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1,023 hedge funds and large institutions have $21.6B invested in Sysco in 2017 Q2 according to their latest regulatory filings, with 68 funds opening new positions, 325 increasing their positions, 429 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more call options, than puts

Call options by funds: $182M | Put options by funds: $137M

11% more first-time investments, than exits

New positions opened: 68 | Existing positions closed: 61

0.8% more ownership

Funds ownership: 79.51%80.31% (+0.8%)

0% less funds holding

Funds holding: 1,0271,023 (-4)

3% less capital invested

Capital invested by funds: $22.3B → $21.6B (-$643M)

12% less funds holding in top 10

Funds holding in top 10: 1715 (-2)

24% less repeat investments, than reductions

Existing positions increased: 325 | Existing positions reduced: 429

Holders
1,023
Holders Change
-4
Holders Change %
-0.39%
% of All Funds
25.5%
Holding in Top 10
15
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-11.76%
% of All Funds
0.37%
New
68
Increased
325
Reduced
429
Closed
61
Calls
$182M
Puts
$137M
Net Calls
+$45M
Net Calls Change
+$48M
Name Holding Trade Value Shares
Change
Change in
Stake
KTC
901
Kistler-Tiffany Companies
Pennsylvania
$147K +$641 +12 +0.4%
FMTCOCP
902
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$146K -$17.4K -325 -10%
EWM
903
Endurance Wealth Management
Rhode Island
$141K
MSFP
904
Mark Sheptoff Financial Planning
Connecticut
$135K -$37.3K -699 -21%
MCM
905
Manchester Capital Management
Vermont
$128K +$16K +300 +13%
AIM
906
Acrospire Investment Management
Illinois
$121K +$58.7K +1,100 +85%
AIM
907
Arcadia Investment Management
Michigan
$118K +$12K +225 +11%
SWA
908
Sutton Wealth Advisors
Florida
$118K
CCM
909
Cribstone Capital Management
Maine
$115K -$68.9K -1,290 -36%
FANJ
910
Financial Architects (New Jersey)
New Jersey
$111K
FCT
911
Family Capital Trust
Massachusetts
$110K -$16K -300 -12%
HR
912
Howe & Rusling
New York
$104K -$28.6K -535 -21%
TSW
913
Thompson Siegel & Walmsley
Virginia
$97K
RIA
914
RPG Investment Advisory
California
$96K +$101K +1,900 New
PMFA
915
Plante Moran Financial Advisors
Michigan
$93K +$107 +2 +0.1%
JFGIW
916
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$89K -$5.34K -100 -5%
ABA
917
American Beacon Advisors
Texas
$89K +$94K +1,760 New
BAM
918
Bruderman Asset Management
New York
$85K +$89.8K +1,681 New
BTIS
919
BB&T Investment Services
North Carolina
$81K +$1.55K +29 +2%
BWA
920
Burt Wealth Advisors
Maryland
$80K
JFA
921
JNBA Financial Advisors
Minnesota
$79K
IP
922
Intellectus Partners
California
$76K +$7.58K +142 +10%
QAM
923
QCI Asset Management
New York
$75K
BWM
924
Baystate Wealth Management
Massachusetts
$71K +$107 +2 +0.1%
CPA
925
Cowen Prime Advisors
New York
$70K

SYY Hedge Fund Activity: Q2 2017 in Review

1,023 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Sysco (SYY) for Q2 2017, worth a combined $21.6B — down 2.9% from $22.3B a quarter earlier.

Buyers outnumbered sellers: 68 funds opened new SYY positions and 61 closed out — a net gain of 7 holders — while 325 added to existing stakes and 429 trimmed.

The largest buyer was Janus Henderson Group, adding an estimated $301M. The largest seller was Bank of Montreal, cutting an estimated $70.3M.

  • 1,023 institutional investors held Sysco (SYY) as of Q2 2017, down from 1,027 in Q1 2017.
  • Funds reported $21.6B of Sysco stock for Q2 2017, down 2.9% quarter-over-quarter.
  • 68 funds opened new Sysco positions in Q2 2017 and 61 closed out, a net change of +7 holders.
  • The largest Sysco buyer in Q2 2017 was Janus Henderson Group, an estimated $301M added.
  • The largest Sysco seller in Q2 2017 was Bank of Montreal, an estimated $70.3M sold.

Based on aggregated 13F filings for Q2 2017.