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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
SFS
601
Sowell Financial Services
Arkansas
$1.14M -$12.2K -169 -1%
DBRC
602
D.B. Root & Company
Pennsylvania
$1.14M +$21.6K +300 +2%
DZ Bank
603
DZ Bank
Germany
$1.13M
ANTB
604
AMG National Trust Bank
Colorado
$1.11M
PP
605
Paloma Partners
Connecticut
$1.1M +$1.08M +15,056 New
PFSC
606
Peoples Financial Services Corp
Pennsylvania
$1.1M -$36K -500 -3%
FL
607
Fort LP
Maryland
$1.09M +$945K +13,122 +727%
CI
608
Conning Inc
Connecticut
$1.09M -$41.4K -575 -4%
WP
609
WealthShield Partners
North Carolina
$1.08M
WT
610
Whittier Trust
California
$1.08M
DWT
611
Dorsey & Whitney Trust
South Dakota
$1.08M +$8.43K +117 +0.8%
APFBOT
612
Amica Pension Fund Board of Trustees
Rhode Island
$1.06M
ACS
613
Archford Capital Strategies
Illinois
$1.06M -$356K -4,939 -25%
AWM
614
Avitas Wealth Management
California
$1.06M +$88.7K +1,231 +9%
WT
615
Washington Trust
Rhode Island
$1.05M
THWM
616
Taylor Hoffman Wealth Management
Virginia
$1.05M
WEC
617
Winslow Evans & Crocker
Massachusetts
$1.05M
BAM
618
Barrett Asset Management
New York
$1.04M
LNWWM
619
Laird Norton Wetherby Wealth Management
California
$1.04M +$9.51K +132 +0.9%
JIC
620
Johnson Investment Counsel
Ohio
$1.04M +$30.9K +429 +3%
ADBIC
621
A.D. Beadell Investment Counsel
Wisconsin
$1.04M -$1.25M -17,400 -55%
PJSIMP
622
P.J. Schmidt Investment Management (PJS)
Wisconsin
$1.03M -$28.8K -400 -3%
CBT
623
Capital Bank & Trust
California
$1.02M
CAM
624
Columbia Asset Management
Michigan
$1.01M
BWM
625
Buckley Wealth Management
Nevada
$1.01M -$13.5K -187 -1%

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.