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1,114 hedge funds and large institutions have $25.3B invested in Sysco in 2017 Q4 according to their latest regulatory filings, with 174 funds opening new positions, 329 increasing their positions, 422 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

255% more first-time investments, than exits

New positions opened: 174 | Existing positions closed: 49

47% more call options, than puts

Call options by funds: $208M | Put options by funds: $141M

20% more funds holding in top 10

Funds holding in top 10: 1518 (+3)

12% more funds holding

Funds holding: 9981,114 (+116)

10% more capital invested

Capital invested by funds: $22.9B → $25.3B (+$2.37B)

0.58% less ownership

Funds ownership: 80.57%79.98% (-0.58%)

22% less repeat investments, than reductions

Existing positions increased: 329 | Existing positions reduced: 422

Holders
1,114
Holders Change
+116
Holders Change %
+11.62%
% of All Funds
25.27%
Holding in Top 10
18
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+20%
% of All Funds
0.41%
New
174
Increased
329
Reduced
422
Closed
49
Calls
$208M
Puts
$141M
Net Calls
+$66.2M
Net Calls Change
+$23.7M
Name Holding Trade Value Shares
Change
Change in
Stake
SFG
876
Summit Financial Group
West Virginia
$278K -$2.83K -50 -1%
Jones Financial Companies
877
Jones Financial Companies
Missouri
$278K +$259K +4,570 New
ARMT
878
Amica Retiree Medical Trust
Rhode Island
$277K
TNBTD
879
Trustmark National Bank Trust Department
Mississippi
$276K -$34K -600 -12%
TBA
880
Tower Bridge Advisors
Pennsylvania
$275K
CCMW
881
Cypress Capital Management (Wyoming)
Wyoming
$272K -$108K -1,905 -30%
GC
882
Grimes & Company
Massachusetts
$272K +$253K +4,472 New
CCMG
883
Clark Capital Management Group
Pennsylvania
$271K +$252K +4,455 New
MA
884
Marshwinds Advisory
Georgia
$270K
DWM
885
Doyle Wealth Management
Florida
$270K +$57 +1 +0%
VV
886
Verity & Verity
South Carolina
$268K -$126K -2,227 -34%
PFS
887
Prospera Financial Services
Texas
$267K
CCM
888
Crossvault Capital Management
Texas
$266K
GAG
889
GM Advisory Group
New York
$266K +$3.17K +56 +1%
WT
890
Washington Trust
Rhode Island
$265K
RC
891
RegentAtlantic Capital
New Jersey
$264K
OC
892
Oakworth Capital
Alabama
$261K
PVWM
893
Point View Wealth Management
New Jersey
$261K
MTC
894
McDaniel Terry & Co
Texas
$261K +$170 +3 +0.1%
SFA
895
Sequoia Financial Advisors
Ohio
$261K +$10K +177 +4%
Tudor Investment Corp
896
Tudor Investment Corp
Connecticut
$259K -$769K -13,576 -76%
JT
897
Jump Trading
Illinois
$259K +$241K +4,261 New
MCM
898
Murphy Capital Management
New Jersey
$258K -$14.2K -250 -6%
FTC
899
Farmers Trust Company
Ohio
$255K
FIM
900
Foresters Investment Management
New York
$255K +$11.3K +200 +5%

SYY Hedge Fund Activity: Q4 2017 in Review

1,114 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Sysco (SYY) for Q4 2017, worth a combined $25.3B — up 10% from $22.9B a quarter earlier.

Buyers outnumbered sellers: 174 funds opened new SYY positions and 49 closed out — a net gain of 125 holders — while 329 added to existing stakes and 422 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $97.8M. The largest seller was Yacktman Asset Management, cutting an estimated $167M.

  • 1,114 institutional investors held Sysco (SYY) as of Q4 2017, up from 998 in Q3 2017.
  • Funds reported $25.3B of Sysco stock for Q4 2017, up 10% quarter-over-quarter.
  • 174 funds opened new Sysco positions in Q4 2017 and 49 closed out, a net change of +125 holders.
  • The largest Sysco buyer in Q4 2017 was Morgan Stanley, an estimated $97.8M added.
  • The largest Sysco seller in Q4 2017 was Yacktman Asset Management, an estimated $167M sold.

Based on aggregated 13F filings for Q4 2017.