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1,227 hedge funds and large institutions have $32.5B invested in Sysco in 2019 Q3 according to their latest regulatory filings, with 103 funds opening new positions, 481 increasing their positions, 429 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed

53% more call options, than puts

Call options by funds: $116M | Put options by funds: $75.6M

37% more first-time investments, than exits

New positions opened: 103 | Existing positions closed: 75

35% more funds holding in top 10

Funds holding in top 10: 2027 (+7)

12% more capital invested

Capital invested by funds: $28.9B → $32.5B (+$3.55B)

12% more repeat investments, than reductions

Existing positions increased: 481 | Existing positions reduced: 429

2% more funds holding

Funds holding: 1,2071,227 (+20)

0.01% less ownership

Funds ownership: 79.93%79.92% (-0.01%)

Holders
1,227
Holders Change
+20
Holders Change %
+1.66%
% of All Funds
26.91%
Holding in Top 10
27
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+35%
% of All Funds
0.59%
New
103
Increased
481
Reduced
429
Closed
75
Calls
$116M
Puts
$75.6M
Net Calls
+$40.2M
Net Calls Change
+$3.56M
Name Holding Trade Value Shares
Change
Change in
Stake
BC
1051
Burleson & Co
California
$209K +$195K +2,654 New
MCM
1052
MAI Capital Management
Ohio
$208K +$192K +2,615 New
Fiera Capital (Canada)
1053
Fiera Capital (Canada)
Quebec, Canada
$208K +$192K +2,616 New
I
1054
IberiaBank
Louisiana
$207K +$192K +2,610 New
HFP
1055
Holistic Financial Partners
Indiana
$206K -$93.6K -1,275 -33%
AIM
1056
Arcadia Investment Management
Michigan
$206K
FWM
1057
Frontier Wealth Management
Missouri
$204K +$188K +2,567 New
MCM
1058
Manchester Capital Management
Vermont
$202K -$18.5K -252 -9%
CL
1059
Choreo LLC
Illinois
$202K +$186K +2,540 New
TBA
1060
Tower Bridge Advisors
Pennsylvania
$201K +$184K +2,500 New
Carson Wealth (CWM LLC)
1061
Carson Wealth (CWM LLC)
Nebraska
$200K
SWA
1062
Sutton Wealth Advisors
Florida
$200K
CI Investments Inc
1063
CI Investments Inc
Ontario, Canada
$190K +$175K +2,387 New
TCM
1064
TD Capital Management
Tennessee
$189K +$661 +9 +0.4%
Loomis, Sayles & Company
1065
Loomis, Sayles & Company
Massachusetts
$188K +$48.1K +655 +38%
PMFA
1066
Plante Moran Financial Advisors
Michigan
$182K -$62.3K -848 -27%
GCM
1067
Gables Capital Management
Florida
$181K +$167K +2,280 New
SNT
1068
Security National Trust
West Virginia
$179K
FANJ
1069
Financial Architects (New Jersey)
New Jersey
$175K -$3.89K -53 -2%
CIAS
1070
Capital Investment Advisory Services
North Carolina
$173K +$5.73K +78 +4%
FCT
1071
Family Capital Trust
Massachusetts
$171K
NIM
1072
NuWave Investment Management
New Jersey
$167K -$505K -6,884 -76%
HDIM
1073
Hanson & Doremus Investment Management
Vermont
$165K
CFGS
1074
Concourse Financial Group Securities
Alabama
$161K -$1.04M -14,161 -87%
RWA
1075
Ropes Wealth Advisors
Massachusetts
$161K

SYY Hedge Fund Activity: Q3 2019 in Review

1,227 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Sysco (SYY) for Q3 2019, worth a combined $32.5B — up 12% from $28.9B a quarter earlier.

Buyers outnumbered sellers: 103 funds opened new SYY positions and 75 closed out — a net gain of 28 holders — while 481 added to existing stakes and 429 trimmed.

The largest buyer was Longview Partners, opening a new position worth an estimated $504M. The largest seller was Capital World Investors, cutting an estimated $899M.

  • 1,227 institutional investors held Sysco (SYY) as of Q3 2019, up from 1,207 in Q2 2019.
  • Funds reported $32.5B of Sysco stock for Q3 2019, up 12% quarter-over-quarter.
  • 103 funds opened new Sysco positions in Q3 2019 and 75 closed out, a net change of +28 holders.
  • The largest Sysco buyer in Q3 2019 was Longview Partners, an estimated $504M added.
  • The largest Sysco seller in Q3 2019 was Capital World Investors, an estimated $899M sold.

Based on aggregated 13F filings for Q3 2019.