We are live on ! Find out more

951 hedge funds and large institutions have $20.6B invested in Sysco in 2016 Q1 according to their latest regulatory filings, with 93 funds opening new positions, 319 increasing their positions, 399 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more funds holding in top 10

Funds holding in top 10: 1930 (+11)

55% more first-time investments, than exits

New positions opened: 93 | Existing positions closed: 60

9% more capital invested

Capital invested by funds: $18.9B → $20.6B (+$1.68B)

2% more funds holding

Funds holding: 929951 (+22)

1.75% less ownership

Funds ownership: 81.73%79.99% (-1.7%)

20% less repeat investments, than reductions

Existing positions increased: 319 | Existing positions reduced: 399

34% less call options, than puts

Call options by funds: $91.9M | Put options by funds: $140M

Holders
951
Holders Change
+22
Holders Change %
+2.37%
% of All Funds
25.34%
Holding in Top 10
30
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+57.89%
% of All Funds
0.8%
New
93
Increased
319
Reduced
399
Closed
60
Calls
$91.9M
Puts
$140M
Net Calls
-$48.4M
Net Calls Change
-$44.3M
Name Holding Trade Value Shares
Change
Change in
Stake
VCAM
701
Van Cleef Asset Management
Ohio
$404K
CCA
702
Checchi Capital Advisers
California
$404K +$8.2K +190 +2%
FFA
703
First Foundation Advisors
California
$402K -$123K -2,854 -25%
WTC
704
WhitTier Trust Company
Nevada
$395K -$24.6K -570 -6%
FPB
705
First PREMIER Bank
South Dakota
$395K +$8.2K +190 +2%
WA
706
WealthTrust Axiom
Pennsylvania
$394K +$43 +1 +0%
AW
707
ACG Wealth
Georgia
$392K -$4.7K -109 -1%
TBA
708
Tower Bridge Advisors
Pennsylvania
$389K -$53.9K -1,250 -13%
MA
709
Montag & Associates
Georgia
$389K
AIM
710
Assured Investment Management
New York
$385K -$136K -3,159 -28%
SAA
711
Southeast Asset Advisors
Georgia
$385K
GLRA
712
Gerald L. Ray & Associates
Texas
$385K +$5.18K +120 +1%
NAMP
713
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$383K
MIM
714
Montgomery Investment Management
Maryland
$381K -$21.6K -500 -6%
WP
715
WMS Partners
Maryland
$377K
BFEC
716
Benjamin F. Edwards & Company
Missouri
$376K -$82.4K -1,910 -19%
WB
717
Webster Bank
Connecticut
$375K +$4.32K +100 +1%
PIM
718
Progressive Investment Management
Oregon
$374K
Squarepoint
719
Squarepoint
New York
$370K -$385K -8,912 -53%
TCM
720
Tetrem Capital Management
Manitoba, Canada
$366K -$22.6K -523 -6%
ACM
721
Argentus Capital Management
Texas
$365K -$33.7K -781 -9%
MIC
722
MU Investments Company
Japan
$364K +$8.63K +200 +3%
SCM
723
Shelton Capital Management
Colorado
$361K -$14.3K -331 -4%
DP
724
Dearborn Partners
Illinois
$360K
Dodge & Cox
725
Dodge & Cox
California
$358K +$331K +7,662 New

SYY Hedge Fund Activity: Q1 2016 in Review

951 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Sysco (SYY) for Q1 2016, worth a combined $20.6B — up 8.9% from $18.9B a quarter earlier.

Buyers outnumbered sellers: 93 funds opened new SYY positions and 60 closed out — a net gain of 33 holders — while 319 added to existing stakes and 399 trimmed.

The largest buyer was Vanguard Group, adding an estimated $264M. The largest seller was Franklin Resources, cutting an estimated $367M.

  • 951 institutional investors held Sysco (SYY) as of Q1 2016, up from 929 in Q4 2015.
  • Funds reported $20.6B of Sysco stock for Q1 2016, up 8.9% quarter-over-quarter.
  • 93 funds opened new Sysco positions in Q1 2016 and 60 closed out, a net change of +33 holders.
  • The largest Sysco buyer in Q1 2016 was Vanguard Group, an estimated $264M added.
  • The largest Sysco seller in Q1 2016 was Franklin Resources, an estimated $367M sold.

Based on aggregated 13F filings for Q1 2016.