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1,182 hedge funds and large institutions have $30.7B invested in Sysco in 2018 Q3 according to their latest regulatory filings, with 86 funds opening new positions, 359 increasing their positions, 502 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

62% more first-time investments, than exits

New positions opened: 86 | Existing positions closed: 53

6% more capital invested

Capital invested by funds: $29B → $30.7B (+$1.68B)

2% more funds holding

Funds holding: 1,1591,182 (+23)

7% more call options, than puts

Call options by funds: $99.3M | Put options by funds: $93.1M

0.99% less ownership

Funds ownership: 81.74%80.74% (-0.99%)

9% less funds holding in top 10

Funds holding in top 10: 3330 (-3)

28% less repeat investments, than reductions

Existing positions increased: 359 | Existing positions reduced: 502

Holders
1,182
Holders Change
+23
Holders Change %
+1.98%
% of All Funds
27.02%
Holding in Top 10
30
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-9.09%
% of All Funds
0.69%
New
86
Increased
359
Reduced
502
Closed
53
Calls
$99.3M
Puts
$93.1M
Net Calls
+$6.14M
Net Calls Change
-$2.92M
Name Holding Trade Value Shares
Change
Change in
Stake
MPI
901
Mairs & Power Inc
Minnesota
$313K
BCA
902
Bay Colony Advisors
Massachusetts
$312K +$81.1K +1,125 +36%
OC
903
Oakworth Capital
Alabama
$311K -$3.6K -50 -1%
S
904
SignatureFD
Georgia
$309K +$20.5K +285 +7%
MA
905
Marshwinds Advisory
Georgia
$308K -$18K -250 -6%
FTC
906
Farmers Trust Company
Ohio
$308K
BA
907
Boston Advisors
Massachusetts
$305K -$112K -1,560 -27%
VHAM
908
Van Hulzen Asset Management
California
$305K +$300K +4,170 New
LNC
909
Lincoln National Corp
Pennsylvania
$303K -$720 -10 -0.2%
PVWM
910
Point View Wealth Management
New Jersey
$299K -$6.2K -86 -2%
SFA
911
Sequoia Financial Advisors
Ohio
$297K -$7.21K -100 -2%
MWPCG
912
Measured Wealth Private Client Group
New Hampshire
$296K -$59.1K -821 -17%
CCMW
913
Cypress Capital Management (Wyoming)
Wyoming
$294K +$35.7K +495 +14%
DWM
914
Doyle Wealth Management
Florida
$293K -$64.3K -892 -18%
SHGA
915
Sand Hill Global Advisors
California
$293K
WSC
916
Wellington Shields & Co
New York
$293K
LA
917
Legacy Advisors
Pennsylvania
$293K +$288K +4,000 New
AB
918
Atlas Brown
Kentucky
$292K -$144K -2,000 -33%
AF
919
Allworth Financial
California
$291K -$3.96K -55 -1%
GEA
920
Glen Eagle Advisors
New Jersey
$291K -$1.3K -18 -0.5%
PAMG
921
Patton Albertson Miller Group
Tennessee
$290K -$3.6K -50 -1%
SCM
922
Stellar Capital Management
Arizona
$289K +$1.15K +16 +0.4%
SCA
923
Snowden Capital Advisors
New York
$289K +$284K +3,941 New
RB
924
Rodgers Brothers
Pennsylvania
$288K -$601K -8,344 -68%
MC
925
Mathes Company
New York
$286K

SYY Hedge Fund Activity: Q3 2018 in Review

1,182 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Sysco (SYY) for Q3 2018, worth a combined $30.7B — up 5.8% from $29B a quarter earlier.

Buyers outnumbered sellers: 86 funds opened new SYY positions and 53 closed out — a net gain of 33 holders — while 359 added to existing stakes and 502 trimmed.

The largest buyer was Vanguard Group, adding an estimated $112M. The largest seller was Trian Fund Management, cutting an estimated $353M.

  • 1,182 institutional investors held Sysco (SYY) as of Q3 2018, up from 1,159 in Q2 2018.
  • Funds reported $30.7B of Sysco stock for Q3 2018, up 5.8% quarter-over-quarter.
  • 86 funds opened new Sysco positions in Q3 2018 and 53 closed out, a net change of +33 holders.
  • The largest Sysco buyer in Q3 2018 was Vanguard Group, an estimated $112M added.
  • The largest Sysco seller in Q3 2018 was Trian Fund Management, an estimated $353M sold.

Based on aggregated 13F filings for Q3 2018.