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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
ACM
701
Ashford Capital Management
Delaware
$604K
CNBT
702
Canandaigua National Bank & Trust
New York
$600K -$95.2K -1,680 -15%
AAM
703
Advisors Asset Management
Colorado
$595K +$397K +7,013 +252%
UB
704
UMB Bank
Missouri
$584K -$21.9K -386 -4%
PA
705
Pinnacle Associates
New York
$580K -$26.7K -472 -5%
SAA
706
Southeast Asset Advisors
Georgia
$579K
AI
707
Atria Investments
North Carolina
$578K +$300K +5,288 +125%
BAM
708
Barrett Asset Management
New York
$574K +$2.83K +50 +0.5%
SBH
709
Segall Bryant & Hamill
Illinois
$571K +$1.47K +26 +0.3%
VIA
710
Vident Investment Advisory
Georgia
$570K +$119K +2,094 +29%
HWA
711
Heritage Wealth Advisors
Virginia
$568K
PCM
712
Prelude Capital Management
New York
$566K +$121K +2,135 +30%
4IG
713
440 Investment Group
Kansas
$566K +$528K +9,316 New
GWM
714
Geneos Wealth Management
Colorado
$560K +$54.3K +959 +12%
B
715
Barings
North Carolina
$559K
Kayne Anderson Rudnick Investment Management
716
Kayne Anderson Rudnick Investment Management
California
$559K
RE
717
RBC Europe
United Kingdom
$558K
SWM
718
Segment Wealth Management
Texas
$558K +$1.08K +19 +0.2%
CB
719
Chemical Bank
Michigan
$555K -$43.6K -769 -8%
SXL
720
Summit X LLC
Missouri
$551K +$44.8K +790 +10%
TC
721
Trilogy Capital
California
$551K +$514K +9,072 New
RP
722
Rice Partnership
Hawaii
$543K +$507K +8,941 New
MAM
723
Meeder Asset Management
Ohio
$539K +$89.9K +1,586 +22%
AW
724
ACG Wealth
Georgia
$538K +$32.2K +568 +7%
HSA
725
HBK Sorce Advisory
Pennsylvania
$537K -$397 -7 -0.1%

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.