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1,182 hedge funds and large institutions have $30.7B invested in Sysco in 2018 Q3 according to their latest regulatory filings, with 86 funds opening new positions, 359 increasing their positions, 502 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

62% more first-time investments, than exits

New positions opened: 86 | Existing positions closed: 53

6% more capital invested

Capital invested by funds: $29B → $30.7B (+$1.68B)

2% more funds holding

Funds holding: 1,1591,182 (+23)

7% more call options, than puts

Call options by funds: $99.3M | Put options by funds: $93.1M

0.99% less ownership

Funds ownership: 81.74%80.74% (-0.99%)

9% less funds holding in top 10

Funds holding in top 10: 3330 (-3)

28% less repeat investments, than reductions

Existing positions increased: 359 | Existing positions reduced: 502

Holders
1,182
Holders Change
+23
Holders Change %
+1.98%
% of All Funds
27.02%
Holding in Top 10
30
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-9.09%
% of All Funds
0.69%
New
86
Increased
359
Reduced
502
Closed
53
Calls
$99.3M
Puts
$93.1M
Net Calls
+$6.14M
Net Calls Change
-$2.92M
Name Holding Trade Value Shares
Change
Change in
Stake
CCFCSB
826
Cape Cod Five Cents Savings Bank
Massachusetts
$429K -$3.6K -50 -0.8%
CC
827
Courier Capital
New York
$423K -$11.1K -154 -3%
JA
828
JOYN Advisors
Georgia
$418K -$74.9K -1,039 -15%
FFA
829
First Foundation Advisors
California
$416K +$1.08K +15 +0.3%
CPIG
830
Chicago Partners Investment Group
Illinois
$415K
S
831
SimplyRich
California
$414K
ONST
832
Old North State Trust
North Carolina
$412K +$405K +5,625 New
BFG
833
Beacon Financial Group
Texas
$409K
Cerity Partners
834
Cerity Partners
New York
$408K -$234K -3,247 -37%
LOAME
835
Lombard Odier Asset Management (Europe)
United Kingdom
$408K
JIP
836
Jaffetilchin Investment Partners
Florida
$407K -$2.81K -39 -0.7%
IAA
837
Independent Advisor Alliance
North Carolina
$403K +$52K +722 +15%
RIM
838
Rampart Investment Management
Connecticut
$401K -$919K -12,752 -10%
MHIC
839
Marble Harbor Investment Counsel
Massachusetts
$401K
RG
840
Rikoon Group
New Mexico
$401K
RCAG
841
Rehmann Capital Advisory Group
Michigan
$400K -$15.6K -217 -4%
FFBTD
842
First Financial Bank - Trust Division
Ohio
$400K +$7.21K +100 +2%
CCT
843
Chemung Canal Trust
New York
$397K -$588K -8,162 -60%
MFG
844
Merit Financial Group
Georgia
$396K -$25.8K -358 -6%
SC
845
Savant Capital
Illinois
$393K +$6.92K +96 +2%
LA
846
Lau Associates
Delaware
$392K +$29.4K +408 +8%
MWM
847
Mission Wealth Management
California
$391K +$7.35K +102 +2%
IR
848
Invictus RG
Bermuda
$390K -$73.8K -1,024 -16%
MIFH
849
Migdal Insurance & Financial Holdings
Israel
$388K -$50.9K -706 -12%
GC
850
Grimes & Company
Massachusetts
$386K +$57.6K +800 +18%

SYY Hedge Fund Activity: Q3 2018 in Review

1,182 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Sysco (SYY) for Q3 2018, worth a combined $30.7B — up 5.8% from $29B a quarter earlier.

Buyers outnumbered sellers: 86 funds opened new SYY positions and 53 closed out — a net gain of 33 holders — while 359 added to existing stakes and 502 trimmed.

The largest buyer was Vanguard Group, adding an estimated $112M. The largest seller was Trian Fund Management, cutting an estimated $353M.

  • 1,182 institutional investors held Sysco (SYY) as of Q3 2018, up from 1,159 in Q2 2018.
  • Funds reported $30.7B of Sysco stock for Q3 2018, up 5.8% quarter-over-quarter.
  • 86 funds opened new Sysco positions in Q3 2018 and 53 closed out, a net change of +33 holders.
  • The largest Sysco buyer in Q3 2018 was Vanguard Group, an estimated $112M added.
  • The largest Sysco seller in Q3 2018 was Trian Fund Management, an estimated $353M sold.

Based on aggregated 13F filings for Q3 2018.