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1,114 hedge funds and large institutions have $25.3B invested in Sysco in 2017 Q4 according to their latest regulatory filings, with 174 funds opening new positions, 329 increasing their positions, 422 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

255% more first-time investments, than exits

New positions opened: 174 | Existing positions closed: 49

47% more call options, than puts

Call options by funds: $208M | Put options by funds: $141M

20% more funds holding in top 10

Funds holding in top 10: 1518 (+3)

12% more funds holding

Funds holding: 9981,114 (+116)

10% more capital invested

Capital invested by funds: $22.9B → $25.3B (+$2.37B)

0.58% less ownership

Funds ownership: 80.57%79.98% (-0.58%)

22% less repeat investments, than reductions

Existing positions increased: 329 | Existing positions reduced: 422

Holders
1,114
Holders Change
+116
Holders Change %
+11.62%
% of All Funds
25.27%
Holding in Top 10
18
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+20%
% of All Funds
0.41%
New
174
Increased
329
Reduced
422
Closed
49
Calls
$208M
Puts
$141M
Net Calls
+$66.2M
Net Calls Change
+$23.7M
Name Holding Trade Value Shares
Change
Change in
Stake
KBC Group
101
KBC Group
Belgium
$32.2M -$5.37M -94,789 -15%
DIA
102
Dana Investment Advisors
Wisconsin
$31.7M +$360K +6,362 +1%
HSBC Holdings
103
HSBC Holdings
United Kingdom
$31.4M +$7.51M +132,457 +34%
AAMU
104
Amundi Asset Management US
Massachusetts
$31.1M +$29M +511,968 New
National Pension Service
105
National Pension Service
South Korea
$29.8M +$857K +15,132 +3%
M&T Bank
106
M&T Bank
New York
$29.8M +$269K +4,741 +1%
VRS
107
Virginia Retirement Systems
Virginia
$29.1M -$4.95M -87,400 -15%
DAM
108
Delta Asset Management
Tennessee
$28.3M -$226K -3,991 -0.8%
KCM
109
Kornitzer Capital Management
Kansas
$28M -$266K -4,700 -1%
Axa
110
Axa
France
$27.1M +$550K +9,700 +2%
AAM
111
Ardevora Asset Management
United Kingdom
$26.9M -$2.81M -49,600 -10%
AG
112
Aperio Group
California
$25.8M +$1.28M +22,636 +6%
Chevy Chase Trust
113
Chevy Chase Trust
Maryland
$25.5M -$489K -8,634 -2%
AIM
114
Allen Investment Management
New York
$23.5M +$16.3M +288,050 +290%
QIM
115
Quantitative Investment Management
Virginia
$22.9M +$21.3M +376,500 New
EAM
116
Eagle Asset Management
Florida
$22.5M -$551K -9,730 -3%
Comerica Bank
117
Comerica Bank
Texas
$22.4M -$1.69M -29,851 -8%
Canada Pension Plan Investment Board
118
Canada Pension Plan Investment Board
Ontario, Canada
$22.4M +$6.4M +112,985 +44%
Fidelity International
119
Fidelity International
Bermuda
$22M +$983K +17,350 +5%
Ohio Public Employees Retirement System (OPERS)
120
Ohio Public Employees Retirement System (OPERS)
Ohio
$21.8M -$278K -4,912 -1%
BTW
121
Boston Trust Walden
Massachusetts
$21.5M -$1.4M -24,790 -7%
SJL
122
Shayne & Jacobs LLC
Tennessee
$21.4M -$236K -4,172 -1%
DekaBank Deutsche Girozentrale
123
DekaBank Deutsche Girozentrale
Germany
$21.4M
Zurich Cantonal Bank
124
Zurich Cantonal Bank
Switzerland
$21.2M +$1.46M +25,821 +8%
US Bancorp
125
US Bancorp
Minnesota
$21.1M +$311K +5,481 +2%

SYY Hedge Fund Activity: Q4 2017 in Review

1,114 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Sysco (SYY) for Q4 2017, worth a combined $25.3B — up 10% from $22.9B a quarter earlier.

Buyers outnumbered sellers: 174 funds opened new SYY positions and 49 closed out — a net gain of 125 holders — while 329 added to existing stakes and 422 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $97.8M. The largest seller was Yacktman Asset Management, cutting an estimated $167M.

  • 1,114 institutional investors held Sysco (SYY) as of Q4 2017, up from 998 in Q3 2017.
  • Funds reported $25.3B of Sysco stock for Q4 2017, up 10% quarter-over-quarter.
  • 174 funds opened new Sysco positions in Q4 2017 and 49 closed out, a net change of +125 holders.
  • The largest Sysco buyer in Q4 2017 was Morgan Stanley, an estimated $97.8M added.
  • The largest Sysco seller in Q4 2017 was Yacktman Asset Management, an estimated $167M sold.

Based on aggregated 13F filings for Q4 2017.