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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
RCAG
726
Rehmann Capital Advisory Group
Michigan
$537K +$3.57K +63 +0.7%
BHIA
727
Birch Hill Investment Advisors
Massachusetts
$534K -$56.7K -1,000 -10%
BRM
728
Boston Research & Management
Massachusetts
$523K -$17K -300 -3%
KFS
729
Kurt F. Somerville
$521K -$11.3K -200 -2%
WAP
730
Wealthcare Advisory Partners
Pennsylvania
$521K +$7.03K +124 +1%
CT
731
Cambridge Trust
Massachusetts
$518K
SSWM
732
Smith Salley Wealth Management
North Carolina
$517K -$61.5K -1,085 -11%
BL
733
Balentine LLC
Georgia
$515K +$11K +195 +2%
LIM
734
Loudon Investment Management
New Hampshire
$511K -$11.3K -200 -2%
ECM
735
Elgethun Capital Management
South Dakota
$511K +$850 +15 +0.2%
YWP
736
YorkBridge Wealth Partners
New York
$509K +$98.8K +1,743 +25%
BI
737
Bredin Investment
Delaware
$509K +$477K +8,420 New
RW
738
Rand Wealth
Maryland
$507K -$56.7K -1,000 -11%
NME
739
Notis-McConarty Edward
$504K -$2.27K -40 -0.5%
RFS
740
Rockefeller Financial Services
New York
$502K
ACP
741
Aveo Capital Partners
Colorado
$501K -$57 -1 -0%
WIA
742
Wealthstreet Investment Advisors
Texas
$500K +$467K +8,235 New
NA
743
Navellier & Associates
Nevada
$498K -$27.5K -485 -6%
NAMP
744
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$498K
AFA
745
Aurora Financial Advisors
Massachusetts
$494K +$461K +8,141 New
PT
746
Plimoth Trust
Massachusetts
$492K +$460K +8,110 New
TRCT
747
Tower Research Capital (TRC)
New York
$490K +$430K +7,595 +1,623%
CAM
748
ClariVest Asset Management
California
$488K
ECM
749
Everence Capital Management
Indiana
$485K -$407K -7,188 -47%
CPIA
750
Cornell Pochily Investment Advisors
New York
$484K +$452K +7,972 New

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.