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920 hedge funds and large institutions have $18.7B invested in Sysco in 2014 Q4 according to their latest regulatory filings, with 97 funds opening new positions, 325 increasing their positions, 340 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

106% more first-time investments, than exits

New positions opened: 97 | Existing positions closed: 47

19% more funds holding in top 10

Funds holding in top 10: 2125 (+4)

4% more funds holding

Funds holding: 881920 (+39)

5% more capital invested

Capital invested by funds: $17.8B → $18.7B (+$890M)

0.14% more ownership

Funds ownership: 80.17%80.31% (+0.14%)

4% less repeat investments, than reductions

Existing positions increased: 325 | Existing positions reduced: 340

53% less call options, than puts

Call options by funds: $120M | Put options by funds: $255M

Holders
920
Holders Change
+39
Holders Change %
+4.43%
% of All Funds
24.53%
Holding in Top 10
25
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+19.05%
% of All Funds
0.67%
New
97
Increased
325
Reduced
340
Closed
47
Calls
$120M
Puts
$255M
Net Calls
-$135M
Net Calls Change
+$54.1M
Name Holding Trade Value Shares
Change
Change in
Stake
PGFC
226
Peapack-Gladstone Financial Corp
New Jersey
$6.04M +$46.5K +1,200 +0.8%
AAM
227
Advisors Asset Management
Colorado
$5.97M -$1.51M -39,057 -21%
VRS
228
Virginia Retirement Systems
Virginia
$5.96M +$5.29M +136,351 +993%
HSA
229
Hussman Strategic Advisors
Maryland
$5.95M -$58.2K -1,500 -1%
Nomura Holdings
230
Nomura Holdings
Japan
$5.94M +$5.39M +139,046 +1,276%
JMPWA
231
JP Morgan Private Wealth Advisors
California
$5.89M -$55.4K -1,428 -1%
HIMCH
232
Hartford Investment Management Co (HIMCO)
Connecticut
$5.88M -$169K -4,365 -3%
Mackenzie Financial
233
Mackenzie Financial
Ontario, Canada
$5.79M +$505K +13,024 +10%
BF
234
BOK Financial
Oklahoma
$5.76M -$1.16M -29,852 -17%
IRF
235
IBM Retirement Fund
New York
$5.75M -$26.1K -672 -0.5%
Commonwealth Equity Services
236
Commonwealth Equity Services
Massachusetts
$5.7M +$251K +6,486 +5%
OPERF
237
Oregon Public Employees Retirement Fund
Oregon
$5.69M +$90.8K +2,343 +2%
RCYC
238
Richard C. Young & Co
Rhode Island
$5.68M +$5.54M +143,020 New
HAI
239
Hennessy Advisors Inc
California
$5.55M
LPL Financial
240
LPL Financial
California
$5.54M -$454K -11,718 -8%
FAF
241
Fjarde Ap-fonden
Sweden
$5.53M -$256K -6,606 -5%
EIM
242
ExxonMobil Investment Management
Texas
$5.5M -$201K -5,184 -4%
Public Employees Retirement Association of Colorado
243
Public Employees Retirement Association of Colorado
Colorado
$5.44M -$236K -6,076 -4%
BC
244
Bartlett & Co
Ohio
$5.43M -$104K -2,670 -2%
PI
245
PineBridge Investments
New York
$5.42M +$5.3M +136,694 New
IP
246
Isthmus Partners
Wisconsin
$5.41M +$5.29M +136,350 New
KFP
247
Keystone Financial Planning
Ohio
$5.41M +$60K +1,548 +1%
VanEck Associates
248
VanEck Associates
New York
$5.4M -$40.9M -1,055,928 -89%
BCM
249
Boltwood Capital Management
California
$5.39M +$620K +16,000 +13%
RP
250
Rowlandmiller & Partners
Georgia
$5.37M +$5.25M +135,387 New

SYY Hedge Fund Activity: Q4 2014 in Review

920 of the 3,750 institutional investors tracked by Wall St. Rank reported a position in Sysco (SYY) for Q4 2014, worth a combined $18.7B — up 5% from $17.8B a quarter earlier.

Buyers outnumbered sellers: 97 funds opened new SYY positions and 47 closed out — a net gain of 50 holders — while 325 added to existing stakes and 340 trimmed.

The largest buyer was Janus Henderson Investors US, adding an estimated $119M. The largest seller was First Eagle Investment Management, cutting an estimated $198M.

  • 920 institutional investors held Sysco (SYY) as of Q4 2014, up from 881 in Q3 2014.
  • Funds reported $18.7B of Sysco stock for Q4 2014, up 5% quarter-over-quarter.
  • 97 funds opened new Sysco positions in Q4 2014 and 47 closed out, a net change of +50 holders.
  • The largest Sysco buyer in Q4 2014 was Janus Henderson Investors US, an estimated $119M added.
  • The largest Sysco seller in Q4 2014 was First Eagle Investment Management, an estimated $198M sold.

Based on aggregated 13F filings for Q4 2014.