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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
LIA
676
LBMC Investment Advisors
Tennessee
$534K
UB
677
UMB Bank
Missouri
$531K
CNBT
678
Canandaigua National Bank & Trust
New York
$529K -$47.6K -891 -8%
SMC
679
Smith, Moore & Co
Missouri
$526K +$17.4K +326 +3%
EI
680
EDMP Inc
Florida
$525K -$17.4K -325 -3%
PIM
681
Penobscot Investment Management
Massachusetts
$521K -$16K -300 -3%
RW
682
Rand Wealth
Maryland
$521K +$28.7K +537 +5%
LWAC
683
Laurel Wealth Advisors (California)
California
$520K +$6.19K +116 +1%
OMCS
684
Old Mutual Customised Solutions
South Africa
$517K
NA
685
NewEdge Advisors
Louisiana
$513K -$158K -2,962 -22%
SSWM
686
Smith Salley Wealth Management
North Carolina
$512K -$79.6K -1,490 -13%
CB
687
Chemical Bank
Michigan
$509K -$73K -1,367 -12%
OA
688
Oxbow Advisors
Texas
$509K
AAM
689
AR Asset Management
California
$503K
BMC
690
Beaton Management Company
Massachusetts
$503K +$534K +10,000 New
ACM
691
Ashford Capital Management
Delaware
$500K
LS
692
Livforsakringsbolaget Skandia
Sweden
$499K
SMFG
693
Sumitomo Mitsui Financial Group
Japan
$499K +$530K +9,918 New
KFS
694
Kurt F. Somerville
$487K -$26.7K -500 -5%
DC
695
Davenport & Co
Virginia
$486K +$109K +2,049 +27%
GA
696
Geneva Advisors
Illinois
$485K +$14.3K +268 +3%
AP
697
AHL Partners
United Kingdom
$484K -$118K -2,209 -19%
Mariner
698
Mariner
Kansas
$482K -$510K -9,557 -50%
W
699
Wealthfront
California
$480K -$33.9K -634 -6%
FNBT
700
FineMark National Bank & Trust
Florida
$480K -$3.58K -67 -0.7%

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.