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1,182 hedge funds and large institutions have $30.7B invested in Sysco in 2018 Q3 according to their latest regulatory filings, with 86 funds opening new positions, 359 increasing their positions, 502 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

62% more first-time investments, than exits

New positions opened: 86 | Existing positions closed: 53

6% more capital invested

Capital invested by funds: $29B → $30.7B (+$1.68B)

2% more funds holding

Funds holding: 1,1591,182 (+23)

7% more call options, than puts

Call options by funds: $99.3M | Put options by funds: $93.1M

0.99% less ownership

Funds ownership: 81.74%80.74% (-0.99%)

9% less funds holding in top 10

Funds holding in top 10: 3330 (-3)

28% less repeat investments, than reductions

Existing positions increased: 359 | Existing positions reduced: 502

Holders
1,182
Holders Change
+23
Holders Change %
+1.98%
% of All Funds
27.02%
Holding in Top 10
30
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-9.09%
% of All Funds
0.69%
New
86
Increased
359
Reduced
502
Closed
53
Calls
$99.3M
Puts
$93.1M
Net Calls
+$6.14M
Net Calls Change
-$2.92M
Name Holding Trade Value Shares
Change
Change in
Stake
RE
751
RBC Europe
United Kingdom
$590K +$1.23K +17 +0.2%
LIM
752
Loudon Investment Management
New Hampshire
$589K -$19.8K -275 -3%
MIM
753
Marco Investment Management
Georgia
$588K -$921K -12,778 -61%
SXL
754
Summit X LLC
Missouri
$586K -$54.4K -755 -9%
ECM
755
Everence Capital Management
Indiana
$585K
DIA
756
Davidson Investment Advisors
Montana
$583K -$49.7K -690 -8%
WS
757
Wedbush Securities
California
$578K -$70.4K -977 -11%
CPIA
758
Cornell Pochily Investment Advisors
New York
$577K -$1.8K -25 -0.3%
AW
759
ACG Wealth
Georgia
$576K +$144 +2 +0%
FMB
760
Field & Main Bank
Kentucky
$574K -$10.8K -150 -2%
BCM
761
Becker Capital Management
Oregon
$574K
IRF
762
IBM Retirement Fund
New York
$571K -$95.9K -1,331 -15%
MIM
763
Montgomery Investment Management
Maryland
$571K
PAA
764
Peregrine Asset Advisers
Oregon
$571K
SCM
765
Southport Capital Management
Tennessee
$570K -$8.21K -114 -1%
ECM
766
Elgethun Capital Management
South Dakota
$569K -$38.7K -537 -6%
SF
767
Synovus Financial
Georgia
$561K +$15.7K +218 +3%
KP
768
Keel Point
Alabama
$561K +$130K +1,810 +31%
NG
769
NatWest Group
United Kingdom
$560K
VIA
770
Vident Investment Advisory
Georgia
$557K -$73.7K -1,023 -12%
TTWM
771
TCV Trust & Wealth Management
Virginia
$552K +$318K +4,416 +142%
CCA
772
Checchi Capital Advisers
California
$550K +$288 +4 +0.1%
HIC
773
Holderness Investments Company
North Carolina
$546K
AT
774
Arden Trust
Delaware
$542K -$358K -4,965 -40%
WA
775
Winfield Associates
Ohio
$542K

SYY Hedge Fund Activity: Q3 2018 in Review

1,182 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Sysco (SYY) for Q3 2018, worth a combined $30.7B — up 5.8% from $29B a quarter earlier.

Buyers outnumbered sellers: 86 funds opened new SYY positions and 53 closed out — a net gain of 33 holders — while 359 added to existing stakes and 502 trimmed.

The largest buyer was Vanguard Group, adding an estimated $112M. The largest seller was Trian Fund Management, cutting an estimated $353M.

  • 1,182 institutional investors held Sysco (SYY) as of Q3 2018, up from 1,159 in Q2 2018.
  • Funds reported $30.7B of Sysco stock for Q3 2018, up 5.8% quarter-over-quarter.
  • 86 funds opened new Sysco positions in Q3 2018 and 53 closed out, a net change of +33 holders.
  • The largest Sysco buyer in Q3 2018 was Vanguard Group, an estimated $112M added.
  • The largest Sysco seller in Q3 2018 was Trian Fund Management, an estimated $353M sold.

Based on aggregated 13F filings for Q3 2018.