ohio
$898K +$58.7K +1,036 +8%
ED
603
Exane Derivatives
France
$891K -$1.93M -34,023 -70%
IC
604
Intersect Capital
California
$888K +$170 +3 +0%
FFSOTS
605
Fiduciary Financial Services of The Southwest
Texas
$884K -$35.3K -623 -4%
SAM
606
Symphony Asset Management
California
$883K -$1.16M -20,531 -59%
ACS
607
Archford Capital Strategies
Illinois
$883K +$357K +6,300 +76%
RA
608
Rational Advisors
New York
$881K
BOTW
609
Bank of the West
California
$879K
CA
610
Cetera Advisors
Colorado
$873K +$90.1K +1,590 +12%
WEC
611
Winslow Evans & Crocker
Massachusetts
$868K
AWM
612
Altavista Wealth Management
North Carolina
$868K +$50.3K +887 +7%
II
613
IFM Investors
Australia
$863K -$15.9K -280 -2%
CBT
614
Capital Bank & Trust
California
$859K +$2.83K +50 +0.4%
CAM
615
Columbia Asset Management
Michigan
$849K
JIC
616
Johnson Investment Counsel
Ohio
$843K +$111K +1,956 +16%
WSTAM
617
Wilbanks Smith & Thomas Asset Management
Virginia
$836K +$397 +7 +0.1%
LNWWM
618
Laird Norton Wetherby Wealth Management
California
$836K +$98.4K +1,737 +14%
RIL
619
Rothschild Investment LLC
Illinois
$834K
JPMIA
620
J.P. Marvel Investment Advisors
Massachusetts
$833K -$186K -3,290 -19%
TYCC
621
Texas Yale Capital Corp
Florida
$831K
BWM
622
Buckley Wealth Management
Nevada
$825K +$770K +13,583 New
JA
623
JOYN Advisors
Georgia
$817K +$763K +13,458 New
THWM
624
Taylor Hoffman Wealth Management
Virginia
$815K +$760K +13,418 New
SSW
625
Smith Shellnut Wilson
Mississippi
$810K +$12.2K +215 +2%

SYY Hedge Fund Activity: Q4 2017 in Review

1,114 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Sysco (SYY) for Q4 2017, worth a combined $25.3B — up 10% from $22.9B a quarter earlier.

Buyers outnumbered sellers: 174 funds opened new SYY positions and 49 closed out — a net gain of 125 holders — while 329 added to existing stakes and 422 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $97.8M. The largest seller was Yacktman Asset Management, cutting an estimated $167M.

  • 1,114 institutional investors held Sysco (SYY) as of Q4 2017, up from 998 in Q3 2017.
  • Funds reported $25.3B of Sysco stock for Q4 2017, up 10% quarter-over-quarter.
  • 174 funds opened new Sysco positions in Q4 2017 and 49 closed out, a net change of +125 holders.
  • The largest Sysco buyer in Q4 2017 was Morgan Stanley, an estimated $97.8M added.
  • The largest Sysco seller in Q4 2017 was Yacktman Asset Management, an estimated $167M sold.

Based on aggregated 13F filings for Q4 2017.