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1,114 hedge funds and large institutions have $25.3B invested in Sysco in 2017 Q4 according to their latest regulatory filings, with 174 funds opening new positions, 329 increasing their positions, 422 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

255% more first-time investments, than exits

New positions opened: 174 | Existing positions closed: 49

47% more call options, than puts

Call options by funds: $208M | Put options by funds: $141M

20% more funds holding in top 10

Funds holding in top 10: 1518 (+3)

12% more funds holding

Funds holding: 9981,114 (+116)

10% more capital invested

Capital invested by funds: $22.9B → $25.3B (+$2.37B)

0.58% less ownership

Funds ownership: 80.57%79.98% (-0.58%)

22% less repeat investments, than reductions

Existing positions increased: 329 | Existing positions reduced: 422

Holders
1,114
Holders Change
+116
Holders Change %
+11.62%
% of All Funds
25.27%
Holding in Top 10
18
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+20%
% of All Funds
0.41%
New
174
Increased
329
Reduced
422
Closed
49
Calls
$208M
Puts
$141M
Net Calls
+$66.2M
Net Calls Change
+$23.7M
Name Holding Trade Value Shares
Change
Change in
Stake
WC
926
Whitnell & Co
Illinois
$219K
TNB
927
Thomasville National Bank
Georgia
$217K -$27.4K -484 -12%
PAM
928
Peak Asset Management
Colorado
$216K -$32K -565 -14%
WC
929
Weil Company
California
$216K +$202K +3,564 New
FNB
930
Farmers National Bank
Kentucky
$215K
MSS
931
Mitchell Sinkler & Starr
Pennsylvania
$215K +$200K +3,533 New
DI
932
Diligent Investors
California
$215K +$200K +3,538 New
WAG
933
Winthrop Advisory Group
Massachusetts
$214K +$198K +3,500 New
AWM
934
AE Wealth Management
Kansas
$214K +$200K +3,527 New
BW
935
Bison Wealth
Georgia
$214K +$200K +3,527 New
WI
936
Wintrust Investments
Illinois
$211K +$197K +3,472 New
NDSI
937
Newman Dignan & Sheerar Inc
Rhode Island
$210K +$195K +3,447 New
DIS
938
Diversified Investment Strategies
Louisiana
$210K +$195K +3,450 New
IP
939
Investment Partners
Ohio
$210K +$196K +3,454 New
MCM
940
McRae Capital Management
New Jersey
$210K +$196K +3,460 New
SBSB
941
Sullivan, Bruyette, Speros & Blaney
Virginia
$209K +$195K +3,434 New
PA
942
Parallel Advisors
California
$208K +$8.5K +150 +5%
TWA
943
TCI Wealth Advisors
Arizona
$207K
SFS
944
Sowell Financial Services
Arkansas
$206K +$188K +3,312 New
MCM
945
MV Capital Management
Maryland
$205K -$3.17K -56 -2%
SP
946
Successful Portfolios
Florida
$205K +$192K +3,383 New
CMBA
947
C.M. Bidwell & Associates
Hawaii
$204K
KWA
948
KCS Wealth Advisory
California
$203K +$189K +3,335 New
MFW
949
Meristem Family Wealth
Minnesota
$203K +$190K +3,347 New
BP
950
Ballentine Partners
Massachusetts
$203K +$190K +3,353 New

SYY Hedge Fund Activity: Q4 2017 in Review

1,114 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Sysco (SYY) for Q4 2017, worth a combined $25.3B — up 10% from $22.9B a quarter earlier.

Buyers outnumbered sellers: 174 funds opened new SYY positions and 49 closed out — a net gain of 125 holders — while 329 added to existing stakes and 422 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $97.8M. The largest seller was Yacktman Asset Management, cutting an estimated $167M.

  • 1,114 institutional investors held Sysco (SYY) as of Q4 2017, up from 998 in Q3 2017.
  • Funds reported $25.3B of Sysco stock for Q4 2017, up 10% quarter-over-quarter.
  • 174 funds opened new Sysco positions in Q4 2017 and 49 closed out, a net change of +125 holders.
  • The largest Sysco buyer in Q4 2017 was Morgan Stanley, an estimated $97.8M added.
  • The largest Sysco seller in Q4 2017 was Yacktman Asset Management, an estimated $167M sold.

Based on aggregated 13F filings for Q4 2017.