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1,023 hedge funds and large institutions have $21.6B invested in Sysco in 2017 Q2 according to their latest regulatory filings, with 68 funds opening new positions, 325 increasing their positions, 429 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more call options, than puts

Call options by funds: $182M | Put options by funds: $137M

11% more first-time investments, than exits

New positions opened: 68 | Existing positions closed: 61

0.8% more ownership

Funds ownership: 79.51%80.31% (+0.8%)

0% less funds holding

Funds holding: 1,0271,023 (-4)

3% less capital invested

Capital invested by funds: $22.3B → $21.6B (-$643M)

12% less funds holding in top 10

Funds holding in top 10: 1715 (-2)

24% less repeat investments, than reductions

Existing positions increased: 325 | Existing positions reduced: 429

Holders
1,023
Holders Change
-4
Holders Change %
-0.39%
% of All Funds
25.5%
Holding in Top 10
15
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-11.76%
% of All Funds
0.37%
New
68
Increased
325
Reduced
429
Closed
61
Calls
$182M
Puts
$137M
Net Calls
+$45M
Net Calls Change
+$48M
Name Holding Trade Value Shares
Change
Change in
Stake
GWM
726
Geneos Wealth Management
Colorado
$429K +$6.25K +117 +1%
SFG
727
SevenBridge Financial Group
Pennsylvania
$428K
PIM
728
Progressive Investment Management
Oregon
$424K +$5.45K +102 +1%
NME
729
Notis-McConarty Edward
$422K
ECM
730
Elgethun Capital Management
South Dakota
$422K +$748 +14 +0.2%
GXMC
731
Global X Management Company
New York
$422K +$51.2K +959 +13%
PCM
732
Prelude Capital Management
New York
$415K +$284K +5,327 +183%
GLRA
733
Gerald L. Ray & Associates
Texas
$414K
NAMP
734
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$413K
IFWM
735
Institute for Wealth Management
Colorado
$409K +$431K +8,080 New
RIM
736
Regent Investment Management
Kentucky
$409K +$434K +8,130 New
MIFH
737
Migdal Insurance & Financial Holdings
Israel
$407K -$73.3K -1,373 -14%
CAM
738
ClariVest Asset Management
California
$405K
RFS
739
Rockefeller Financial Services
New York
$402K
SXL
740
Summit X LLC
Missouri
$402K +$422K +7,897 New
IR
741
Invictus RG
Bermuda
$400K +$393K +7,368 +1,270%
EA
742
Edge Advisors
Georgia
$397K -$2.4K -45 -0.6%
PCMC
743
Paragon Capital Management (Colorado)
Colorado
$394K
MIM
744
Montgomery Investment Management
Maryland
$393K
WA
745
Winfield Associates
Ohio
$393K
PAA
746
Peregrine Asset Advisers
Oregon
$392K
WP
747
WMS Partners
Maryland
$391K -$6.3K -118 -1%
NG
748
NatWest Group
United Kingdom
$389K -$8.01K -150 -2%
DP
749
Dearborn Partners
Illinois
$389K
BMM
750
Buffington Mohr McNeal
Idaho
$388K -$37.4K -700 -8%

SYY Hedge Fund Activity: Q2 2017 in Review

1,023 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Sysco (SYY) for Q2 2017, worth a combined $21.6B — down 2.9% from $22.3B a quarter earlier.

Buyers outnumbered sellers: 68 funds opened new SYY positions and 61 closed out — a net gain of 7 holders — while 325 added to existing stakes and 429 trimmed.

The largest buyer was Janus Henderson Group, adding an estimated $301M. The largest seller was Bank of Montreal, cutting an estimated $70.3M.

  • 1,023 institutional investors held Sysco (SYY) as of Q2 2017, down from 1,027 in Q1 2017.
  • Funds reported $21.6B of Sysco stock for Q2 2017, down 2.9% quarter-over-quarter.
  • 68 funds opened new Sysco positions in Q2 2017 and 61 closed out, a net change of +7 holders.
  • The largest Sysco buyer in Q2 2017 was Janus Henderson Group, an estimated $301M added.
  • The largest Sysco seller in Q2 2017 was Bank of Montreal, an estimated $70.3M sold.

Based on aggregated 13F filings for Q2 2017.