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1,227 hedge funds and large institutions have $32.5B invested in Sysco in 2019 Q3 according to their latest regulatory filings, with 103 funds opening new positions, 481 increasing their positions, 429 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed

53% more call options, than puts

Call options by funds: $116M | Put options by funds: $75.6M

37% more first-time investments, than exits

New positions opened: 103 | Existing positions closed: 75

35% more funds holding in top 10

Funds holding in top 10: 2027 (+7)

12% more capital invested

Capital invested by funds: $28.9B → $32.5B (+$3.55B)

12% more repeat investments, than reductions

Existing positions increased: 481 | Existing positions reduced: 429

2% more funds holding

Funds holding: 1,2071,227 (+20)

0.01% less ownership

Funds ownership: 79.93%79.92% (-0.01%)

Holders
1,227
Holders Change
+20
Holders Change %
+1.66%
% of All Funds
26.91%
Holding in Top 10
27
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+35%
% of All Funds
0.59%
New
103
Increased
481
Reduced
429
Closed
75
Calls
$116M
Puts
$75.6M
Net Calls
+$40.2M
Net Calls Change
+$3.56M
Name Holding Trade Value Shares
Change
Change in
Stake
BOTW
676
Bank of the West
California
$877K -$99.1K -1,350 -11%
CIP
677
Convergence Investment Partners
Florida
$870K +$30.6K +417 +4%
TFS
678
TrustCore Financial Services
Tennessee
$863K -$5.14K -70 -0.6%
TCM
679
Twin Capital Management
Pennsylvania
$856K +$132K +1,800 +20%
AF
680
Arrow Financial
New York
$855K +$493K +6,714 +165%
AWM
681
AE Wealth Management
Kansas
$853K +$53.5K +729 +7%
BCM
682
Becker Capital Management
Oregon
$851K
NIM
683
Nexus Investment Management
Ontario, Canada
$850K
ACM
684
Alethea Capital Management
Washington
$849K +$785K +10,690 New
LIA
685
LBMC Investment Advisors
Tennessee
$845K
GLA
686
Great Lakes Advisors
Illinois
$836K +$77.9K +1,061 +11%
VIA
687
Vident Investment Advisory
Georgia
$835K +$24.7K +337 +3%
OIA
688
OneDigital Investment Advisors
Kansas
$834K +$203K +2,759 +36%
BL
689
Balentine LLC
Georgia
$831K +$1.4K +19 +0.2%
ITIM
690
Indiana Trust & Investment Management
Indiana
$830K -$32.9K -448 -4%
ACA
691
Atlas Capital Advisors
Wyoming
$826K +$10.7K +146 +1%
WSCM
692
Wellington Shields Capital Management
New York
$826K -$220K -3,000 -22%
RC
693
Roundview Capital
New Jersey
$825K
HAG
694
HighPoint Advisor Group
Illinois
$823K +$5.58K +76 +0.7%
BPSG
695
Brookfield Public Securities Group
New York
$823K +$761K +10,371 New
CCM
696
Compton Capital Management
Rhode Island
$818K -$22K -300 -3%
AIM
697
Acropolis Investment Management
Missouri
$818K +$14.1K +192 +2%
ECG
698
Edge Capital Group
Georgia
$817K +$123K +1,675 +19%
SWK
699
Stephen W. Kidder
$810K -$7.34K -100 -1%
HWA
700
Heritage Wealth Advisors
Virginia
$808K

SYY Hedge Fund Activity: Q3 2019 in Review

1,227 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Sysco (SYY) for Q3 2019, worth a combined $32.5B — up 12% from $28.9B a quarter earlier.

Buyers outnumbered sellers: 103 funds opened new SYY positions and 75 closed out — a net gain of 28 holders — while 481 added to existing stakes and 429 trimmed.

The largest buyer was Longview Partners, opening a new position worth an estimated $504M. The largest seller was Capital World Investors, cutting an estimated $899M.

  • 1,227 institutional investors held Sysco (SYY) as of Q3 2019, up from 1,207 in Q2 2019.
  • Funds reported $32.5B of Sysco stock for Q3 2019, up 12% quarter-over-quarter.
  • 103 funds opened new Sysco positions in Q3 2019 and 75 closed out, a net change of +28 holders.
  • The largest Sysco buyer in Q3 2019 was Longview Partners, an estimated $504M added.
  • The largest Sysco seller in Q3 2019 was Capital World Investors, an estimated $899M sold.

Based on aggregated 13F filings for Q3 2019.