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1,225 hedge funds and large institutions have $27.2B invested in Sysco in 2019 Q1 according to their latest regulatory filings, with 119 funds opening new positions, 427 increasing their positions, 481 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed

53% more call options, than puts

Call options by funds: $64.5M | Put options by funds: $42.3M

35% more first-time investments, than exits

New positions opened: 119 | Existing positions closed: 88

2% more funds holding

Funds holding: 1,2051,225 (+20)

5% more capital invested

Capital invested by funds: $25.9B → $27.2B (+$1.25B)

0.59% less ownership

Funds ownership: 80.03%79.45% (-0.59%)

5% less funds holding in top 10

Funds holding in top 10: 2221 (-1)

11% less repeat investments, than reductions

Existing positions increased: 427 | Existing positions reduced: 481

Holders
1,225
Holders Change
+20
Holders Change %
+1.66%
% of All Funds
26.51%
Holding in Top 10
21
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.55%
% of All Funds
0.45%
New
119
Increased
427
Reduced
481
Closed
88
Calls
$64.5M
Puts
$42.3M
Net Calls
+$22.2M
Net Calls Change
+$32.4M
Name Holding Trade Value Shares
Change
Change in
Stake
IA
1001
Icon Advisers
Colorado
$220K +$215K +3,300 New
CAM
1002
Cresset Asset Management
Illinois
$220K +$8.59M +132,061 +4,086%
AIM
1003
Anchor Investment Management
South Carolina
$215K
CNC
1004
Citizens & Northern Corp
Pennsylvania
$214K -$15.6K -240 -7%
OIA
1005
OneDigital Investment Advisors
Kansas
$213K -$6.44K -99 -3%
BCM
1006
Brookstone Capital Management
Illinois
$212K -$1.89K -29 -0.9%
IP
1007
Investment Partners
Ohio
$212K +$206K +3,174 New
FI
1008
FormulaFolio Investments
Michigan
$210K -$7.48K -115 -4%
CS
1009
Cannell & Spears
New York
$208K +$202K +3,111 New
CISOA
1010
Capital Investment Services of America
Wisconsin
$208K +$203K +3,120 New
PMFA
1011
Plante Moran Financial Advisors
Michigan
$207K +$21K +323 +12%
CWM
1012
Campbell Wealth Management
Virginia
$207K +$202K +3,101 New
ICM
1013
IMS Capital Management
Oregon
$206K -$16.8K -258 -8%
AAS
1014
Avantax Advisory Services
Texas
$206K +$201K +3,083 New
FDCC
1015
Foster Dykema Cabot & Co
Massachusetts
$206K +$201K +3,090 New
FMTCOCP
1016
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$202K
ACM
1017
Allred Capital Management
Texas
$202K +$198K +3,048 New
Carson Wealth (CWM LLC)
1018
Carson Wealth (CWM LLC)
Nebraska
$200K -$3.44M -52,843 -95%
IA
1019
IFP Advisors
Florida
$200K -$612K -9,407 -76%
VFA
1020
Valeo Financial Advisors
Indiana
$200K -$9.95K -153 -5%
MIC
1021
Meridian Investment Counsel
California
$200K +$195K +3,000 New
ZAM
1022
Zevin Asset Management
Massachusetts
$200K +$195K +3,000 New
FCB
1023
First Command Bank
Texas
$196K -$7.42K -114 -4%
FCFS
1024
First Command Financial Services
Texas
$196K -$7.42K -114 -4%
LSV Asset Management
1025
LSV Asset Management
Illinois
$194K

SYY Hedge Fund Activity: Q1 2019 in Review

1,225 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in Sysco (SYY) for Q1 2019, worth a combined $27.2B — up 4.8% from $25.9B a quarter earlier.

Buyers outnumbered sellers: 119 funds opened new SYY positions and 88 closed out — a net gain of 31 holders — while 427 added to existing stakes and 481 trimmed.

The largest buyer was Millennium Management, adding an estimated $148M. The largest seller was Bank of America, cutting an estimated $519M.

  • 1,225 institutional investors held Sysco (SYY) as of Q1 2019, up from 1,205 in Q4 2018.
  • Funds reported $27.2B of Sysco stock for Q1 2019, up 4.8% quarter-over-quarter.
  • 119 funds opened new Sysco positions in Q1 2019 and 88 closed out, a net change of +31 holders.
  • The largest Sysco buyer in Q1 2019 was Millennium Management, an estimated $148M added.
  • The largest Sysco seller in Q1 2019 was Bank of America, an estimated $519M sold.

Based on aggregated 13F filings for Q1 2019.