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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
AIC
1151
Archer Investment Corporation
Indiana
$9.46K
WPA
1152
West Paces Advisors
Georgia
$9.29K -$130K -2,469 -94%
TFO
1153
Tarbox Family Office
California
$9K -$10K -191 -52%
IF
1154
Ironwood Financial
Arizona
$9K
JWA
1155
JFS Wealth Advisors
Pennsylvania
$9K
GWS
1156
Glassman Wealth Services
Virginia
$9K +$6.89K +131 +374%
BWM
1157
BerganKDV Wealth Management
Minnesota
$8K -$5K -95 -39%
HS
1158
Horan Securities
United States
$8K +$7.41K +141 New
KFS
1159
Kelly Financial Services
Massachusetts
$7.31K +$53 +1 +0.8%
BBA
1160
Braun-Bostich & Associates
Pennsylvania
$7K
GWMIA
1161
Global Wealth Management Investment Advisory
Florida
$7K
BEI
1162
Benjamin Edwards Inc
Missouri
$6K
DOA
1163
D'Orazio & Associates
Virginia
$6K
NSIM
1164
North Star Investment Management
Illinois
$6K +$53 +1 +1%
PIMG
1165
Patriot Investment Management Group
Tennessee
$5.47K +$5.26K +100 New
SL
1166
Savior LLC
Massachusetts
$5K
FCH
1167
Freestone Capital Holdings
Washington
$4.91K +$4.02M +76,372 +565%
PAI
1168
Pittenger & Anderson Inc
Nebraska
$4K -$48.6K -925 -93%
CAGAS
1169
Capital Advisory Group Advisory Services
Minnesota
$4K
CWAF
1170
Core Wealth Advisors (Florida)
Florida
$4K +$53 +1 +1%
APWA
1171
Atlas Private Wealth Advisors
New Jersey
$4K +$3.84K +73 New
HWM
1172
Holloway Wealth Management
Florida
$3K
LFG
1173
LifePlan Financial Group
Ohio
$3K
TL
1174
TrueWealth LLC
Georgia
$3K
IWP
1175
IAG Wealth Partners
Wisconsin
$3K +$421 +8 +23%

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.