We are live on ! Find out more

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
LWANC
1026
Laurel Wealth Advisors (North Carolina)
North Carolina
$109K
CCMW
1027
Cypress Capital Management (Wyoming)
Wyoming
$107K
FCB
1028
First Command Bank
Texas
$104K -$48.8K -928 -33%
FCFS
1029
First Command Financial Services
Texas
$104K -$48.8K -928 -33%
BFC
1030
Bedel Financial Consulting
Indiana
$104K +$105 +2 +0.1%
M
1031
Mirova
France
$103K -$2.37K -45 -2%
FC
1032
FORA Capital
Florida
$102K -$1.53M -29,116 -94%
WAM
1033
Wolverine Asset Management
Illinois
$102K +$99K +1,882 New
PMFA
1034
Plante Moran Financial Advisors
Michigan
$100K -$3.52K -67 -4%
HDIM
1035
Hanson & Doremus Investment Management
Vermont
$97K
PA
1036
Procyon Advisors
Connecticut
$91K
TSW
1037
Thompson Siegel & Walmsley
Virginia
$87K
CIA
1038
CSat Investment Advisory
Michigan
$87K +$11K +209 +15%
QCG
1039
Quadrant Capital Group
Ohio
$87K +$63K +1,199 +307%
APA
1040
American Portfolios Advisors
New York
$86.2K +$3.15K +60 +4%
PCTC
1041
Perkins Coie Trust Company
Washington
$86K -$315 -6 -0.4%
SAM
1042
S.A. Mason
Michigan
$86K +$10.5K +200 +15%
HFS
1043
Hantz Financial Services
Michigan
$85K -$400K -7,600 -83%
MCM
1044
Manchester Capital Management
Vermont
$84K -$52.6K -1,000 -39%
FWM
1045
FSA Wealth Management
Massachusetts
$82K
IBOK
1046
Independence Bank of Kentucky
Kentucky
$78K +$13.1K +250 +21%
BL
1047
Balentine LLC
Georgia
$78K +$39K +741 +108%
IA
1048
IndexIQ Advisors
New York
$78K +$66.6K +1,266 +745%
CAW
1049
Cornerstone Advisors (Washington)
Washington
$76K +$9.52K +181 +15%
AIM
1050
Arcadia Investment Management
Michigan
$73K -$66.6K -1,267 -49%

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.