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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
FMLI
801
Fukoku Mutual Life Insurance
Japan
$215K +$21.6K +500 +12%
MIC
802
Meridian Investment Counsel
California
$215K +$198K +4,600 New
PAA
803
Peregrine Asset Advisers
Oregon
$215K +$198K +4,600 New
S
804
SignatureFD
Georgia
$214K +$5.35K +124 +3%
ARMT
805
Amica Retiree Medical Trust
Rhode Island
$213K
LIM
806
Leavell Investment Management
Alabama
$212K +$195K +4,527 New
GHA
807
GW Henssler & Associates
Georgia
$211K +$195K +4,516 New
MMPW
808
Mitchell McLeod Pugh & Williams
Alabama
$209K +$193K +4,473 New
Geode Capital Management
809
Geode Capital Management
Massachusetts
$208K +$7.83M +181,435 +4%
CWM
810
Confluence Wealth Management
Oregon
$204K +$189K +4,369 New
SWM
811
Segment Wealth Management
Texas
$204K +$189K +4,374 New
CA
812
Cambridge Advisors
Nebraska
$203K +$187K +4,335 New
RB
813
Rodgers Brothers
Pennsylvania
$202K +$187K +4,329 New
IA
814
IFP Advisors
Florida
$200K -$1.31M -30,271 -91%
AF
815
Allworth Financial
California
$196K -$2.76K -64 -2%
IR
816
Invictus RG
Bermuda
$194K +$179K +4,152 New
MCM
817
MV Capital Management
Maryland
$193K +$28.1K +652 +19%
CAL
818
Capital Analysts LLC
Pennsylvania
$185K
WC
819
Whitnell & Co
Illinois
$178K
IIM
820
Ipswich Investment Management
Massachusetts
$178K +$155K +3,584 New
AIM
821
Anchor Investment Management
South Carolina
$178K +$164K +3,800 New
PAM
822
PartnerRe Asset Management
Connecticut
$166K
SEC
823
Seven Eight Capital
New York
$164K -$781K -18,100 -84%
KT
824
Kanaly Trust
Texas
$163K +$14.6K +338 +11%
Cohen & Steers
825
Cohen & Steers
New York
$159K +$21.6K +500 +17%

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.