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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
HTC
626
Haverford Trust Company
Pennsylvania
$1.01M -$54K -750 -5%
SWP
627
Stratos Wealth Partners
Ohio
$1M -$14.1K -196 -1%
FFSOTS
628
Fiduciary Financial Services of The Southwest
Texas
$1M
ZCA
629
Zeke Capital Advisors
Pennsylvania
$1M
CWM
630
Chesapeake Wealth Management
Virginia
$1M +$149K +2,068 +18%
TC
631
Truvestments Capital
Florida
$992K +$34.5K +479 +4%
NA
632
NewEdge Advisors
Louisiana
$992K +$78.3K +1,087 +9%
RIL
633
Rothschild Investment LLC
Illinois
$991K -$3.6K -50 -0.4%
FHA
634
First Horizon Advisors
Tennessee
$990K +$14.1K +196 +1%
WSCM
635
Wellington Shields Capital Management
New York
$989K
RIM
636
Redwood Investment Management
Arizona
$984K -$168K -2,335 -15%
WBC
637
West Branch Capital
Massachusetts
$981K -$16.4K -228 -2%
TYCC
638
Texas Yale Capital Corp
Florida
$981K +$2.67K +37 +0.3%
WSTAM
639
Wilbanks Smith & Thomas Asset Management
Virginia
$980K +$3.82K +53 +0.4%
AFM
640
Andesa Financial Management
Pennsylvania
$976K +$17.3K +240 +2%
OFS
641
Orrstown Financial Services
Pennsylvania
$972K -$144K -1,998 -13%
IIM
642
Ipswich Investment Management
Massachusetts
$963K +$216K +3,000 +30%
AWM
643
Altavista Wealth Management
North Carolina
$962K -$32.4K -450 -3%
GC
644
Garde Capital
Washington
$954K -$48.7K -676 -4%
BAM
645
Belpointe Asset Management
Nevada
$946K +$657K +9,121 +241%
SSW
646
Smith Shellnut Wilson
Mississippi
$944K +$929K +12,889 New
SMC
647
Smith, Moore & Co
Missouri
$943K +$15.7K +218 +2%
HB
648
Homrich & Berg
Georgia
$938K -$61.2K -850 -6%
SW
649
SVB Wealth
Massachusetts
$935K +$62.6K +869 +7%
W
650
Wealthfront
California
$926K -$20.5K -285 -2%

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.