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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
MSV
626
MN Services Vermogensbeheer
Netherlands
$578K +$609K +14,107 New
EI
627
EDMP Inc
Florida
$577K -$21.3K -493 -4%
RMCM
628
Reynders McVeigh Capital Management
Massachusetts
$575K
PIM
629
Penobscot Investment Management
Massachusetts
$572K
KKAMG
630
Kernodle & Katon Asset Management Group
Arkansas
$572K +$381K +8,837 +260%
USGIU
631
U.S. Global Investors (USGI)
Texas
$569K +$526K +12,181 New
UR
632
USCA RIA
Texas
$567K -$1.76M -40,757 -77%
PAM
633
Princeton Alpha Management
New Jersey
$566K -$144K -3,327 -22%
NIM
634
Nexus Investment Management
Ontario, Canada
$565K
UB
635
UMB Bank
Missouri
$559K -$22.9K -530 -4%
PL
636
Perpetual Ltd
Australia
$551K -$86.3K -2,000 -14%
CI
637
Constellation Investments
Ohio
$551K +$12.9K +300 +3%
BRWA
638
B. Riley Wealth Advisors
Florida
$551K +$271K +6,277 +41%
HPBT
639
High Point Bank & Trust
North Carolina
$550K
RC
640
Roundview Capital
New Jersey
$549K -$11.9K -275 -2%
AIP
641
Ameritas Investment Partners
Nebraska
$545K
HTHT
642
Hemenway Trust Hemenway Trust
New Hampshire
$543K -$43.1K -1,000 -8%
SWP
643
Stratos Wealth Partners
Ohio
$541K +$55.6K +1,288 +13%
SCP
644
Sandhill Capital Partners
New York
$540K -$7.33K -170 -1%
ITIM
645
Indiana Trust & Investment Management
Indiana
$535K -$248K -5,745 -33%
SJIC
646
St. James Investment Company
Texas
$534K -$18.4M -426,274 -97%
CA
647
Cullinan Associates
Kentucky
$533K -$3.68M -85,400 -88%
FFBTD
648
First Financial Bank - Trust Division
Ohio
$533K -$27K -625 -5%
SAM
649
Selway Asset Management
$533K +$492K +11,400 New
SYBT
650
Stock Yards Bank & Trust
Kentucky
$528K +$9.11K +211 +2%

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.