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1,182 hedge funds and large institutions have $30.7B invested in Sysco in 2018 Q3 according to their latest regulatory filings, with 86 funds opening new positions, 359 increasing their positions, 502 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

62% more first-time investments, than exits

New positions opened: 86 | Existing positions closed: 53

6% more capital invested

Capital invested by funds: $29B → $30.7B (+$1.68B)

2% more funds holding

Funds holding: 1,1591,182 (+23)

7% more call options, than puts

Call options by funds: $99.3M | Put options by funds: $93.1M

0.99% less ownership

Funds ownership: 81.74%80.74% (-0.99%)

9% less funds holding in top 10

Funds holding in top 10: 3330 (-3)

28% less repeat investments, than reductions

Existing positions increased: 359 | Existing positions reduced: 502

Holders
1,182
Holders Change
+23
Holders Change %
+1.98%
% of All Funds
27.02%
Holding in Top 10
30
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-9.09%
% of All Funds
0.69%
New
86
Increased
359
Reduced
502
Closed
53
Calls
$99.3M
Puts
$93.1M
Net Calls
+$6.14M
Net Calls Change
-$2.92M
Name Holding Trade Value Shares
Change
Change in
Stake
FBFS
651
First Business Financial Services
Wisconsin
$926K
Macquarie Group
652
Macquarie Group
Australia
$923K -$50.4K -700 -5%
BOTW
653
Bank of the West
California
$915K
MAA
654
Mraz Amerine & Associates
California
$908K +$5.4K +75 +0.6%
MC
655
Moors & Cabot
Massachusetts
$907K -$103K -1,425 -10%
ITIM
656
Indiana Trust & Investment Management
Indiana
$903K -$16.2K -225 -2%
PIM
657
Penobscot Investment Management
Massachusetts
$896K
IC
658
Intersect Capital
California
$894K -$16.4K -227 -2%
HAG
659
HighPoint Advisor Group
Illinois
$894K +$144 +2 +0%
SWK
660
Stephen W. Kidder
$887K -$72K -1,000 -8%
CBU
661
CIBC Bank USA
Illinois
$887K
BDS
662
Banco de Sabadell
Florida
$887K +$875K +12,145 New
HCMT
663
Highland Capital Management (Tennessee)
Tennessee
$879K -$1.07M -14,850 -55%
AP
664
Advisor Partners
California
$875K +$9.08K +126 +1%
DWA
665
Douglass Winthrop Advisors
New York
$867K -$187K -2,600 -18%
VIG
666
Vienna Insurance Group
Poland
$863K -$94.6K -1,313 -10%
UB
667
UMB Bank
Missouri
$861K +$150K +2,076 +21%
VCA
668
Verdence Capital Advisors
Maryland
$860K -$108K -1,504 -11%
WC
669
Whitney & Co
New York
$859K -$28.8K -400 -3%
BFEC
670
Benjamin F. Edwards & Company
Missouri
$850K +$28.5K +395 +4%
BAAM
671
Baker Avenue Asset Management
California
$846K +$832K +11,548 New
SAM
672
Sequent Asset Management
Texas
$841K
ST
673
Smithfield Trust
Pennsylvania
$840K -$9.58K -133 -1%
Walleye Trading
674
Walleye Trading
New York
$837K -$275K -3,815 -25%
AssetMark Inc
675
AssetMark Inc
California
$832K +$9.87K +137 +1%

SYY Hedge Fund Activity: Q3 2018 in Review

1,182 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Sysco (SYY) for Q3 2018, worth a combined $30.7B — up 5.8% from $29B a quarter earlier.

Buyers outnumbered sellers: 86 funds opened new SYY positions and 53 closed out — a net gain of 33 holders — while 359 added to existing stakes and 502 trimmed.

The largest buyer was Vanguard Group, adding an estimated $112M. The largest seller was Trian Fund Management, cutting an estimated $353M.

  • 1,182 institutional investors held Sysco (SYY) as of Q3 2018, up from 1,159 in Q2 2018.
  • Funds reported $30.7B of Sysco stock for Q3 2018, up 5.8% quarter-over-quarter.
  • 86 funds opened new Sysco positions in Q3 2018 and 53 closed out, a net change of +33 holders.
  • The largest Sysco buyer in Q3 2018 was Vanguard Group, an estimated $112M added.
  • The largest Sysco seller in Q3 2018 was Trian Fund Management, an estimated $353M sold.

Based on aggregated 13F filings for Q3 2018.