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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
IA
1126
Icon Advisers
Colorado
-$1.25M -23,100 Closed
AF
1127
Ally Financial
Michigan
-$1.08M -20,000 Closed
AR
1128
Advisory Research
Illinois
-$1.06M -19,575 Closed
CCWA
1129
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
-$934K -17,318 Closed
ICOA
1130
Investment Centers of America
North Dakota
-$778K -14,476 Closed
3C
1131
361 Capital
Colorado
-$750K -13,894 Closed
Jacobs Levy Equity Management
1132
Jacobs Levy Equity Management
New Jersey
-$604K -11,200 Closed
GCP
1133
GSA Capital Partners
United Kingdom
-$512K -9,494 Closed
HHC
1134
Hutchin Hill Capital
New York
-$394K -7,300 Closed
BMM
1135
Buffington Mohr McNeal
Idaho
-$373K -6,802 Closed
NFG
1136
Next Financial Group
Texas
-$344K -6,324 Closed
APP
1137
Avantax Planning Partners
Iowa
-$331K -6,136 Closed
SCM
1138
Salem Capital Management
Massachusetts
-$264K -4,900 Closed
ZB
1139
Zions Bancorporation
Utah
-$242K -4,486 Closed
BJL
1140
Brighton Jones LLC
Washington
-$240K -4,444 Closed
CIA
1141
Choate Investment Advisors
Massachusetts
-$237K -4,386 Closed
FLPIM
1142
F.L. Putnam Investment Management
Massachusetts
-$229K -4,247 Closed
CA
1143
Cambridge Advisors
Nebraska
-$223K -4,135 Closed
YMRC
1144
Yorktown Management & Research Company
Virginia
-$216K -4,000 Closed
SGA
1145
Strategic Global Advisors
California
-$212K -3,925 Closed
GCC
1146
Guardian Capital (Canada)
Ontario, Canada
-$211K -3,908 Closed
BCP
1147
Blue Chip Partners
Michigan
-$161K -2,986 Closed
AC
1148
Alexandria Capital
Virginia
-$63K -1,177 Closed
MWM
1149
Mascoma Wealth Management
New Hampshire
-$30K -560 Closed
TDC
1150
Thompson Davis & Co
Virginia
-$22K -405 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.