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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
KF
976
Krilogy Financial
Missouri
$9K
TFO
977
Tarbox Family Office
California
$9K
WCM
978
Wealthcare Capital Management
Virginia
$8K
FFC
979
First Financial Corp
Indiana
$6K -$19K -370 -74%
AWMS
980
Advocacy Wealth Management Services
Georgia
$5K
EDRPMB
981
Edmond de Rothschild Private Merchant Banking
United Kingdom
$5K +$5.5K +107 New
WTB
982
Washington Trust Bank
Washington
$4K -$257 -5 -6%
OFS
983
Orrstown Financial Services
Pennsylvania
$4K
EWM
984
Elite Wealth Management
Washington
$4K +$4.21K +82 New
NC
985
NewSquare Capital
Pennsylvania
$3K -$1.16M -22,622 -100%
Loomis, Sayles & Company
986
Loomis, Sayles & Company
Massachusetts
$3K
AFIA
987
America First Investment Advisors
Nebraska
$3K +$2.88K +56 New
GI
988
Gradient Investments
Minnesota
$3K +$2.98K +58 New
HCM
989
Herndon Capital Management
Georgia
$2K
CG
990
Cutler Group
California
$2K +$2.36K +46 New
ACS
991
Archford Capital Strategies
Illinois
$2K +$3.03K +59 New
WA
992
WealthTrust-Arizona
Arizona
$1K
SCP
993
Syntal Capital Partners
Texas
$296 +$311K +6,053 New
FNB
994
Farmers National Bank
Kentucky
$240 +$92.8K +1,806 +58%
SBL
995
Sargent Bickham Lagudis
Colorado
$15
EA
996
Euclid Advisors
Connecticut
-$24.6M -484,064 Closed
DCM
997
Dynamic Capital Management
Jersey
-$14.6M -287,970 Closed
FCBT
998
First Citizens Bank & Trust
North Carolina
-$9.96M -196,214 Closed
AC
999
Allstate Corporation
Illinois
-$8.75M -172,531 Closed
MBI
1000
Montrusco Bolton Investments
Quebec, Canada
-$7.19M -141,994 Closed

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.