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1,188 hedge funds and large institutions have $22.5B invested in Sysco in 2020 Q2 according to their latest regulatory filings, with 159 funds opening new positions, 380 increasing their positions, 501 reducing their positions, and 112 closing their positions.

New
Increased
Maintained
Reduced
Closed

64% more call options, than puts

Call options by funds: $196M | Put options by funds: $120M

42% more first-time investments, than exits

New positions opened: 159 | Existing positions closed: 112

19% more capital invested

Capital invested by funds: $18.9B → $22.5B (+$3.57B)

3% more funds holding

Funds holding: 1,1531,188 (+35)

0.4% less ownership

Funds ownership: 81.58%81.18% (-0.4%)

24% less repeat investments, than reductions

Existing positions increased: 380 | Existing positions reduced: 501

38% less funds holding in top 10

Funds holding in top 10: 1610 (-6)

Holders
1,188
Holders Change
+35
Holders Change %
+3.04%
% of All Funds
24.36%
Holding in Top 10
10
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-37.5%
% of All Funds
0.21%
New
159
Increased
380
Reduced
501
Closed
112
Calls
$196M
Puts
$120M
Net Calls
+$76.1M
Net Calls Change
+$68.4M
Name Holding Trade Value Shares
Change
Change in
Stake
CS
1276
Capital Square
Tennessee
-$23K -515 Closed
HFS
1277
HBC Financial Services
Washington
-$7K -500 Closed
RBC
1278
Roble Belko & Company
Pennsylvania
-$19K -412 Closed
AA
1279
Advisory Alpha
Michigan
-$15.6K -313 Closed
BCM
1280
Brooktree Capital Management
Michigan
-$14K -300 Closed
FGAM
1281
Financial Gravity Asset Management
Texas
-$8.81K -193 Closed
LSA
1282
Lion Street Advisors
Texas
-$7K -164 Closed
FA
1283
Fortis Advisors
Pennsylvania
-$7K -151 Closed
SGAM
1284
Smith Group Asset Management
Texas
-$6K -140 Closed
CWM
1285
Cedar Wealth Management
California
-$6K -130 Closed
MCM
1286
McMillion Capital Management
North Carolina
-$6K -125 Closed
CCM
1287
Cox Capital Management
Massachusetts
-$9K -100 Closed
PCMK
1288
Paragon Capital Management (Kansas)
Kansas
-$4K -83 Closed
LWM
1289
Lenox Wealth Management
Ohio
-$3K -80 Closed
HWA
1290
HHM Wealth Advisors
Tennessee
-$3K -67 Closed
MWM
1291
MBE Wealth Management
Wisconsin
-$3K -66 Closed
WQ
1292
Wealth Quarterback
New Jersey
-$2.5K -55 Closed
EWM
1293
Elmwood Wealth Management
California
-$2.52K -42 Closed
CCM
1294
Copeland Capital Management
Pennsylvania
-$2K -33 Closed
AA
1295
AlphaMark Advisors
Kentucky
-$1K -29 Closed
GSWM
1296
Golden State Wealth Management
California
-$1K -20 Closed
BCMIO
1297
Beacon Capital Management Inc (Ohio)
Ohio
-$1K -18 Closed
FIA
1298
FNY Investment Advisers
New York
+$53 +1 New

SYY Hedge Fund Activity: Q2 2020 in Review

1,188 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Sysco (SYY) for Q2 2020, worth a combined $22.5B — up 19% from $18.9B a quarter earlier.

Buyers outnumbered sellers: 159 funds opened new SYY positions and 112 closed out — a net gain of 47 holders — while 380 added to existing stakes and 501 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $620M. The largest seller was Janus Henderson Group, cutting an estimated $209M.

  • 1,188 institutional investors held Sysco (SYY) as of Q2 2020, up from 1,153 in Q1 2020.
  • Funds reported $22.5B of Sysco stock for Q2 2020, up 19% quarter-over-quarter.
  • 159 funds opened new Sysco positions in Q2 2020 and 112 closed out, a net change of +47 holders.
  • The largest Sysco buyer in Q2 2020 was Fidelity Investments, an estimated $620M added.
  • The largest Sysco seller in Q2 2020 was Janus Henderson Group, an estimated $209M sold.

Based on aggregated 13F filings for Q2 2020.