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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
KCP
676
KDI Capital Partners
North Carolina
$828K -$483K -6,700 -37%
CT
677
Cambridge Trust
Massachusetts
$825K
RC
678
Roundview Capital
New Jersey
$823K -$7.21K -100 -0.9%
BPM
679
Bowling Portfolio Management
Ohio
$822K -$2.21M -30,655 -73%
HTHT
680
Hemenway Trust Hemenway Trust
New Hampshire
$816K -$37.2K -517 -4%
AOWM
681
Alpha Omega Wealth Management
Virginia
$809K
JFA
682
JNBA Financial Advisors
Minnesota
$809K +$682K +9,471 +602%
SCP
683
Sandhill Capital Partners
New York
$794K -$82K -1,138 -10%
1WA
684
180 Wealth Advisors
Washington
$793K +$86.2K +1,197 +12%
LCM
685
LVM Capital Management
Michigan
$792K
WPC
686
Waters Parkerson & Co
Louisiana
$790K
II
687
Inspire Investing
Idaho
$789K +$131K +1,825 +20%
DP
688
Dearborn Partners
Illinois
$787K +$184K +2,556 +31%
NIM
689
Nexus Investment Management
Ontario, Canada
$784K
ACA
690
Atlas Capital Advisors
Wyoming
$782K +$55.3K +768 +8%
LIA
691
LBMC Investment Advisors
Tennessee
$778K
CCM
692
Compton Capital Management
Rhode Island
$776K
AA
693
Ancora Advisors
Ohio
$770K -$36K -500 -5%
LCM
694
Landscape Capital Management
New Jersey
$768K +$755K +10,482 New
FIM
695
Freedom Investment Management
Connecticut
$763K -$60.2K -835 -8%
WB
696
WesBanco Bank
West Virginia
$758K -$2.88K -40 -0.4%
BOH
697
Bank of Hawaii
Hawaii
$757K +$102K +1,413 +16%
PTC
698
Private Trust Company
Ohio
$755K +$43.5K +604 +6%
LWAC
699
Laurel Wealth Advisors (California)
California
$735K -$176K -2,437 -20%
AIM
700
Acropolis Investment Management
Missouri
$735K +$5.76K +80 +0.8%

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.