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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
D.E. Shaw & Co
776
D.E. Shaw & Co
New York
$431K -$2.91M -51,333 -88%
NERM
777
New England Research & Management
Illinois
$431K -$433K -7,640 -52%
EDRIA
778
Edmonds Duncan Registered Investment Advisors
Kansas
$428K
LNC
779
Lincoln National Corp
Pennsylvania
$427K +$398K +7,028 New
HAIM
780
Hunter Associates Investment Management
Pennsylvania
$425K
DIM
781
DC Investments Management
Virginia
$425K +$397K +7,005 New
RCA
782
Rowland Carmichael Advisors
Arizona
$418K
BAS
783
Brown Advisory Securities
Maryland
$418K +$2.72K +48 +0.7%
GT
784
Glenview Trust
Kentucky
$416K -$453 -8 -0.1%
DP
785
Dearborn Partners
Illinois
$416K
IFWM
786
Institute for Wealth Management
Colorado
$412K +$383K +6,765 New
Cerity Partners
787
Cerity Partners
New York
$411K +$9.18K +162 +2%
CCA
788
Checchi Capital Advisers
California
$410K +$227 +4 +0.1%
MCA
789
Mercer Capital Advisers
New Jersey
$409K
DS
790
DRW Securities
Illinois
$408K +$381K +6,720 New
IAA
791
Independent Advisor Alliance
North Carolina
$406K +$132K +2,336 +55%
SCM
792
Stonebridge Capital Management
California
$405K
PTC
793
Private Trust Company
Ohio
$405K +$103K +1,820 +37%
PP
794
Palladium Partners
Virginia
$402K
FRM
795
Fox Run Management
Connecticut
$399K +$372K +6,564 New
WCM
796
Wunderlich Capital Managemnt
Tennessee
$398K +$371K +6,547 New
RMCM
797
Reynders McVeigh Capital Management
Massachusetts
$396K -$22.7K -400 -6%
SDIC
798
South Dakota Investment Council
South Dakota
$395K -$1.51M -26,600 -80%
IFS
799
Ifrah Financial Services
Arkansas
$395K -$158K -2,795 -30%
HCM
800
Highlander Capital Management
New Jersey
$394K

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.