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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
FWM
1151
Focused Wealth Management
New York
$10K -$23.9K -332 -71%
LF
1152
Lee Financial
Texas
$9K -$9.15K -127 -51%
FC
1153
Ferris Capital
Massachusetts
$9K
TAIM
1154
TD Ameritrade Investment Management
Nebraska
$9K +$7.78K +108 +1,200%
AC
1155
Avestar Capital
New York
$8K -$2.81K -39 -22%
ANBT
1156
American National Bank & Trust
Texas
$8K
AWM
1157
Avior Wealth Management
Nebraska
$7K
FAM
1158
Fred Alger Management
New York
$7K
WWM
1159
Willingdon Wealth Management
North Carolina
$7K
RMC
1160
Resources Management Corp
Connecticut
$7K +$7.21K +100 New
CIA
1161
CSat Investment Advisory
Michigan
$6K -$288 -4 -5%
CAM
1162
ClariVest Asset Management
California
$6K
TL
1163
TrueWealth LLC
Georgia
$5K -$23.6K -328 -84%
CTB
1164
Country Trust Bank
Illinois
$5K
RWA
1165
River Wealth Advisors
Pennsylvania
$5K
WCAMG
1166
Woodard & Company Asset Management Group
North Carolina
$5K +$4.9K +68 New
CA
1167
Crewe Advisors
Utah
$4K
LFG
1168
LifePlan Financial Group
Ohio
$4K
CWSR
1169
Chessman Wealth Strategies RIA
Texas
$4K +$4.32K +60 New
CMBA
1170
C.M. Bidwell & Associates
Hawaii
$3K
SFM
1171
Signet Financial Management
New Jersey
$3K
NWM
1172
Northwest Wealth Management
Iowa
$3K +$72 +1 +2%
CIR
1173
Clear Investment Research
Georgia
$3K +$2.52K +35 New
PWAG
1174
Polaris Wealth Advisory Group
California
$3K +$2.52K +35 New
Simplex Trading
1175
Simplex Trading
Illinois
$3K +$3.17K +44 New

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.