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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
MA
1101
MCF Advisors
Kentucky
$42K +$72 +1 +0.2%
WA
1102
WP Advisors
California
$42K +$216 +3 +0.5%
AF
1103
Arrow Financial
New York
$40K +$3.03K +42 +8%
FIM
1104
Foresters Investment Management
New York
$37K -$267K -3,700 -88%
MIP
1105
Mondrian Investment Partners
United Kingdom
$37K
PSC
1106
Prentiss Smith & Co
Vermont
$37K
SHJ
1107
Sharkey, Howes & Javer
Colorado
$37K
AWM
1108
AllSquare Wealth Management
New York
$36K -$4.97K -69 -12%
LFA
1109
Legacy Financial Advisors
Kentucky
$35K -$22.5K -312 -39%
CHP
1110
Cable Hill Partners
Oregon
$35K
OSNBOA
1111
Old Second National Bank of Aurora
Illinois
$35K
AAP
1112
Arax Advisory Partners
Colorado
$34K -$64.3K -892 -66%
GAM
1113
Gemmer Asset Management
California
$32K
MWM
1114
MinichMacGregor Wealth Management
New York
$29K -$2.09K -29 -7%
CAW
1115
Cornerstone Advisors (Washington)
Washington
$29K +$3.46K +48 +14%
CAG
1116
Csenge Advisory Group
Florida
$27K -$243K -3,370 -89%
TG
1117
TLP Group
Illinois
$25K +$24.7K +343 New
MFW
1118
Mosaic Family Wealth
Missouri
$23K
TFO
1119
Tarbox Family Office
California
$23K
1832 Asset Management
1120
1832 Asset Management
Ontario, Canada
$22K -$12.2K -170 -36%
MCM
1121
Mainstay Capital Management
Michigan
$22K
OAJ
1122
Ogorek Anthony Joseph
New York
$22K
SBL
1123
Sargent Bickham Lagudis
Colorado
$22K
SA
1124
SRH Advisors
Kansas
$22K
VNA
1125
Valley National Advisers
Pennsylvania
$22K

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.