We are live on ! Find out more

1,227 hedge funds and large institutions have $32.5B invested in Sysco in 2019 Q3 according to their latest regulatory filings, with 103 funds opening new positions, 481 increasing their positions, 429 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed

53% more call options, than puts

Call options by funds: $116M | Put options by funds: $75.6M

37% more first-time investments, than exits

New positions opened: 103 | Existing positions closed: 75

35% more funds holding in top 10

Funds holding in top 10: 2027 (+7)

12% more capital invested

Capital invested by funds: $28.9B → $32.5B (+$3.55B)

12% more repeat investments, than reductions

Existing positions increased: 481 | Existing positions reduced: 429

2% more funds holding

Funds holding: 1,2071,227 (+20)

0.01% less ownership

Funds ownership: 79.93%79.92% (-0.01%)

Holders
1,227
Holders Change
+20
Holders Change %
+1.66%
% of All Funds
26.91%
Holding in Top 10
27
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+35%
% of All Funds
0.59%
New
103
Increased
481
Reduced
429
Closed
75
Calls
$116M
Puts
$75.6M
Net Calls
+$40.2M
Net Calls Change
+$3.56M
Name Holding Trade Value Shares
Change
Change in
Stake
GG
901
Gofen & Glossberg
Illinois
$362K
S
902
SignatureFD
Georgia
$362K +$5.51K +75 +2%
VV
903
Verity & Verity
South Carolina
$358K -$14.7K -200 -4%
WP
904
WMS Partners
Maryland
$358K +$2.86K +39 +0.9%
IWM
905
IHT Wealth Management
Illinois
$353K +$33.7K +459 +12%
KWM
906
Kingsview Wealth Management
Oregon
$353K +$58.6K +798 +22%
MTC
907
McDaniel Terry & Co
Texas
$352K +$73.6K +1,003 +29%
WAG
908
Winthrop Advisory Group
Massachusetts
$350K
EW
909
Evoke Wealth
California
$349K +$323K +4,400 New
BS
910
Bessemer Securities
New York
$349K +$323K +4,400 New
AWM
911
Aevitas Wealth Management
Massachusetts
$345K +$220 +3 +0.1%
MBT
912
Montecito Bank & Trust
California
$342K +$21K +286 +7%
LA
913
Lau Associates
Delaware
$338K
WPA
914
West Paces Advisors
Georgia
$337K +$293K +3,996 +1,573%
BA
915
Boston Advisors
Massachusetts
$335K +$7.71K +105 +3%
SFG
916
Summit Financial Group
West Virginia
$335K +$310K +4,224 New
MMHP
917
Murphy Middleton Hinkle & Parker
Georgia
$334K -$5.21K -71 -2%
BWAM
918
Boyd Watterson Asset Management
Ohio
$332K +$307K +4,186 New
BCA
919
Bay Colony Advisors
Massachusetts
$331K -$7.41K -101 -2%
IA
920
IFG Advisory
Georgia
$329K -$4.7K -64 -2%
AUB
921
Atlantic Union Bankshares
Virginia
$327K -$41.1K -560 -12%
CIC
922
Crawford Investment Counsel
Georgia
$326K
SP
923
Symmetry Partners
Connecticut
$325K -$258K -3,510 -46%
SS
924
Simplicity Solutions
Minnesota
$323K -$4.18K -57 -1%
AF
925
Allworth Financial
California
$322K +$5.87K +80 +2%

SYY Hedge Fund Activity: Q3 2019 in Review

1,227 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Sysco (SYY) for Q3 2019, worth a combined $32.5B — up 12% from $28.9B a quarter earlier.

Buyers outnumbered sellers: 103 funds opened new SYY positions and 75 closed out — a net gain of 28 holders — while 481 added to existing stakes and 429 trimmed.

The largest buyer was Longview Partners, opening a new position worth an estimated $504M. The largest seller was Capital World Investors, cutting an estimated $899M.

  • 1,227 institutional investors held Sysco (SYY) as of Q3 2019, up from 1,207 in Q2 2019.
  • Funds reported $32.5B of Sysco stock for Q3 2019, up 12% quarter-over-quarter.
  • 103 funds opened new Sysco positions in Q3 2019 and 75 closed out, a net change of +28 holders.
  • The largest Sysco buyer in Q3 2019 was Longview Partners, an estimated $504M added.
  • The largest Sysco seller in Q3 2019 was Capital World Investors, an estimated $899M sold.

Based on aggregated 13F filings for Q3 2019.