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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
BCM
976
Brookstone Capital Management
Illinois
$233K -$17.6K -244 -7%
Fisher Asset Management
977
Fisher Asset Management
Washington
$233K +$229K +3,175 New
CISOA
978
Capital Investment Services of America
Wisconsin
$229K -$7.21K -100 -3%
CS
979
Cannell & Spears
New York
$228K
RT
980
Rockland Trust
Massachusetts
$227K
AI
981
Accredited Investors
Minnesota
$227K +$144 +2 +0.1%
FDCC
982
Foster Dykema Cabot & Co
Massachusetts
$226K
MF
983
Magnetar Financial
Illinois
$226K +$222K +3,087 New
SCM
984
Salem Capital Management
Massachusetts
$226K +$223K +3,091 New
AIM
985
Anchor Investment Management
South Carolina
$225K
MBTD
986
Mechanics Bank - Trust Department
California
$225K
SBSB
987
Sullivan, Bruyette, Speros & Blaney
Virginia
$224K -$28.5K -395 -11%
FMTCOCP
988
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$221K
MIC
989
Meridian Investment Counsel
California
$220K
RWA
990
Ropes Wealth Advisors
Massachusetts
$220K
ZAM
991
Zevin Asset Management
Massachusetts
$220K
AB
992
AT Bancorp
Iowa
$218K
ECM
993
EagleClaw Capital Management
Massachusetts
$216K +$213K +2,961 New
TPWA
994
TRUE Private Wealth Advisors
Oregon
$216K +$212K +2,948 New
HPC
995
Hobart Private Capital
North Carolina
$215K +$212K +2,939 New
PWM
996
Paulson Wealth Management
Illinois
$215K
LC
997
Lincoln Capital
Nebraska
$214K
LSV Asset Management
998
LSV Asset Management
Illinois
$213K +$210K +2,917 New
WC
999
Weil Company
California
$212K -$18.4K -255 -8%
MWM
1000
Merriman Wealth Management
Washington
$212K -$15.7K -218 -7%

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.