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1,188 hedge funds and large institutions have $22.5B invested in Sysco in 2020 Q2 according to their latest regulatory filings, with 159 funds opening new positions, 380 increasing their positions, 501 reducing their positions, and 112 closing their positions.

New
Increased
Maintained
Reduced
Closed

64% more call options, than puts

Call options by funds: $196M | Put options by funds: $120M

42% more first-time investments, than exits

New positions opened: 159 | Existing positions closed: 112

19% more capital invested

Capital invested by funds: $18.9B → $22.5B (+$3.57B)

3% more funds holding

Funds holding: 1,1531,188 (+35)

0.4% less ownership

Funds ownership: 81.58%81.18% (-0.4%)

24% less repeat investments, than reductions

Existing positions increased: 380 | Existing positions reduced: 501

38% less funds holding in top 10

Funds holding in top 10: 1610 (-6)

Holders
1,188
Holders Change
+35
Holders Change %
+3.04%
% of All Funds
24.36%
Holding in Top 10
10
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-37.5%
% of All Funds
0.21%
New
159
Increased
380
Reduced
501
Closed
112
Calls
$196M
Puts
$120M
Net Calls
+$76.1M
Net Calls Change
+$68.4M
Name Holding Trade Value Shares
Change
Change in
Stake
PA
1001
Parallel Advisors
California
$164K -$55.9K -1,064 -26%
HIA
1002
Harbor Investment Advisory
Maryland
$162K +$48.2K +917 +45%
KTC
1003
Kistler-Tiffany Companies
Pennsylvania
$158K
PL
1004
Perpetual Ltd
Australia
$157K +$151K +2,876 New
RWA
1005
Ropes Wealth Advisors
Massachusetts
$155K -$16.3K -310 -10%
S
1006
SignatureFD
Georgia
$148K -$24.6K -468 -15%
TCM
1007
TD Capital Management
Tennessee
$145K
MAM
1008
Meeder Asset Management
Ohio
$142K -$2.75M -52,369 -95%
ZB
1009
Zions Bancorporation
Utah
$142K -$2.1K -40 -2%
PB
1010
Pinnacle Bancorp
Nebraska
$140K -$15.8K -300 -10%
PVH
1011
Psagot Value Holdings
Israel
$137K +$43.1K +820 +48%
SWA
1012
Sutton Wealth Advisors
Florida
$137K -$999 -19 -0.8%
FQ
1013
First Quadrant
California
$136K -$961K -18,272 -88%
VFA
1014
Valeo Financial Advisors
Indiana
$136K -$25.7K -489 -16%
FNBOSM
1015
First National Bank of South Miami
Florida
$135K
FMT
1016
First Mercantile Trust
Tennessee
$133K +$128K +2,440 New
SFSIG
1017
San Francisco Sentry Investment Group
California
$132K +$110K +2,097 +668%
GCM
1018
Gables Capital Management
Florida
$125K
SNT
1019
Security National Trust
West Virginia
$123K
TPWA
1020
TRUE Private Wealth Advisors
Oregon
$121K +$10.5K +200 +10%
RDWM
1021
Red Door Wealth Management
Tennessee
$120K
FCT
1022
Family Capital Trust
Massachusetts
$117K
EW
1023
Evoke Wealth
California
$115K -$15K -285 -12%
ARMC
1024
American Research & Management Company
Massachusetts
$115K -$13.1K -250 -11%
ACM
1025
AUA Capital Management
Pennsylvania
$111K

SYY Hedge Fund Activity: Q2 2020 in Review

1,188 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Sysco (SYY) for Q2 2020, worth a combined $22.5B — up 19% from $18.9B a quarter earlier.

Buyers outnumbered sellers: 159 funds opened new SYY positions and 112 closed out — a net gain of 47 holders — while 380 added to existing stakes and 501 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $620M. The largest seller was Janus Henderson Group, cutting an estimated $209M.

  • 1,188 institutional investors held Sysco (SYY) as of Q2 2020, up from 1,153 in Q1 2020.
  • Funds reported $22.5B of Sysco stock for Q2 2020, up 19% quarter-over-quarter.
  • 159 funds opened new Sysco positions in Q2 2020 and 112 closed out, a net change of +47 holders.
  • The largest Sysco buyer in Q2 2020 was Fidelity Investments, an estimated $620M added.
  • The largest Sysco seller in Q2 2020 was Janus Henderson Group, an estimated $209M sold.

Based on aggregated 13F filings for Q2 2020.