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1,182 hedge funds and large institutions have $30.7B invested in Sysco in 2018 Q3 according to their latest regulatory filings, with 86 funds opening new positions, 359 increasing their positions, 502 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

62% more first-time investments, than exits

New positions opened: 86 | Existing positions closed: 53

6% more capital invested

Capital invested by funds: $29B → $30.7B (+$1.68B)

2% more funds holding

Funds holding: 1,1591,182 (+23)

7% more call options, than puts

Call options by funds: $99.3M | Put options by funds: $93.1M

0.99% less ownership

Funds ownership: 81.74%80.74% (-0.99%)

9% less funds holding in top 10

Funds holding in top 10: 3330 (-3)

28% less repeat investments, than reductions

Existing positions increased: 359 | Existing positions reduced: 502

Holders
1,182
Holders Change
+23
Holders Change %
+1.98%
% of All Funds
27.02%
Holding in Top 10
30
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-9.09%
% of All Funds
0.69%
New
86
Increased
359
Reduced
502
Closed
53
Calls
$99.3M
Puts
$93.1M
Net Calls
+$6.14M
Net Calls Change
-$2.92M
Name Holding Trade Value Shares
Change
Change in
Stake
N
176
Natixis
France
$15.4M +$11.6M +161,031 +327%
VOYA Investment Management
177
VOYA Investment Management
Georgia
$15.4M -$6.22M -86,346 -29%
EB
178
Eastern Bank
Massachusetts
$15.4M -$173K -2,406 -1%
CTA
179
Carillon Tower Advisers
Florida
$15.4M -$303K -4,212 -2%
FMII
180
Farmers & Merchants Investments Inc
Nebraska
$15M +$114K +1,586 +0.8%
PP
181
PDT Partners
New York
$15M -$81.6K -1,132 -0.6%
State of Tennessee, Department of Treasury
182
State of Tennessee, Department of Treasury
Tennessee
$14.9M +$2.83M +39,340 +24%
CSIC
183
Clifford Swan Investment Counsel
California
$14.6M -$261K -3,620 -2%
TAM
184
Tocqueville Asset Management
New York
$14.1M -$155K -2,157 -1%
SEI Investments
185
SEI Investments
Pennsylvania
$14M -$11.4M -158,896 -45%
NPA
186
Nichols & Pratt Advisers
Massachusetts
$13.9M -$3.39M -47,055 -20%
Royal London Asset Management
187
Royal London Asset Management
United Kingdom
$13.9M -$1.72M -23,838 -11%
WIC
188
Wilkins Investment Counsel
Massachusetts
$13.8M -$549K -7,623 -4%
SGI
189
Summit Global Investments
Utah
$13.5M +$153K +2,129 +1%
WF
190
Welch & Forbes
Massachusetts
$13.5M -$140K -1,938 -1%
RJFSA
191
Raymond James Financial Services Advisors
Florida
$13.5M +$148K +2,048 +1%
MLL
192
Moody Lynn & Lieberson
Massachusetts
$13.3M +$605K +8,403 +5%
SEC
193
Seven Eight Capital
New York
$13.3M +$13M +180,913 New
PAM
194
Palisade Asset Management
Minnesota
$13.1M -$15.7K -218 -0.1%
LIC
195
Lodestar Investment Counsel
Illinois
$13.1M -$184K -2,548 -1%
Commonwealth Equity Services
196
Commonwealth Equity Services
Massachusetts
$13M -$429K -5,948 -3%
JMPWA
197
JP Morgan Private Wealth Advisors
California
$12.9M +$158K +2,187 +1%
SOMRS
198
State of Michigan Retirement System
Michigan
$12.6M +$43.2K +600 +0.4%
NI
199
Nuance Investments
Missouri
$12.6M +$1.55M +21,455 +14%
BHWM
200
Bar Harbor Wealth Management
New Hampshire
$12.5M -$5.19K -72 -0%

SYY Hedge Fund Activity: Q3 2018 in Review

1,182 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Sysco (SYY) for Q3 2018, worth a combined $30.7B — up 5.8% from $29B a quarter earlier.

Buyers outnumbered sellers: 86 funds opened new SYY positions and 53 closed out — a net gain of 33 holders — while 359 added to existing stakes and 502 trimmed.

The largest buyer was Vanguard Group, adding an estimated $112M. The largest seller was Trian Fund Management, cutting an estimated $353M.

  • 1,182 institutional investors held Sysco (SYY) as of Q3 2018, up from 1,159 in Q2 2018.
  • Funds reported $30.7B of Sysco stock for Q3 2018, up 5.8% quarter-over-quarter.
  • 86 funds opened new Sysco positions in Q3 2018 and 53 closed out, a net change of +33 holders.
  • The largest Sysco buyer in Q3 2018 was Vanguard Group, an estimated $112M added.
  • The largest Sysco seller in Q3 2018 was Trian Fund Management, an estimated $353M sold.

Based on aggregated 13F filings for Q3 2018.