We are live on ! Find out more

995 hedge funds and large institutions have $21.2B invested in Sysco in 2016 Q3 according to their latest regulatory filings, with 62 funds opening new positions, 330 increasing their positions, 423 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more first-time investments, than exits

New positions opened: 62 | Existing positions closed: 49

10% more call options, than puts

Call options by funds: $81.2M | Put options by funds: $73.6M

1.31% more ownership

Funds ownership: 77.01%78.32% (+1.3%)

0% less funds holding

Funds holding: 996995 (-1)

4% less capital invested

Capital invested by funds: $22B → $21.2B (-$842M)

22% less repeat investments, than reductions

Existing positions increased: 330 | Existing positions reduced: 423

29% less funds holding in top 10

Funds holding in top 10: 3122 (-9)

Holders
995
Holders Change
-1
Holders Change %
-0.1%
% of All Funds
26.55%
Holding in Top 10
22
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-29.03%
% of All Funds
0.59%
New
62
Increased
330
Reduced
423
Closed
49
Calls
$81.2M
Puts
$73.6M
Net Calls
+$7.63M
Net Calls Change
-$21.6M
Name Holding Trade Value Shares
Change
Change in
Stake
WA
801
WealthTrust Axiom
Pennsylvania
$274K -$2.26K -44 -0.8%
FIB
802
First Interstate Bank
Montana
$269K -$4.88K -95 -2%
MIM
803
Midwest Investment Management
Ohio
$267K -$3.85K -75 -1%
DTL
804
Dynamic Technology Lab
Singapore
$265K +$278K +5,406 New
BCI
805
Brinker Capital Investments
Pennsylvania
$263K +$11.3K +220 +4%
LIM
806
Leavell Investment Management
Alabama
$262K
RAM
807
Redmond Asset Management
Virginia
$262K
CWM
808
Confluence Wealth Management
Oregon
$262K +$20.5K +400 +8%
CCM
809
Crossvault Capital Management
Texas
$261K
MSFP
810
Mark Sheptoff Financial Planning
Connecticut
$257K +$15.5K +301 +6%
OMCS
811
Old Mutual Customised Solutions
South Africa
$255K -$56.5K -1,100 -17%
HIC
812
Holderness Investments Company
North Carolina
$255K
CT
813
Cambridge Trust
Massachusetts
$251K -$28.5K -555 -10%
MIM
814
Marco Investment Management
Georgia
$250K
TWA
815
TCI Wealth Advisors
Arizona
$249K
SWM
816
Segment Wealth Management
Texas
$247K +$1.18K +23 +0.5%
MA
817
Marshwinds Advisory
Georgia
$245K -$5.14K -100 -2%
BAM
818
Brave Asset Management
New Jersey
$245K
SCM
819
Salem Capital Management
Massachusetts
$245K
EMG
820
Ellington Management Group
Connecticut
$245K +$257K +5,000 New
LA
821
Lau Associates
Delaware
$242K
SAMC
822
Shinko Asset Management Company
Japan
$239K +$180K +3,500 +255%
GHA
823
GW Henssler & Associates
Georgia
$236K +$15.4K +300 +7%
HAG
824
HighPoint Advisor Group
Illinois
$235K -$183K -3,569 -45%
RCAG
825
Rehmann Capital Advisory Group
Michigan
$233K -$5.75K -112 -2%

SYY Hedge Fund Activity: Q3 2016 in Review

995 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Sysco (SYY) for Q3 2016, worth a combined $21.2B — down 3.8% from $22B a quarter earlier.

Buyers outnumbered sellers: 62 funds opened new SYY positions and 49 closed out — a net gain of 13 holders — while 330 added to existing stakes and 423 trimmed.

The largest buyer was Capital World Investors, adding an estimated $198M. The largest seller was Bank of New York Mellon, cutting an estimated $291M.

  • 995 institutional investors held Sysco (SYY) as of Q3 2016, down from 996 in Q2 2016.
  • Funds reported $21.2B of Sysco stock for Q3 2016, down 3.8% quarter-over-quarter.
  • 62 funds opened new Sysco positions in Q3 2016 and 49 closed out, a net change of +13 holders.
  • The largest Sysco buyer in Q3 2016 was Capital World Investors, an estimated $198M added.
  • The largest Sysco seller in Q3 2016 was Bank of New York Mellon, an estimated $291M sold.

Based on aggregated 13F filings for Q3 2016.