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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
ME
1051
McIlrath & Eck
Washington
$72K
AP
1052
Arlington Partners
Alabama
$67K
JFGIW
1053
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$67K
PGAM
1054
Princeton Global Asset Management
New Jersey
$67K
KWM
1055
Keebeck Wealth Management
Illinois
$66K -$238K -4,527 -79%
MHR
1056
Matthew Hamilton Rosenberg
$66K
VRM
1057
Vectors Research Management
New York
$65K +$20.6K +392 +50%
TAIM
1058
TD Ameritrade Investment Management
Nebraska
$65K +$33.4K +635 +116%
BWM
1059
Baystate Wealth Management
Massachusetts
$65K +$57.8K +1,099 +1,208%
MRCM
1060
M&R Capital Management
New Jersey
$64K
OIA
1061
Optimum Investment Advisors
Illinois
$64K
SWM
1062
Sugarloaf Wealth Management
Georgia
$63K +$44.7K +850 +283%
CAL
1063
Capital Analysts LLC
Pennsylvania
$62K
CAM
1064
Costello Asset Management
Pennsylvania
$61K +$59.1K +1,125 New
EWM
1065
Endurance Wealth Management
Rhode Island
$60K
DCM
1066
Davis Capital Management
Florida
$58K
BFIM
1067
Beese Fulmer Investment Management
Ohio
$57K +$54.4K +1,035 New
CAL
1068
Capital Advisors Ltd
Ohio
$56K -$13.9K -265 -21%
JFA
1069
JNBA Financial Advisors
Minnesota
$56K
BG
1070
Bollard Group
Massachusetts
$56K +$54.3K +1,033 New
PP
1071
PrairieView Partners
Minnesota
$55K
SWM
1072
Selective Wealth Management
Virginia
$51K
CHA
1073
Carmichael Hill & Associates
Maryland
$49K
POIA
1074
Pin Oak Investment Advisors
Texas
$49K
PFBT
1075
Parkside Financial Bank & Trust
Missouri
$48K +$21K +399 +84%

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.