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Sysco
SYY

Overview Fund Activity

1,108 hedge funds and large institutions have $25.3B invested in Sysco in 2018 Q1 according to their latest regulatory filings, with 85 funds opening new positions, 348 increasing their positions, 466 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,108
Holders Change
-4
Holders Change %
-0.36%
% of All Funds
25.43%
Holding in Top 10
22
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+29.41%
% of All Funds
0.5%
New
85
Increased
348
Reduced
466
Closed
79
Calls
$68.4M
Puts
$62.4M
Net Calls
+$5.99M
Net Calls Change
-$60.2M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$715M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$84.9M
3
Bank of America
Bank of America
North Carolina
+$52.7M
4
Point72 Asset Management
Point72 Asset Management
Connecticut
+$50.9M
5
AIM
Allen Investment Management
New York
+$38.7M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$105M
2
Goldman Sachs
Goldman Sachs
New York
-$76.7M
3
State Street
State Street
Massachusetts
-$68.5M
4
Millennium Management
Millennium Management
New York
-$64.2M
5
VOYA Investment Management
VOYA Investment Management
Georgia
-$57.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
RG
826
Rikoon Group
New Mexico
$302K +$10.8K +185 +4%
BAM
827
Brave Asset Management
New Jersey
$300K – – –
WA
828
WealthTrust Axiom
Pennsylvania
$299K -$35.9K -600 -11%
ECM
829
Evergreen Capital Management
Washington
$298K +$298K +4,970 New
LA
830
Lau Associates
Delaware
$297K – – –
SYBT
831
Stock Yards Bank & Trust
Kentucky
$291K – – –
RMDI
832
R.M. Davis Inc
Maine
$291K – – –
IWM
833
IHT Wealth Management
Illinois
$288K +$8.93K +153 +3%
VV
834
Verity & Verity
South Carolina
$288K +$23.9K +398 +9%
EA
835
Edge Advisors
Georgia
$287K -$410K -6,877 -59%
LSC
836
Lesa Sroufe & Co
Washington
$287K +$287K +4,781 New
CWM
837
Confluence Wealth Management
Oregon
$285K -$2.34K -39 -0.8%
MWM
838
Mission Wealth Management
California
$284K -$21.7K -361 -7%
WF
839
WoodTrust Financial
Wisconsin
$280K – – –
PL
840
Perpetual Ltd
Australia
$280K – – –
LCM
841
Leisure Capital Management
California
$280K +$280K +4,667 New
VAM
842
Visionary Asset Management
Texas
$279K +$50K +842 +22%
PCMC
843
Paragon Capital Management (Colorado)
Colorado
$278K – – –
BIAS
844
Beacon Investment Advisory Services
New Jersey
$277K -$63.7K -1,060 -19%
ISL
845
Ingalls & Snyder LLC
New York
$276K – – –
WIC
846
Whitegate Investment Counselors
New Hampshire
$276K – – –
MMHP
847
Murphy Middleton Hinkle & Parker
Georgia
$276K +$120 +2 +0%
GA
848
Gateway Advisory
New Jersey
$275K -$14.1K -235 -5%
SFG
849
Summit Financial Group
West Virginia
$275K – – –
WP
850
WMS Partners
Maryland
$275K – – –
32 33
34
35 36