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1,227 hedge funds and large institutions have $32.5B invested in Sysco in 2019 Q3 according to their latest regulatory filings, with 103 funds opening new positions, 481 increasing their positions, 429 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed

53% more call options, than puts

Call options by funds: $116M | Put options by funds: $75.6M

37% more first-time investments, than exits

New positions opened: 103 | Existing positions closed: 75

35% more funds holding in top 10

Funds holding in top 10: 2027 (+7)

12% more capital invested

Capital invested by funds: $28.9B → $32.5B (+$3.55B)

12% more repeat investments, than reductions

Existing positions increased: 481 | Existing positions reduced: 429

2% more funds holding

Funds holding: 1,2071,227 (+20)

0.01% less ownership

Funds ownership: 79.93%79.92% (-0.01%)

Holders
1,227
Holders Change
+20
Holders Change %
+1.66%
% of All Funds
26.91%
Holding in Top 10
27
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+35%
% of All Funds
0.59%
New
103
Increased
481
Reduced
429
Closed
75
Calls
$116M
Puts
$75.6M
Net Calls
+$40.2M
Net Calls Change
+$3.56M
Name Holding Trade Value Shares
Change
Change in
Stake
CMBA
1201
C.M. Bidwell & Associates
Hawaii
$8K
ANBT
1202
American National Bank & Trust
Texas
$8K +$7.05K +96 New
HCA
1203
Horan Capital Advisors
Ohio
$8K +$7.34K +100 New
RMC
1204
Resources Management Corp
Connecticut
$8K +$7.34K +100 New
WWM
1205
Willingdon Wealth Management
North Carolina
$7K +$6.61K +90 New
LWM
1206
Lenox Wealth Management
Ohio
$6K
BEI
1207
Benjamin Edwards Inc
Missouri
$6K +$5.43K +74 New
TL
1208
TrueWealth LLC
Georgia
$5K
LFG
1209
Larson Financial Group
Missouri
$5K +$3.82K +52 +650%
SIAS
1210
Shine Investment Advisory Services
Colorado
$5K +$4.4K +60 New
EWA
1211
Evolution Wealth Advisors
Florida
$4K -$3.23K -44 -44%
GWS
1212
Glassman Wealth Services
Virginia
$4K
HWM
1213
Holloway Wealth Management
Florida
$4K
LFG
1214
LifePlan Financial Group
Ohio
$4K
PWMG
1215
Prestige Wealth Management Group
New Jersey
$3K -$9.54K -130 -79%
CIR
1216
Clear Investment Research
Georgia
$3K
CCM
1217
Copeland Capital Management
Pennsylvania
$3K +$2.42K +33 New
PFGIA
1218
Patriot Financial Group Insurance Agency
Massachusetts
$2K -$97.3K -1,325 -98%
FPS
1219
Fieldpoint Private Securities
Connecticut
$2K -$2.94K -40 -65%
WCG
1220
Weaver Consulting Group
California
$2K
NC
1221
NewSquare Capital
Pennsylvania
$2K +$1.83K +25 New
PWP
1222
Personal Wealth Partners
Minnesota
$2K +$1.91K +26 New
FGAM
1223
Financial Gravity Asset Management
Texas
$1K -$73 -1 -9%
HI
1224
Hudock Inc
Pennsylvania
$1K
SB
1225
Strategic Blueprint
Georgia
$1K +$514 +7 New

SYY Hedge Fund Activity: Q3 2019 in Review

1,227 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Sysco (SYY) for Q3 2019, worth a combined $32.5B — up 12% from $28.9B a quarter earlier.

Buyers outnumbered sellers: 103 funds opened new SYY positions and 75 closed out — a net gain of 28 holders — while 481 added to existing stakes and 429 trimmed.

The largest buyer was Longview Partners, opening a new position worth an estimated $504M. The largest seller was Capital World Investors, cutting an estimated $899M.

  • 1,227 institutional investors held Sysco (SYY) as of Q3 2019, up from 1,207 in Q2 2019.
  • Funds reported $32.5B of Sysco stock for Q3 2019, up 12% quarter-over-quarter.
  • 103 funds opened new Sysco positions in Q3 2019 and 75 closed out, a net change of +28 holders.
  • The largest Sysco buyer in Q3 2019 was Longview Partners, an estimated $504M added.
  • The largest Sysco seller in Q3 2019 was Capital World Investors, an estimated $899M sold.

Based on aggregated 13F filings for Q3 2019.