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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
M
951
MOTCO
Texas
$236K +$192K +3,646 +545%
IG
952
ING Group
Netherlands
$235K -$1.58M -30,037 -87%
CBA
953
Coastal Bridge Advisors
Connecticut
$235K -$17K -324 -7%
BW
954
Bison Wealth
Georgia
$235K +$226K +4,292 New
WA
955
WP Advisors
California
$234K +$225K +4,279 New
CWM
956
Cornerstone Wealth Management
Missouri
$233K +$224K +4,267 New
WAG
957
Winthrop Advisory Group
Massachusetts
$233K +$228K +4,333 New
ATWA
958
Arbor Trust Wealth Advisors
Michigan
$232K -$15.8K -300 -7%
AWM
959
Adams Wealth Management
Utah
$231K +$223K +4,232 New
FMLI
960
Fukoku Mutual Life Insurance
Japan
$230K
IA
961
Icon Advisers
Colorado
$230K +$221K +4,200 New
SHGA
962
Sand Hill Global Advisors
California
$229K +$221K +4,196 New
HL
963
HeadInvest LLC
Maine
$228K -$30.2K -574 -12%
WP
964
WMS Partners
Maryland
$228K +$219K +4,164 New
NG
965
Northstar Group
New York
$227K -$49.9K -950 -19%
AUB
966
Atlantic Union Bankshares
Virginia
$227K -$15.5K -295 -7%
CNC
967
Citizens & Northern Corp
Pennsylvania
$226K +$218K +4,142 New
IFWM
968
Institute for Wealth Management
Colorado
$225K +$217K +4,121 New
SCM
969
Stellar Capital Management
Arizona
$223K +$214K +4,076 New
SFG
970
Summit Financial Group
West Virginia
$221K +$212K +4,041 New
HCM
971
Hengehold Capital Management
Ohio
$219K +$210K +4,000 New
WSC
972
Wellington Shields & Co
New York
$219K +$210K +4,000 New
CGL
973
Clarius Group LLC
Washington
$217K +$208K +3,961 New
IIC
974
Integrated Investment Consultants
Michigan
$213K -$60.5K -1,150 -23%
PT
975
Plimoth Trust
Massachusetts
$213K -$50.5K -960 -20%

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.