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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
HFS
151
HL Financial Services
Kentucky
$14M -$13.1K -231 -0.1%
Janney Montgomery Scott
152
Janney Montgomery Scott
Pennsylvania
$14M +$362K +6,386 +3%
PGFC
153
Peapack-Gladstone Financial Corp
New Jersey
$13.7M +$422K +7,451 +3%
BCIM
154
British Columbia Investment Management
British Columbia, Canada
$13.3M -$8.79M -155,103 -42%
EB
155
Eastern Bank
Massachusetts
$13M +$154K +2,716 +1%
FMII
156
Farmers & Merchants Investments Inc
Nebraska
$12.8M +$58.3K +1,028 +0.5%
Northwestern Mutual Wealth Management
157
Northwestern Mutual Wealth Management
Wisconsin
$12.8M -$186K -3,285 -2%
Nomura Asset Management
158
Nomura Asset Management
Japan
$12.7M -$1.16M -20,489 -9%
Toronto Dominion Bank
159
Toronto Dominion Bank
Ontario, Canada
$12.6M +$1.28M +22,613 +12%
CSIC
160
Clifford Swan Investment Counsel
California
$12.5M +$741K +13,070 +7%
Baird Financial Group
161
Baird Financial Group
Wisconsin
$12.5M +$272K +4,805 +2%
WIC
162
Willis Investment Counsel
Georgia
$12.4M +$153K +2,700 +1%
Fifth Third Bancorp
163
Fifth Third Bancorp
Ohio
$12.3M -$765K -13,494 -6%
Nisa Investment Advisors
164
Nisa Investment Advisors
Missouri
$12.2M -$292K -5,160 -3%
WIC
165
Wilkins Investment Counsel
Massachusetts
$12.1M -$229K -4,040 -2%
WF
166
Welch & Forbes
Massachusetts
$12.1M +$22K +388 +0.2%
TAM
167
Tocqueville Asset Management
New York
$11.9M -$27.8K -490 -0.2%
N
168
Nuveen
North Carolina
$11.8M -$618K -10,909 -5%
SOADOR
169
State of Alaska Department of Revenue
Alaska
$11.8M -$716K -12,630 -6%
FP
170
Foundry Partners
Minnesota
$11.8M -$557K -9,830 -5%
SAM
171
Shell Asset Management
Netherlands
$11.7M -$2.61M -46,020 -19%
WSCM
172
Wellington Shields Capital Management
New York
$11.6M -$75.4K -1,330 -0.7%
WG
173
Winton Group
United Kingdom
$11.5M +$8.6M +151,790 +408%
LIC
174
Lodestar Investment Counsel
Illinois
$11.1M -$390K -6,883 -4%
MLL
175
Moody Lynn & Lieberson
Massachusetts
$11M +$3.28M +57,955 +50%

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.