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1,188 hedge funds and large institutions have $22.5B invested in Sysco in 2020 Q2 according to their latest regulatory filings, with 159 funds opening new positions, 380 increasing their positions, 501 reducing their positions, and 112 closing their positions.

New
Increased
Maintained
Reduced
Closed

64% more call options, than puts

Call options by funds: $196M | Put options by funds: $120M

42% more first-time investments, than exits

New positions opened: 159 | Existing positions closed: 112

19% more capital invested

Capital invested by funds: $18.9B → $22.5B (+$3.57B)

3% more funds holding

Funds holding: 1,1531,188 (+35)

0.4% less ownership

Funds ownership: 81.58%81.18% (-0.4%)

24% less repeat investments, than reductions

Existing positions increased: 380 | Existing positions reduced: 501

38% less funds holding in top 10

Funds holding in top 10: 1610 (-6)

Holders
1,188
Holders Change
+35
Holders Change %
+3.04%
% of All Funds
24.36%
Holding in Top 10
10
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-37.5%
% of All Funds
0.21%
New
159
Increased
380
Reduced
501
Closed
112
Calls
$196M
Puts
$120M
Net Calls
+$76.1M
Net Calls Change
+$68.4M
Name Holding Trade Value Shares
Change
Change in
Stake
VI
701
Vestcor Inc
New Brunswick, Canada
$593K -$6.6M -125,516 -92%
TFS
702
TrustCore Financial Services
Tennessee
$593K
HCM
703
Howland Capital Management
Massachusetts
$583K +$43.2K +821 +8%
OIA
704
OneDigital Investment Advisors
Kansas
$582K -$11.8K -225 -2%
LIA
705
LBMC Investment Advisors
Tennessee
$580K -$1.47K -28 -0.3%
BCM
706
Becker Capital Management
Oregon
$580K
ATC
707
Argent Trust Co
Tennessee
$579K +$8.31K +158 +2%
WAM
708
Wealthspire Advisors (Maryland)
Maryland
$578K -$1.47K -28 -0.3%
FLPIM
709
F.L. Putnam Investment Management
Massachusetts
$577K -$2.71M -51,634 -83%
TCM
710
Twin Capital Management
Pennsylvania
$575K -$6.73K -128 -1%
LCM
711
Leisure Capital Management
California
$574K +$21.1K +402 +4%
WSCM
712
Wellington Shields Capital Management
New York
$568K
Cerity Partners
713
Cerity Partners
New York
$567K +$545K +10,368 New
BOTW
714
Bank of the West
California
$566K -$105 -2 -0%
HWA
715
Heritage Wealth Advisors
Virginia
$556K
AOWM
716
Alpha Omega Wealth Management
Virginia
$556K -$10.5K -200 -2%
FL
717
Fort LP
Maryland
$554K -$1.23M -23,339 -70%
AP
718
Advisor Partners
California
$552K +$170K +3,226 +47%
KIA
719
KCM Investment Advisors
California
$551K -$24.6K -467 -4%
FM
720
Foster & Motley
Ohio
$550K -$254K -4,829 -32%
ECM
721
Everence Capital Management
Indiana
$549K +$524K +9,960 New
AAM
722
AR Asset Management
California
$547K
WEPOG
723
Wealth Enhancement & Preservation of GA
Georgia
$546K -$240K -4,560 -31%
CFG
724
Citizens Financial Group
Rhode Island
$546K -$146K -2,783 -22%
HB
725
Horizon Bancorp
Indiana
$545K -$67.1K -1,276 -11%

SYY Hedge Fund Activity: Q2 2020 in Review

1,188 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Sysco (SYY) for Q2 2020, worth a combined $22.5B — up 19% from $18.9B a quarter earlier.

Buyers outnumbered sellers: 159 funds opened new SYY positions and 112 closed out — a net gain of 47 holders — while 380 added to existing stakes and 501 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $620M. The largest seller was Janus Henderson Group, cutting an estimated $209M.

  • 1,188 institutional investors held Sysco (SYY) as of Q2 2020, up from 1,153 in Q1 2020.
  • Funds reported $22.5B of Sysco stock for Q2 2020, up 19% quarter-over-quarter.
  • 159 funds opened new Sysco positions in Q2 2020 and 112 closed out, a net change of +47 holders.
  • The largest Sysco buyer in Q2 2020 was Fidelity Investments, an estimated $620M added.
  • The largest Sysco seller in Q2 2020 was Janus Henderson Group, an estimated $209M sold.

Based on aggregated 13F filings for Q2 2020.