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1,225 hedge funds and large institutions have $27.2B invested in Sysco in 2019 Q1 according to their latest regulatory filings, with 119 funds opening new positions, 427 increasing their positions, 481 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed

53% more call options, than puts

Call options by funds: $64.5M | Put options by funds: $42.3M

35% more first-time investments, than exits

New positions opened: 119 | Existing positions closed: 88

2% more funds holding

Funds holding: 1,2051,225 (+20)

5% more capital invested

Capital invested by funds: $25.9B → $27.2B (+$1.25B)

0.59% less ownership

Funds ownership: 80.03%79.45% (-0.59%)

5% less funds holding in top 10

Funds holding in top 10: 2221 (-1)

11% less repeat investments, than reductions

Existing positions increased: 427 | Existing positions reduced: 481

Holders
1,225
Holders Change
+20
Holders Change %
+1.66%
% of All Funds
26.51%
Holding in Top 10
21
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.55%
% of All Funds
0.45%
New
119
Increased
427
Reduced
481
Closed
88
Calls
$64.5M
Puts
$42.3M
Net Calls
+$22.2M
Net Calls Change
+$32.4M
Name Holding Trade Value Shares
Change
Change in
Stake
KPCM
1126
Kings Point Capital Management
New York
$41K
ECM
1127
Estabrook Capital Management
New York
$40.4K
MMG
1128
Monetary Management Group
Missouri
$40K
CAW
1129
Cornerstone Advisors (Washington)
Washington
$39K +$10.8K +166 +40%
HCM
1130
Hilton Capital Management
New York
$38K -$12.2M -187,227 -100%
HDIM
1131
Hanson & Doremus Investment Management
Vermont
$38K
BHWM
1132
Bay Harbor Wealth Management
Maryland
$36K
ST
1133
Sageworth Trust
Pennsylvania
$36K +$35K +538 New
ACA
1134
Anchor Capital Advisors
Massachusetts
$34.3K +$188K +2,888 +0.6%
LFA
1135
Legacy Financial Advisors
Kentucky
$34K
MIP
1136
Mondrian Investment Partners
United Kingdom
$33K
SHJ
1137
Sharkey, Howes & Javer
Colorado
$33K
LWM
1138
Lenox Wealth Management
Ohio
$32K +$19.4K +298 +164%
JIP
1139
JBJ Investment Partners
South Carolina
$32K +$31.2K +479 New
FWM
1140
Focused Wealth Management
New York
$31K
OSNBOA
1141
Old Second National Bank of Aurora
Illinois
$31K
BCA
1142
Berman Capital Advisors
Georgia
$30K +$5.79K +89 +25%
VNA
1143
Valley National Advisers
Pennsylvania
$28K -$3.45K -53 -11%
WAM
1144
Wakefield Asset Management
Colorado
$27K -$17.2K -264 -40%
SFA
1145
Semmax Financial Advisors
North Carolina
$27K -$6.05K -93 -19%
SCA
1146
Stuart Chaussee & Associates
California
$26K
AP
1147
Advisors Preferred
Maryland
$26K +$25.2K +388 New
CFS
1148
Ceros Financial Services
Maryland
$26K +$25.2K +388 New
MA
1149
MCF Advisors
Kentucky
$25K -$12.4K -190 -33%
CAL
1150
Capital Analysts LLC
Pennsylvania
$25K +$25K +385 New

SYY Hedge Fund Activity: Q1 2019 in Review

1,225 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in Sysco (SYY) for Q1 2019, worth a combined $27.2B — up 4.8% from $25.9B a quarter earlier.

Buyers outnumbered sellers: 119 funds opened new SYY positions and 88 closed out — a net gain of 31 holders — while 427 added to existing stakes and 481 trimmed.

The largest buyer was Millennium Management, adding an estimated $148M. The largest seller was Bank of America, cutting an estimated $519M.

  • 1,225 institutional investors held Sysco (SYY) as of Q1 2019, up from 1,205 in Q4 2018.
  • Funds reported $27.2B of Sysco stock for Q1 2019, up 4.8% quarter-over-quarter.
  • 119 funds opened new Sysco positions in Q1 2019 and 88 closed out, a net change of +31 holders.
  • The largest Sysco buyer in Q1 2019 was Millennium Management, an estimated $148M added.
  • The largest Sysco seller in Q1 2019 was Bank of America, an estimated $519M sold.

Based on aggregated 13F filings for Q1 2019.