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1,182 hedge funds and large institutions have $30.7B invested in Sysco in 2018 Q3 according to their latest regulatory filings, with 86 funds opening new positions, 359 increasing their positions, 502 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

62% more first-time investments, than exits

New positions opened: 86 | Existing positions closed: 53

6% more capital invested

Capital invested by funds: $29B → $30.7B (+$1.68B)

2% more funds holding

Funds holding: 1,1591,182 (+23)

7% more call options, than puts

Call options by funds: $99.3M | Put options by funds: $93.1M

0.99% less ownership

Funds ownership: 81.74%80.74% (-0.99%)

9% less funds holding in top 10

Funds holding in top 10: 3330 (-3)

28% less repeat investments, than reductions

Existing positions increased: 359 | Existing positions reduced: 502

Holders
1,182
Holders Change
+23
Holders Change %
+1.98%
% of All Funds
27.02%
Holding in Top 10
30
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-9.09%
% of All Funds
0.69%
New
86
Increased
359
Reduced
502
Closed
53
Calls
$99.3M
Puts
$93.1M
Net Calls
+$6.14M
Net Calls Change
-$2.92M
Name Holding Trade Value Shares
Change
Change in
Stake
RFA
851
Reilly Financial Advisors
California
$384K +$105K +1,460 +39%
BP
852
Ballentine Partners
Massachusetts
$382K +$33.4K +463 +10%
SAM
853
Selway Asset Management
$381K
TFS
854
TrustCore Financial Services
Tennessee
$381K
BB
855
Busey Bank
Illinois
$380K
IWM
856
IHT Wealth Management
Illinois
$379K -$4.97K -69 -1%
HL
857
HeadInvest LLC
Maine
$375K
TAM
858
Tiverton Asset Management
Delaware
$373K +$99.6K +1,382 +37%
AWA
859
Arete Wealth Advisors
Illinois
$371K +$55.4K +769 +18%
WPW
860
Waldron Private Wealth
Pennsylvania
$371K +$365K +5,072 New
LIM
861
Leavell Investment Management
Alabama
$370K -$13.3K -185 -4%
BAM
862
Brave Asset Management
New Jersey
$366K
WA
863
WealthTrust Axiom
Pennsylvania
$366K
RC
864
RegentAtlantic Capital
New Jersey
$359K +$34.8K +483 +11%
CC
865
Chicago Capital
Illinois
$357K
KA
866
Kovack Advisors
Florida
$356K +$72K +1,000 +26%
SYBT
867
Stock Yards Bank & Trust
Kentucky
$355K
PFS
868
Prospera Financial Services
Texas
$355K +$67.3K +934 +22%
LSC
869
Lesa Sroufe & Co
Washington
$350K
MTC
870
McDaniel Terry & Co
Texas
$350K +$34.4K +478 +11%
GP
871
Girard Partners
Pennsylvania
$345K +$10.2K +141 +3%
Cetera Investment Advisers
872
Cetera Investment Advisers
Illinois
$345K +$39.5K +548 +13%
RCA
873
Rowland Carmichael Advisors
Arizona
$343K -$159K -2,210 -32%
ECM
874
Evergreen Capital Management
Washington
$343K -$28.3K -393 -8%
PL
875
Perpetual Ltd
Australia
$343K

SYY Hedge Fund Activity: Q3 2018 in Review

1,182 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Sysco (SYY) for Q3 2018, worth a combined $30.7B — up 5.8% from $29B a quarter earlier.

Buyers outnumbered sellers: 86 funds opened new SYY positions and 53 closed out — a net gain of 33 holders — while 359 added to existing stakes and 502 trimmed.

The largest buyer was Vanguard Group, adding an estimated $112M. The largest seller was Trian Fund Management, cutting an estimated $353M.

  • 1,182 institutional investors held Sysco (SYY) as of Q3 2018, up from 1,159 in Q2 2018.
  • Funds reported $30.7B of Sysco stock for Q3 2018, up 5.8% quarter-over-quarter.
  • 86 funds opened new Sysco positions in Q3 2018 and 53 closed out, a net change of +33 holders.
  • The largest Sysco buyer in Q3 2018 was Vanguard Group, an estimated $112M added.
  • The largest Sysco seller in Q3 2018 was Trian Fund Management, an estimated $353M sold.

Based on aggregated 13F filings for Q3 2018.