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995 hedge funds and large institutions have $21.2B invested in Sysco in 2016 Q3 according to their latest regulatory filings, with 62 funds opening new positions, 330 increasing their positions, 423 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more first-time investments, than exits

New positions opened: 62 | Existing positions closed: 49

10% more call options, than puts

Call options by funds: $81.2M | Put options by funds: $73.6M

1.31% more ownership

Funds ownership: 77.01%78.32% (+1.3%)

0% less funds holding

Funds holding: 996995 (-1)

4% less capital invested

Capital invested by funds: $22B → $21.2B (-$842M)

22% less repeat investments, than reductions

Existing positions increased: 330 | Existing positions reduced: 423

29% less funds holding in top 10

Funds holding in top 10: 3122 (-9)

Holders
995
Holders Change
-1
Holders Change %
-0.1%
% of All Funds
26.55%
Holding in Top 10
22
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-29.03%
% of All Funds
0.59%
New
62
Increased
330
Reduced
423
Closed
49
Calls
$81.2M
Puts
$73.6M
Net Calls
+$7.63M
Net Calls Change
-$21.6M
Name Holding Trade Value Shares
Change
Change in
Stake
WC
876
Whitnell & Co
Illinois
$186K
AIM
877
Anchor Investment Management
South Carolina
$183K -$3.85K -75 -2%
IR
878
Invictus RG
Bermuda
$179K -$547K -10,647 -74%
TF
879
Tompkins Financial
New York
$177K -$42.2K -821 -19%
RWA
880
Ropes Wealth Advisors
Massachusetts
$161K
TRCT
881
Tower Research Capital (TRC)
New York
$159K +$120K +2,329 +253%
MRCM
882
M&R Capital Management
New Jersey
$157K
CCMW
883
Cypress Capital Management (Wyoming)
Wyoming
$157K
HCC
884
Hirtle Callaghan & Co
Pennsylvania
$149K +$157K +3,050 New
AIM
885
Advantage Investment Management
Iowa
$146K +$3.75K +73 +3%
IIC
886
Integrated Investment Consultants
Michigan
$144K
BCP
887
Blue Chip Partners
Michigan
$143K +$873 +17 +0.6%
FWM
888
Focused Wealth Management
New York
$141K -$108K -2,100 -42%
KTC
889
Kistler-Tiffany Companies
Pennsylvania
$141K +$616 +12 +0.4%
PFS
890
Physicians Financial Services
North Carolina
$138K
BAM
891
Bruderman Asset Management
New York
$137K +$154 +3 +0.1%
FIM
892
Foresters Investment Management
New York
$137K +$20.5K +400 +17%
CPP
893
Crow Point Partners
Massachusetts
$137K +$143K +2,790 New
EWM
894
Endurance Wealth Management
Rhode Island
$135K
SWA
895
Sutton Wealth Advisors
Florida
$115K
TCIM
896
TIAA CREF Investment Management
New York
$114K +$15.4M +300,492 +15%
PFBT
897
Parkside Financial Bank & Trust
Missouri
$114K +$668 +13 +0.6%
MIC
898
MU Investments Company
Japan
$113K -$108K -2,100 -48%
AAM
899
Advisors Asset Management
Colorado
$113K -$5.14K -100 -4%
FANJ
900
Financial Architects (New Jersey)
New Jersey
$110K

SYY Hedge Fund Activity: Q3 2016 in Review

995 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Sysco (SYY) for Q3 2016, worth a combined $21.2B — down 3.8% from $22B a quarter earlier.

Buyers outnumbered sellers: 62 funds opened new SYY positions and 49 closed out — a net gain of 13 holders — while 330 added to existing stakes and 423 trimmed.

The largest buyer was Capital World Investors, adding an estimated $198M. The largest seller was Bank of New York Mellon, cutting an estimated $291M.

  • 995 institutional investors held Sysco (SYY) as of Q3 2016, down from 996 in Q2 2016.
  • Funds reported $21.2B of Sysco stock for Q3 2016, down 3.8% quarter-over-quarter.
  • 62 funds opened new Sysco positions in Q3 2016 and 49 closed out, a net change of +13 holders.
  • The largest Sysco buyer in Q3 2016 was Capital World Investors, an estimated $198M added.
  • The largest Sysco seller in Q3 2016 was Bank of New York Mellon, an estimated $291M sold.

Based on aggregated 13F filings for Q3 2016.