Sysco
1,205 hedge funds and large institutions have $25.9B invested in Sysco in 2018 Q4 according to their latest regulatory filings, with 137 funds opening new positions, 388 increasing their positions, 471 reducing their positions, and 106 closing their positions.
29% more first-time investments, than exits
New positions opened: 137 | Existing positions closed: 106
2% more funds holding
Funds holding: 1,183 → 1,205 (+22)
0.71% less ownership
Funds ownership: 80.74% → 80.03% (-0.71%)
11% less call options, than puts
Call options by funds: $83.6M | Put options by funds: $93.8M
16% less capital invested
Capital invested by funds: $30.7B → $25.9B (-$4.82B)
18% less repeat investments, than reductions
Existing positions increased: 388 | Existing positions reduced: 471
27% less funds holding in top 10
Funds holding in top 10: 30 → 22 (-8)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital World Investors
Los Angeles,
California
|
+$424M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$165M |
| 3 |
BlackRock
New York
|
+$101M |
| 4 |
Janus Henderson Group
London,
United Kingdom
|
+$99.6M |
| 5 |
Parnassus Investments
San Francisco,
California
|
+$89.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TFM
Trian Fund Management
New York
|
-$631M |
| 2 |
Invesco
Atlanta,
Georgia
|
-$169M |
| 3 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$98.8M |
| 4 |
Wellington Management Group
Boston,
Massachusetts
|
-$78.5M |
| 5 |
Two Sigma Investments
New York
|
-$74.2M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
IGGA
1301
Iron Gate Global Advisors
Nsl,
Utah
| – | -$16K | -241 | Closed |
|
|
KJWM
1302
Kiley Juergens Wealth Management
Olympia,
Washington
| – | -$17K | -233 | Closed |
|
|
M
1303
MOTCO
San Antonio,
Texas
| – | -$16K | -216 | Closed |
|
|
TC
1304
Trilogy Capital
Irvine,
California
| – | -$15K | -200 | Closed |
|
|
ANBT
1305
American National Bank & Trust
Wichita Falls,
Texas
| – | -$8K | -103 | Closed |
|
|
WWM
1306
Willingdon Wealth Management
Huntersville,
North Carolina
| – | -$7K | -95 | Closed |
|
|
WCAMG
1307
Woodard & Company Asset Management Group
Bermuda Run,
North Carolina
| – | -$5K | -68 | Closed |
|
|
CWSR
1308
Chessman Wealth Strategies RIA
Dallas,
Texas
| – | -$4K | -60 | Closed |
|
1309
Simplex Trading
Chicago,
Illinois
| – | -$2.97K | -44 | Closed |
|
|
SFM
1310
Signet Financial Management
Parsippany,
New Jersey
| – | -$3K | -41 | Closed |
|
|
PWAG
1311
Polaris Wealth Advisory Group
San Rafael,
California
| – | -$3K | -35 | Closed |
|
|
KF
1312
Krilogy Financial
St. Louis,
Missouri
| – | -$1K | -12 | Closed |
|
SYY Hedge Fund Activity: Q4 2018 in Review
1,205 of the 4,489 institutional investors tracked by Wall St. Rank reported a position in Sysco (SYY) for Q4 2018, worth a combined $25.9B — down 16% from $30.7B a quarter earlier.
Buyers outnumbered sellers: 137 funds opened new SYY positions and 106 closed out — a net gain of 31 holders — while 388 added to existing stakes and 471 trimmed.
The largest buyer was Capital World Investors, adding an estimated $424M. The largest seller was Trian Fund Management, cutting an estimated $631M.
- 1,205 institutional investors held Sysco (SYY) as of Q4 2018, up from 1,183 in Q3 2018.
- Funds reported $25.9B of Sysco stock for Q4 2018, down 16% quarter-over-quarter.
- 137 funds opened new Sysco positions in Q4 2018 and 106 closed out, a net change of +31 holders.
- The largest Sysco buyer in Q4 2018 was Capital World Investors, an estimated $424M added.
- The largest Sysco seller in Q4 2018 was Trian Fund Management, an estimated $631M sold.
Based on aggregated 13F filings for Q4 2018.