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951 hedge funds and large institutions have $20.6B invested in Sysco in 2016 Q1 according to their latest regulatory filings, with 93 funds opening new positions, 319 increasing their positions, 399 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more funds holding in top 10

Funds holding in top 10: 1930 (+11)

55% more first-time investments, than exits

New positions opened: 93 | Existing positions closed: 60

9% more capital invested

Capital invested by funds: $18.9B → $20.6B (+$1.68B)

2% more funds holding

Funds holding: 929951 (+22)

1.75% less ownership

Funds ownership: 81.73%79.99% (-1.7%)

20% less repeat investments, than reductions

Existing positions increased: 319 | Existing positions reduced: 399

34% less call options, than puts

Call options by funds: $91.9M | Put options by funds: $140M

Holders
951
Holders Change
+22
Holders Change %
+2.37%
% of All Funds
25.34%
Holding in Top 10
30
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+57.89%
% of All Funds
0.8%
New
93
Increased
319
Reduced
399
Closed
60
Calls
$91.9M
Puts
$140M
Net Calls
-$48.4M
Net Calls Change
-$44.3M
Name Holding Trade Value Shares
Change
Change in
Stake
HR
851
Howe & Rusling
New York
$80K -$1.47K -34 -2%
JAM
852
Jolley Asset Management
North Carolina
$80K +$69K +1,600 +1,391%
MUS
853
Mitsubishi UFJ Securities
Japan
$79K +$72.9K +1,690 New
JFA
854
JNBA Financial Advisors
Minnesota
$78K -$23.7K -550 -25%
ZB
855
Zions Bancorporation
Utah
$78K -$1.04K -24 -1%
BWA
856
Burt Wealth Advisors
Maryland
$75K +$45.9K +1,063 +198%
FCCM
857
First City Capital Management
Georgia
$70.1K
SAMC
858
Shinko Asset Management Company
Japan
$69K -$10.3K -238 -14%
AC
859
Alexandria Capital
Virginia
$69K +$647 +15 +1%
CPA
860
Cowen Prime Advisors
New York
$65K -$12.9K -300 -18%
CCA
861
Catalyst Capital Advisors
New York
$63K +$57.8K +1,340 New
AIM
862
Acrospire Investment Management
Illinois
$61K +$56.1K +1,300 New
WOC
863
West Oak Capital
California
$60.7K
PMFA
864
Plante Moran Financial Advisors
Michigan
$60K +$949 +22 +2%
ST
865
Spot Trading
Illinois
$59K -$1.34M -31,102 -96%
IPC
866
Independent Portfolio Consultants
Florida
$57K -$717K -16,618 -93%
M
867
MOTCO
Texas
$56K
PCTC
868
Perkins Coie Trust Company
Washington
$55K
FNBSF
869
First National Bank Sioux Falls
South Dakota
$54K
JFGIW
870
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$53K -$6.47K -150 -12%
PIM
871
Parasol Investment Management
Illinois
$50K +$3.24K +75 +8%
TCM
872
Tradewinds Capital Management
Washington
$50K +$8.67K +201 +23%
WHG
873
Westwood Holdings Group
Texas
$48K +$44.2K +1,025 New
MIP
874
Mondrian Investment Partners
United Kingdom
$47K
BBPWM
875
Blue Bell Private Wealth Management
Pennsylvania
$46K

SYY Hedge Fund Activity: Q1 2016 in Review

951 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Sysco (SYY) for Q1 2016, worth a combined $20.6B — up 8.9% from $18.9B a quarter earlier.

Buyers outnumbered sellers: 93 funds opened new SYY positions and 60 closed out — a net gain of 33 holders — while 319 added to existing stakes and 399 trimmed.

The largest buyer was Vanguard Group, adding an estimated $264M. The largest seller was Franklin Resources, cutting an estimated $367M.

  • 951 institutional investors held Sysco (SYY) as of Q1 2016, up from 929 in Q4 2015.
  • Funds reported $20.6B of Sysco stock for Q1 2016, up 8.9% quarter-over-quarter.
  • 93 funds opened new Sysco positions in Q1 2016 and 60 closed out, a net change of +33 holders.
  • The largest Sysco buyer in Q1 2016 was Vanguard Group, an estimated $264M added.
  • The largest Sysco seller in Q1 2016 was Franklin Resources, an estimated $367M sold.

Based on aggregated 13F filings for Q1 2016.