We are live on ! Find out more

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
PVWM
826
Point View Wealth Management
New Jersey
$257K
HL
827
HeadInvest LLC
Maine
$256K -$21.4K -400 -7%
BAS
828
Brown Advisory Securities
Maryland
$256K +$8.92K +167 +3%
BAM
829
Brave Asset Management
New Jersey
$252K
CA
830
Cornerstone Advisors
North Carolina
$252K +$267K +5,000 New
RG
831
Rikoon Group
New Mexico
$251K
FIB
832
First Interstate Bank
Montana
$250K +$3.58K +67 +1%
LA
833
Lau Associates
Delaware
$249K
SFG
834
Summit Financial Group
West Virginia
$248K +$263K +4,930 New
SCM
835
Salem Capital Management
Massachusetts
$247K
CWM
836
Confluence Wealth Management
Oregon
$246K -$16.5K -309 -6%
SYBT
837
Stock Yards Bank & Trust
Kentucky
$244K +$6.51K +122 +3%
OC
838
Oakworth Capital
Alabama
$242K -$16K -300 -6%
PTC
839
Private Trust Company
Ohio
$239K -$169K -3,161 -40%
Carson Wealth (CWM LLC)
840
Carson Wealth (CWM LLC)
Nebraska
$238K -$82.4K -1,543 -25%
LOAMS
841
Lombard Odier Asset Management (Switzerland)
Switzerland
$238K
MA
842
Marshwinds Advisory
Georgia
$234K -$8.06K -151 -3%
FNB
843
Farmers National Bank
Kentucky
$232K -$16K -300 -6%
WIC
844
Whitegate Investment Counselors
New Hampshire
$232K
BJL
845
Brighton Jones LLC
Washington
$232K +$246K +4,613 New
ISL
846
Ingalls & Snyder LLC
New York
$231K
OAM
847
Oxford Asset Management
United Kingdom
$230K -$379K -7,095 -61%
ARMT
848
Amica Retiree Medical Trust
Rhode Island
$229K
CFD
849
Creative Financial Designs
Indiana
$228K -$69.8K -1,308 -22%
GA
850
Gateway Advisory
New Jersey
$227K -$21.3K -399 -8%

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.