We are live on ! Find out more

995 hedge funds and large institutions have $21.2B invested in Sysco in 2016 Q3 according to their latest regulatory filings, with 62 funds opening new positions, 330 increasing their positions, 423 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more first-time investments, than exits

New positions opened: 62 | Existing positions closed: 49

10% more call options, than puts

Call options by funds: $81.2M | Put options by funds: $73.6M

1.31% more ownership

Funds ownership: 77.01%78.32% (+1.3%)

0% less funds holding

Funds holding: 996995 (-1)

4% less capital invested

Capital invested by funds: $22B → $21.2B (-$842M)

22% less repeat investments, than reductions

Existing positions increased: 330 | Existing positions reduced: 423

29% less funds holding in top 10

Funds holding in top 10: 3122 (-9)

Holders
995
Holders Change
-1
Holders Change %
-0.1%
% of All Funds
26.55%
Holding in Top 10
22
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-29.03%
% of All Funds
0.59%
New
62
Increased
330
Reduced
423
Closed
49
Calls
$81.2M
Puts
$73.6M
Net Calls
+$7.63M
Net Calls Change
-$21.6M
Name Holding Trade Value Shares
Change
Change in
Stake
BT
651
Beacon Trust
New Jersey
$599K -$46.5K -905 -7%
BRWA
652
B. Riley Wealth Advisors
Florida
$599K -$37.1K -723 -3%
HPBT
653
High Point Bank & Trust
North Carolina
$599K +$23.2K +452 +4%
NIM
654
Nexus Investment Management
Ontario, Canada
$593K
SW
655
SVB Wealth
Massachusetts
$588K -$17.1K -333 -3%
PA
656
Pinnacle Associates
New York
$586K -$33.6K -654 -5%
UB
657
UMB Bank
Missouri
$586K
BHIA
658
Birch Hill Investment Advisors
Massachusetts
$583K -$25.7K -500 -4%
UR
659
USCA RIA
Texas
$583K +$3.18K +62 +0.5%
CA
660
Commerzbank Aktiengesellschaft
Germany
$581K -$14.2M -277,434 -96%
HCM
661
Howland Capital Management
Massachusetts
$581K +$92.4K +1,800 +18%
RC
662
Roundview Capital
New Jersey
$576K
Pacer Advisors
663
Pacer Advisors
Pennsylvania
$568K -$3.49K -68 -0.6%
CMBA
664
C.M. Bidwell & Associates
Hawaii
$566K -$4.14M -80,630 -87%
LNWWM
665
Laird Norton Wetherby Wealth Management
California
$564K -$58.5K -1,140 -9%
EOJOAM
666
E. Ohman J:or Asset Management
Sweden
$564K +$97.6K +1,900 +20%
GC
667
Garde Capital
Washington
$561K +$740K +14,400 New
ITIM
668
Indiana Trust & Investment Management
Indiana
$553K
PIM
669
Penobscot Investment Management
Massachusetts
$551K
CNBT
670
Canandaigua National Bank & Trust
New York
$551K +$27.4K +533 +5%
Fuller & Thaler Asset Management
671
Fuller & Thaler Asset Management
California
$549K -$66.8K -1,300 -10%
Fiera Capital (Canada)
672
Fiera Capital (Canada)
Quebec, Canada
$548K +$5.5K +107 +1%
FFBTD
673
First Financial Bank - Trust Division
Ohio
$537K -$17.6K -343 -3%
HTHT
674
Hemenway Trust Hemenway Trust
New Hampshire
$535K
EI
675
EDMP Inc
Florida
$531K

SYY Hedge Fund Activity: Q3 2016 in Review

995 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Sysco (SYY) for Q3 2016, worth a combined $21.2B — down 3.8% from $22B a quarter earlier.

Buyers outnumbered sellers: 62 funds opened new SYY positions and 49 closed out — a net gain of 13 holders — while 330 added to existing stakes and 423 trimmed.

The largest buyer was Capital World Investors, adding an estimated $198M. The largest seller was Bank of New York Mellon, cutting an estimated $291M.

  • 995 institutional investors held Sysco (SYY) as of Q3 2016, down from 996 in Q2 2016.
  • Funds reported $21.2B of Sysco stock for Q3 2016, down 3.8% quarter-over-quarter.
  • 62 funds opened new Sysco positions in Q3 2016 and 49 closed out, a net change of +13 holders.
  • The largest Sysco buyer in Q3 2016 was Capital World Investors, an estimated $198M added.
  • The largest Sysco seller in Q3 2016 was Bank of New York Mellon, an estimated $291M sold.

Based on aggregated 13F filings for Q3 2016.