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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
MCA
851
Mercer Capital Advisers
New Jersey
$341K -$26.3K -500 -7%
SMC
852
Smith, Moore & Co
Missouri
$340K -$360K -6,838 -51%
NME
853
Notis-McConarty Edward
$340K -$9.2K -175 -3%
MA
854
Montag & Associates
Georgia
$339K
SCM
855
Stonebridge Capital Management
California
$335K
MJP
856
Michael J. Puzo
$334K
KPW
857
Kore Private Wealth
New York
$332K +$4.79K +91 +2%
MA
858
MUFG Americas
New York
$330K +$44.8K +853 +16%
TC
859
Truvestments Capital
Florida
$329K -$163K -3,100 -34%
GIP
860
Granite Investment Partners
California
$328K -$472K -8,975 -60%
CP
861
Camelot Portfolios
Ohio
$328K -$193K -3,667 -38%
FFA
862
First Foundation Advisors
California
$328K -$4.57K -87 -1%
EFS
863
Essex Financial Services
Connecticut
$324K +$27.7K +527 +10%
VAS
864
Vestmark Advisory Solutions
Massachusetts
$324K +$38K +723 +14%
ADL
865
Asset Dedication LLC
California
$323K +$110K +2,083 +54%
AAM
866
Augustine Asset Management
Florida
$321K
SCM
867
Schnieders Capital Management
California
$321K +$309K +5,875 New
Jennison Associates
868
Jennison Associates
New York
$319K +$307K +5,835 New
WPW
869
Waldron Private Wealth
Pennsylvania
$318K +$5.47K +104 +2%
SAA
870
Southeast Asset Advisors
Georgia
$316K -$3.68K -70 -1%
AA
871
ALPS Advisors
Colorado
$315K -$33.8K -642 -10%
OR
872
Olympiad Research
Connecticut
$315K +$41.9K +797 +16%
BFO
873
Boston Family Office
Massachusetts
$314K
RTC
874
Riverview Trust Company
Washington
$314K
SAM
875
Selway Asset Management
$313K +$27.6K +525 +10%

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.