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995 hedge funds and large institutions have $21.2B invested in Sysco in 2016 Q3 according to their latest regulatory filings, with 62 funds opening new positions, 330 increasing their positions, 423 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more first-time investments, than exits

New positions opened: 62 | Existing positions closed: 49

10% more call options, than puts

Call options by funds: $81.2M | Put options by funds: $73.6M

1.31% more ownership

Funds ownership: 77.01%78.32% (+1.3%)

0% less funds holding

Funds holding: 996995 (-1)

4% less capital invested

Capital invested by funds: $22B → $21.2B (-$842M)

22% less repeat investments, than reductions

Existing positions increased: 330 | Existing positions reduced: 423

29% less funds holding in top 10

Funds holding in top 10: 3122 (-9)

Holders
995
Holders Change
-1
Holders Change %
-0.1%
% of All Funds
26.55%
Holding in Top 10
22
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-29.03%
% of All Funds
0.59%
New
62
Increased
330
Reduced
423
Closed
49
Calls
$81.2M
Puts
$73.6M
Net Calls
+$7.63M
Net Calls Change
-$21.6M
Name Holding Trade Value Shares
Change
Change in
Stake
HCMT
1026
Highland Capital Management (Texas)
Texas
-$254K -5,000 Closed
HL
1027
HeadInvest LLC
Maine
-$220K -4,331 Closed
GP
1028
Girard Partners
Pennsylvania
-$217K -4,280 Closed
AIA
1029
Affinity Investment Advisors
California
-$208K -4,109 Closed
SCM
1030
Schnieders Capital Management
California
-$206K -4,052 Closed
WSC
1031
Wellington Shields & Co
New York
-$203K -4,000 Closed
YMRC
1032
Yorktown Management & Research Company
Virginia
-$203K -4,000 Closed
PAIA
1033
Park Avenue Institutional Advisers
New York
-$168K -3,308 Closed
TCM
1034
Tuttle Capital Management
Connecticut
-$126K -2,465 Closed
JAM
1035
Jolley Asset Management
North Carolina
-$109K -2,150 Closed
LSV Asset Management
1036
LSV Asset Management
Illinois
-$60K -1,200 Closed
Twin Tree Management
1037
Twin Tree Management
Texas
-$37K -721 Closed
DBT
1038
Dubuque Bank & Trust
Iowa
-$15K -300 Closed
FNYS
1039
First New York Securities
New York
-$15.2K -300 Closed
TG
1040
TLP Group
Illinois
-$15K -294 Closed
BWP
1041
Baldwin Wealth Partners
Massachusetts
-$14K -275 Closed
AA
1042
Apriem Advisors
California
-$6K -125 Closed
TIM
1043
Tortoise Investment Management
New York
-$4K -85 Closed
DOA
1044
D'Orazio & Associates
Virginia
-$2K -30 Closed

SYY Hedge Fund Activity: Q3 2016 in Review

995 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Sysco (SYY) for Q3 2016, worth a combined $21.2B — down 3.8% from $22B a quarter earlier.

Buyers outnumbered sellers: 62 funds opened new SYY positions and 49 closed out — a net gain of 13 holders — while 330 added to existing stakes and 423 trimmed.

The largest buyer was Capital World Investors, adding an estimated $198M. The largest seller was Bank of New York Mellon, cutting an estimated $291M.

  • 995 institutional investors held Sysco (SYY) as of Q3 2016, down from 996 in Q2 2016.
  • Funds reported $21.2B of Sysco stock for Q3 2016, down 3.8% quarter-over-quarter.
  • 62 funds opened new Sysco positions in Q3 2016 and 49 closed out, a net change of +13 holders.
  • The largest Sysco buyer in Q3 2016 was Capital World Investors, an estimated $198M added.
  • The largest Sysco seller in Q3 2016 was Bank of New York Mellon, an estimated $291M sold.

Based on aggregated 13F filings for Q3 2016.