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995 hedge funds and large institutions have $21.2B invested in Sysco in 2016 Q3 according to their latest regulatory filings, with 62 funds opening new positions, 330 increasing their positions, 423 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more first-time investments, than exits

New positions opened: 62 | Existing positions closed: 49

10% more call options, than puts

Call options by funds: $81.2M | Put options by funds: $73.6M

1.31% more ownership

Funds ownership: 77.01%78.32% (+1.3%)

0% less funds holding

Funds holding: 996995 (-1)

4% less capital invested

Capital invested by funds: $22B → $21.2B (-$842M)

22% less repeat investments, than reductions

Existing positions increased: 330 | Existing positions reduced: 423

29% less funds holding in top 10

Funds holding in top 10: 3122 (-9)

Holders
995
Holders Change
-1
Holders Change %
-0.1%
% of All Funds
26.55%
Holding in Top 10
22
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-29.03%
% of All Funds
0.59%
New
62
Increased
330
Reduced
423
Closed
49
Calls
$81.2M
Puts
$73.6M
Net Calls
+$7.63M
Net Calls Change
-$21.6M
Name Holding Trade Value Shares
Change
Change in
Stake
RFS
726
Rockefeller Financial Services
New York
$410K +$48.5K +945 +13%
LOAME
727
Lombard Odier Asset Management (Europe)
United Kingdom
$409K
WP
728
WealthPLAN Partners
Nebraska
$407K -$9.55K -186 -2%
CA
729
Cornerstone Advisors
North Carolina
$407K +$103K +2,000 +32%
CCA
730
Checchi Capital Advisers
California
$405K +$2.21K +43 +0.5%
GLRA
731
Gerald L. Ray & Associates
Texas
$404K
SAA
732
Southeast Asset Advisors
Georgia
$404K
TBA
733
Tower Bridge Advisors
Pennsylvania
$403K -$5.14K -100 -1%
NAMP
734
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$402K
FFA
735
First Foundation Advisors
California
$399K -$4.93K -96 -1%
DAS
736
Dynamic Advisor Solutions
Arizona
$397K +$30.9K +601 +8%
WB
737
Webster Bank
Connecticut
$392K +$3.23K +63 +0.8%
CC
738
Courier Capital
New York
$389K +$408K +7,938 New
JIC
739
Johnson Investment Counsel
Ohio
$388K +$91.7K +1,785 +29%
NG
740
NatWest Group
United Kingdom
$387K
TCM
741
Tetrem Capital Management
Manitoba, Canada
$385K -$10.6K -207 -3%
LCM
742
Liberty Capital Management
Michigan
$384K +$131K +2,545 +47%
MIM
743
Montgomery Investment Management
Maryland
$382K -$15.4K -300 -4%
AP
744
Advisor Partners
California
$382K -$565 -11 -0.1%
WA
745
Winfield Associates
Ohio
$382K +$5.14K +100 +1%
AIM
746
Acropolis Investment Management
Missouri
$381K -$31.1K -605 -7%
DP
747
Dearborn Partners
Illinois
$378K
RMCM
748
Reynders McVeigh Capital Management
Massachusetts
$377K
ZDA
749
Zweig-DiMenna Associates
New York
$372K +$390K +7,600 New
MCM
750
Maple Capital Management
Vermont
$371K +$5.39K +105 +1%

SYY Hedge Fund Activity: Q3 2016 in Review

995 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Sysco (SYY) for Q3 2016, worth a combined $21.2B — down 3.8% from $22B a quarter earlier.

Buyers outnumbered sellers: 62 funds opened new SYY positions and 49 closed out — a net gain of 13 holders — while 330 added to existing stakes and 423 trimmed.

The largest buyer was Capital World Investors, adding an estimated $198M. The largest seller was Bank of New York Mellon, cutting an estimated $291M.

  • 995 institutional investors held Sysco (SYY) as of Q3 2016, down from 996 in Q2 2016.
  • Funds reported $21.2B of Sysco stock for Q3 2016, down 3.8% quarter-over-quarter.
  • 62 funds opened new Sysco positions in Q3 2016 and 49 closed out, a net change of +13 holders.
  • The largest Sysco buyer in Q3 2016 was Capital World Investors, an estimated $198M added.
  • The largest Sysco seller in Q3 2016 was Bank of New York Mellon, an estimated $291M sold.

Based on aggregated 13F filings for Q3 2016.