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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
HWM
1101
Holloway Wealth Management
Florida
$5K
RPC
1102
Rossmore Private Capital
Connecticut
$3.22K +$3K +53 New
CA
1103
Crewe Advisors
Utah
$3K +$2.83K +50 New
NC
1104
NewSquare Capital
Pennsylvania
$2K -$1.87K -33 -51%
OFW
1105
Omnia Family Wealth
Florida
$2K
WA
1106
WealthTrust-Arizona
Arizona
$1K
ST
1107
Sageworth Trust
Pennsylvania
$1K +$737 +13 New
AC
1108
Avestar Capital
New York
$1K +$1.13K +20 New
AWA
1109
Acorn Wealth Advisors
Michigan
$1K +$1.25K +22 New
AWE
1110
Avidian Wealth Enterprises
Texas
$381 -$58K -1,023 -14%
PCG
1111
Private Capital Group
Connecticut
$140 +$131K +2,305 New
Credit Agricole
1112
Credit Agricole
France
-$28.1M -520,471 Closed
NFA
1113
Nationwide Fund Advisors
Ohio
-$22.4M -414,617 Closed
CC
1114
Carlson Capital
Texas
-$19.7M -364,600 Closed
Grantham, Mayo, Van Otterloo & Co (GMO)
1115
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
-$9.59M -177,800 Closed
Voloridge Investment Management
1116
Voloridge Investment Management
Florida
-$7.21M -133,548 Closed
FHAM
1117
Folger Hill Asset Management
New York
-$2.04M -37,800 Closed
LPU
1118
Lansdowne Partners (UK)
United Kingdom
-$2.02M -37,461 Closed
BVDMP
1119
Bedrijfstakpensioenfonds Voor De Media PNO
Netherlands
-$1.86M -34,560 Closed
COI
1120
Connable Office Inc
Michigan
-$1.73M -32,140 Closed
Schroder Investment Management Group
1121
Schroder Investment Management Group
United Kingdom
-$1.58M -29,197 Closed
KCP
1122
KDI Capital Partners
North Carolina
-$1.49M -27,700 Closed
RIM
1123
Regent Investment Management
Kentucky
-$1.43M -26,540 Closed
NPC
1124
National Planning Corporation
California
-$1.39M -25,777 Closed
NLI
1125
Nippon Life Insurance
Japan
-$1.25M -23,239 Closed

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.