We are live on ! Find out more

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
GAM
901
Gemmer Asset Management
California
$20K
SCA
902
Stuart Chaussee & Associates
California
$20K
MWM
903
MinichMacGregor Wealth Management
New York
$20K +$1.38K +32 +8%
PSC
904
Prentiss Smith & Co
Vermont
$19K -$73.4K -1,700 -81%
WTB
905
Washington Trust Bank
Washington
$19K -$8.63K -200 -33%
OSNBOA
906
Old Second National Bank of Aurora
Illinois
$17K
MFW
907
Mosaic Family Wealth
Missouri
$16K
FPFS
908
First Personal Financial Services
North Carolina
$15K
CAW
909
Cornerstone Advisors (Washington)
Washington
$15K +$6.69K +155 +97%
DBT
910
Dubuque Bank & Trust
Iowa
$14K -$4.32K -100 -25%
1832 Asset Management
911
1832 Asset Management
Ontario, Canada
$14K
SA
912
SRH Advisors
Kansas
$14K
HF
913
Hoxton Financial
West Virginia
$14K +$4.32K +100 +50%
SBL
914
Sargent Bickham Lagudis
Colorado
$14K +$12.9K +300 New
CAL
915
Capital Advisors Ltd
Ohio
$12K
VNA
916
Valley National Advisers
Pennsylvania
$12K
WAS
917
WESPAC Advisors SoCal
California
$11K +$4.32K +100 +74%
CG
918
Cutler Group
California
$10K -$258K -5,978 -96%
ATC
919
Adirondack Trust Company
New York
$10K
QCG
920
Quadrant Capital Group
Ohio
$10K
WAS
921
Winch Advisory Services
Wisconsin
$10K +$43 +1 +0.5%
SIM
922
Sonora Investment Management
Arizona
$9.45K
AWMS
923
Advocacy Wealth Management Services
Georgia
$9K -$22.7K -525 -72%
TFO
924
Tarbox Family Office
California
$9K -$86 -2 -1%
CA
925
CapWealth Advisors
Tennessee
$9K

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.