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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
TFM
1
Trian Fund Management
New York
$2.7B +$370K +6,528 +0%
Vanguard Group
2
Vanguard Group
Pennsylvania
$2.36B +$2.01M +35,549 +0.1%
BlackRock
3
BlackRock
New York
$1.96B -$3.68M -64,981 -0.2%
State Street
4
State Street
Massachusetts
$1.56B -$26.2M -462,684 -2%
Wells Fargo
5
Wells Fargo
California
$786M -$35.8M -632,150 -5%
Capital World Investors
6
Capital World Investors
California
$777M
Bank of America
7
Bank of America
North Carolina
$598M -$27.9M -492,813 -5%
Ameriprise
8
Ameriprise
Minnesota
$572M -$58.6M -1,033,381 -10%
Invesco
9
Invesco
Georgia
$496M -$15.3M -270,562 -3%
YAM
10
Yacktman Asset Management
Texas
$485M -$167M -2,949,137 -27%
Parnassus Investments
11
Parnassus Investments
California
$458M +$7.76M +136,965 +2%
Goldman Sachs
12
Goldman Sachs
New York
$436M -$20.2M -357,151 -5%
American Century Companies
13
American Century Companies
Missouri
$399M +$25.9M +457,259 +7%
Northern Trust
14
Northern Trust
Illinois
$380M -$14.9M -263,589 -4%
Janus Henderson Group
15
Janus Henderson Group
United Kingdom
$343M -$17.9M -315,257 -5%
Fidelity Investments
16
Fidelity Investments
Massachusetts
$326M +$60.6M +1,068,954 +25%
Norges Bank
17
Norges Bank
Norway
$304M
VOYA Investment Management
18
VOYA Investment Management
Georgia
$288M -$31.6M -557,189 -10%
Geode Capital Management
19
Geode Capital Management
Massachusetts
$277M +$1.39M +24,517 +0.5%
Morgan Stanley
20
Morgan Stanley
New York
$236M +$97.8M +1,726,300 +80%
State Farm Mutual Automobile Insurance
21
State Farm Mutual Automobile Insurance
Illinois
$235M
ClearBridge Investments
22
ClearBridge Investments
New York
$229M -$2.55M -44,975 -1%
Victory Capital Management
23
Victory Capital Management
Texas
$227M +$15.7M +277,097 +8%
Bank of New York Mellon
24
Bank of New York Mellon
New York
$226M -$112M -1,978,380 -35%
T. Rowe Price Associates
25
T. Rowe Price Associates
Maryland
$186M -$14.5M -255,738 -8%

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.