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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
GWS
1176
Glassman Wealth Services
Virginia
$2K
NC
1177
NewSquare Capital
Pennsylvania
$1K
WA
1178
WealthTrust-Arizona
Arizona
$1K
DOA
1179
D'Orazio & Associates
Virginia
$1K +$648 +9 New
KF
1180
Krilogy Financial
Missouri
$1K +$865 +12 New
IP
1181
Investment Partners
Ohio
$360 +$937 +13 +0.4%
MHI
1182
Miller Howard Investments
New York
-$45.7M -668,531 Closed
Holocene Advisors
1183
Holocene Advisors
New York
-$33.8M -495,091 Closed
WI
1184
WBI Investments
New Jersey
-$15M -219,239 Closed
AL
1185
Arnhold LLC
New York
-$6.92M -101,300 Closed
FAF
1186
Första AP-fonden
Sweden
-$4.62M -67,694 Closed
MME
1187
Meag Munich Ergo
Germany
-$3.41M -49,429 Closed
WP
1188
WealthPLAN Partners
Nebraska
-$2.11M -30,901 Closed
MF
1189
MHI Funds
New York
-$1.76M -25,710 Closed
UR
1190
USCA RIA
Texas
-$1.59M -23,296 Closed
TEE
1191
Tibra Equities Europe
United Kingdom
-$1.51M -22,086 Closed
Boston Partners
1192
Boston Partners
Massachusetts
-$1.39M -20,310 Closed
LOAMS
1193
Lombard Odier Asset Management (Switzerland)
Switzerland
-$1.26M -18,505 Closed
SAM
1194
Sompo Asset Management
Japan
-$973K -14,250 Closed
SAM
1195
Symphony Asset Management
California
-$794K -13,247 Closed
AA
1196
ALPS Advisors
Colorado
-$813K -11,899 Closed
NA
1197
Navellier & Associates
Nevada
-$564K -8,265 Closed
KWM
1198
Kingsview Wealth Management
Oregon
-$423K -6,195 Closed
MCM
1199
Murphy Capital Management
New Jersey
-$372K -5,450 Closed
CG
1200
Caprock Group
Idaho
-$369K -5,408 Closed

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.