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1,225 hedge funds and large institutions have $27.2B invested in Sysco in 2019 Q1 according to their latest regulatory filings, with 119 funds opening new positions, 427 increasing their positions, 481 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed

53% more call options, than puts

Call options by funds: $64.5M | Put options by funds: $42.3M

35% more first-time investments, than exits

New positions opened: 119 | Existing positions closed: 88

2% more funds holding

Funds holding: 1,2051,225 (+20)

5% more capital invested

Capital invested by funds: $25.9B → $27.2B (+$1.25B)

0.59% less ownership

Funds ownership: 80.03%79.45% (-0.59%)

5% less funds holding in top 10

Funds holding in top 10: 2221 (-1)

11% less repeat investments, than reductions

Existing positions increased: 427 | Existing positions reduced: 481

Holders
1,225
Holders Change
+20
Holders Change %
+1.66%
% of All Funds
26.51%
Holding in Top 10
21
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.55%
% of All Funds
0.45%
New
119
Increased
427
Reduced
481
Closed
88
Calls
$64.5M
Puts
$42.3M
Net Calls
+$22.2M
Net Calls Change
+$32.4M
Name Holding Trade Value Shares
Change
Change in
Stake
HWMG
826
Hurlow Wealth Management Group
Indiana
$420K -$4.42K -68 -1%
SCM
827
Stonebridge Capital Management
California
$419K +$2.54K +39 +0.6%
FFWA
828
FRG Family Wealth Advisors
Washington
$417K
EFS
829
Essex Financial Services
Connecticut
$415K -$45.7K -702 -10%
IA
830
IFG Advisory
Georgia
$414K +$19.8K +305 +5%
AWM
831
AE Wealth Management
Kansas
$413K -$46K -707 -10%
FNBT
832
FineMark National Bank & Trust
Florida
$409K +$8.52K +131 +2%
BUB
833
BBVA USA Bancshares
Texas
$408K -$40.5K -623 -9%
DCM
834
Dupont Capital Management
Delaware
$406K
ACP
835
Aveo Capital Partners
Colorado
$403K -$2.47K -38 -0.6%
GBA
836
Garrison Bradford & Associates
New York
$401K
IFS
837
Ifrah Financial Services
Arkansas
$400K -$5.27K -81 -1%
QCM
838
Quest Capital Management
Texas
$398K +$51.6K +793 +15%
LW
839
Linscomb Wealth
Texas
$393K
MA
840
MANA Advisors
New York
$393K +$383K +5,889 New
ERIM
841
Eagle Ridge Investment Management
Connecticut
$392K
SAA
842
Southeast Asset Advisors
Georgia
$391K -$48.8K -750 -11%
TTWM
843
TCV Trust & Wealth Management
Virginia
$389K -$111K -1,700 -23%
ET
844
Equitable Trust
Tennessee
$389K
MC
845
Menta Capital
California
$386K +$376K +5,776 New
Cerity Partners
846
Cerity Partners
New York
$385K -$9.69K -149 -3%
WPW
847
Waldron Private Wealth
Pennsylvania
$385K +$1.11K +17 +0.3%
BFO
848
Boston Family Office
Massachusetts
$384K -$6.5K -100 -2%
FFA
849
First Foundation Advisors
California
$384K +$3.06K +47 +0.8%
EIP
850
Ellis Investment Partners
Pennsylvania
$384K +$95.6K +1,470 +34%

SYY Hedge Fund Activity: Q1 2019 in Review

1,225 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in Sysco (SYY) for Q1 2019, worth a combined $27.2B — up 4.8% from $25.9B a quarter earlier.

Buyers outnumbered sellers: 119 funds opened new SYY positions and 88 closed out — a net gain of 31 holders — while 427 added to existing stakes and 481 trimmed.

The largest buyer was Millennium Management, adding an estimated $148M. The largest seller was Bank of America, cutting an estimated $519M.

  • 1,225 institutional investors held Sysco (SYY) as of Q1 2019, up from 1,205 in Q4 2018.
  • Funds reported $27.2B of Sysco stock for Q1 2019, up 4.8% quarter-over-quarter.
  • 119 funds opened new Sysco positions in Q1 2019 and 88 closed out, a net change of +31 holders.
  • The largest Sysco buyer in Q1 2019 was Millennium Management, an estimated $148M added.
  • The largest Sysco seller in Q1 2019 was Bank of America, an estimated $519M sold.

Based on aggregated 13F filings for Q1 2019.