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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
LSAG
826
Lake Street Advisors Group
New Hampshire
$348K +$325K +5,730 New
BOH
827
Bank of Hawaii
Hawaii
$347K +$324K +5,720 New
FFA
828
First Foundation Advisors
California
$346K -$2.32K -41 -0.7%
LJAC
829
L.J. Altfest & Co
New York
$346K
BFG
830
Beacon Financial Group
Texas
$345K
MHIC
831
Marble Harbor Investment Counsel
Massachusetts
$345K +$22.7K +400 +8%
BIAS
832
Beacon Investment Advisory Services
New Jersey
$344K -$340K -6,009 -51%
S
833
SimplyRich
California
$344K +$321K +5,657 New
CIC
834
Crawford Investment Counsel
Georgia
$342K +$20.7K +366 +7%
WA
835
WealthTrust Axiom
Pennsylvania
$340K
CNC
836
Citizens & Northern Corp
Pennsylvania
$336K
SAM
837
Selway Asset Management
$334K -$227K -4,000 -42%
ZAM
838
Zevin Asset Management
Massachusetts
$328K
BA
839
Boston Advisors
Massachusetts
$324K -$113K -2,000 -27%
LIM
840
Leavell Investment Management
Alabama
$318K
SC
841
Savant Capital
Illinois
$318K +$15.7K +277 +6%
IP
842
Intellectus Partners
California
$317K -$9.18K -162 -3%
BB
843
Busey Bank
Illinois
$315K
PL
844
Plancorp LLC
Missouri
$311K -$283 -5 -0.1%
MWM
845
Mission Wealth Management
California
$309K -$1.64K -29 -0.6%
HL
846
HeadInvest LLC
Maine
$309K
RT
847
Rockland Trust
Massachusetts
$309K +$288K +5,081 New
AWM
848
Aevitas Wealth Management
Massachusetts
$305K +$285K +5,023 New
BAM
849
Brave Asset Management
New Jersey
$304K
RG
850
Rikoon Group
New Mexico
$304K

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.