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995 hedge funds and large institutions have $21.2B invested in Sysco in 2016 Q3 according to their latest regulatory filings, with 62 funds opening new positions, 330 increasing their positions, 423 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more first-time investments, than exits

New positions opened: 62 | Existing positions closed: 49

10% more call options, than puts

Call options by funds: $81.2M | Put options by funds: $73.6M

1.31% more ownership

Funds ownership: 77.01%78.32% (+1.3%)

0% less funds holding

Funds holding: 996995 (-1)

4% less capital invested

Capital invested by funds: $22B → $21.2B (-$842M)

22% less repeat investments, than reductions

Existing positions increased: 330 | Existing positions reduced: 423

29% less funds holding in top 10

Funds holding in top 10: 3122 (-9)

Holders
995
Holders Change
-1
Holders Change %
-0.1%
% of All Funds
26.55%
Holding in Top 10
22
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-29.03%
% of All Funds
0.59%
New
62
Increased
330
Reduced
423
Closed
49
Calls
$81.2M
Puts
$73.6M
Net Calls
+$7.63M
Net Calls Change
-$21.6M
Name Holding Trade Value Shares
Change
Change in
Stake
BBPWM
926
Blue Bell Private Wealth Management
Pennsylvania
$48K
NSIM
927
North Star Investment Management
Illinois
$48K +$24.7K +480 +96%
RFWA
928
RPg Family Wealth Advisory
Massachusetts
$47.8K
TCM
929
Tradewinds Capital Management
Washington
$43K -$10.2K -199 -18%
SIG
930
Stanford Investment Group
California
$42K
MWP
931
MYCIO Wealth Partners
Pennsylvania
$42K +$33.4K +650 +325%
MA
932
MCF Advisors
Kentucky
$41K +$51 +1 +0.1%
SCA
933
Stuart Chaussee & Associates
California
$40K
VCM
934
Versant Capital Management
Arizona
$39K +$2.67K +52 +7%
SHJ
935
Sharkey, Howes & Javer
Colorado
$37K
NYLT
936
New York Life Trust
New York
$36K +$2.57K +50 +7%
ADL
937
Asset Dedication LLC
California
$33K +$34.7K +675 New
FPFS
938
First Personal Financial Services
North Carolina
$32K +$3.39K +66 +11%
BC
939
Barnett & Company
Tennessee
$30K
TCM
940
TD Capital Management
Tennessee
$30K
ECM
941
Estabrook Capital Management
New York
$29.7K
EFSCE
942
Enterprise Financial Services Corp (EFSC)
Missouri
$29K
MMG
943
Monetary Management Group
Missouri
$29K
SIC
944
Salem Investment Counselors
North Carolina
$28.7K -$751K -14,629 -20%
FHA
945
First Horizon Advisors
Tennessee
$28K +$2.05K +40 +7%
IUHSA
946
Itau Unibanco Holding S.A.
Brazil
$28K +$29.8K +580 New
HWP
947
Hefty Wealth Partners
Indiana
$28K +$30K +584 New
JIC
948
Joel Isaacson & Co
New York
$26K
AFA
949
Abacus FCF Advisors
Florida
$25K -$1.72M -33,501 -99%
AF
950
Arrow Financial
New York
$25K

SYY Hedge Fund Activity: Q3 2016 in Review

995 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Sysco (SYY) for Q3 2016, worth a combined $21.2B — down 3.8% from $22B a quarter earlier.

Buyers outnumbered sellers: 62 funds opened new SYY positions and 49 closed out — a net gain of 13 holders — while 330 added to existing stakes and 423 trimmed.

The largest buyer was Capital World Investors, adding an estimated $198M. The largest seller was Bank of New York Mellon, cutting an estimated $291M.

  • 995 institutional investors held Sysco (SYY) as of Q3 2016, down from 996 in Q2 2016.
  • Funds reported $21.2B of Sysco stock for Q3 2016, down 3.8% quarter-over-quarter.
  • 62 funds opened new Sysco positions in Q3 2016 and 49 closed out, a net change of +13 holders.
  • The largest Sysco buyer in Q3 2016 was Capital World Investors, an estimated $198M added.
  • The largest Sysco seller in Q3 2016 was Bank of New York Mellon, an estimated $291M sold.

Based on aggregated 13F filings for Q3 2016.