We are live on ! Find out more

1,182 hedge funds and large institutions have $30.7B invested in Sysco in 2018 Q3 according to their latest regulatory filings, with 86 funds opening new positions, 359 increasing their positions, 502 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

62% more first-time investments, than exits

New positions opened: 86 | Existing positions closed: 53

6% more capital invested

Capital invested by funds: $29B → $30.7B (+$1.68B)

2% more funds holding

Funds holding: 1,1591,182 (+23)

7% more call options, than puts

Call options by funds: $99.3M | Put options by funds: $93.1M

0.99% less ownership

Funds ownership: 81.74%80.74% (-0.99%)

9% less funds holding in top 10

Funds holding in top 10: 3330 (-3)

28% less repeat investments, than reductions

Existing positions increased: 359 | Existing positions reduced: 502

Holders
1,182
Holders Change
+23
Holders Change %
+1.98%
% of All Funds
27.02%
Holding in Top 10
30
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-9.09%
% of All Funds
0.69%
New
86
Increased
359
Reduced
502
Closed
53
Calls
$99.3M
Puts
$93.1M
Net Calls
+$6.14M
Net Calls Change
-$2.92M
Name Holding Trade Value Shares
Change
Change in
Stake
VFA
926
Valeo Financial Advisors
Indiana
$286K +$21K +291 +8%
SS
927
Simplicity Solutions
Minnesota
$284K +$28.2K +392 +11%
CFA
928
Carroll Financial Associates
North Carolina
$283K -$477K -6,619 -63%
SFG
929
Summit Financial Group
West Virginia
$283K
HH
930
Hilltop Holdings
Texas
$283K +$278K +3,855 New
PIA
931
Pinion Investment Advisors
Kansas
$282K +$32.1K +445 +13%
BSAM
932
Blue Sky Asset Management
Colorado
$281K +$277K +3,838 New
TNBTD
933
Trustmark National Bank Trust Department
Mississippi
$280K
CNC
934
Citizens & Northern Corp
Pennsylvania
$279K -$40.3K -560 -13%
MCM
935
Mengis Capital Management
Oregon
$278K
AW
936
Alpha Windward
Massachusetts
$277K -$8.64K -120 -3%
NB
937
Northwest Bancshares
Pennsylvania
$277K +$272K +3,780 New
SCM
938
Shelton Capital Management
Colorado
$275K
TWA
939
TCI Wealth Advisors
Arizona
$275K +$18.7K +259 +7%
CA
940
Cambridge Advisors
Nebraska
$273K
CBA
941
Coastal Bridge Advisors
Connecticut
$273K
CCT
942
Country Club Trust
Missouri
$269K -$3.6K -50 -1%
SAM
943
Shamrock Asset Management
Texas
$269K +$72 +1 +0%
APP
944
Avantax Planning Partners
Iowa
$268K +$264K +3,658 New
ACM
945
AUA Capital Management
Pennsylvania
$266K
FMLI
946
Fukoku Mutual Life Insurance
Japan
$264K
WC
947
Whitnell & Co
Illinois
$264K
KWA
948
KCS Wealth Advisory
California
$262K -$1.37K -19 -0.5%
CA
949
Calton & Associates
Florida
$261K +$256K +3,559 New
MA
950
MANA Advisors
New York
$260K +$256K +3,549 New

SYY Hedge Fund Activity: Q3 2018 in Review

1,182 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Sysco (SYY) for Q3 2018, worth a combined $30.7B — up 5.8% from $29B a quarter earlier.

Buyers outnumbered sellers: 86 funds opened new SYY positions and 53 closed out — a net gain of 33 holders — while 359 added to existing stakes and 502 trimmed.

The largest buyer was Vanguard Group, adding an estimated $112M. The largest seller was Trian Fund Management, cutting an estimated $353M.

  • 1,182 institutional investors held Sysco (SYY) as of Q3 2018, up from 1,159 in Q2 2018.
  • Funds reported $30.7B of Sysco stock for Q3 2018, up 5.8% quarter-over-quarter.
  • 86 funds opened new Sysco positions in Q3 2018 and 53 closed out, a net change of +33 holders.
  • The largest Sysco buyer in Q3 2018 was Vanguard Group, an estimated $112M added.
  • The largest Sysco seller in Q3 2018 was Trian Fund Management, an estimated $353M sold.

Based on aggregated 13F filings for Q3 2018.