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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
BKA
951
Brick & Kyle Associates
Pennsylvania
$25K
TDC
952
Thompson Davis & Co
Virginia
$22K -$5.39K -105 -19%
GAM
953
Gemmer Asset Management
California
$22K
MWM
954
MinichMacGregor Wealth Management
New York
$21K
BL
955
Balentine LLC
Georgia
$19K
FAM
956
Fred Alger Management
New York
$19K +$11.4K +222 +134%
OSNBOA
957
Old Second National Bank of Aurora
Illinois
$18K
QCG
958
Quadrant Capital Group
Ohio
$18K
MFW
959
Mosaic Family Wealth
Missouri
$17K
PCP
960
Proficio Capital Partners
Massachusetts
$17K +$2.26K +44 +14%
BGIM
961
Brandywine Global Investment Management
Pennsylvania
$16K +$565 +11 +4%
VOYA Investment Management
962
VOYA Investment Management
Georgia
$15.2K +$895K +17,420 +6%
1832 Asset Management
963
1832 Asset Management
Ontario, Canada
$15K
CAW
964
Cornerstone Advisors (Washington)
Washington
$15K
SA
965
SRH Advisors
Kansas
$15K
CAL
966
Capital Advisors Ltd
Ohio
$13K
VNA
967
Valley National Advisers
Pennsylvania
$13K +$359 +7 +3%
IPC
968
Independent Portfolio Consultants
Florida
$12K -$49K -955 -79%
ATC
969
Adirondack Trust Company
New York
$11K
CA
970
CapWealth Advisors
Tennessee
$10K
PAI
971
Pittenger & Anderson Inc
Nebraska
$10K
HI
972
Hudock Inc
Pennsylvania
$10K +$51 +1 +0.5%
WAS
973
Winch Advisory Services
Wisconsin
$10K +$51 +1 +0.5%
IC
974
IKOS CIF
Cyprus
$10K +$10.1K +197 New
SIM
975
Sonora Investment Management
Arizona
$10K

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.