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951 hedge funds and large institutions have $20.6B invested in Sysco in 2016 Q1 according to their latest regulatory filings, with 93 funds opening new positions, 319 increasing their positions, 399 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more funds holding in top 10

Funds holding in top 10: 1930 (+11)

55% more first-time investments, than exits

New positions opened: 93 | Existing positions closed: 60

9% more capital invested

Capital invested by funds: $18.9B → $20.6B (+$1.68B)

2% more funds holding

Funds holding: 929951 (+22)

1.75% less ownership

Funds ownership: 81.73%79.99% (-1.7%)

20% less repeat investments, than reductions

Existing positions increased: 319 | Existing positions reduced: 399

34% less call options, than puts

Call options by funds: $91.9M | Put options by funds: $140M

Holders
951
Holders Change
+22
Holders Change %
+2.37%
% of All Funds
25.34%
Holding in Top 10
30
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+57.89%
% of All Funds
0.8%
New
93
Increased
319
Reduced
399
Closed
60
Calls
$91.9M
Puts
$140M
Net Calls
-$48.4M
Net Calls Change
-$44.3M
Name Holding Trade Value Shares
Change
Change in
Stake
NI
776
Numeric Investors
Massachusetts
$248K -$51.8K -1,200 -18%
HL
777
HeadInvest LLC
Maine
$244K +$225K +5,221 New
HIC
778
Holderness Investments Company
North Carolina
$243K
PCM
779
Prelude Capital Management
New York
$243K +$162K +3,743 +256%
BCI
780
Brinker Capital Investments
Pennsylvania
$241K -$23.2K -537 -9%
IH
781
IFC Holdings
Florida
$240K +$1.85K +43 +0.8%
MA
782
Marshwinds Advisory
Georgia
$238K -$26.9K -624 -11%
KLWA
783
Kelly Lawrence W & Associates
California
$238K
TWA
784
TCI Wealth Advisors
Arizona
$238K +$2.37K +55 +1%
SI
785
Stephens Inc
Arkansas
$236K +$218K +5,055 New
YMRC
786
Yorktown Management & Research Company
Virginia
$234K -$1.73M -40,000 -89%
SCM
787
Salem Capital Management
Massachusetts
$234K -$57.5K -1,333 -21%
BAM
788
Brave Asset Management
New Jersey
$234K
ISL
789
Ingalls & Snyder LLC
New York
$233K -$8.24K -191 -4%
PVWM
790
Point View Wealth Management
New Jersey
$232K +$388 +9 +0.2%
LA
791
Lau Associates
Delaware
$231K
MHIC
792
Marble Harbor Investment Counsel
Massachusetts
$229K -$1.34K -31 -0.6%
MYLI
793
Meiji Yasuda Life Insurance
Japan
$229K +$211K +4,900 New
FTC
794
Farmers Trust Company
Ohio
$224K -$20.3K -470 -9%
BOH
795
Bank of Hawaii
Hawaii
$222K +$205K +4,760 New
LOAMS
796
Lombard Odier Asset Management (Switzerland)
Switzerland
$221K
MWM
797
Mission Wealth Management
California
$221K +$204K +4,725 New
SAM
798
SignalPoint Asset Management
Missouri
$221K +$204K +4,730 New
Toronto Dominion Bank
799
Toronto Dominion Bank
Ontario, Canada
$220K -$512K -11,864 -72%
AW
800
Alpha Windward
Massachusetts
$217K -$12K -277 -6%

SYY Hedge Fund Activity: Q1 2016 in Review

951 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Sysco (SYY) for Q1 2016, worth a combined $20.6B — up 8.9% from $18.9B a quarter earlier.

Buyers outnumbered sellers: 93 funds opened new SYY positions and 60 closed out — a net gain of 33 holders — while 319 added to existing stakes and 399 trimmed.

The largest buyer was Vanguard Group, adding an estimated $264M. The largest seller was Franklin Resources, cutting an estimated $367M.

  • 951 institutional investors held Sysco (SYY) as of Q1 2016, up from 929 in Q4 2015.
  • Funds reported $20.6B of Sysco stock for Q1 2016, up 8.9% quarter-over-quarter.
  • 93 funds opened new Sysco positions in Q1 2016 and 60 closed out, a net change of +33 holders.
  • The largest Sysco buyer in Q1 2016 was Vanguard Group, an estimated $264M added.
  • The largest Sysco seller in Q1 2016 was Franklin Resources, an estimated $367M sold.

Based on aggregated 13F filings for Q1 2016.