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1,227 hedge funds and large institutions have $32.5B invested in Sysco in 2019 Q3 according to their latest regulatory filings, with 103 funds opening new positions, 481 increasing their positions, 429 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed

53% more call options, than puts

Call options by funds: $116M | Put options by funds: $75.6M

37% more first-time investments, than exits

New positions opened: 103 | Existing positions closed: 75

35% more funds holding in top 10

Funds holding in top 10: 2027 (+7)

12% more capital invested

Capital invested by funds: $28.9B → $32.5B (+$3.55B)

12% more repeat investments, than reductions

Existing positions increased: 481 | Existing positions reduced: 429

2% more funds holding

Funds holding: 1,2071,227 (+20)

0.01% less ownership

Funds ownership: 79.93%79.92% (-0.01%)

Holders
1,227
Holders Change
+20
Holders Change %
+1.66%
% of All Funds
26.91%
Holding in Top 10
27
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+35%
% of All Funds
0.59%
New
103
Increased
481
Reduced
429
Closed
75
Calls
$116M
Puts
$75.6M
Net Calls
+$40.2M
Net Calls Change
+$3.56M
Name Holding Trade Value Shares
Change
Change in
Stake
CWM
1001
Campbell Wealth Management
Virginia
$245K
FDCC
1002
Foster Dykema Cabot & Co
Massachusetts
$245K
PD
1003
Planning Directions
Pennsylvania
$242K +$224K +3,045 New
KBFS
1004
Kohmann Bosshard Financial Services
Ohio
$242K +$224K +3,047 New
FSWA
1005
Financial Synergies Wealth Advisors
Texas
$241K -$11.3K -154 -5%
VFA
1006
Valeo Financial Advisors
Indiana
$241K -$587 -8 -0.3%
ZB
1007
Zions Bancorporation
Utah
$241K -$294 -4 -0.1%
CWS
1008
Cypress Wealth Services
California
$240K -$23.7K -323 -10%
MGIA
1009
Moneta Group Investment Advisors
Missouri
$240K +$222K +3,023 New
MIC
1010
Meridian Investment Counsel
California
$238K
ZAM
1011
Zevin Asset Management
Massachusetts
$238K
MFG
1012
MidWestOne Financial Group
Iowa
$236K
PAM
1013
Peak Asset Management
Colorado
$236K
JIP
1014
Jaffetilchin Investment Partners
Florida
$236K +$218K +2,971 New
ARMC
1015
American Research & Management Company
Massachusetts
$235K
LC
1016
Lincoln Capital
Nebraska
$231K
KTC
1017
Kistler-Tiffany Companies
Pennsylvania
$230K -$73 -1 -0%
CL
1018
CPWM LLC
Washington
$229K +$211K +2,880 New
PL
1019
Perpetual Ltd
Australia
$228K
FFN
1020
Focus Financial Network
Minnesota
$227K +$210K +2,863 New
RFA
1021
Reilly Financial Advisors
California
$226K -$155K -2,105 -42%
QCG
1022
Quadrant Capital Group
Ohio
$226K +$65K +886 +42%
SP
1023
Successful Portfolios
Florida
$226K +$209K +2,843 New
CWM
1024
Chesapeake Wealth Management
Virginia
$225K -$119K -1,622 -36%
WI
1025
Wintrust Investments
Illinois
$224K -$40.4K -550 -16%

SYY Hedge Fund Activity: Q3 2019 in Review

1,227 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Sysco (SYY) for Q3 2019, worth a combined $32.5B — up 12% from $28.9B a quarter earlier.

Buyers outnumbered sellers: 103 funds opened new SYY positions and 75 closed out — a net gain of 28 holders — while 481 added to existing stakes and 429 trimmed.

The largest buyer was Longview Partners, opening a new position worth an estimated $504M. The largest seller was Capital World Investors, cutting an estimated $899M.

  • 1,227 institutional investors held Sysco (SYY) as of Q3 2019, up from 1,207 in Q2 2019.
  • Funds reported $32.5B of Sysco stock for Q3 2019, up 12% quarter-over-quarter.
  • 103 funds opened new Sysco positions in Q3 2019 and 75 closed out, a net change of +28 holders.
  • The largest Sysco buyer in Q3 2019 was Longview Partners, an estimated $504M added.
  • The largest Sysco seller in Q3 2019 was Capital World Investors, an estimated $899M sold.

Based on aggregated 13F filings for Q3 2019.