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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
CJA
1126
C-J Advisory
California
$21K
SWMG
1127
Signature Wealth Management Group
Georgia
$20K
LWM
1128
Lenox Wealth Management
Ohio
$20K +$2.38K +33 +41%
BGIM
1129
Brandywine Global Investment Management
Pennsylvania
$20K +$19.2K +266 New
CIM
1130
Contravisory Investment Management
Massachusetts
$18K
BBA
1131
Braun-Bostich & Associates
Pennsylvania
$18K +$17.5K +243 New
KJWM
1132
Kiley Juergens Wealth Management
Washington
$17K
BWP
1133
Baldwin Wealth Partners
Massachusetts
$17K +$16.4K +227 New
WPA
1134
West Paces Advisors
Georgia
$16.8K
ATC
1135
Adirondack Trust Company
New York
$16K
WAS
1136
Winch Advisory Services
Wisconsin
$16K +$72 +1 +0.5%
M
1137
MOTCO
Texas
$16K +$15.6K +216 New
IGGA
1138
Iron Gate Global Advisors
Utah
$16K +$17.4K +241 New
GRP
1139
Global Retirement Partners
California
$15K -$144 -2 -1%
BWA
1140
BDO Wealth Advisors
Florida
$15K
EARNEST Partners
1141
EARNEST Partners
Georgia
$15K
WWMSC
1142
Wagner Wealth Management (South Carolina)
South Carolina
$15K
TC
1143
Trilogy Capital
California
$15K +$7.21K +100 +100%
OFW
1144
Omnia Family Wealth
Florida
$15K +$12K +166 +474%
IAS
1145
IMA Advisory Services
Colorado
$15K +$14.4K +200 New
TC
1146
Trust Company
Kansas
$15K +$15.2K +211 New
PW
1147
Price Wealth
Texas
$14K -$35.3K -490 -72%
WCM
1148
Whitener Capital Management
North Carolina
$14K +$14.7K +204 New
RBC
1149
Roble Belko & Company
Pennsylvania
$13K
JWA
1150
JFS Wealth Advisors
Pennsylvania
$12K

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.