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951 hedge funds and large institutions have $20.6B invested in Sysco in 2016 Q1 according to their latest regulatory filings, with 93 funds opening new positions, 319 increasing their positions, 399 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more funds holding in top 10

Funds holding in top 10: 1930 (+11)

55% more first-time investments, than exits

New positions opened: 93 | Existing positions closed: 60

9% more capital invested

Capital invested by funds: $18.9B → $20.6B (+$1.68B)

2% more funds holding

Funds holding: 929951 (+22)

1.75% less ownership

Funds ownership: 81.73%79.99% (-1.7%)

20% less repeat investments, than reductions

Existing positions increased: 319 | Existing positions reduced: 399

34% less call options, than puts

Call options by funds: $91.9M | Put options by funds: $140M

Holders
951
Holders Change
+22
Holders Change %
+2.37%
% of All Funds
25.34%
Holding in Top 10
30
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+57.89%
% of All Funds
0.8%
New
93
Increased
319
Reduced
399
Closed
60
Calls
$91.9M
Puts
$140M
Net Calls
-$48.4M
Net Calls Change
-$44.3M
Name Holding Trade Value Shares
Change
Change in
Stake
VF
651
Virtu Financial
New York
$521K +$481K +11,142 New
Fiera Capital (Canada)
652
Fiera Capital (Canada)
Quebec, Canada
$517K -$10.1K -233 -2%
GA
653
Geneva Advisors
Illinois
$516K -$12.4K -288 -3%
LWAC
654
Laurel Wealth Advisors (California)
California
$512K -$65K -1,507 -12%
PFS
655
Prospera Financial Services
Texas
$511K -$171K -3,970 -27%
CSS
656
Cubist Systematic Strategies
Connecticut
$505K -$2.79M -64,656 -86%
CNBT
657
Canandaigua National Bank & Trust
New York
$500K
Pacer Advisors
658
Pacer Advisors
Pennsylvania
$500K +$31.1K +721 +7%
AAM
659
Advisors Asset Management
Colorado
$498K -$539K -12,501 -54%
Jones Financial Companies
660
Jones Financial Companies
Missouri
$498K -$135K -3,132 -23%
CWP
661
Capital Wealth Planning
Florida
$498K +$460K +10,665 New
BFG
662
Beacon Financial Group
Texas
$497K -$1.63M -37,875 -78%
EFS
663
Essex Financial Services
Connecticut
$497K -$10.1K -234 -2%
KFS
664
Kurt F. Somerville
$495K
ICM
665
Ionic Capital Management
New York
$495K +$457K +10,590 New
PFPT
666
Pinnacle Financial Partners (Tennessee)
Tennessee
$494K -$12.6K -292 -3%
CPIM
667
Columbia Partners Investment Management
Virginia
$493K +$27.6K +640 +6%
RW
668
Rand Wealth
Maryland
$487K -$66.9K -1,550 -13%
SMC
669
Smith, Moore & Co
Missouri
$486K -$4.23K -98 -0.9%
MCM
670
Mengis Capital Management
Oregon
$485K -$66.1K -1,531 -13%
ECM
671
Everence Capital Management
Indiana
$485K
TNBTD
672
Trustmark National Bank Trust Department
Mississippi
$483K -$40.7K -943 -8%
NG
673
NatWest Group
United Kingdom
$483K
RCAMU
674
Rothschild & Co Asset Management US
Connecticut
$483K +$104K +2,404 +30%
LH
675
Lebenthal Holdings
New York
$482K +$446K +10,331 New

SYY Hedge Fund Activity: Q1 2016 in Review

951 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Sysco (SYY) for Q1 2016, worth a combined $20.6B — up 8.9% from $18.9B a quarter earlier.

Buyers outnumbered sellers: 93 funds opened new SYY positions and 60 closed out — a net gain of 33 holders — while 319 added to existing stakes and 399 trimmed.

The largest buyer was Vanguard Group, adding an estimated $264M. The largest seller was Franklin Resources, cutting an estimated $367M.

  • 951 institutional investors held Sysco (SYY) as of Q1 2016, up from 929 in Q4 2015.
  • Funds reported $20.6B of Sysco stock for Q1 2016, up 8.9% quarter-over-quarter.
  • 93 funds opened new Sysco positions in Q1 2016 and 60 closed out, a net change of +33 holders.
  • The largest Sysco buyer in Q1 2016 was Vanguard Group, an estimated $264M added.
  • The largest Sysco seller in Q1 2016 was Franklin Resources, an estimated $367M sold.

Based on aggregated 13F filings for Q1 2016.