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1,023 hedge funds and large institutions have $21.6B invested in Sysco in 2017 Q2 according to their latest regulatory filings, with 68 funds opening new positions, 325 increasing their positions, 429 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more call options, than puts

Call options by funds: $182M | Put options by funds: $137M

11% more first-time investments, than exits

New positions opened: 68 | Existing positions closed: 61

0.8% more ownership

Funds ownership: 79.51%80.31% (+0.8%)

0% less funds holding

Funds holding: 1,0271,023 (-4)

3% less capital invested

Capital invested by funds: $22.3B → $21.6B (-$643M)

12% less funds holding in top 10

Funds holding in top 10: 1715 (-2)

24% less repeat investments, than reductions

Existing positions increased: 325 | Existing positions reduced: 429

Holders
1,023
Holders Change
-4
Holders Change %
-0.39%
% of All Funds
25.5%
Holding in Top 10
15
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-11.76%
% of All Funds
0.37%
New
68
Increased
325
Reduced
429
Closed
61
Calls
$182M
Puts
$137M
Net Calls
+$45M
Net Calls Change
+$48M
Name Holding Trade Value Shares
Change
Change in
Stake
LNWWM
651
Laird Norton Wetherby Wealth Management
California
$615K +$32.8K +615 +5%
FMT
652
First Mercantile Trust
Tennessee
$614K -$104K -1,950 -14%
HTHT
653
Hemenway Trust Hemenway Trust
New Hampshire
$610K +$68.3K +1,280 +12%
RB
654
Rodgers Brothers
Pennsylvania
$610K +$408K +7,650 +171%
HCMT
655
Highland Capital Management (Tennessee)
Tennessee
$609K -$8.01K -150 -1%
CC
656
ClearArc Capital
Ohio
$607K -$4.11K -77 -0.6%
WP
657
WealthPLAN Partners
Nebraska
$604K +$602K +11,276 +1,562%
Bessemer Group
658
Bessemer Group
New Jersey
$598K +$53.8K +1,008 +9%
WPC
659
Waters Parkerson & Co
Louisiana
$593K
BCM
660
BlueCrest Capital Management
Jersey
$583K +$619K +11,586 New
BHIA
661
Birch Hill Investment Advisors
Massachusetts
$568K -$5.34K -100 -0.9%
ITIM
662
Indiana Trust & Investment Management
Indiana
$567K
JIC
663
Johnson Investment Counsel
Ohio
$566K +$139K +2,610 +30%
Jacobs Levy Equity Management
664
Jacobs Levy Equity Management
New Jersey
$564K -$9.38M -175,629 -94%
Fuller & Thaler Asset Management
665
Fuller & Thaler Asset Management
California
$564K
CCM
666
Compton Capital Management
Rhode Island
$564K +$598K +11,200 New
AWM
667
Affinity Wealth Management
Delaware
$562K
HB
668
Homrich & Berg
Georgia
$559K +$18.4K +344 +3%
AP
669
Advisor Partners
California
$549K -$4.7K -88 -0.8%
PA
670
Pinnacle Associates
New York
$547K -$40.4K -757 -7%
FFA
671
Fragasso Financial Advisors
Pennsylvania
$545K -$38.4K -720 -6%
SCP
672
Sandhill Capital Partners
New York
$545K +$17.7K +332 +3%
LCM
673
LVM Capital Management
Michigan
$544K
NIM
674
Nexus Investment Management
Ontario, Canada
$539K +$21.4K +400 +4%
HWA
675
Heritage Wealth Advisors
Virginia
$534K

SYY Hedge Fund Activity: Q2 2017 in Review

1,023 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Sysco (SYY) for Q2 2017, worth a combined $21.6B — down 2.9% from $22.3B a quarter earlier.

Buyers outnumbered sellers: 68 funds opened new SYY positions and 61 closed out — a net gain of 7 holders — while 325 added to existing stakes and 429 trimmed.

The largest buyer was Janus Henderson Group, adding an estimated $301M. The largest seller was Bank of Montreal, cutting an estimated $70.3M.

  • 1,023 institutional investors held Sysco (SYY) as of Q2 2017, down from 1,027 in Q1 2017.
  • Funds reported $21.6B of Sysco stock for Q2 2017, down 2.9% quarter-over-quarter.
  • 68 funds opened new Sysco positions in Q2 2017 and 61 closed out, a net change of +7 holders.
  • The largest Sysco buyer in Q2 2017 was Janus Henderson Group, an estimated $301M added.
  • The largest Sysco seller in Q2 2017 was Bank of Montreal, an estimated $70.3M sold.

Based on aggregated 13F filings for Q2 2017.