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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
Jones Financial Companies
1001
Jones Financial Companies
Missouri
$211K -$70.7K -981 -25%
GHAM
1002
Gilman Hill Asset Management
Connecticut
$211K -$9.01K -125 -4%
KTC
1003
Kistler-Tiffany Companies
Pennsylvania
$211K +$720 +10 +0.3%
SP
1004
Successful Portfolios
Florida
$210K -$12K -167 -5%
CL
1005
CPWM LLC
Washington
$207K -$453K -6,285 -69%
HT
1006
Heritage Trust
Oklahoma
$205K
MCM
1007
Manchester Capital Management
Vermont
$204K
BWAM
1008
Boyd Watterson Asset Management
Ohio
$204K +$201K +2,787 New
TIA
1009
Tiemann Investment Advisors
California
$204K +$201K +2,791 New
HK
1010
Horizon Kinetics
New York
$203K +$199K +2,763 New
BL
1011
Balentine LLC
Georgia
$195K +$192K +2,661 New
JFGIW
1012
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$194K -$6.84K -95 -3%
SWP
1013
Strategic Wealth Partners
Ohio
$192K +$27.8K +386 +17%
SMFS
1014
Squar Milner Financial Services
California
$188K -$28.4K -394 -13%
CA
1015
Centerpoint Advisors
Massachusetts
$186K
CCM
1016
Covington Capital Management
California
$183K
C
1017
Cerebellum
California
$181K +$178K +2,473 New
WB
1018
Webster Bank
Connecticut
$180K
ARMT
1019
Amica Retiree Medical Trust
Rhode Island
$179K
PCG
1020
Private Capital Group
Connecticut
$173K -$3.89K -54 -2%
NFG
1021
Next Financial Group
Texas
$172K -$112K -1,559 -40%
SWA
1022
Sutton Wealth Advisors
Florida
$171K
AIM
1023
Arcadia Investment Management
Michigan
$171K
FANJ
1024
Financial Architects (New Jersey)
New Jersey
$167K -$4.68K -65 -3%
HCM
1025
Highlander Capital Management
New Jersey
$161K

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.