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995 hedge funds and large institutions have $21.2B invested in Sysco in 2016 Q3 according to their latest regulatory filings, with 62 funds opening new positions, 330 increasing their positions, 423 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more first-time investments, than exits

New positions opened: 62 | Existing positions closed: 49

10% more call options, than puts

Call options by funds: $81.2M | Put options by funds: $73.6M

1.31% more ownership

Funds ownership: 77.01%78.32% (+1.3%)

0% less funds holding

Funds holding: 996995 (-1)

4% less capital invested

Capital invested by funds: $22B → $21.2B (-$842M)

22% less repeat investments, than reductions

Existing positions increased: 330 | Existing positions reduced: 423

29% less funds holding in top 10

Funds holding in top 10: 3122 (-9)

Holders
995
Holders Change
-1
Holders Change %
-0.1%
% of All Funds
26.55%
Holding in Top 10
22
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-29.03%
% of All Funds
0.59%
New
62
Increased
330
Reduced
423
Closed
49
Calls
$81.2M
Puts
$73.6M
Net Calls
+$7.63M
Net Calls Change
-$21.6M
Name Holding Trade Value Shares
Change
Change in
Stake
QAM
626
Quantres Asset Management
Cayman Islands
$676K +$709K +13,800 New
CGT
627
Capital Guardian Trust
California
$675K
TYCC
628
Texas Yale Capital Corp
Florida
$671K
CPA
629
Capital Planning Advisors
California
$669K -$10.3K -200 -1%
MSV
630
MN Services Vermogensbeheer
Netherlands
$669K +$5.29K +103 +0.8%
SBIA
631
Sheaff Brock Investment Advisors
Indiana
$668K -$51.3K -999 -7%
WPC
632
Waters Parkerson & Co
Louisiana
$666K +$5.14K +100 +0.7%
ST
633
Smithfield Trust
Pennsylvania
$659K -$256K -4,980 -27%
WB
634
WesBanco Bank
West Virginia
$657K -$46.2K -900 -6%
VKH
635
Virtu KCG Holdings
New York
$654K -$963K -18,748 -58%
RCAMU
636
Rothschild & Co Asset Management US
Connecticut
$647K +$62K +1,207 +10%
ECM
637
Everence Capital Management
Indiana
$646K
NBC
638
Neuberger Berman Canada
Ontario, Canada
$645K +$676K +13,166 New
CA
639
Cetera Advisors
Colorado
$633K +$7.6K +148 +1%
SSWM
640
Smith Salley Wealth Management
North Carolina
$629K -$2.5M -48,696 -79%
CFA
641
CT Financial Advisors
Pennsylvania
$625K -$26.8K -522 -4%
AAS
642
Annex Advisory Services
Wisconsin
$624K +$9.91K +193 +2%
ACM
643
Alethea Capital Management
Washington
$623K +$652K +12,703 New
SWP
644
Stratos Wealth Partners
Ohio
$621K +$91.2K +1,775 +16%
CC
645
ClearArc Capital
Ohio
$613K -$11.5K -224 -2%
Wealth Enhancement Advisory Services
646
Wealth Enhancement Advisory Services
Minnesota
$613K +$659K +12,834 New
ACM
647
Ashford Capital Management
Delaware
$611K -$277K -5,391 -30%
LW
648
Linscomb Wealth
Texas
$606K -$144K -2,807 -18%
CCWA
649
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$606K +$27.5K +535 +5%
SCP
650
Sandhill Capital Partners
New York
$605K +$44K +857 +7%

SYY Hedge Fund Activity: Q3 2016 in Review

995 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Sysco (SYY) for Q3 2016, worth a combined $21.2B — down 3.8% from $22B a quarter earlier.

Buyers outnumbered sellers: 62 funds opened new SYY positions and 49 closed out — a net gain of 13 holders — while 330 added to existing stakes and 423 trimmed.

The largest buyer was Capital World Investors, adding an estimated $198M. The largest seller was Bank of New York Mellon, cutting an estimated $291M.

  • 995 institutional investors held Sysco (SYY) as of Q3 2016, down from 996 in Q2 2016.
  • Funds reported $21.2B of Sysco stock for Q3 2016, down 3.8% quarter-over-quarter.
  • 62 funds opened new Sysco positions in Q3 2016 and 49 closed out, a net change of +13 holders.
  • The largest Sysco buyer in Q3 2016 was Capital World Investors, an estimated $198M added.
  • The largest Sysco seller in Q3 2016 was Bank of New York Mellon, an estimated $291M sold.

Based on aggregated 13F filings for Q3 2016.