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1,188 hedge funds and large institutions have $22.5B invested in Sysco in 2020 Q2 according to their latest regulatory filings, with 159 funds opening new positions, 380 increasing their positions, 501 reducing their positions, and 112 closing their positions.

New
Increased
Maintained
Reduced
Closed

64% more call options, than puts

Call options by funds: $196M | Put options by funds: $120M

42% more first-time investments, than exits

New positions opened: 159 | Existing positions closed: 112

19% more capital invested

Capital invested by funds: $18.9B → $22.5B (+$3.57B)

3% more funds holding

Funds holding: 1,1531,188 (+35)

0.4% less ownership

Funds ownership: 81.58%81.18% (-0.4%)

24% less repeat investments, than reductions

Existing positions increased: 380 | Existing positions reduced: 501

38% less funds holding in top 10

Funds holding in top 10: 1610 (-6)

Holders
1,188
Holders Change
+35
Holders Change %
+3.04%
% of All Funds
24.36%
Holding in Top 10
10
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-37.5%
% of All Funds
0.21%
New
159
Increased
380
Reduced
501
Closed
112
Calls
$196M
Puts
$120M
Net Calls
+$76.1M
Net Calls Change
+$68.4M
Name Holding Trade Value Shares
Change
Change in
Stake
WAP
751
Wealthcare Advisory Partners
Pennsylvania
$476K +$1.1K +21 +0.2%
BMC
752
Beaton Management Company
Massachusetts
$474K -$57.8K -1,100 -11%
BPM
753
Bowling Portfolio Management
Ohio
$472K -$2.31K -44 -0.5%
JIC
754
Johnson Investment Counsel
Ohio
$470K +$13.8K +263 +3%
BUB
755
BBVA USA Bancshares
Texas
$468K +$451K +8,577 New
IC
756
Intersect Capital
California
$466K -$75.3K -1,433 -14%
CAM
757
Columbia Asset Management
Michigan
$465K +$34.2K +650 +8%
PFSC
758
Peoples Financial Services Corp
Pennsylvania
$464K -$267K -5,075 -37%
PC
759
PA Capital
Virginia
$460K +$442K +8,414 New
Cetera Investment Advisers
760
Cetera Investment Advisers
Illinois
$459K +$170K +3,236 +63%
DP
761
Dearborn Partners
Illinois
$458K +$37.9K +721 +9%
HAG
762
HighPoint Advisor Group
Illinois
$455K +$11.4K +217 +3%
MWA
763
Meridian Wealth Advisors
Texas
$452K +$67.3K +1,280 +18%
NHC
764
Nicholas Hoffman & Company
Georgia
$451K -$99.6K -1,895 -19%
FNBT
765
FineMark National Bank & Trust
Florida
$451K +$5.99K +114 +1%
BRM
766
Boston Research & Management
Massachusetts
$450K +$2.42K +46 +0.6%
NL
767
NWAM LLC
Washington
$450K +$433K +8,231 New
CNC
768
Canandaigua National Corp
New York
$449K +$432K +8,216 New
SF
769
Symphony Financial
Texas
$446K -$79.9K -1,520 -16%
CT
770
Caldwell Trust
Florida
$439K -$23.1K -440 -5%
BCM
771
Brasada Capital Management
Texas
$437K +$421K +8,000 New
FMB
772
Field & Main Bank
Kentucky
$436K +$420K +7,980 New
WC
773
Whitney & Co
New York
$435K
WSTAM
774
Wilbanks Smith & Thomas Asset Management
Virginia
$429K -$8.04K -153 -2%
BIAS
775
Beacon Investment Advisory Services
New Jersey
$426K -$494K -9,405 -55%

SYY Hedge Fund Activity: Q2 2020 in Review

1,188 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Sysco (SYY) for Q2 2020, worth a combined $22.5B — up 19% from $18.9B a quarter earlier.

Buyers outnumbered sellers: 159 funds opened new SYY positions and 112 closed out — a net gain of 47 holders — while 380 added to existing stakes and 501 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $620M. The largest seller was Janus Henderson Group, cutting an estimated $209M.

  • 1,188 institutional investors held Sysco (SYY) as of Q2 2020, up from 1,153 in Q1 2020.
  • Funds reported $22.5B of Sysco stock for Q2 2020, up 19% quarter-over-quarter.
  • 159 funds opened new Sysco positions in Q2 2020 and 112 closed out, a net change of +47 holders.
  • The largest Sysco buyer in Q2 2020 was Fidelity Investments, an estimated $620M added.
  • The largest Sysco seller in Q2 2020 was Janus Henderson Group, an estimated $209M sold.

Based on aggregated 13F filings for Q2 2020.