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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
MCWS
951
McKinley Carter Wealth Services
West Virginia
$202K +$188K +3,324 New
CWS
952
Cypress Wealth Services
California
$202K +$189K +3,334 New
AIM
953
Anchor Investment Management
South Carolina
$202K
SSI
954
Scott & Selber Inc
Texas
$200K +$187K +3,300 New
CCM
955
Covington Capital Management
California
$198K
PGA
956
Premia Global Advisors
Florida
$195K +$183K +3,223 New
TFS
957
TrustCore Financial Services
Tennessee
$194K +$181K +3,200 New
HT
958
Heritage Trust
Oklahoma
$192K -$8.22K -145 -4%
MGIA
959
Moneta Group Investment Advisors
Missouri
$189K +$176K +3,110 New
FMTCOCP
960
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$184K
PWM
961
Paulson Wealth Management
Illinois
$183K +$171K +3,014 New
STA
962
Summit Trail Advisors
New York
$181K +$162K +2,853 New
RWA
963
Ropes Wealth Advisors
Massachusetts
$180K -$18.4K -325 -10%
KTC
964
Kistler-Tiffany Companies
Pennsylvania
$179K +$680 +12 +0.4%
II
965
Inspire Investing
Idaho
$178K +$166K +2,924 New
PHK
966
Point72 Hong Kong
Hong Kong
$174K +$157K +2,778 +3,230%
EWM
967
Endurance Wealth Management
Rhode Island
$170K
TF
968
Tompkins Financial
New York
$157K
LC
969
Landaas & Company
Wisconsin
$156K
MCM
970
Manchester Capital Management
Vermont
$154K
CFD
971
Creative Financial Designs
Indiana
$152K -$128K -2,254 -47%
WB
972
Webster Bank
Connecticut
$149K -$31.2K -550 -18%
CCM
973
Cribstone Capital Management
Maine
$145K +$9.07K +160 +7%
FANJ
974
Financial Architects (New Jersey)
New Jersey
$144K
PFA
975
Pathway Financial Advisors
Vermont
$143K +$134K +2,360 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.