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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
FCT
1026
Family Capital Trust
Massachusetts
$157K
SNT
1027
Security National Trust
West Virginia
$154K +$79.3K +1,100 +110%
EDRH
1028
Edmond de Rothschild Holding
Switzerland
$151K -$88.8K -1,232 -37%
FHA
1029
Flagship Harbor Advisors
Massachusetts
$150K +$19.1K +265 +15%
BFC
1030
Bedel Financial Consulting
Indiana
$146K -$38.9K -540 -21%
CCM
1031
Cribstone Capital Management
Maine
$145K
ML
1032
McAdam LLC
Pennsylvania
$145K
TSW
1033
Thompson Siegel & Walmsley
Virginia
$141K
TCM
1034
TD Capital Management
Tennessee
$141K +$2.16K +30 +2%
WPW
1035
Winthrop Partners - WNY
New York
$138K -$7.21K -100 -5%
TF
1036
Tompkins Financial
New York
$137K -$20.5K -284 -13%
ECM
1037
Exchange Capital Management
Michigan
$134K
DSI
1038
Daiwa SB Investments
Japan
$132K +$130K +1,800 New
MAM
1039
Meeder Asset Management
Ohio
$125K -$329K -4,572 -73%
PFBT
1040
Parkside Financial Bank & Trust
Missouri
$121K -$504 -7 -0.4%
PMFA
1041
Plante Moran Financial Advisors
Michigan
$119K -$20.2K -280 -15%
QCIG
1042
Quad-Cities Investment Group
Iowa
$118K
BWA
1043
Burt Wealth Advisors
Maryland
$117K
SFSIG
1044
San Francisco Sentry Investment Group
California
$113K +$4.11K +57 +4%
BCP
1045
Blue Chip Partners
Michigan
$112K +$504 +7 +0.5%
AF
1046
Advisornet Financial
Minnesota
$108K
BWM
1047
Baystate Wealth Management
Massachusetts
$105K +$504 +7 +0.5%
CPA
1048
Cowen Prime Advisors
New York
$103K
DWA
1049
Divergent Wealth Advisors
Utah
$103K
MRCM
1050
M&R Capital Management
New Jersey
$103K

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.