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1,023 hedge funds and large institutions have $21.6B invested in Sysco in 2017 Q2 according to their latest regulatory filings, with 68 funds opening new positions, 325 increasing their positions, 429 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more call options, than puts

Call options by funds: $182M | Put options by funds: $137M

11% more first-time investments, than exits

New positions opened: 68 | Existing positions closed: 61

0.8% more ownership

Funds ownership: 79.51%80.31% (+0.8%)

0% less funds holding

Funds holding: 1,0271,023 (-4)

3% less capital invested

Capital invested by funds: $22.3B → $21.6B (-$643M)

12% less funds holding in top 10

Funds holding in top 10: 1715 (-2)

24% less repeat investments, than reductions

Existing positions increased: 325 | Existing positions reduced: 429

Holders
1,023
Holders Change
-4
Holders Change %
-0.39%
% of All Funds
25.5%
Holding in Top 10
15
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-11.76%
% of All Funds
0.37%
New
68
Increased
325
Reduced
429
Closed
61
Calls
$182M
Puts
$137M
Net Calls
+$45M
Net Calls Change
+$48M
Name Holding Trade Value Shares
Change
Change in
Stake
SCM
801
Shelton Capital Management
Colorado
$293K -$29.6K -554 -9%
IH
802
IFC Holdings
Florida
$291K -$4.91K -92 -2%
KP
803
Keel Point
Alabama
$291K +$2.51K +47 +0.8%
CNC
804
Citizens & Northern Corp
Pennsylvania
$290K -$12K -225 -4%
LJAC
805
L.J. Altfest & Co
New York
$287K
BFG
806
Beacon Financial Group
Texas
$283K -$171K -3,200 -36%
WA
807
WealthTrust Axiom
Pennsylvania
$281K
DWA
808
Douglass Winthrop Advisors
New York
$280K
Jones Financial Companies
809
Jones Financial Companies
Missouri
$278K -$69.7K -1,305 -19%
NFG
810
Next Financial Group
Texas
$277K +$16.3K +306 +6%
FMA
811
FNY Managed Accounts
New York
$276K +$255K +4,775 +659%
WAM
812
Wealthspire Advisors (Maryland)
Maryland
$275K -$29.2K -547 -9%
MIM
813
Midwest Investment Management
Ohio
$274K
FI
814
FormulaFolio Investments
Michigan
$273K -$55.2K -1,033 -16%
NQWM
815
Northwest Quadrant Wealth Management
Oregon
$269K +$1.55K +29 +0.6%
CCM
816
Crossvault Capital Management
Texas
$268K
TCM
817
Tetrem Capital Management
Manitoba, Canada
$265K -$151K -2,821 -35%
CIC
818
Crawford Investment Counsel
Georgia
$265K
Marshall Wace
819
Marshall Wace
United Kingdom
$265K +$283K +5,294 New
LIM
820
Leavell Investment Management
Alabama
$264K -$5.61K -105 -2%
SC
821
Savant Capital
Illinois
$261K -$14.7K -276 -5%
BB
822
Busey Bank
Illinois
$261K -$10.9K -205 -4%
Twin Tree Management
823
Twin Tree Management
Texas
$260K -$723K -13,537 -72%
PL
824
Plancorp LLC
Missouri
$258K +$53 +1 +0%
MWM
825
Mission Wealth Management
California
$258K +$17.9K +336 +7%

SYY Hedge Fund Activity: Q2 2017 in Review

1,023 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Sysco (SYY) for Q2 2017, worth a combined $21.6B — down 2.9% from $22.3B a quarter earlier.

Buyers outnumbered sellers: 68 funds opened new SYY positions and 61 closed out — a net gain of 7 holders — while 325 added to existing stakes and 429 trimmed.

The largest buyer was Janus Henderson Group, adding an estimated $301M. The largest seller was Bank of Montreal, cutting an estimated $70.3M.

  • 1,023 institutional investors held Sysco (SYY) as of Q2 2017, down from 1,027 in Q1 2017.
  • Funds reported $21.6B of Sysco stock for Q2 2017, down 2.9% quarter-over-quarter.
  • 68 funds opened new Sysco positions in Q2 2017 and 61 closed out, a net change of +7 holders.
  • The largest Sysco buyer in Q2 2017 was Janus Henderson Group, an estimated $301M added.
  • The largest Sysco seller in Q2 2017 was Bank of Montreal, an estimated $70.3M sold.

Based on aggregated 13F filings for Q2 2017.