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1,188 hedge funds and large institutions have $22.5B invested in Sysco in 2020 Q2 according to their latest regulatory filings, with 159 funds opening new positions, 380 increasing their positions, 501 reducing their positions, and 112 closing their positions.

New
Increased
Maintained
Reduced
Closed

64% more call options, than puts

Call options by funds: $196M | Put options by funds: $120M

42% more first-time investments, than exits

New positions opened: 159 | Existing positions closed: 112

19% more capital invested

Capital invested by funds: $18.9B → $22.5B (+$3.57B)

3% more funds holding

Funds holding: 1,1531,188 (+35)

0.4% less ownership

Funds ownership: 81.58%81.18% (-0.4%)

24% less repeat investments, than reductions

Existing positions increased: 380 | Existing positions reduced: 501

38% less funds holding in top 10

Funds holding in top 10: 1610 (-6)

Holders
1,188
Holders Change
+35
Holders Change %
+3.04%
% of All Funds
24.36%
Holding in Top 10
10
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-37.5%
% of All Funds
0.21%
New
159
Increased
380
Reduced
501
Closed
112
Calls
$196M
Puts
$120M
Net Calls
+$76.1M
Net Calls Change
+$68.4M
Name Holding Trade Value Shares
Change
Change in
Stake
CPA
1126
Cowen Prime Advisors
New York
$16K -$46K -875 -83%
MSFP
1127
Mark Sheptoff Financial Planning
Connecticut
$16K -$2.26K -43 -13%
AWM
1128
Avior Wealth Management
Nebraska
$16K
LB
1129
Legacy Bridge
Iowa
$16K
SBL
1130
Sargent Bickham Lagudis
Colorado
$16K
SA
1131
SRH Advisors
Kansas
$16K
WAS
1132
Winch Advisory Services
Wisconsin
$15K +$158 +3 +1%
BCA
1133
Berman Capital Advisors
Georgia
$14K -$2.58K -49 -15%
Loomis, Sayles & Company
1134
Loomis, Sayles & Company
Massachusetts
$14K -$736 -14 -5%
KPCM
1135
Kings Point Capital Management
New York
$14K
SFG
1136
Sowa Financial Group
Rhode Island
$14K
WFMPM
1137
Woodley Farra Manion Portfolio Management
Indiana
$13K -$3.61M -68,684 -100%
PW
1138
Price Wealth
Texas
$13K -$4.05K -77 -25%
LC
1139
Lindbrook Capital
California
$12K -$34.5K -656 -74%
ATC
1140
Adirondack Trust Company
New York
$12K
TFA
1141
Transamerica Financial Advisors
Florida
$12K +$11.4K +217 New
HR
1142
Howe & Rusling
New York
$11K -$26.3K -500 -71%
FANJ
1143
Financial Architects (New Jersey)
New Jersey
$11K -$21K -400 -67%
SIM
1144
Sonora Investment Management
Arizona
$11K -$5.26K -100 -33%
PP
1145
Pacifica Partners
Canada
$11K -$1.31K -25 -11%
SFPG
1146
Stonebridge Financial Planning Group
Florida
$11K
APC
1147
Aspire Private Capital
North Carolina
$11K +$7.15K +136 +267%
TF
1148
TimeScale Financial
Massachusetts
$10K
CWM
1149
Campbell Wealth Management
Virginia
$10K +$9.36K +178 New
RIM
1150
Rockbridge Investment Management
New York
$10K +$9.94K +189 New

SYY Hedge Fund Activity: Q2 2020 in Review

1,188 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Sysco (SYY) for Q2 2020, worth a combined $22.5B — up 19% from $18.9B a quarter earlier.

Buyers outnumbered sellers: 159 funds opened new SYY positions and 112 closed out — a net gain of 47 holders — while 380 added to existing stakes and 501 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $620M. The largest seller was Janus Henderson Group, cutting an estimated $209M.

  • 1,188 institutional investors held Sysco (SYY) as of Q2 2020, up from 1,153 in Q1 2020.
  • Funds reported $22.5B of Sysco stock for Q2 2020, up 19% quarter-over-quarter.
  • 159 funds opened new Sysco positions in Q2 2020 and 112 closed out, a net change of +47 holders.
  • The largest Sysco buyer in Q2 2020 was Fidelity Investments, an estimated $620M added.
  • The largest Sysco seller in Q2 2020 was Janus Henderson Group, an estimated $209M sold.

Based on aggregated 13F filings for Q2 2020.