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1,114 hedge funds and large institutions have $25.3B invested in Sysco in 2017 Q4 according to their latest regulatory filings, with 174 funds opening new positions, 329 increasing their positions, 422 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

255% more first-time investments, than exits

New positions opened: 174 | Existing positions closed: 49

47% more call options, than puts

Call options by funds: $208M | Put options by funds: $141M

20% more funds holding in top 10

Funds holding in top 10: 1518 (+3)

12% more funds holding

Funds holding: 9981,114 (+116)

10% more capital invested

Capital invested by funds: $22.9B → $25.3B (+$2.37B)

0.58% less ownership

Funds ownership: 80.57%79.98% (-0.58%)

22% less repeat investments, than reductions

Existing positions increased: 329 | Existing positions reduced: 422

Holders
1,114
Holders Change
+116
Holders Change %
+11.62%
% of All Funds
25.27%
Holding in Top 10
18
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+20%
% of All Funds
0.41%
New
174
Increased
329
Reduced
422
Closed
49
Calls
$208M
Puts
$141M
Net Calls
+$66.2M
Net Calls Change
+$23.7M
Name Holding Trade Value Shares
Change
Change in
Stake
MA
1051
MCF Advisors
Kentucky
$34K +$57 +1 +0.2%
KPCM
1052
Kings Point Capital Management
New York
$33K +$31.2K +550 New
AF
1053
Arrow Financial
New York
$30K
PSC
1054
Prentiss Smith & Co
Vermont
$30K
SHJ
1055
Sharkey, Howes & Javer
Colorado
$30K
CHP
1056
Cable Hill Partners
Oregon
$30K +$4.19K +74 +18%
OSNBOA
1057
Old Second National Bank of Aurora
Illinois
$28K -$12.2K -215 -31%
AWM
1058
AllSquare Wealth Management
New York
$28K -$1.19K -21 -4%
FWM
1059
Focused Wealth Management
New York
$28K
KA
1060
Kaizen Advisory
Illinois
$28K +$26K +459 New
GAM
1061
Gemmer Asset Management
California
$27K
GBT
1062
Grove Bank & Trust
Florida
$26K
MWM
1063
MinichMacGregor Wealth Management
New York
$26K
TC
1064
Telemus Capital
Michigan
$26K +$24.1K +425 New
PW
1065
Price Wealth
Texas
$26K +$25.2K +444 New
TG
1066
TLP Group
Illinois
$25K +$11.9K +210 +105%
MIC
1067
MU Investments Company
Japan
$24K -$8.5K -150 -27%
GFP
1068
Gryphon Financial Partners
Ohio
$24K +$22.3K +394 New
KTM
1069
Keeler Thomas Management
Utah
$24K +$22.7K +400 New
MFW
1070
Mosaic Family Wealth
Missouri
$21K
SPI
1071
Santori & Peters Inc
Pennsylvania
$21K +$21.4K +377 New
CAW
1072
Cornerstone Advisors (Washington)
Washington
$20K
TFO
1073
Tarbox Family Office
California
$20K +$6.35K +112 +53%
1832 Asset Management
1074
1832 Asset Management
Ontario, Canada
$18K
HWP
1075
Hefty Wealth Partners
Indiana
$18K

SYY Hedge Fund Activity: Q4 2017 in Review

1,114 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Sysco (SYY) for Q4 2017, worth a combined $25.3B — up 10% from $22.9B a quarter earlier.

Buyers outnumbered sellers: 174 funds opened new SYY positions and 49 closed out — a net gain of 125 holders — while 329 added to existing stakes and 422 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $97.8M. The largest seller was Yacktman Asset Management, cutting an estimated $167M.

  • 1,114 institutional investors held Sysco (SYY) as of Q4 2017, up from 998 in Q3 2017.
  • Funds reported $25.3B of Sysco stock for Q4 2017, up 10% quarter-over-quarter.
  • 174 funds opened new Sysco positions in Q4 2017 and 49 closed out, a net change of +125 holders.
  • The largest Sysco buyer in Q4 2017 was Morgan Stanley, an estimated $97.8M added.
  • The largest Sysco seller in Q4 2017 was Yacktman Asset Management, an estimated $167M sold.

Based on aggregated 13F filings for Q4 2017.