We are live on ! Find out more

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
PFBT
926
Parkside Financial Bank & Trust
Missouri
$70K +$3.63K +68 +5%
ZB
927
Zions Bancorporation
Utah
$67K -$3.04K -57 -4%
WOC
928
West Oak Capital
California
$65.4K
AIM
929
Advantage Investment Management
Iowa
$65K
BRC
930
Bell Rock Capital
Delaware
$65K +$16.8K +315 +32%
FCB
931
First Command Bank
Texas
$63K
FCFS
932
First Command Financial Services
Texas
$63K
ECM
933
Exchange Capital Management
Michigan
$62K
M
934
MOTCO
Texas
$60K
PCTC
935
Perkins Coie Trust Company
Washington
$59K
AC
936
Alexandria Capital
Virginia
$59K +$427 +8 +0.7%
NSIM
937
North Star Investment Management
Illinois
$58K -$42.2K -790 -41%
GLI
938
Guardian Life Insurance
New York
$56K -$43K -806 -42%
TCM
939
TD Capital Management
Tennessee
$56K +$1.81K +34 +3%
MPWT
940
MassMutual Private Wealth & Trust
Connecticut
$54.6K -$12.3K -231 -18%
VWA
941
V Wealth Advisors
Kansas
$52K +$55.4K +1,038 New
JGIA
942
Jackson Grant Investment Advisers
Connecticut
$51K +$320 +6 +0.6%
MIP
943
Mondrian Investment Partners
United Kingdom
$50K
SNT
944
Security National Trust
West Virginia
$50K
AAP
945
Arax Advisory Partners
Colorado
$48K -$3.26K -61 -6%
MBT
946
Monroe Bank & Trust
Michigan
$48K
CPIG
947
Chicago Partners Investment Group
Illinois
$44K -$272K -5,100 -86%
SCA
948
Stuart Chaussee & Associates
California
$41K
TCM
949
Tradewinds Capital Management
Washington
$39K
SHJ
950
Sharkey, Howes & Javer
Colorado
$38K

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.