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1,225 hedge funds and large institutions have $27.2B invested in Sysco in 2019 Q1 according to their latest regulatory filings, with 119 funds opening new positions, 427 increasing their positions, 481 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed

53% more call options, than puts

Call options by funds: $64.5M | Put options by funds: $42.3M

35% more first-time investments, than exits

New positions opened: 119 | Existing positions closed: 88

2% more funds holding

Funds holding: 1,2051,225 (+20)

5% more capital invested

Capital invested by funds: $25.9B → $27.2B (+$1.25B)

0.59% less ownership

Funds ownership: 80.03%79.45% (-0.59%)

5% less funds holding in top 10

Funds holding in top 10: 2221 (-1)

11% less repeat investments, than reductions

Existing positions increased: 427 | Existing positions reduced: 481

Holders
1,225
Holders Change
+20
Holders Change %
+1.66%
% of All Funds
26.51%
Holding in Top 10
21
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.55%
% of All Funds
0.45%
New
119
Increased
427
Reduced
481
Closed
88
Calls
$64.5M
Puts
$42.3M
Net Calls
+$22.2M
Net Calls Change
+$32.4M
Name Holding Trade Value Shares
Change
Change in
Stake
CC
851
Courier Capital
New York
$383K
MA
852
Montag & Associates
Georgia
$382K -$30.5K -469 -8%
MWPCG
853
Measured Wealth Private Client Group
New Hampshire
$377K +$367K +5,641 New
LOAMS
854
Lombard Odier Asset Management (Switzerland)
Switzerland
$376K -$1.05M -16,183 -74%
LP
855
LMR Partners
United Kingdom
$376K -$532K -8,184 -59%
NG
856
Northstar Group
New York
$375K -$28.2K -433 -7%
LOAME
857
Lombard Odier Asset Management (Europe)
United Kingdom
$372K
MHIC
858
Marble Harbor Investment Counsel
Massachusetts
$371K
SSWM
859
Smith Salley Wealth Management
North Carolina
$367K -$34.7K -534 -9%
SWRP
860
Summit Wealth & Retirement Planning
California
$366K
BOPW
861
Brandywine Oak Private Wealth
Pennsylvania
$366K +$15.9K +244 +5%
RC
862
RegentAtlantic Capital
New Jersey
$365K -$30.6K -470 -8%
MIM
863
Moseley Investment Management
Florida
$364K +$354K +5,445 New
TFS
864
TrustCore Financial Services
Tennessee
$363K +$354K +5,434 New
PA
865
Parallel Advisors
California
$361K +$70.1K +1,077 +25%
SCM
866
Southport Capital Management
Tennessee
$360K -$38.1K -586 -10%
FFBTD
867
First Financial Bank - Trust Division
Ohio
$358K -$6.5K -100 -2%
BIM
868
Bridges Investment Management
Nebraska
$358K
RG
869
Rikoon Group
New Mexico
$356K -$13K -200 -4%
DP
870
Dearborn Partners
Illinois
$354K -$348K -5,354 -50%
AWA
871
Arete Wealth Advisors
Illinois
$354K -$132K -2,024 -28%
LA
872
Lau Associates
Delaware
$352K -$26.5K -408 -7%
MPI
873
Mairs & Power Inc
Minnesota
$352K
HL
874
HeadInvest LLC
Maine
$350K -$341K -5,240 -50%
MMA
875
Miracle Mile Advisors
California
$350K +$3.9K +60 +1%

SYY Hedge Fund Activity: Q1 2019 in Review

1,225 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in Sysco (SYY) for Q1 2019, worth a combined $27.2B — up 4.8% from $25.9B a quarter earlier.

Buyers outnumbered sellers: 119 funds opened new SYY positions and 88 closed out — a net gain of 31 holders — while 427 added to existing stakes and 481 trimmed.

The largest buyer was Millennium Management, adding an estimated $148M. The largest seller was Bank of America, cutting an estimated $519M.

  • 1,225 institutional investors held Sysco (SYY) as of Q1 2019, up from 1,205 in Q4 2018.
  • Funds reported $27.2B of Sysco stock for Q1 2019, up 4.8% quarter-over-quarter.
  • 119 funds opened new Sysco positions in Q1 2019 and 88 closed out, a net change of +31 holders.
  • The largest Sysco buyer in Q1 2019 was Millennium Management, an estimated $148M added.
  • The largest Sysco seller in Q1 2019 was Bank of America, an estimated $519M sold.

Based on aggregated 13F filings for Q1 2019.