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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
MC
976
Mathes Company
New York
$213K +$205K +3,900 New
FIM
977
Freedom Investment Management
Connecticut
$212K -$35.8K -680 -15%
RIM
978
Rampart Investment Management
Connecticut
$211K -$31.1K -591 -13%
SIA
979
Starfire Investment Advisers
Michigan
$211K +$203K +3,870 New
HFAS
980
Hummer Financial Advisory Services
Illinois
$210K +$202K +3,840 New
RCA
981
Rowland Carmichael Advisors
Arizona
$208K +$200K +3,810 New
OC
982
Oakworth Capital
Alabama
$207K
AWM
983
Aevitas Wealth Management
Massachusetts
$206K +$198K +3,760 New
NB
984
Northwest Bancshares
Pennsylvania
$205K +$197K +3,750 New
EWA
985
Exencial Wealth Advisors
Oklahoma
$204K +$197K +3,740 New
IWM
986
IHT Wealth Management
Illinois
$203K +$195K +3,711 New
SFA
987
Sequoia Financial Advisors
Ohio
$203K +$196K +3,721 New
CIC
988
Crawford Investment Counsel
Georgia
$201K +$193K +3,669 New
CWM
989
Cordatus Wealth Management
Pennsylvania
$201K +$194K +3,681 New
Carson Wealth (CWM LLC)
990
Carson Wealth (CWM LLC)
Nebraska
$200K
GAG
991
GM Advisory Group
New York
$200K +$192K +3,650 New
Group One Trading
992
Group One Trading
Illinois
$195K +$187K +3,563 New
APW
993
Acima Private Wealth
Virginia
$193K
IA
994
IFP Advisors
Florida
$193K +$28.4K +541 +18%
TWA
995
TCI Wealth Advisors
Arizona
$190K +$368 +7 +0.2%
BWA
996
Burt Wealth Advisors
Maryland
$186K
AW
997
Alpha Windward
Massachusetts
$179K -$736 -14 -0.4%
AIM
998
Anchor Investment Management
South Carolina
$174K -$13.9K -265 -8%
FMTCOCP
999
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$170K
KBFS
1000
Kohmann Bosshard Financial Services
Ohio
$167K

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.