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Sysco
SYY

1,192 hedge funds and large institutions have $26.1B invested in Sysco in 2020 Q3 according to their latest regulatory filings, with 116 funds opening new positions, 400 increasing their positions, 489 reducing their positions, and 100 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 10 → 15 (+5)

16% more capital invested

Capital invested by funds: $22.5B → $26.1B (+$3.64B)

16% more first-time investments, than exits

New positions opened: 116 | Existing positions closed: 100

1.54% more ownership

Funds ownership: 81.18% → 82.72% (+1.5%)

10% more call options, than puts

Call options by funds: $175M | Put options by funds: $159M

0% more funds holding

Funds holding: 1,188 → 1,192 (+4)

18% less repeat investments, than reductions

Existing positions increased: 400 | Existing positions reduced: 489

Holders
1,192
Holders Change
+4
Holders Change %
+0.34%
% of All Funds
24.05%
Holding in Top 10
15
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+50%
% of All Funds
0.3%
New
116
Increased
400
Reduced
489
Closed
100
Calls
$175M
Puts
$159M
Net Calls
+$15.7M
Net Calls Change
-$60.4M

Top Buyers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
+$352M
2
Ameriprise
Ameriprise
Minnesota
+$202M
3
Invesco
Invesco
Georgia
+$137M
4
CVA
Ceredex Value Advisors
Florida
+$135M
5
BlackRock
BlackRock
New York
+$85M

Top Sellers

Rank Fund Capital Flow
1
Vanguard Group
Vanguard Group
Pennsylvania
-$111M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$68.2M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$66.9M
4
State Street
State Street
Massachusetts
-$59.6M
5
Alyeska Investment Group
Alyeska Investment Group
Illinois
-$50.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
LPIC
976
LeJeune Puetz Investment Counsel
Michigan
$218K +$204K +3,500 New
YL
977
YCG LLC
Texas
$218K +$204K +3,500 New
GFS
978
GYL Financial Synergies
Connecticut
$217K +$203K +3,481 New
NIA
979
Northstar Investment Advisors
Colorado
$217K +$203K +3,483 New
TWA
980
TCI Wealth Advisors
Arizona
$216K – – –
RCAG
981
Rehmann Capital Advisory Group
Michigan
$216K +$202K +3,468 New
CCP
982
Corient Capital Partners
California
$214K +$200K +3,442 New
JSC
983
Jackson Square Capital
California
$214K +$201K +3,446 New
BWA
984
Burt Wealth Advisors
Maryland
$212K – – –
CHAM
985
Clear Harbor Asset Management
Connecticut
$212K +$198K +3,400 New
RWM
986
Ritholtz Wealth Management
New York
$209K +$195K +3,357 New
MFW
987
Meristem Family Wealth
Minnesota
$208K +$195K +3,347 New
KWA
988
KCS Wealth Advisory
California
$208K +$195K +3,348 New
ARTA
989
A.R.T. Advisors
New York
$208K +$195K +3,349 New
HPWM
990
Highland Private Wealth Management
Washington
$207K +$193K +3,315 New
IP
991
Investment Partners
Ohio
$206K +$192K +3,306 New
WIC
992
Whitegate Investment Counselors
New Hampshire
$205K +$192K +3,300 New
FCA
993
FLC Capital Advisors
California
$203K +$183K +3,150 New
AFM
994
Andesa Financial Management
Pennsylvania
$202K -$83.7K -1,438 -31%
IC
995
IEQ Capital
California
$202K +$189K +3,250 New
RGIA
996
Rainier Group Investment Advisory
Washington
$202K +$189K +3,251 New
DWM
997
Doyle Wealth Management
Florida
$202K +$189K +3,254 New
NDSI
998
Newman Dignan & Sheerar Inc
Rhode Island
$202K +$189K +3,254 New
CL
999
CPWM LLC
Washington
$201K +$188K +3,225 New
Carson Wealth (CWM LLC)
1000
Carson Wealth (CWM LLC)
Nebraska
$200K – – –
38 39
40
41 42

SYY Hedge Fund Activity: Q3 2020 in Review

1,192 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Sysco (SYY) for Q3 2020, worth a combined $26.1B — up 16% from $22.5B a quarter earlier.

Buyers outnumbered sellers: 116 funds opened new SYY positions and 100 closed out — a net gain of 16 holders — while 400 added to existing stakes and 489 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $352M. The largest seller was Vanguard Group, cutting an estimated $111M.

  • 1,192 institutional investors held Sysco (SYY) as of Q3 2020, up from 1,188 in Q2 2020.
  • Funds reported $26.1B of Sysco stock for Q3 2020, up 16% quarter-over-quarter.
  • 116 funds opened new Sysco positions in Q3 2020 and 100 closed out, a net change of +16 holders.
  • The largest Sysco buyer in Q3 2020 was JP Morgan Chase, an estimated $352M added.
  • The largest Sysco seller in Q3 2020 was Vanguard Group, an estimated $111M sold.

Based on aggregated 13F filings for Q3 2020.