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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
W
676
Wealthfront
California
$667K +$18.6K +328 +3%
VF
677
Virtu Financial
New York
$661K +$616K +10,873 New
CCM
678
Compton Capital Management
Rhode Island
$659K -$17K -300 -3%
LCM
679
LVM Capital Management
Michigan
$657K
NIM
680
Nexus Investment Management
Ontario, Canada
$650K
ECM
681
ETrade Capital Management
Virginia
$649K -$42.6K -751 -7%
LIA
682
LBMC Investment Advisors
Tennessee
$645K
PIM
683
Progressive Investment Management
Oregon
$643K -$14.7K -259 -2%
UR
684
USCA RIA
Texas
$642K -$1.29M -22,823 -68%
AFNAS
685
American Financial Network Advisory Services
California
$640K -$24.9K -440 -4%
EI
686
EDMP Inc
Florida
$639K
FMT
687
First Mercantile Trust
Tennessee
$638K -$96.3K -1,700 -14%
LCM
688
Liberty Capital Management
Michigan
$633K
Verition Fund Management
689
Verition Fund Management
Connecticut
$632K +$302K +5,335 +105%
BRWA
690
B. Riley Wealth Advisors
Florida
$629K -$165K -2,920 -22%
FNBT
691
FineMark National Bank & Trust
Florida
$629K +$28.8K +508 +5%
PIM
692
Penobscot Investment Management
Massachusetts
$628K
FPB
693
First PREMIER Bank
South Dakota
$617K +$39K +688 +7%
DWA
694
Douglass Winthrop Advisors
New York
$614K -$195K -3,447 -25%
OA
695
Oxbow Advisors
Texas
$614K +$6.23K +110 +1%
CG
696
Caprock Group
Idaho
$611K +$561K +9,898 New
FMB
697
Field & Main Bank
Kentucky
$611K +$570K +10,060 New
AAM
698
AR Asset Management
California
$607K
BMC
699
Beaton Management Company
Massachusetts
$607K
SWP
700
Strategic Wealth Partners
Ohio
$606K +$635K +11,214 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.