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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
PCMK
1201
Paragon Capital Management (Kansas)
Kansas
$6K +$5.4K +83 New
NCM
1202
Next Capital Management
New York
$5K +$4.62K +71 New
OFW
1203
Omnia Family Wealth
Florida
$4K +$1.24K +19 +54%
CAC
1204
Certified Advisory Corp
Florida
$4K +$3.58K +55 New
SCM
1205
Shelton Capital Management
Colorado
$3.76K -$228K -3,507 -93%
RWML
1206
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$3.27K
FC
1207
Ferris Capital
Massachusetts
$3K -$5.07K -78 -61%
CMBA
1208
C.M. Bidwell & Associates
Hawaii
$3K
LFG
1209
LifePlan Financial Group
Ohio
$3K
NWM
1210
Northwest Wealth Management
Iowa
$3K
GWS
1211
Glassman Wealth Services
Virginia
$3K +$1.3K +20 +80%
TA
1212
TCG Advisors
Texas
$3K +$2.6K +40 New
GWMIA
1213
Global Wealth Management Investment Advisory
Florida
$2K -$6.25K -96 -76%
CIR
1214
Clear Investment Research
Georgia
$2K
HH
1215
HWG Holdings
Texas
$2K
WCG
1216
Weaver Consulting Group
California
$2K +$1.5K +23 New
FGAM
1217
Financial Gravity Asset Management
Texas
$2K +$1.82K +28 New
LFG
1218
Larson Financial Group
Missouri
$1K
NC
1219
NewSquare Capital
Pennsylvania
$1K
CFD
1220
Creative Financial Designs
Indiana
$1K +$585 +9 New
MAM
1221
Meeder Asset Management
Ohio
$1K +$1.11K +17 New
HI
1222
Hudock Inc
Pennsylvania
$1K +$1.17K +18 New
Koshinski Asset Management
1223
Koshinski Asset Management
Illinois
$417 +$13.9K +214 +4%
WA
1224
WP Advisors
California
$391 +$38.1K +585 New
BFG
1225
Beacon Financial Group
Texas
$345 -$17.8K -274 -5%

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.