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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
AP
726
Advisor Partners
California
$351K +$18.1K +419 +6%
DAS
727
Dynamic Advisor Solutions
Arizona
$350K +$43 +1 +0%
W
728
Wealthfront
California
$350K +$12K +277 +4%
JIC
729
Johnson Investment Counsel
Ohio
$349K -$71.7K -1,661 -18%
FCT
730
Family Capital Trust
Massachusetts
$349K -$54.2K -1,255 -14%
MCM
731
Maple Capital Management
Vermont
$349K -$33.3K -771 -9%
RFS
732
Rockefeller Financial Services
New York
$347K
HCM
733
Highlander Capital Management
New Jersey
$341K
FFWA
734
FRG Family Wealth Advisors
Washington
$338K
EDRIA
735
Edmonds Duncan Registered Investment Advisors
Kansas
$336K -$11.7K -271 -4%
WAM
736
Wealthspire Advisors (Maryland)
Maryland
$332K -$23.9K -554 -7%
UAM
737
UAS Asset Management
New York
$332K -$12.9K -300 -4%
FBNAT
738
FirstMerit Bank N.A. Trustee
Ohio
$331K -$17.3K -400 -5%
HSA
739
HBK Sorce Advisory
Pennsylvania
$328K +$19.3K +447 +7%
FIM
740
Freedom Investment Management
Connecticut
$327K -$32K -741 -10%
HAIM
741
Hunter Associates Investment Management
Pennsylvania
$327K
PPCM
742
Pillar Pacific Capital Management
California
$327K
MPI
743
Mairs & Power Inc
Minnesota
$327K +$12.9K +300 +4%
BAC
744
Boys Arnold & Co
North Carolina
$321K -$340K -7,875 -53%
WA
745
Winfield Associates
Ohio
$320K +$265K +6,150 +879%
PP
746
Palladium Partners
Virginia
$319K -$4.32K -100 -1%
CCFCSB
747
Cape Cod Five Cents Savings Bank
Massachusetts
$315K
NG
748
Northstar Group
New York
$313K
HAG
749
HighPoint Advisor Group
Illinois
$313K +$36.5K +846 +14%
GBA
750
Garrison Bradford & Associates
New York
$312K

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.