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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$3.05B +$112M +1,549,255 +4%
TFM
2
Trian Fund Management
New York
$2.76B -$353M -4,905,556 -12%
BlackRock
3
BlackRock
New York
$2.35B -$8.17M -113,399 -0.4%
State Street
4
State Street
Massachusetts
$1.73B +$2.92M +40,471 +0.2%
Wellington Management Group
5
Wellington Management Group
Massachusetts
$1.47B -$238M -3,309,597 -14%
Bank of America
6
Bank of America
North Carolina
$1.33B +$33.7M +468,033 +3%
Capital World Investors
7
Capital World Investors
California
$921M -$15.5M -215,028 -2%
Wells Fargo
8
Wells Fargo
California
$867M -$38.5M -533,983 -4%
Invesco
9
Invesco
Georgia
$634M +$37.2M +515,736 +6%
Parnassus Investments
10
Parnassus Investments
California
$516M -$6.57M -91,243 -1%
Northern Trust
11
Northern Trust
Illinois
$448M -$1.39M -19,271 -0.3%
Janus Henderson Group
12
Janus Henderson Group
United Kingdom
$428M -$4.72M -65,461 -1%
Goldman Sachs
13
Goldman Sachs
New York
$389M +$77.6M +1,076,632 +25%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$384M +$18M +249,812 +5%
Morgan Stanley
15
Morgan Stanley
New York
$360M +$73M +1,013,430 +26%
Norges Bank
16
Norges Bank
Norway
$350M -$2.55M -35,426 -0.7%
American Century Companies
17
American Century Companies
Missouri
$348M -$71.5M -991,824 -17%
Bank of Montreal
18
Bank of Montreal
Ontario, Canada
$332M -$1.8M -24,975 -0.5%
YAM
19
Yacktman Asset Management
Texas
$296M -$25.8M -358,153 -8%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$263M -$6.17M -85,677 -2%
Fidelity Investments
21
Fidelity Investments
Massachusetts
$259M -$45.5M -632,086 -15%
State Farm Mutual Automobile Insurance
22
State Farm Mutual Automobile Insurance
Illinois
$252M
Deutsche Bank
23
Deutsche Bank
Germany
$235M +$37.5M +519,984 +19%
FNT
24
First Nebraska Trust
Nebraska
$204M +$85.2M +1,183,195 +74%
Ameriprise
25
Ameriprise
Minnesota
$201M -$253M -3,516,537 -60%

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.