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1,227 hedge funds and large institutions have $32.5B invested in Sysco in 2019 Q3 according to their latest regulatory filings, with 103 funds opening new positions, 481 increasing their positions, 429 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed

53% more call options, than puts

Call options by funds: $116M | Put options by funds: $75.6M

37% more first-time investments, than exits

New positions opened: 103 | Existing positions closed: 75

35% more funds holding in top 10

Funds holding in top 10: 2027 (+7)

12% more capital invested

Capital invested by funds: $28.9B → $32.5B (+$3.55B)

12% more repeat investments, than reductions

Existing positions increased: 481 | Existing positions reduced: 429

2% more funds holding

Funds holding: 1,2071,227 (+20)

0.01% less ownership

Funds ownership: 79.93%79.92% (-0.01%)

Holders
1,227
Holders Change
+20
Holders Change %
+1.66%
% of All Funds
26.91%
Holding in Top 10
27
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+35%
% of All Funds
0.59%
New
103
Increased
481
Reduced
429
Closed
75
Calls
$116M
Puts
$75.6M
Net Calls
+$40.2M
Net Calls Change
+$3.56M
Name Holding Trade Value Shares
Change
Change in
Stake
SWM
1126
Selective Wealth Management
Virginia
$74K +$68.5K +933 New
PCIA
1127
Prime Capital Investment Advisors
Kansas
$74K +$68.9K +938 New
ADL
1128
Asset Dedication LLC
California
$73K
POIA
1129
Pin Oak Investment Advisors
Texas
$71K -$13.4K -183 -17%
BCI
1130
Brinker Capital Investments
Pennsylvania
$71K +$11K +150 +20%
VRM
1131
Vectors Research Management
New York
$67K
GT
1132
Glenmede Trust
Pennsylvania
$66.1K +$13.4M +182,560 +28%
EFSCE
1133
Enterprise Financial Services Corp (EFSC)
Missouri
$65K
SWP
1134
Strategic Wealth Partners
Ohio
$63.7K -$26.7K -364 -11%
OSAM
1135
O'Shaughnessy Asset Management
Connecticut
$63K +$13.2K +180 +29%
HCM
1136
Hilton Capital Management
New York
$63K +$17K +232 +41%
BRC
1137
Bell Rock Capital
Delaware
$62K
TCM
1138
Tradewinds Capital Management
Washington
$61K
SIM
1139
Sonora Investment Management
Arizona
$60K -$10.6K -144 -16%
HR
1140
Howe & Rusling
New York
$56K
BAMG
1141
Brand Asset Management Group
Missouri
$56K +$4.4K +60 +9%
BWP
1142
Baldwin Wealth Partners
Massachusetts
$52K
AWM
1143
AllSquare Wealth Management
New York
$50K
MSFP
1144
Mark Sheptoff Financial Planning
Connecticut
$50K +$22.4K +305 +93%
KPCM
1145
Kings Point Capital Management
New York
$49K
ECM
1146
Estabrook Capital Management
New York
$48K
MMG
1147
Monetary Management Group
Missouri
$48K
NSIM
1148
North Star Investment Management
Illinois
$48K +$44K +599 New
BHWM
1149
Bay Harbor Wealth Management
Maryland
$46K +$661 +9 +2%
MPWT
1150
MassMutual Private Wealth & Trust
Connecticut
$45K -$27.5K -375 -40%

SYY Hedge Fund Activity: Q3 2019 in Review

1,227 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Sysco (SYY) for Q3 2019, worth a combined $32.5B — up 12% from $28.9B a quarter earlier.

Buyers outnumbered sellers: 103 funds opened new SYY positions and 75 closed out — a net gain of 28 holders — while 481 added to existing stakes and 429 trimmed.

The largest buyer was Longview Partners, opening a new position worth an estimated $504M. The largest seller was Capital World Investors, cutting an estimated $899M.

  • 1,227 institutional investors held Sysco (SYY) as of Q3 2019, up from 1,207 in Q2 2019.
  • Funds reported $32.5B of Sysco stock for Q3 2019, up 12% quarter-over-quarter.
  • 103 funds opened new Sysco positions in Q3 2019 and 75 closed out, a net change of +28 holders.
  • The largest Sysco buyer in Q3 2019 was Longview Partners, an estimated $504M added.
  • The largest Sysco seller in Q3 2019 was Capital World Investors, an estimated $899M sold.

Based on aggregated 13F filings for Q3 2019.