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1,227 hedge funds and large institutions have $32.5B invested in Sysco in 2019 Q3 according to their latest regulatory filings, with 103 funds opening new positions, 481 increasing their positions, 429 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed

53% more call options, than puts

Call options by funds: $116M | Put options by funds: $75.6M

37% more first-time investments, than exits

New positions opened: 103 | Existing positions closed: 75

35% more funds holding in top 10

Funds holding in top 10: 2027 (+7)

12% more capital invested

Capital invested by funds: $28.9B → $32.5B (+$3.55B)

12% more repeat investments, than reductions

Existing positions increased: 481 | Existing positions reduced: 429

2% more funds holding

Funds holding: 1,2071,227 (+20)

0.01% less ownership

Funds ownership: 79.93%79.92% (-0.01%)

Holders
1,227
Holders Change
+20
Holders Change %
+1.66%
% of All Funds
26.91%
Holding in Top 10
27
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+35%
% of All Funds
0.59%
New
103
Increased
481
Reduced
429
Closed
75
Calls
$116M
Puts
$75.6M
Net Calls
+$40.2M
Net Calls Change
+$3.56M
Name Holding Trade Value Shares
Change
Change in
Stake
SVWAG
826
Sound View Wealth Advisors Group
Georgia
$468K -$9.47K -129 -2%
ETI
827
Enterprise Trust & Investment
California
$468K
MWM
828
Mission Wealth Management
California
$467K +$881 +12 +0.2%
DIA
829
Davidson Investment Advisors
Montana
$466K -$11K -150 -2%
ERIM
830
Eagle Ridge Investment Management
Connecticut
$466K
SAA
831
Southeast Asset Advisors
Georgia
$464K
DIM
832
DC Investments Management
Virginia
$462K -$23.7K -323 -5%
TTWM
833
TCV Trust & Wealth Management
Virginia
$462K
ECM
834
Evergreen Capital Management
Washington
$457K -$20.4K -278 -5%
BFO
835
Boston Family Office
Massachusetts
$457K
MA
836
Montag & Associates
Georgia
$454K
IFS
837
Ifrah Financial Services
Arkansas
$453K -$8.74K -119 -2%
BAM
838
Barrett Asset Management
New York
$453K -$2.57K -35 -0.6%
LW
839
Linscomb Wealth
Texas
$452K -$16.4K -223 -4%
OWA
840
Outlook Wealth Advisors
Texas
$452K +$8.59K +117 +2%
NQWM
841
Northwest Quadrant Wealth Management
Oregon
$452K +$33K +449 +9%
NG
842
Northstar Group
New York
$450K
TNB
843
TCF National Bank
South Dakota
$448K +$414K +5,637 New
S
844
SimplyRich
California
$446K
FFWA
845
FRG Family Wealth Advisors
Washington
$445K -$47.7K -650 -10%
PA
846
Pinnacle Associates
New York
$445K +$71.6K +975 +21%
NFG
847
Next Financial Group
Texas
$444K -$114K -1,558 -22%
CC
848
Courier Capital
New York
$444K -$3.67K -50 -0.9%
LOAME
849
Lombard Odier Asset Management (Europe)
United Kingdom
$442K
BIM
850
Bridges Investment Management
Nebraska
$440K -$15.7K -214 -4%

SYY Hedge Fund Activity: Q3 2019 in Review

1,227 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Sysco (SYY) for Q3 2019, worth a combined $32.5B — up 12% from $28.9B a quarter earlier.

Buyers outnumbered sellers: 103 funds opened new SYY positions and 75 closed out — a net gain of 28 holders — while 481 added to existing stakes and 429 trimmed.

The largest buyer was Longview Partners, opening a new position worth an estimated $504M. The largest seller was Capital World Investors, cutting an estimated $899M.

  • 1,227 institutional investors held Sysco (SYY) as of Q3 2019, up from 1,207 in Q2 2019.
  • Funds reported $32.5B of Sysco stock for Q3 2019, up 12% quarter-over-quarter.
  • 103 funds opened new Sysco positions in Q3 2019 and 75 closed out, a net change of +28 holders.
  • The largest Sysco buyer in Q3 2019 was Longview Partners, an estimated $504M added.
  • The largest Sysco seller in Q3 2019 was Capital World Investors, an estimated $899M sold.

Based on aggregated 13F filings for Q3 2019.