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951 hedge funds and large institutions have $20.6B invested in Sysco in 2016 Q1 according to their latest regulatory filings, with 93 funds opening new positions, 319 increasing their positions, 399 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more funds holding in top 10

Funds holding in top 10: 1930 (+11)

55% more first-time investments, than exits

New positions opened: 93 | Existing positions closed: 60

9% more capital invested

Capital invested by funds: $18.9B → $20.6B (+$1.68B)

2% more funds holding

Funds holding: 929951 (+22)

1.75% less ownership

Funds ownership: 81.73%79.99% (-1.7%)

20% less repeat investments, than reductions

Existing positions increased: 319 | Existing positions reduced: 399

34% less call options, than puts

Call options by funds: $91.9M | Put options by funds: $140M

Holders
951
Holders Change
+22
Holders Change %
+2.37%
% of All Funds
25.34%
Holding in Top 10
30
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+57.89%
% of All Funds
0.8%
New
93
Increased
319
Reduced
399
Closed
60
Calls
$91.9M
Puts
$140M
Net Calls
-$48.4M
Net Calls Change
-$44.3M
Name Holding Trade Value Shares
Change
Change in
Stake
TFM
1
Trian Fund Management
New York
$2.02B +$25.3M +586,344 +1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$1.7B +$264M +6,118,700 +20%
State Street
3
State Street
Massachusetts
$1.31B +$15.1M +350,534 +1%
YAM
4
Yacktman Asset Management
Texas
$811M -$139M -3,212,921 -16%
Bank of New York Mellon
5
Bank of New York Mellon
New York
$743M -$114M -2,646,677 -14%
Invesco
6
Invesco
Georgia
$675M +$62.4M +1,445,275 +11%
BIT
7
BlackRock Institutional Trust
California
$672M -$3.54M -82,123 -0.6%
BFA
8
BlackRock Fund Advisors
California
$530M -$9.73M -225,386 -2%
American Century Companies
9
American Century Companies
Missouri
$530M -$223M -5,179,408 -31%
Wells Fargo
10
Wells Fargo
California
$416M -$41.8M -969,643 -10%
T. Rowe Price Associates
11
T. Rowe Price Associates
Maryland
$415M -$101M -2,334,818 -21%
Parnassus Investments
12
Parnassus Investments
California
$415M +$1.21M +27,961 +0.3%
Goldman Sachs
13
Goldman Sachs
New York
$410M -$162M -3,765,339 -30%
Diamond Hill Capital Management
14
Diamond Hill Capital Management
Ohio
$336M +$5.71M +132,274 +2%
Northern Trust
15
Northern Trust
Illinois
$299M +$1.4M +32,414 +0.5%
Norges Bank
16
Norges Bank
Norway
$229M -$5.26M -121,929 -2%
Bank of America
17
Bank of America
North Carolina
$223M +$38.8M +899,657 +23%
AI
18
Analytic Investors
California
$213M -$3.95M -91,506 -2%
BG
19
BlackRock Group
United Kingdom
$193M -$1.15M -26,640 -0.6%
State Farm Mutual Automobile Insurance
20
State Farm Mutual Automobile Insurance
Illinois
$180M
APG Asset Management
21
APG Asset Management
Netherlands
$171M -$12.3M -285,527 -7%
Ameriprise
22
Ameriprise
Minnesota
$169M +$124M +2,882,149 +398%
TCIM
23
TIAA CREF Investment Management
New York
$157M -$15M -346,963 -9%
ClearBridge Investments
24
ClearBridge Investments
New York
$155M +$3.09M +71,652 +2%
TG
25
TCW Group
California
$149M +$6.01M +139,391 +5%

SYY Hedge Fund Activity: Q1 2016 in Review

951 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Sysco (SYY) for Q1 2016, worth a combined $20.6B — up 8.9% from $18.9B a quarter earlier.

Buyers outnumbered sellers: 93 funds opened new SYY positions and 60 closed out — a net gain of 33 holders — while 319 added to existing stakes and 399 trimmed.

The largest buyer was Vanguard Group, adding an estimated $264M. The largest seller was Franklin Resources, cutting an estimated $367M.

  • 951 institutional investors held Sysco (SYY) as of Q1 2016, up from 929 in Q4 2015.
  • Funds reported $20.6B of Sysco stock for Q1 2016, up 8.9% quarter-over-quarter.
  • 93 funds opened new Sysco positions in Q1 2016 and 60 closed out, a net change of +33 holders.
  • The largest Sysco buyer in Q1 2016 was Vanguard Group, an estimated $264M added.
  • The largest Sysco seller in Q1 2016 was Franklin Resources, an estimated $367M sold.

Based on aggregated 13F filings for Q1 2016.