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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
NSAM
626
North Star Asset Management
Wisconsin
$704K
BRWA
627
B. Riley Wealth Advisors
Florida
$695K +$18.4K +345 +3%
WSTAM
628
Wilbanks Smith & Thomas Asset Management
Virginia
$693K
RIL
629
Rothschild Investment LLC
Illinois
$691K -$32K -600 -4%
AWM
630
Altavista Wealth Management
North Carolina
$690K -$62.3K -1,166 -8%
TYCC
631
Texas Yale Capital Corp
Florida
$689K
CAM
632
Columbia Asset Management
Michigan
$688K -$42.7K -800 -6%
BAC
633
Boys Arnold & Co
North Carolina
$681K +$10.7K +200 +2%
KRSITF
634
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$679K +$2.46K +46 +0.3%
CCG
635
Cypress Capital Group
Florida
$679K +$258K +4,839 +56%
IRF
636
IBM Retirement Fund
New York
$677K +$331K +6,193 +106%
WB
637
WesBanco Bank
West Virginia
$675K
MML Investors Services
638
MML Investors Services
Massachusetts
$675K +$6.41K +120 +0.9%
MLIC
639
Mandatum Life Insurance Company
Finland
$671K -$122K -2,292 -15%
AA
640
Ancora Advisors
Ohio
$662K
AIM
641
Acropolis Investment Management
Missouri
$660K +$109K +2,035 +18%
SI
642
Stephens Inc
Arkansas
$653K +$61.4K +1,149 +10%
WIM
643
Waverton Investment Management
United Kingdom
$646K +$22.9K +428 +3%
AOWM
644
Alpha Omega Wealth Management
Virginia
$641K
RIA
645
Regal Investment Advisors
Michigan
$640K -$11.5K -216 -2%
SW
646
SVB Wealth
Massachusetts
$631K +$16K +300 +2%
Pacer Advisors
647
Pacer Advisors
Pennsylvania
$629K +$51.1K +957 +8%
RC
648
Roundview Capital
New Jersey
$626K +$36.6K +685 +6%
FHAM
649
Folger Hill Asset Management
New York
$618K +$655K +12,272 New
DWT
650
Dorsey & Whitney Trust
South Dakota
$617K +$8.01K +150 +1%

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.