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1,225 hedge funds and large institutions have $27.2B invested in Sysco in 2019 Q1 according to their latest regulatory filings, with 119 funds opening new positions, 427 increasing their positions, 481 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed

53% more call options, than puts

Call options by funds: $64.5M | Put options by funds: $42.3M

35% more first-time investments, than exits

New positions opened: 119 | Existing positions closed: 88

2% more funds holding

Funds holding: 1,2051,225 (+20)

5% more capital invested

Capital invested by funds: $25.9B → $27.2B (+$1.25B)

0.59% less ownership

Funds ownership: 80.03%79.45% (-0.59%)

5% less funds holding in top 10

Funds holding in top 10: 2221 (-1)

11% less repeat investments, than reductions

Existing positions increased: 427 | Existing positions reduced: 481

Holders
1,225
Holders Change
+20
Holders Change %
+1.66%
% of All Funds
26.51%
Holding in Top 10
21
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.55%
% of All Funds
0.45%
New
119
Increased
427
Reduced
481
Closed
88
Calls
$64.5M
Puts
$42.3M
Net Calls
+$22.2M
Net Calls Change
+$32.4M
Name Holding Trade Value Shares
Change
Change in
Stake
FBT
1176
First Bank & Trust
South Dakota
$13K +$12.7K +195 New
LWM
1177
Liberty Wealth Management
California
$13K +$13K +200 New
AWM
1178
Avior Wealth Management
Nebraska
$12K
RBC
1179
Roble Belko & Company
Pennsylvania
$12K
GSWM
1180
Golden State Wealth Management
California
$12K +$11.4K +176 New
PWMG
1181
Prestige Wealth Management Group
New Jersey
$11K -$12.6K -194 -54%
IF
1182
Ironwood Financial
Arizona
$11K
JWA
1183
JFS Wealth Advisors
Pennsylvania
$11K
1NWS
1184
1 North Wealth Services
Maryland
$11K +$1.43K +22 +16%
OSAM
1185
O'Shaughnessy Asset Management
Connecticut
$10K -$44.5M -684,581 -100%
BBA
1186
Braun-Bostich & Associates
Pennsylvania
$9K -$15.8K -243 -65%
TAIM
1187
TD Ameritrade Investment Management
Nebraska
$9K -$12.5K -192 -58%
GRP
1188
Global Retirement Partners
California
$9K
CIA
1189
CSat Investment Advisory
Michigan
$9K +$1.17K +18 +15%
KFS
1190
Kelly Financial Services
Massachusetts
$8.72K +$8.52K +131 New
GT
1191
Glenmede Trust
Pennsylvania
$8.06K -$190K -2,918 -2%
DOA
1192
D'Orazio & Associates
Virginia
$8K
LF
1193
Lee Financial
Texas
$8K
TL
1194
TrueWealth LLC
Georgia
$8K +$4.16K +64 +103%
CI
1195
CX Institutional
Indiana
$8K +$7.68K +118 New
AC
1196
Avestar Capital
New York
$7K
HCA
1197
Horan Capital Advisors
Ohio
$7K +$6.5K +100 New
HGWM
1198
Harvest Group Wealth Management
Massachusetts
$7K +$6.83K +105 New
AIC
1199
Archer Investment Corporation
Indiana
$6K
FAM
1200
Fred Alger Management
New York
$6K

SYY Hedge Fund Activity: Q1 2019 in Review

1,225 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in Sysco (SYY) for Q1 2019, worth a combined $27.2B — up 4.8% from $25.9B a quarter earlier.

Buyers outnumbered sellers: 119 funds opened new SYY positions and 88 closed out — a net gain of 31 holders — while 427 added to existing stakes and 481 trimmed.

The largest buyer was Millennium Management, adding an estimated $148M. The largest seller was Bank of America, cutting an estimated $519M.

  • 1,225 institutional investors held Sysco (SYY) as of Q1 2019, up from 1,205 in Q4 2018.
  • Funds reported $27.2B of Sysco stock for Q1 2019, up 4.8% quarter-over-quarter.
  • 119 funds opened new Sysco positions in Q1 2019 and 88 closed out, a net change of +31 holders.
  • The largest Sysco buyer in Q1 2019 was Millennium Management, an estimated $148M added.
  • The largest Sysco seller in Q1 2019 was Bank of America, an estimated $519M sold.

Based on aggregated 13F filings for Q1 2019.