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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
PAI
926
Pittenger & Anderson Inc
Nebraska
$9K
HI
927
Hudock Inc
Pennsylvania
$9K +$86 +2 +1%
CK
928
Carnick & Kubik
Colorado
$9K +$8.63K +200 New
MWP
929
MYCIO Wealth Partners
Pennsylvania
$9K +$8.63K +200 New
KF
930
Krilogy Financial
Missouri
$8K
WCM
931
Wealthcare Capital Management
Virginia
$8K
WAMC
932
Western Asset Management Company
California
$8K +$6.64K +154 New
Loomis, Sayles & Company
933
Loomis, Sayles & Company
Massachusetts
$6K -$274K -6,355 -98%
TSU
934
TD Securities (USA)
New York
$6K +$43 +1 +0.8%
PCP
935
Proficio Capital Partners
Massachusetts
$6K +$1.55K +36 +35%
AWM
936
AllSquare Wealth Management
New York
$5K +$43 +1 +0.9%
VIA
937
Vantage Investment Advisors
Pennsylvania
$5K +$43 +1 +0.9%
VIA
938
Vident Investment Advisory
Georgia
$4.89K +$2.29M +53,050 +103%
FAM
939
Fred Alger Management
New York
$4K +$3.58K +83 New
OFS
940
Orrstown Financial Services
Pennsylvania
$4K +$3.71K +86 New
UFA
941
US Financial Advisors
Massachusetts
$3K
GI
942
Gradient Investments
Minnesota
$2K
AIA
943
Alerus Investment Advisors
Minnesota
$2K +$2.07K +48 New
DOA
944
D'Orazio & Associates
Virginia
$1K
WA
945
WealthTrust-Arizona
Arizona
$1K
JWA
946
JFS Wealth Advisors
Pennsylvania
$1K +$820 +19 New
LP
947
LMR Partners
United Kingdom
$820 +$757K +17,551 New
MIM
948
Marco Investment Management
Georgia
$254
EWM
949
Endurance Wealth Management
Rhode Island
$131
RRAM
950
River Road Asset Management
Kentucky
-$108M -2,625,280 Closed

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.