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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
BAC
626
Boys Arnold & Co
North Carolina
$809K -$11.3K -200 -1%
AFM
627
Andesa Financial Management
Pennsylvania
$808K +$755K +13,330 New
BAM
628
Belpointe Asset Management
Nevada
$804K +$295K +5,203 +65%
Bessemer Group
629
Bessemer Group
New Jersey
$799K +$120K +2,113 +19%
IRF
630
IBM Retirement Fund
New York
$797K -$4.99K -88 -0.7%
LWAC
631
Laurel Wealth Advisors (California)
California
$789K +$153K +2,694 +26%
BC
632
Brookfield Corp
Ontario, Canada
$789K +$737K +13,000 New
ITIM
633
Indiana Trust & Investment Management
Indiana
$777K +$86.4K +1,525 +14%
DBRC
634
D.B. Root & Company
Pennsylvania
$777K +$725K +12,791 New
SW
635
SVB Wealth
Massachusetts
$775K -$11.3K -199 -2%
KRSITF
636
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$773K -$16.4K -289 -2%
WB
637
WesBanco Bank
West Virginia
$771K +$11.3K +200 +2%
CG
638
Colony Group
Massachusetts
$770K +$719K +12,686 New
QAM
639
Quantres Asset Management
Cayman Islands
$765K +$714K +12,600 New
MERSOM
640
Municipal Employees' Retirement System of Michigan
Michigan
$762K -$915K -16,150 -56%
SMC
641
Smith, Moore & Co
Missouri
$759K +$17.5K +309 +3%
SBA
642
Secrest Blakey & Associates
North Carolina
$759K +$709K +12,505 New
OMCS
643
Old Mutual Customised Solutions
South Africa
$757K
SCP
644
Sandhill Capital Partners
New York
$750K +$102K +1,808 +17%
BFEC
645
Benjamin F. Edwards & Company
Missouri
$748K +$49.1K +866 +8%
CBU
646
CIBC Bank USA
Illinois
$747K -$226K -3,984 -24%
MAA
647
Mraz Amerine & Associates
California
$742K -$60.5K -1,067 -8%
CC
648
ClearArc Capital
Ohio
$742K -$14.8K -262 -2%
AA
649
Ancora Advisors
Ohio
$741K -$45.3K -800 -6%
DTL
650
Dynamic Technology Lab
Singapore
$741K +$691K +12,200 New

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.