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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
HA
751
Harfst & Associates
Wyoming
$363K -$93.2K -1,815 -20%
WTC
752
WhitTier Trust Company
Nevada
$363K -$53.4K -1,040 -12%
CWM
753
Concert Wealth Management
California
$361K +$6.32K +123 +2%
BFEC
754
Benjamin F. Edwards & Company
Missouri
$359K -$19.2K -373 -5%
B
755
Bailard
California
$358K +$88.3K +1,720 +31%
PFS
756
Prospera Financial Services
Texas
$355K -$197K -3,836 -35%
FFWA
757
FRG Family Wealth Advisors
Washington
$355K
MA
758
Montag & Associates
Georgia
$350K
IWMPD
759
Integrated Wealth Management (Palm Desert)
California
$350K +$25.7K +500 +8%
UAM
760
UAS Asset Management
New York
$348K
ECM
761
ETrade Capital Management
Virginia
$346K +$362K +7,041 New
RCA
762
Rowland Carmichael Advisors
Arizona
$344K -$91.1K -1,773 -20%
HAIM
763
Hunter Associates Investment Management
Pennsylvania
$343K
EDRIA
764
Edmonds Duncan Registered Investment Advisors
Kansas
$342K -$5.14K -100 -1%
HIM
765
Hillsdale Investment Management
Ontario, Canada
$342K +$4.11K +80 +1%
Jones Financial Companies
766
Jones Financial Companies
Missouri
$340K -$115K -2,231 -24%
DWA
767
Douglass Winthrop Advisors
New York
$336K +$4.78K +93 +1%
PP
768
Palladium Partners
Virginia
$334K
CCFCSB
769
Cape Cod Five Cents Savings Bank
Massachusetts
$331K
MCA
770
Mercer Capital Advisers
New Jersey
$330K
CA
771
Cullinan Associates
Kentucky
$328K -$25.7K -500 -7%
HCM
772
Highlander Capital Management
New Jersey
$328K -$20.5K -400 -6%
NG
773
Northstar Group
New York
$328K
GBA
774
Garrison Bradford & Associates
New York
$327K
MA
775
MUFG Americas
New York
$325K -$70.4K -1,370 -17%

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.