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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
RMCM
751
Reynders McVeigh Capital Management
Massachusetts
$387K
MCM
752
Mengis Capital Management
Oregon
$381K
CT
753
Cambridge Trust
Massachusetts
$379K -$10.7K -200 -3%
YWP
754
YorkBridge Wealth Partners
New York
$375K -$9.13K -171 -2%
HIC
755
Holderness Investments Company
North Carolina
$375K
WTC
756
WhitTier Trust Company
Nevada
$374K
FFA
757
First Foundation Advisors
California
$370K -$42.5K -795 -10%
EFS
758
Essex Financial Services
Connecticut
$368K -$58.4K -1,094 -13%
FFWA
759
FRG Family Wealth Advisors
Washington
$365K
GEA
760
Glen Eagle Advisors
New Jersey
$363K -$21.4K -400 -5%
B
761
Bailard
California
$362K
SWM
762
Segment Wealth Management
Texas
$360K +$69.5K +1,302 +22%
MA
763
Montag & Associates
Georgia
$359K
DIA
764
Davidson Investment Advisors
Montana
$358K -$97K -1,816 -20%
EDRIA
765
Edmonds Duncan Registered Investment Advisors
Kansas
$355K
ECM
766
ETrade Capital Management
Virginia
$354K -$194K -3,633 -34%
DAC
767
Dividend Assets Capital
South Carolina
$353K +$374K +7,005 New
CCA
768
Checchi Capital Advisers
California
$352K -$42K -786 -10%
HAIM
769
Hunter Associates Investment Management
Pennsylvania
$352K
RCAG
770
Rehmann Capital Advisory Group
Michigan
$352K +$73.8K +1,383 +25%
FRM
771
Fox Run Management
Connecticut
$352K +$374K +7,000 New
RCA
772
Rowland Carmichael Advisors
Arizona
$347K
GT
773
Glenview Trust
Kentucky
$345K
CWM
774
Cornerstone Wealth Management
Missouri
$343K -$21K -393 -5%
MCA
775
Mercer Capital Advisers
New Jersey
$339K

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.