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1,225 hedge funds and large institutions have $27.2B invested in Sysco in 2019 Q1 according to their latest regulatory filings, with 119 funds opening new positions, 427 increasing their positions, 481 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed

53% more call options, than puts

Call options by funds: $64.5M | Put options by funds: $42.3M

35% more first-time investments, than exits

New positions opened: 119 | Existing positions closed: 88

2% more funds holding

Funds holding: 1,2051,225 (+20)

5% more capital invested

Capital invested by funds: $25.9B → $27.2B (+$1.25B)

0.59% less ownership

Funds ownership: 80.03%79.45% (-0.59%)

5% less funds holding in top 10

Funds holding in top 10: 2221 (-1)

11% less repeat investments, than reductions

Existing positions increased: 427 | Existing positions reduced: 481

Holders
1,225
Holders Change
+20
Holders Change %
+1.66%
% of All Funds
26.51%
Holding in Top 10
21
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.55%
% of All Funds
0.45%
New
119
Increased
427
Reduced
481
Closed
88
Calls
$64.5M
Puts
$42.3M
Net Calls
+$22.2M
Net Calls Change
+$32.4M
Name Holding Trade Value Shares
Change
Change in
Stake
WEC
626
Winslow Evans & Crocker
Massachusetts
$956K
VAS
627
Vestmark Advisory Solutions
Massachusetts
$954K +$930K +14,291 New
HTC
628
Haverford Trust Company
Pennsylvania
$942K -$15.7K -241 -2%
FHA
629
First Horizon Advisors
Tennessee
$942K +$32.3K +496 +4%
LSPW
630
Lake Street Private Wealth
Illinois
$936K +$912K +14,020 New
ADBIC
631
A.D. Beadell Investment Counsel
Wisconsin
$931K
RG
632
Rathbones Group
United Kingdom
$929K -$336K -5,165 -27%
BAM
633
Barrett Asset Management
New York
$927K -$13K -200 -1%
PJSIMP
634
P.J. Schmidt Investment Management (PJS)
Wisconsin
$927K
OFS
635
Orrstown Financial Services
Pennsylvania
$927K +$49.2K +757 +6%
CBT
636
Capital Bank & Trust
California
$926K
CAM
637
Columbia Asset Management
Michigan
$922K
CYG
638
Clean Yield Group
Vermont
$920K -$286K -4,393 -24%
CI
639
Conning Inc
Connecticut
$920K -$7.81K -120 -0.9%
IIM
640
Ipswich Investment Management
Massachusetts
$918K +$39K +600 +5%
CWM
641
Confluence Wealth Management
Oregon
$917K +$309K +4,744 +53%
MLIC
642
Mandatum Life Insurance Company
Finland
$915K +$62.4K +959 +8%
SMC
643
Smith, Moore & Co
Missouri
$913K +$24.3K +374 +3%
BWM
644
Buckley Wealth Management
Nevada
$910K +$3.12K +48 +0.4%
SMFG
645
Sumitomo Mitsui Financial Group
Japan
$908K -$234K -3,601 -21%
OAM
646
Oppenheimer Asset Management
New York
$907K +$15.6K +240 +2%
WSCM
647
Wellington Shields Capital Management
New York
$901K
BFEC
648
Benjamin F. Edwards & Company
Missouri
$900K +$24.3K +373 +3%
CFG
649
Citizens Financial Group
Rhode Island
$897K -$5.08M -78,075 -85%
QSS
650
Quantitative Systematic Strategies
Florida
$896K +$873K +13,418 New

SYY Hedge Fund Activity: Q1 2019 in Review

1,225 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in Sysco (SYY) for Q1 2019, worth a combined $27.2B — up 4.8% from $25.9B a quarter earlier.

Buyers outnumbered sellers: 119 funds opened new SYY positions and 88 closed out — a net gain of 31 holders — while 427 added to existing stakes and 481 trimmed.

The largest buyer was Millennium Management, adding an estimated $148M. The largest seller was Bank of America, cutting an estimated $519M.

  • 1,225 institutional investors held Sysco (SYY) as of Q1 2019, up from 1,205 in Q4 2018.
  • Funds reported $27.2B of Sysco stock for Q1 2019, up 4.8% quarter-over-quarter.
  • 119 funds opened new Sysco positions in Q1 2019 and 88 closed out, a net change of +31 holders.
  • The largest Sysco buyer in Q1 2019 was Millennium Management, an estimated $148M added.
  • The largest Sysco seller in Q1 2019 was Bank of America, an estimated $519M sold.

Based on aggregated 13F filings for Q1 2019.