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1,114 hedge funds and large institutions have $25.3B invested in Sysco in 2017 Q4 according to their latest regulatory filings, with 174 funds opening new positions, 329 increasing their positions, 422 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

255% more first-time investments, than exits

New positions opened: 174 | Existing positions closed: 49

47% more call options, than puts

Call options by funds: $208M | Put options by funds: $141M

20% more funds holding in top 10

Funds holding in top 10: 1518 (+3)

12% more funds holding

Funds holding: 9981,114 (+116)

10% more capital invested

Capital invested by funds: $22.9B → $25.3B (+$2.37B)

0.58% less ownership

Funds ownership: 80.57%79.98% (-0.58%)

22% less repeat investments, than reductions

Existing positions increased: 329 | Existing positions reduced: 422

Holders
1,114
Holders Change
+116
Holders Change %
+11.62%
% of All Funds
25.27%
Holding in Top 10
18
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+20%
% of All Funds
0.41%
New
174
Increased
329
Reduced
422
Closed
49
Calls
$208M
Puts
$141M
Net Calls
+$66.2M
Net Calls Change
+$23.7M
Name Holding Trade Value Shares
Change
Change in
Stake
AP
651
Appleton Partners
Massachusetts
$737K +$362K +6,383 +111%
MA
652
MUFG Americas
New York
$736K +$209K +3,690 +44%
RB
653
Rodgers Brothers
Pennsylvania
$728K +$113 +2 +0%
SMFG
654
Sumitomo Mitsui Financial Group
Japan
$726K +$99.6K +1,757 +17%
CCG
655
Cypress Capital Group
Florida
$724K +$47.4K +837 +8%
WIM
656
Waverton Investment Management
United Kingdom
$718K
LCM
657
Laurion Capital Management
New York
$717K -$6.58M -116,120 -91%
HB
658
Homrich & Berg
Georgia
$717K +$55.4K +977 +9%
JCM
659
Janney Capital Management
Pennsylvania
$711K +$16.1K +284 +2%
WPC
660
Waters Parkerson & Co
Louisiana
$710K
EA
661
Edge Advisors
Georgia
$709K -$119K -2,103 -15%
AOWM
662
Alpha Omega Wealth Management
Virginia
$707K -$17K -300 -3%
AIM
663
Acropolis Investment Management
Missouri
$705K -$68.3K -1,205 -9%
AssetMark Inc
664
AssetMark Inc
California
$698K -$224K -3,946 -26%
RC
665
Roundview Capital
New Jersey
$698K -$17K -300 -3%
DAC
666
Dividend Assets Capital
South Carolina
$697K -$5.1K -90 -0.8%
HTHT
667
Hemenway Trust Hemenway Trust
New Hampshire
$694K -$39.1K -690 -6%
MC
668
Menta Capital
California
$691K -$568K -10,018 -47%
FCI
669
Financial Counselors Inc
Kansas
$690K -$1.41M -24,861 -69%
ST
670
Smithfield Trust
Pennsylvania
$688K -$9.12K -161 -1%
CFA
671
Carroll Financial Associates
North Carolina
$687K -$53.3K -940 -8%
AP
672
Advisor Partners
California
$686K +$33.4K +589 +6%
Parallax Volatility Advisers
673
Parallax Volatility Advisers
California
$680K +$635K +11,200 New
VFA
674
Voya Financial Advisors
Connecticut
$677K -$13.1K -232 -2%
VCA
675
Verdence Capital Advisors
Maryland
$677K +$632K +11,154 New

SYY Hedge Fund Activity: Q4 2017 in Review

1,114 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Sysco (SYY) for Q4 2017, worth a combined $25.3B — up 10% from $22.9B a quarter earlier.

Buyers outnumbered sellers: 174 funds opened new SYY positions and 49 closed out — a net gain of 125 holders — while 329 added to existing stakes and 422 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $97.8M. The largest seller was Yacktman Asset Management, cutting an estimated $167M.

  • 1,114 institutional investors held Sysco (SYY) as of Q4 2017, up from 998 in Q3 2017.
  • Funds reported $25.3B of Sysco stock for Q4 2017, up 10% quarter-over-quarter.
  • 174 funds opened new Sysco positions in Q4 2017 and 49 closed out, a net change of +125 holders.
  • The largest Sysco buyer in Q4 2017 was Morgan Stanley, an estimated $97.8M added.
  • The largest Sysco seller in Q4 2017 was Yacktman Asset Management, an estimated $167M sold.

Based on aggregated 13F filings for Q4 2017.