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1,192 hedge funds and large institutions have $26.1B invested in Sysco in 2020 Q3 according to their latest regulatory filings, with 116 funds opening new positions, 400 increasing their positions, 489 reducing their positions, and 100 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 1015 (+5)

16% more capital invested

Capital invested by funds: $22.5B → $26.1B (+$3.64B)

16% more first-time investments, than exits

New positions opened: 116 | Existing positions closed: 100

1.54% more ownership

Funds ownership: 81.18%82.72% (+1.5%)

10% more call options, than puts

Call options by funds: $175M | Put options by funds: $159M

0% more funds holding

Funds holding: 1,1881,192 (+4)

18% less repeat investments, than reductions

Existing positions increased: 400 | Existing positions reduced: 489

Holders
1,192
Holders Change
+4
Holders Change %
+0.34%
% of All Funds
24.05%
Holding in Top 10
15
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+50%
% of All Funds
0.3%
New
116
Increased
400
Reduced
489
Closed
100
Calls
$175M
Puts
$159M
Net Calls
+$15.7M
Net Calls Change
-$60.4M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.7B -$111M -1,903,039 -4%
BlackRock
2
BlackRock
New York
$2.06B +$85M +1,460,647 +5%
Wellington Management Group
3
Wellington Management Group
Massachusetts
$1.8B +$14.4M +248,070 +0.9%
State Street
4
State Street
Massachusetts
$1.59B -$59.6M -1,025,120 -4%
TFM
5
Trian Fund Management
New York
$1.52B
LP
6
Longview Partners
Guernsey
$1.02B +$34.3M +589,558 +4%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$871M -$66.9M -1,149,446 -8%
Invesco
8
Invesco
Georgia
$745M +$137M +2,353,248 +24%
JP Morgan Chase
9
JP Morgan Chase
New York
$644M +$352M +6,054,679 +135%
Franklin Resources
10
Franklin Resources
California
$463M +$71.9M +1,236,281 +20%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$434M +$1.1M +18,825 +0.3%
Wells Fargo
12
Wells Fargo
California
$416M -$2.24M -38,564 -0.6%
Northern Trust
13
Northern Trust
Illinois
$407M -$24.1M -413,904 -6%
Janus Henderson Group
14
Janus Henderson Group
United Kingdom
$394M -$782K -13,438 -0.2%
YAM
15
Yacktman Asset Management
Texas
$374M +$15.4M +265,062 +5%
Bank of America
16
Bank of America
North Carolina
$332M +$57.7M +991,045 +23%
T. Rowe Price Associates
17
T. Rowe Price Associates
Maryland
$329M -$1.4M -24,125 -0.5%
Norges Bank
18
Norges Bank
Norway
$294M -$25M -430,147 -8%
Victory Capital Management
19
Victory Capital Management
Texas
$291M -$5.77M -99,138 -2%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$291M +$44.5M +764,015 +20%
Ameriprise
21
Ameriprise
Minnesota
$246M +$202M +3,465,569 +714%
Legal & General Group
22
Legal & General Group
United Kingdom
$232M -$7.99M -137,308 -4%
Sumitomo Mitsui Trust Group
23
Sumitomo Mitsui Trust Group
Japan
$228M +$15.1M +260,308 +8%
Capital International Investors
24
Capital International Investors
California
$221M -$9.37K -161 -0%
State Farm Mutual Automobile Insurance
25
State Farm Mutual Automobile Insurance
Illinois
$214M

SYY Hedge Fund Activity: Q3 2020 in Review

1,192 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Sysco (SYY) for Q3 2020, worth a combined $26.1B — up 16% from $22.5B a quarter earlier.

Buyers outnumbered sellers: 116 funds opened new SYY positions and 100 closed out — a net gain of 16 holders — while 400 added to existing stakes and 489 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $352M. The largest seller was Vanguard Group, cutting an estimated $111M.

  • 1,192 institutional investors held Sysco (SYY) as of Q3 2020, up from 1,188 in Q2 2020.
  • Funds reported $26.1B of Sysco stock for Q3 2020, up 16% quarter-over-quarter.
  • 116 funds opened new Sysco positions in Q3 2020 and 100 closed out, a net change of +16 holders.
  • The largest Sysco buyer in Q3 2020 was JP Morgan Chase, an estimated $352M added.
  • The largest Sysco seller in Q3 2020 was Vanguard Group, an estimated $111M sold.

Based on aggregated 13F filings for Q3 2020.