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1,188 hedge funds and large institutions have $22.5B invested in Sysco in 2020 Q2 according to their latest regulatory filings, with 159 funds opening new positions, 380 increasing their positions, 501 reducing their positions, and 112 closing their positions.

New
Increased
Maintained
Reduced
Closed

64% more call options, than puts

Call options by funds: $196M | Put options by funds: $120M

42% more first-time investments, than exits

New positions opened: 159 | Existing positions closed: 112

19% more capital invested

Capital invested by funds: $18.9B → $22.5B (+$3.57B)

3% more funds holding

Funds holding: 1,1531,188 (+35)

0.4% less ownership

Funds ownership: 81.58%81.18% (-0.4%)

24% less repeat investments, than reductions

Existing positions increased: 380 | Existing positions reduced: 501

38% less funds holding in top 10

Funds holding in top 10: 1610 (-6)

Holders
1,188
Holders Change
+35
Holders Change %
+3.04%
% of All Funds
24.36%
Holding in Top 10
10
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-37.5%
% of All Funds
0.21%
New
159
Increased
380
Reduced
501
Closed
112
Calls
$196M
Puts
$120M
Net Calls
+$76.1M
Net Calls Change
+$68.4M
Name Holding Trade Value Shares
Change
Change in
Stake
AFM
926
Andesa Financial Management
Pennsylvania
$255K -$135K -2,563 -35%
IA
927
IFG Advisory
Georgia
$255K +$245K +4,665 New
PCMC
928
Paragon Capital Management (Colorado)
Colorado
$255K +$245K +4,668 New
MMPW
929
Mitchell McLeod Pugh & Williams
Alabama
$253K
PCG
930
Private Capital Group
Connecticut
$251K +$88.3K +1,680 +58%
CFD
931
Creative Financial Designs
Indiana
$251K +$130K +2,472 +117%
GG
932
Gofen & Glossberg
Illinois
$249K -$1.31K -25 -0.5%
EH
933
Employers Holdings
Nevada
$248K -$211K -4,005 -47%
WMA
934
Wealth Management Associates
New Jersey
$248K +$2.42K +46 +1%
NIM
935
NuWave Investment Management
New Jersey
$247K +$230K +4,382 New
NIT
936
NumerixS Investment Technologies
British Columbia, Canada
$246K -$2.87M -54,658 -92%
NFG
937
Nations Financial Group
Iowa
$245K -$286K -5,440 -55%
BWA
938
BDO Wealth Advisors
Florida
$244K -$28K -532 -11%
AB
939
Atlas Brown
Kentucky
$244K
AF
940
Allworth Financial
California
$243K +$8.36K +159 +4%
MIM
941
Marco Investment Management
Georgia
$242K -$121K -2,300 -34%
SSWM
942
Smith Salley Wealth Management
North Carolina
$241K -$43.6K -830 -16%
SGA
943
Strategic Global Advisors
California
$240K -$253K -4,819 -52%
GC
944
Gratus Capital
Georgia
$240K -$28.7K -545 -11%
OPS
945
Orion Portfolio Solutions
Nebraska
$239K +$64.1K +1,219 +39%
WF
946
WoodTrust Financial
Wisconsin
$239K +$230K +4,367 New
OAM
947
Occidental Asset Management
California
$239K +$230K +4,369 New
PAS
948
Park Avenue Securities
New York
$239K +$230K +4,377 New
WP
949
WealthShield Partners
North Carolina
$237K -$602K -11,458 -73%
BOH
950
Bank of Hawaii
Hawaii
$237K +$228K +4,342 New

SYY Hedge Fund Activity: Q2 2020 in Review

1,188 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Sysco (SYY) for Q2 2020, worth a combined $22.5B — up 19% from $18.9B a quarter earlier.

Buyers outnumbered sellers: 159 funds opened new SYY positions and 112 closed out — a net gain of 47 holders — while 380 added to existing stakes and 501 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $620M. The largest seller was Janus Henderson Group, cutting an estimated $209M.

  • 1,188 institutional investors held Sysco (SYY) as of Q2 2020, up from 1,153 in Q1 2020.
  • Funds reported $22.5B of Sysco stock for Q2 2020, up 19% quarter-over-quarter.
  • 159 funds opened new Sysco positions in Q2 2020 and 112 closed out, a net change of +47 holders.
  • The largest Sysco buyer in Q2 2020 was Fidelity Investments, an estimated $620M added.
  • The largest Sysco seller in Q2 2020 was Janus Henderson Group, an estimated $209M sold.

Based on aggregated 13F filings for Q2 2020.