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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
AIM
976
Arcadia Investment Management
Michigan
$142K
SWA
977
Sutton Wealth Advisors
Florida
$142K
VFA
978
Valeo Financial Advisors
Indiana
$138K +$63.8K +1,126 +99%
MCM
979
McKinley Capital Management
Alaska
$134K -$86.9K -1,534 -41%
FCT
980
Family Capital Trust
Massachusetts
$133K
PMFA
981
Plante Moran Financial Advisors
Michigan
$130K +$113 +2 +0.1%
NAMA
982
Nikko Asset Management Americas
New York
$129K
Fuller & Thaler Asset Management
983
Fuller & Thaler Asset Management
California
$128K
ABA
984
American Beacon Advisors
Texas
$121K
FPFS
985
First Personal Financial Services
North Carolina
$119K
TSW
986
Thompson Siegel & Walmsley
Virginia
$117K -$56.7K -1,000 -34%
JFGIW
987
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$104K -$6.52K -115 -6%
BTIS
988
BB&T Investment Services
North Carolina
$104K +$4.19K +74 +5%
HFP
989
Holistic Financial Partners
Indiana
$101K +$94K +1,659 New
PFBT
990
Parkside Financial Bank & Trust
Missouri
$98K +$13.1K +231 +17%
BWA
991
Burt Wealth Advisors
Maryland
$97K
TCM
992
TD Capital Management
Tennessee
$97K +$24.5K +432 +37%
GLI
993
Guardian Life Insurance
New York
$96K +$26.6K +470 +43%
ME
994
McIlrath & Eck
Washington
$96K +$89.1K +1,573 New
JFA
995
JNBA Financial Advisors
Minnesota
$95K
BDWM
996
Brewin Dolphin Wealth Management
Ireland
$94.9K
QAM
997
QCI Asset Management
New York
$90K
BWM
998
Baystate Wealth Management
Massachusetts
$89K
OWA
999
One Wealth Advisors
California
$86K +$80K +1,412 New
CPA
1000
Cowen Prime Advisors
New York
$85K

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.