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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
CAPTRUST Financial Advisors
751
CAPTRUST Financial Advisors
North Carolina
$480K +$445K +7,848 +15,696%
SCM
752
Southport Capital Management
Tennessee
$477K +$445K +7,857 New
MIM
753
Montgomery Investment Management
Maryland
$474K
WA
754
Winfield Associates
Ohio
$474K
PAA
755
Peregrine Asset Advisers
Oregon
$473K
NG
756
NatWest Group
United Kingdom
$470K
HAG
757
HighPoint Advisor Group
Illinois
$470K +$223K +3,942 +96%
SWM
758
SeaCrest Wealth Management
New York
$470K +$438K +7,734 New
MCM
759
Mengis Capital Management
Oregon
$467K +$6.63K +117 +2%
IA
760
IFG Advisory
Georgia
$464K +$434K +7,654 New
LS
761
Livforsakringsbolaget Skandia
Sweden
$463K -$130K -2,300 -23%
DIA
762
Davidson Investment Advisors
Montana
$463K -$5.67K -100 -1%
CPA
763
Capital Planning Advisors
California
$462K
HIC
764
Holderness Investments Company
North Carolina
$452K
ZCA
765
Zeke Capital Advisors
Pennsylvania
$450K +$175K +3,094 +72%
RIM
766
Redwood Investment Management
Arizona
$449K +$419K +7,390 New
CC
767
Courier Capital
New York
$448K -$16.8K -297 -4%
CAG
768
Csenge Advisory Group
Florida
$446K -$16.5K -291 -4%
MIFH
769
Migdal Insurance & Financial Holdings
Israel
$445K +$233K +4,108 +126%
FFWA
770
FRG Family Wealth Advisors
Washington
$440K
SFG
771
SevenBridge Financial Group
Pennsylvania
$438K -$73.4K -1,295 -15%
EFS
772
Essex Financial Services
Connecticut
$438K +$340 +6 +0.1%
CG
773
Cutler Group
California
$435K +$406K +7,166 New
WTC
774
WhitTier Trust Company
Nevada
$433K -$8.5K -150 -2%
RAM
775
Redmond Asset Management
Virginia
$433K +$48.9K +863 +14%

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.