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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
JGIA
876
Jackson Grant Investment Advisers
Connecticut
$46K
SNT
877
Security National Trust
West Virginia
$46K +$16.6K +385 +63%
RFWA
878
RPg Family Wealth Advisory
Massachusetts
$45.6K
MBT
879
Monroe Bank & Trust
Michigan
$44K -$13.8K -320 -25%
GXMC
880
Global X Management Company
New York
$43K -$3.93K -91 -9%
SIG
881
Stanford Investment Group
California
$40K
MA
882
MCF Advisors
Kentucky
$39K +$43 +1 +0.1%
VCM
883
Versant Capital Management
Arizona
$37K -$1.25K -29 -4%
SHJ
884
Sharkey, Howes & Javer
Colorado
$35K
IIC
885
Integrated Investment Consultants
Michigan
$35K +$32.4K +750 New
N
886
Nuveen
North Carolina
$32.2K +$28.1M +652,350 +1,825%
EFSCE
887
Enterprise Financial Services Corp (EFSC)
Missouri
$32K -$14.8K -342 -33%
MSFP
888
Mark Sheptoff Financial Planning
Connecticut
$32K
ECM
889
Estabrook Capital Management
New York
$28.3K
MMG
890
Monetary Management Group
Missouri
$28K
BC
891
Barnett & Company
Tennessee
$28K +$26K +602 New
TDC
892
Thompson Davis & Co
Virginia
$26K
JIC
893
Joel Isaacson & Co
New York
$25K
TCM
894
TD Capital Management
Tennessee
$25K +$21.2K +492 +928%
SF
895
Synovus Financial
Georgia
$24K +$11.9K +275 +122%
FFC
896
First Financial Corp
Indiana
$23K -$23.1K -535 -52%
AF
897
Arrow Financial
New York
$23K
BKA
898
Brick & Kyle Associates
Pennsylvania
$23K
NSIM
899
North Star Investment Management
Illinois
$23K
FWM
900
Focused Wealth Management
New York
$22K

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.