We are live on ! Find out more

1,188 hedge funds and large institutions have $22.5B invested in Sysco in 2020 Q2 according to their latest regulatory filings, with 159 funds opening new positions, 380 increasing their positions, 501 reducing their positions, and 112 closing their positions.

New
Increased
Maintained
Reduced
Closed

64% more call options, than puts

Call options by funds: $196M | Put options by funds: $120M

42% more first-time investments, than exits

New positions opened: 159 | Existing positions closed: 112

19% more capital invested

Capital invested by funds: $18.9B → $22.5B (+$3.57B)

3% more funds holding

Funds holding: 1,1531,188 (+35)

0.4% less ownership

Funds ownership: 81.58%81.18% (-0.4%)

24% less repeat investments, than reductions

Existing positions increased: 380 | Existing positions reduced: 501

38% less funds holding in top 10

Funds holding in top 10: 1610 (-6)

Holders
1,188
Holders Change
+35
Holders Change %
+3.04%
% of All Funds
24.36%
Holding in Top 10
10
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-37.5%
% of All Funds
0.21%
New
159
Increased
380
Reduced
501
Closed
112
Calls
$196M
Puts
$120M
Net Calls
+$76.1M
Net Calls Change
+$68.4M
Name Holding Trade Value Shares
Change
Change in
Stake
RIA
626
Regal Investment Advisors
Michigan
$852K +$819K +15,579 New
HTC
627
Haverford Trust Company
Pennsylvania
$844K
DZ Bank
628
DZ Bank
Germany
$842K -$13K -248 -2%
CBT
629
Capital Bank & Trust
California
$838K
OSIA
630
O'Shares Investment Advisers
Massachusetts
$836K -$397K -7,549 -33%
FAAS
631
First Allied Advisory Services
California
$836K +$70.8K +1,346 +10%
AIM
632
Acropolis Investment Management
Missouri
$815K +$105K +2,005 +16%
First Manhattan
633
First Manhattan
New York
$811K -$526K -10,000 -40%
GW
634
GW & Wade
Massachusetts
$801K -$11K -209 -1%
THWM
635
Taylor Hoffman Wealth Management
Virginia
$795K +$105K +2,000 +16%
Tudor Investment Corp
636
Tudor Investment Corp
Connecticut
$792K -$330K -6,271 -30%
TYCC
637
Texas Yale Capital Corp
Florida
$789K
GCMG
638
Gyroscope Capital Management Group
Florida
$787K
DBRC
639
D.B. Root & Company
Pennsylvania
$780K -$29.8K -567 -4%
ET
640
Equitable Trust
Tennessee
$770K -$52.4K -997 -7%
AC
641
Allstate Corporation
Illinois
$767K -$124K -2,363 -14%
1IA
642
1834 Investment Advisors
Wisconsin
$763K -$42.1K -800 -5%
ADBIC
643
A.D. Beadell Investment Counsel
Wisconsin
$761K -$6.57K -125 -0.9%
KA
644
Kintegral Advisory
New York
$759K
CWM
645
Confluence Wealth Management
Oregon
$756K +$266K +5,053 +58%
WT
646
Whittier Trust
California
$748K
PJSIMP
647
P.J. Schmidt Investment Management (PJS)
Wisconsin
$746K -$96.4K -1,834 -12%
TF
648
TRH Financial
Iowa
$745K +$737K +14,022 New
FHA
649
First Horizon Advisors
Tennessee
$742K -$88.8K -1,688 -11%
DC
650
Davenport & Co
Virginia
$739K -$29.4K -560 -4%

SYY Hedge Fund Activity: Q2 2020 in Review

1,188 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Sysco (SYY) for Q2 2020, worth a combined $22.5B — up 19% from $18.9B a quarter earlier.

Buyers outnumbered sellers: 159 funds opened new SYY positions and 112 closed out — a net gain of 47 holders — while 380 added to existing stakes and 501 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $620M. The largest seller was Janus Henderson Group, cutting an estimated $209M.

  • 1,188 institutional investors held Sysco (SYY) as of Q2 2020, up from 1,153 in Q1 2020.
  • Funds reported $22.5B of Sysco stock for Q2 2020, up 19% quarter-over-quarter.
  • 159 funds opened new Sysco positions in Q2 2020 and 112 closed out, a net change of +47 holders.
  • The largest Sysco buyer in Q2 2020 was Fidelity Investments, an estimated $620M added.
  • The largest Sysco seller in Q2 2020 was Janus Henderson Group, an estimated $209M sold.

Based on aggregated 13F filings for Q2 2020.