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996 hedge funds and large institutions have $22B invested in Sysco in 2016 Q2 according to their latest regulatory filings, with 93 funds opening new positions, 337 increasing their positions, 393 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

138% more first-time investments, than exits

New positions opened: 93 | Existing positions closed: 39

45% more call options, than puts

Call options by funds: $94.7M | Put options by funds: $65.5M

7% more capital invested

Capital invested by funds: $20.6B → $22B (+$1.43B)

5% more funds holding

Funds holding: 951996 (+45)

3% more funds holding in top 10

Funds holding in top 10: 3031 (+1)

2.98% less ownership

Funds ownership: 79.99%77.01% (-3%)

14% less repeat investments, than reductions

Existing positions increased: 337 | Existing positions reduced: 393

Holders
996
Holders Change
+45
Holders Change %
+4.73%
% of All Funds
26.57%
Holding in Top 10
31
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.33%
% of All Funds
0.83%
New
93
Increased
337
Reduced
393
Closed
39
Calls
$94.7M
Puts
$65.5M
Net Calls
+$29.3M
Net Calls Change
+$77.6M
Name Holding Trade Value Shares
Change
Change in
Stake
TFM
1
Trian Fund Management
New York
$2.23B +$33.6M +693,744 +2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$1.92B +$64.1M +1,324,659 +4%
State Street
3
State Street
Massachusetts
$1.36B -$64.3M -1,329,155 -5%
YAM
4
Yacktman Asset Management
Texas
$753M -$122M -2,526,473 -15%
BIT
5
BlackRock Institutional Trust
California
$700M -$28.3M -584,846 -4%
Bank of New York Mellon
6
Bank of New York Mellon
New York
$674M -$126M -2,614,219 -16%
Invesco
7
Invesco
Georgia
$658M -$71.8M -1,483,614 -10%
Wells Fargo
8
Wells Fargo
California
$511M +$55.8M +1,153,920 +13%
BFA
9
BlackRock Fund Advisors
California
$473M -$98.3M -2,031,762 -18%
Parnassus Investments
10
Parnassus Investments
California
$450M -$169K -3,485 -0%
Northern Trust
11
Northern Trust
Illinois
$325M -$900K -18,601 -0.3%
Ameriprise
12
Ameriprise
Minnesota
$305M +$116M +2,402,928 +67%
American Century Companies
13
American Century Companies
Missouri
$299M -$264M -5,448,417 -48%
Diamond Hill Capital Management
14
Diamond Hill Capital Management
Ohio
$284M -$76.6M -1,583,988 -22%
T. Rowe Price Associates
15
T. Rowe Price Associates
Maryland
$252M -$189M -3,910,553 -44%
Norges Bank
16
Norges Bank
Norway
$249M +$8.66K +179 +0%
AL
17
AJO LP
Pennsylvania
$246M +$192M +3,977,304 +454%
AI
18
Analytic Investors
California
$240M +$8.58M +177,255 +4%
Fidelity Investments
19
Fidelity Investments
Massachusetts
$237M +$84.9M +1,754,318 +60%
Goldman Sachs
20
Goldman Sachs
New York
$233M -$202M -4,177,783 -48%
BG
21
BlackRock Group
United Kingdom
$217M +$6.5M +134,342 +3%
Geode Capital Management
22
Geode Capital Management
Massachusetts
$208M -$16.9M -348,887 -8%
JHIU
23
Janus Henderson Investors US
Colorado
$204M +$50.1M +1,036,032 +35%
Bank of America
24
Bank of America
North Carolina
$200M -$40.6M -838,567 -18%
State Farm Mutual Automobile Insurance
25
State Farm Mutual Automobile Insurance
Illinois
$196M

SYY Hedge Fund Activity: Q2 2016 in Review

996 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Sysco (SYY) for Q2 2016, worth a combined $22B — up 6.9% from $20.6B a quarter earlier.

Buyers outnumbered sellers: 93 funds opened new SYY positions and 39 closed out — a net gain of 54 holders — while 337 added to existing stakes and 393 trimmed.

The largest buyer was AJO LP, adding an estimated $192M. The largest seller was Royal London Asset Management, cutting an estimated $280M.

  • 996 institutional investors held Sysco (SYY) as of Q2 2016, up from 951 in Q1 2016.
  • Funds reported $22B of Sysco stock for Q2 2016, up 6.9% quarter-over-quarter.
  • 93 funds opened new Sysco positions in Q2 2016 and 39 closed out, a net change of +54 holders.
  • The largest Sysco buyer in Q2 2016 was AJO LP, an estimated $192M added.
  • The largest Sysco seller in Q2 2016 was Royal London Asset Management, an estimated $280M sold.

Based on aggregated 13F filings for Q2 2016.