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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
SBL
1076
Sargent Bickham Lagudis
Colorado
$18K
SA
1077
SRH Advisors
Kansas
$18K
VNA
1078
Valley National Advisers
Pennsylvania
$18K
PAI
1079
Pittenger & Anderson Inc
Nebraska
$18K +$11.3K +200 +200%
CJA
1080
C-J Advisory
California
$18K +$16.6K +293 New
PS
1081
Portfolio Solutions
Michigan
$18K +$17K +300 New
CPA
1082
Clear Perspective Advisors
Illinois
$17K
EARNEST Partners
1083
EARNEST Partners
Georgia
$17K +$15.5K +274 New
SWMG
1084
Signature Wealth Management Group
Georgia
$17K +$16.3K +288 New
CAL
1085
Capital Advisors Ltd
Ohio
$16K
WWMSC
1086
Wagner Wealth Management (South Carolina)
South Carolina
$14K +$9.07K +160 New
KJWM
1087
Kiley Juergens Wealth Management
Washington
$14K +$13.2K +233 New
WPA
1088
West Paces Advisors
Georgia
$14K
CTA
1089
Carillon Tower Advisers
Florida
$13.7K +$12.8M +226,182 New
ATC
1090
Adirondack Trust Company
New York
$13K
WAS
1091
Winch Advisory Services
Wisconsin
$13K +$57 +1 +0.5%
OAJ
1092
Ogorek Anthony Joseph
New York
$13K +$12.2K +215 New
GRP
1093
Global Retirement Partners
California
$12K -$8.9K -157 -44%
HI
1094
Hudock Inc
Pennsylvania
$12K +$113 +2 +1%
WCM
1095
Whitener Capital Management
North Carolina
$12K +$11.6K +204 New
RBC
1096
Roble Belko & Company
Pennsylvania
$11K
FFG
1097
Ford Financial Group
California
$10K +$9.29K +164 New
CTB
1098
Country Trust Bank
Illinois
$8K +$340 +6 +5%
LF
1099
Lee Financial
Texas
$7K +$6.86K +121 New
MCM
1100
Mainstay Capital Management
Michigan
$6K +$5.67K +100 New

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.