We are live on ! Find out more

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
GLI
1051
Guardian Life Insurance
New York
$99K +$1.73K +24 +2%
BRC
1052
Bell Rock Capital
Delaware
$97K +$288 +4 +0.3%
QAM
1053
QCI Asset Management
New York
$96K -$1.44K -20 -2%
SLF
1054
Sun Life Financial
Ontario, Canada
$96K +$1.15K +16 +1%
WOC
1055
West Oak Capital
California
$95.2K
FCB
1056
First Command Bank
Texas
$95K
FCFS
1057
First Command Financial Services
Texas
$95K
CAL
1058
Capital Advisors Ltd
Ohio
$95K +$73.9K +1,026 +387%
ME
1059
McIlrath & Eck
Washington
$93K -$21.6K -300 -19%
RA
1060
Rational Advisors
New York
$93K +$83.6K +1,160 +1,027%
AP
1061
Arlington Partners
Alabama
$90K
KIG
1062
Kessler Investment Group
Indiana
$88K +$22.6K +313 +35%
OIA
1063
Optimum Investment Advisors
Illinois
$86K
PCTC
1064
Perkins Coie Trust Company
Washington
$86K
KA
1065
Kaizen Advisory
Illinois
$84K
EWM
1066
Endurance Wealth Management
Rhode Island
$81K
BDWM
1067
Brewin Dolphin Wealth Management
Ireland
$80.7K
JGIA
1068
Jackson Grant Investment Advisers
Connecticut
$76K
IP
1069
Intellectus Partners
California
$74K
AIM
1070
Advantage Investment Management
Iowa
$73K
MSA
1071
Marino Stram & Associates
Massachusetts
$73K +$11.1K +154 +18%
POIA
1072
Pin Oak Investment Advisors
Texas
$66K
NSIM
1073
North Star Investment Management
Illinois
$66K +$72 +1 +0.1%
GSC
1074
G&S Capital
Colorado
$61K
SCA
1075
Stuart Chaussee & Associates
California
$60K

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.