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1,114 hedge funds and large institutions have $25.3B invested in Sysco in 2017 Q4 according to their latest regulatory filings, with 174 funds opening new positions, 329 increasing their positions, 422 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

255% more first-time investments, than exits

New positions opened: 174 | Existing positions closed: 49

47% more call options, than puts

Call options by funds: $208M | Put options by funds: $141M

20% more funds holding in top 10

Funds holding in top 10: 1518 (+3)

12% more funds holding

Funds holding: 9981,114 (+116)

10% more capital invested

Capital invested by funds: $22.9B → $25.3B (+$2.37B)

0.58% less ownership

Funds ownership: 80.57%79.98% (-0.58%)

22% less repeat investments, than reductions

Existing positions increased: 329 | Existing positions reduced: 422

Holders
1,114
Holders Change
+116
Holders Change %
+11.62%
% of All Funds
25.27%
Holding in Top 10
18
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+20%
% of All Funds
0.41%
New
174
Increased
329
Reduced
422
Closed
49
Calls
$208M
Puts
$141M
Net Calls
+$66.2M
Net Calls Change
+$23.7M
Name Holding Trade Value Shares
Change
Change in
Stake
HCMT
851
Highland Capital Management (Texas)
Texas
$304K +$283K +5,000 New
LA
852
Lau Associates
Delaware
$300K
SYBT
853
Stock Yards Bank & Trust
Kentucky
$295K
RMDI
854
R.M. Davis Inc
Maine
$295K +$25.5K +450 +10%
IWM
855
IHT Wealth Management
Illinois
$294K +$4.02K +71 +2%
GA
856
Gateway Advisory
New Jersey
$293K -$1.53K -27 -0.6%
NQWM
857
Northwest Quadrant Wealth Management
Oregon
$292K +$850 +15 +0.3%
SSG
858
Summit Securities Group
New York
$292K +$22.7K +400 +9%
CP
859
Camelot Portfolios
Ohio
$291K -$68K -1,200 -20%
CWM
860
Confluence Wealth Management
Oregon
$291K -$5.89K -104 -2%
IH
861
IFC Holdings
Florida
$290K -$14.3K -252 -5%
MPI
862
Mairs & Power Inc
Minnesota
$289K
GT
863
Greenleaf Trust
Michigan
$288K +$226K +3,995 +529%
AIA
864
Allied Investment Advisors
Montana
$288K +$269K +4,745 New
LOAMS
865
Lombard Odier Asset Management (Switzerland)
Switzerland
$287K
AF
866
Allworth Financial
California
$286K +$35.8K +632 +16%
PL
867
Perpetual Ltd
Australia
$286K +$39.7K +700 +18%
GCA
868
Gideon Capital Advisors
New York
$286K +$267K +4,717 New
WF
869
WoodTrust Financial
Wisconsin
$283K +$264K +4,667 New
PCMC
870
Paragon Capital Management (Colorado)
Colorado
$282K
MMPW
871
Mitchell McLeod Pugh & Williams
Alabama
$282K +$9.86K +174 +4%
WP
872
WMS Partners
Maryland
$279K -$180K -3,180 -41%
WIC
873
Whitegate Investment Counselors
New Hampshire
$279K
ISL
874
Ingalls & Snyder LLC
New York
$279K +$260K +4,595 New
MMHP
875
Murphy Middleton Hinkle & Parker
Georgia
$279K +$261K +4,600 New

SYY Hedge Fund Activity: Q4 2017 in Review

1,114 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Sysco (SYY) for Q4 2017, worth a combined $25.3B — up 10% from $22.9B a quarter earlier.

Buyers outnumbered sellers: 174 funds opened new SYY positions and 49 closed out — a net gain of 125 holders — while 329 added to existing stakes and 422 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $97.8M. The largest seller was Yacktman Asset Management, cutting an estimated $167M.

  • 1,114 institutional investors held Sysco (SYY) as of Q4 2017, up from 998 in Q3 2017.
  • Funds reported $25.3B of Sysco stock for Q4 2017, up 10% quarter-over-quarter.
  • 174 funds opened new Sysco positions in Q4 2017 and 49 closed out, a net change of +125 holders.
  • The largest Sysco buyer in Q4 2017 was Morgan Stanley, an estimated $97.8M added.
  • The largest Sysco seller in Q4 2017 was Yacktman Asset Management, an estimated $167M sold.

Based on aggregated 13F filings for Q4 2017.