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
DI
951
Diligent Investors
California
$259K
VI
952
Versor Investments
New York
$258K +$254K +3,521 New
WAG
953
Winthrop Advisory Group
Massachusetts
$256K
PAM
954
Peak Asset Management
Colorado
$254K -$5.98K -83 -2%
MCM
955
McKinley Capital Management
Alaska
$254K -$1.15K -16 -0.5%
MCM
956
McRae Capital Management
New Jersey
$253K
CBTWT
957
Community Bank & Trust (Waco, Texas)
Texas
$251K +$247K +3,426 New
TBA
958
Tower Bridge Advisors
Pennsylvania
$251K -$72K -1,000 -23%
ARMC
959
American Research & Management Company
Massachusetts
$250K -$12.6K -175 -5%
WI
960
Wintrust Investments
Illinois
$250K -$5.19K -72 -2%
RT
961
Reliance Trust
Georgia
$247K
OIA
962
OneDigital Investment Advisors
Kansas
$247K +$52.4K +727 +28%
MYIA
963
Mount Yale Investment Advisors
Colorado
$245K -$8.79K -122 -3%
MFW
964
Meristem Family Wealth
Minnesota
$245K
ICM
965
IMS Capital Management
Oregon
$244K -$3.24K -45 -1%
CWS
966
Cypress Wealth Services
California
$244K
MCWS
967
McKinley Carter Wealth Services
West Virginia
$244K
Fiera Capital (Canada)
968
Fiera Capital (Canada)
Quebec, Canada
$243K -$295K -4,092 -55%
FWM
969
Frontier Wealth Management
Missouri
$243K +$239K +3,313 New
SSI
970
Scott & Selber Inc
Texas
$242K
NDSI
971
Newman Dignan & Sheerar Inc
Rhode Island
$240K -$720 -10 -0.3%
FI
972
FormulaFolio Investments
Michigan
$239K +$1.37K +19 +0.6%
MCM
973
MV Capital Management
Maryland
$237K -$3.39K -47 -1%
PCM
974
Prelude Capital Management
New York
$234K -$1.06M -14,666 -82%
IUHSA
975
Itau Unibanco Holding S.A.
Brazil
$233K -$239K -3,317 -51%

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.