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1,154 hedge funds and large institutions have $18.9B invested in Sysco in 2020 Q1 according to their latest regulatory filings, with 124 funds opening new positions, 391 increasing their positions, 493 reducing their positions, and 287 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% more call options, than puts

Call options by funds: $84.2M | Put options by funds: $76.5M

1.22% more ownership

Funds ownership: 80.36%81.58% (+1.2%)

13% less funds holding

Funds holding: 1,3341,154 (-180)

21% less repeat investments, than reductions

Existing positions increased: 391 | Existing positions reduced: 493

46% less capital invested

Capital invested by funds: $35B → $18.9B (-$16.1B)

47% less funds holding in top 10

Funds holding in top 10: 3016 (-14)

57% less first-time investments, than exits

New positions opened: 124 | Existing positions closed: 287

Holders
1,154
Holders Change
-180
Holders Change %
-13.49%
% of All Funds
25.42%
Holding in Top 10
16
Holding in Top 10 Change
-14
Holding in Top 10 Change %
-46.67%
% of All Funds
0.35%
New
124
Increased
391
Reduced
493
Closed
287
Calls
$84.2M
Puts
$76.5M
Net Calls
+$7.75M
Net Calls Change
-$27.7M
Name Holding Trade Value Shares
Change
Change in
Stake
BW
1251
Bison Wealth
Georgia
-$420K -4,914 Closed
BUB
1252
BBVA USA Bancshares
Texas
-$415K -4,846 Closed
OCG
1253
Opus Capital Group
Ohio
-$412K -4,818 Closed
SIA
1254
Strategic Investment Advisors
Michigan
-$411K -4,801 Closed
CNC
1255
Citizens & Northern Corp
Pennsylvania
-$408K -4,764 Closed
CIC
1256
Crawford Investment Counsel
Georgia
-$405K -4,738 Closed
BCM
1257
Bayesian Capital Management
New York
-$402K -4,700 Closed
TBA
1258
Tower Bridge Advisors
Pennsylvania
-$402K -4,695 Closed
BAM
1259
Brave Asset Management
New Jersey
-$401K -4,691 Closed
OFS
1260
OneAscent Financial Services
Alabama
-$393K -4,595 Closed
CCIA
1261
Campbell & Co Investment Adviser
Maryland
-$390K -4,556 Closed
IC
1262
IEQ Capital
California
-$388K -4,534 Closed
WAG
1263
Winthrop Advisory Group
Massachusetts
-$375K -4,408 Closed
SHGA
1264
Sand Hill Global Advisors
California
-$377K -4,402 Closed
WF
1265
WoodTrust Financial
Wisconsin
-$375K -4,387 Closed
AWM
1266
Aevitas Wealth Management
Massachusetts
-$372K -4,350 Closed
BS
1267
Bessemer Securities
New York
-$370K -4,320 Closed
MBT
1268
Montecito Bank & Trust
California
-$369K -4,316 Closed
MTC
1269
McDaniel Terry & Co
Texas
-$369K -4,314 Closed
IA
1270
IFG Advisory
Georgia
-$363K -4,254 Closed
BWAM
1271
Boyd Watterson Asset Management
Ohio
-$358K -4,186 Closed
BCA
1272
Bay Colony Advisors
Massachusetts
-$346K -4,164 Closed
IWM
1273
IHT Wealth Management
Illinois
-$347K -4,057 Closed
SCM
1274
Stellar Capital Management
Arizona
-$345K -4,031 Closed
IFWM
1275
Institute for Wealth Management
Colorado
-$343K -4,011 Closed

SYY Hedge Fund Activity: Q1 2020 in Review

1,154 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in Sysco (SYY) for Q1 2020, worth a combined $18.9B — down 46% from $35B a quarter earlier.

Sellers outnumbered buyers: 287 funds closed out of SYY and 124 opened new positions — a net loss of 163 holders — while 493 trimmed existing stakes and 391 added.

The largest buyer was Wellington Management Group, adding an estimated $541M. The largest seller was Parnassus Investments, exiting entirely with an estimated $698M sold.

  • 1,154 institutional investors held Sysco (SYY) as of Q1 2020, down from 1,334 in Q4 2019.
  • Funds reported $18.9B of Sysco stock for Q1 2020, down 46% quarter-over-quarter.
  • 124 funds opened new Sysco positions in Q1 2020 and 287 closed out, a net change of -163 holders.
  • The largest Sysco buyer in Q1 2020 was Wellington Management Group, an estimated $541M added.
  • The largest Sysco seller in Q1 2020 was Parnassus Investments, an estimated $698M sold.

Based on aggregated 13F filings for Q1 2020.