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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
MRCM
1001
M&R Capital Management
New Jersey
$85K
AF
1002
Advisornet Financial
Minnesota
$82K +$76.5K +1,350 New
AIM
1003
Advantage Investment Management
Iowa
$79K
BRC
1004
Bell Rock Capital
Delaware
$79K +$227 +4 +0.3%
WOC
1005
West Oak Capital
California
$78.9K
ECM
1006
Exchange Capital Management
Michigan
$75K
FCB
1007
First Command Bank
Texas
$75K
FCFS
1008
First Command Financial Services
Texas
$75K
AP
1009
Arlington Partners
Alabama
$74K +$69.5K +1,226 New
POIA
1010
Pin Oak Investment Advisors
Texas
$73K +$68K +1,200 New
PCTC
1011
Perkins Coie Trust Company
Washington
$71K
IUHSA
1012
Itau Unibanco Holding S.A.
Brazil
$68K +$7.71K +136 +14%
SLF
1013
Sun Life Financial
Ontario, Canada
$64K -$143K -2,517 -71%
VC
1014
Vestor Capital
Illinois
$64K +$60.1K +1,060 New
JGIA
1015
Jackson Grant Investment Advisers
Connecticut
$62K +$340 +6 +0.6%
HR
1016
Howe & Rusling
New York
$62K +$1.13K +20 +2%
MIP
1017
Mondrian Investment Partners
United Kingdom
$61K
SNT
1018
Security National Trust
West Virginia
$60K
MBT
1019
Monroe Bank & Trust
Michigan
$58K +$53.8K +950 New
AAP
1020
Arax Advisory Partners
Colorado
$57K +$737 +13 +1%
FHA
1021
First Horizon Advisors
Tennessee
$57K +$11.4K +202 +27%
DCM
1022
Delpha Capital Management
New York
$54K +$50K +882 New
FGC
1023
Financial Gravity Companies
Texas
$53K +$47.4K +836 New
SCA
1024
Stuart Chaussee & Associates
California
$50K
GSC
1025
G&S Capital
Colorado
$50K +$46.9K +827 New

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.