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1,023 hedge funds and large institutions have $21.6B invested in Sysco in 2017 Q2 according to their latest regulatory filings, with 68 funds opening new positions, 325 increasing their positions, 429 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more call options, than puts

Call options by funds: $182M | Put options by funds: $137M

11% more first-time investments, than exits

New positions opened: 68 | Existing positions closed: 61

0.8% more ownership

Funds ownership: 79.51%80.31% (+0.8%)

0% less funds holding

Funds holding: 1,0271,023 (-4)

3% less capital invested

Capital invested by funds: $22.3B → $21.6B (-$643M)

12% less funds holding in top 10

Funds holding in top 10: 1715 (-2)

24% less repeat investments, than reductions

Existing positions increased: 325 | Existing positions reduced: 429

Holders
1,023
Holders Change
-4
Holders Change %
-0.39%
% of All Funds
25.5%
Holding in Top 10
15
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-11.76%
% of All Funds
0.37%
New
68
Increased
325
Reduced
429
Closed
61
Calls
$182M
Puts
$137M
Net Calls
+$45M
Net Calls Change
+$48M
Name Holding Trade Value Shares
Change
Change in
Stake
GI
1001
Gradient Investments
Minnesota
$5K -$21.5K -402 -80%
AWMS
1002
Advocacy Wealth Management Services
Georgia
$5K
CHP
1003
Cable Hill Partners
Oregon
$5K
OFW
1004
Omnia Family Wealth
Florida
$5K
PAI
1005
Pittenger & Anderson Inc
Nebraska
$5K
TIM
1006
Tortoise Investment Management
New York
$5K
FCMT
1007
Founders Capital Management (Texas)
Texas
$4K
HWM
1008
Holloway Wealth Management
Florida
$4K
Loomis, Sayles & Company
1009
Loomis, Sayles & Company
Massachusetts
$4K
AIS
1010
Accurate Investment Solutions
Pennsylvania
$4K +$3.85K +72 New
NCM
1011
Nelson Capital Management
California
$4K +$5.34K +100 New
NC
1012
NewSquare Capital
Pennsylvania
$3K
SFSIG
1013
San Francisco Sentry Investment Group
California
$3K +$3.68K +69 New
CPA
1014
Clear Perspective Advisors
Illinois
$2K
JCM
1015
Jacobi Capital Management
Pennsylvania
$2K +$1.87K +35 New
CMBA
1016
C.M. Bidwell & Associates
Hawaii
$2K +$2.4K +45 New
MCIA
1017
Mountain Capital Investment Advisors
Colorado
$2K +$2.4K +45 New
MUS
1018
Mitsubishi UFJ Securities
Japan
$1K -$26.2K -490 -98%
WA
1019
WealthTrust-Arizona
Arizona
$1K -$21.4K -400 -97%
TRCT
1020
Tower Research Capital (TRC)
New York
$1K -$8.28K -155 -88%
WTB
1021
Washington Trust Bank
Washington
$1K +$1.23K +23 New
AUB
1022
Atlantic Union Bankshares
Virginia
$816 -$41.4K -775 -5%
Walleye Trading
1023
Walleye Trading
New York
$3 -$12.3K -231 -80%
IWM
1024
IHT Wealth Management
Illinois
$3 +$152K +2,840 +129%
JIM
1025
Jupiter Investment Management
United Kingdom
-$14.6M -282,106 Closed

SYY Hedge Fund Activity: Q2 2017 in Review

1,023 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Sysco (SYY) for Q2 2017, worth a combined $21.6B — down 2.9% from $22.3B a quarter earlier.

Buyers outnumbered sellers: 68 funds opened new SYY positions and 61 closed out — a net gain of 7 holders — while 325 added to existing stakes and 429 trimmed.

The largest buyer was Janus Henderson Group, adding an estimated $301M. The largest seller was Bank of Montreal, cutting an estimated $70.3M.

  • 1,023 institutional investors held Sysco (SYY) as of Q2 2017, down from 1,027 in Q1 2017.
  • Funds reported $21.6B of Sysco stock for Q2 2017, down 2.9% quarter-over-quarter.
  • 68 funds opened new Sysco positions in Q2 2017 and 61 closed out, a net change of +7 holders.
  • The largest Sysco buyer in Q2 2017 was Janus Henderson Group, an estimated $301M added.
  • The largest Sysco seller in Q2 2017 was Bank of Montreal, an estimated $70.3M sold.

Based on aggregated 13F filings for Q2 2017.