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1,188 hedge funds and large institutions have $22.5B invested in Sysco in 2020 Q2 according to their latest regulatory filings, with 159 funds opening new positions, 380 increasing their positions, 501 reducing their positions, and 112 closing their positions.

New
Increased
Maintained
Reduced
Closed

64% more call options, than puts

Call options by funds: $196M | Put options by funds: $120M

42% more first-time investments, than exits

New positions opened: 159 | Existing positions closed: 112

19% more capital invested

Capital invested by funds: $18.9B → $22.5B (+$3.57B)

3% more funds holding

Funds holding: 1,1531,188 (+35)

0.4% less ownership

Funds ownership: 81.58%81.18% (-0.4%)

24% less repeat investments, than reductions

Existing positions increased: 380 | Existing positions reduced: 501

38% less funds holding in top 10

Funds holding in top 10: 1610 (-6)

Holders
1,188
Holders Change
+35
Holders Change %
+3.04%
% of All Funds
24.36%
Holding in Top 10
10
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-37.5%
% of All Funds
0.21%
New
159
Increased
380
Reduced
501
Closed
112
Calls
$196M
Puts
$120M
Net Calls
+$76.1M
Net Calls Change
+$68.4M
Name Holding Trade Value Shares
Change
Change in
Stake
WEC
826
Winslow Evans & Crocker
Massachusetts
$362K -$404K -7,675 -54%
MIM
827
Montgomery Investment Management
Maryland
$361K
SBWM
828
Sunflower Bank Wealth Management
Arizona
$361K +$347K +6,606 New
HI
829
Horizon Investments
North Carolina
$359K +$348K +6,618 New
LW
830
Linscomb Wealth
Texas
$358K -$537K -10,214 -61%
KA
831
Kovack Advisors
Florida
$358K +$26.1K +496 +8%
SMM
832
Stadion Money Management
Georgia
$357K
SC
833
Savant Capital
Illinois
$354K +$5.57K +106 +2%
BIA
834
BHK Investment Advisors
Alabama
$354K +$340K +6,473 New
CPIA
835
Cornell Pochily Investment Advisors
New York
$353K +$263 +5 +0.1%
SRAM
836
Stone Ridge Asset Management
New York
$352K -$1.37M -25,966 -80%
AWM
837
Aberdeen Wealth Management
Illinois
$352K +$22.8K +434 +7%
TI
838
Trexquant Investment
Connecticut
$352K +$339K +6,447 New
WTC
839
WhitTier Trust Company
Nevada
$351K -$263 -5 -0.1%
S
840
Seeyond
France
$349K -$700K -13,311 -68%
RBFC
841
Roman Butler Fullerton & Co
Missouri
$347K -$4.1K -78 -1%
PTC
842
Private Trust Company
Ohio
$346K +$57.1K +1,086 +20%
BFG
843
Beacon Financial Group
Texas
$345K
WCWM
844
Willow Creek Wealth Management
California
$344K -$6.1K -116 -2%
WS
845
Wedbush Securities
California
$344K +$41.3K +785 +14%
Fisher Asset Management
846
Fisher Asset Management
Washington
$343K +$330K +6,272 New
LWM
847
Lyell Wealth Management
California
$343K +$330K +6,275 New
EI
848
Ellevest Inc
New York
$342K -$4.63K -88 -1%
OFG
849
OmniStar Financial Group
North Carolina
$342K +$280K +5,334 +574%
W
850
WealthStone
Ohio
$341K +$328K +6,244 New

SYY Hedge Fund Activity: Q2 2020 in Review

1,188 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Sysco (SYY) for Q2 2020, worth a combined $22.5B — up 19% from $18.9B a quarter earlier.

Buyers outnumbered sellers: 159 funds opened new SYY positions and 112 closed out — a net gain of 47 holders — while 380 added to existing stakes and 501 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $620M. The largest seller was Janus Henderson Group, cutting an estimated $209M.

  • 1,188 institutional investors held Sysco (SYY) as of Q2 2020, up from 1,153 in Q1 2020.
  • Funds reported $22.5B of Sysco stock for Q2 2020, up 19% quarter-over-quarter.
  • 159 funds opened new Sysco positions in Q2 2020 and 112 closed out, a net change of +47 holders.
  • The largest Sysco buyer in Q2 2020 was Fidelity Investments, an estimated $620M added.
  • The largest Sysco seller in Q2 2020 was Janus Henderson Group, an estimated $209M sold.

Based on aggregated 13F filings for Q2 2020.