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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
TCM
251
Tufton Capital Management
Maryland
$5.22M -$94.4K -2,434 -2%
BWFA
252
Baltimore-Washington Financial Advisors
Maryland
$5.21M +$70.8K +1,825 +1%
SSB
253
Sandy Spring Bank
Maryland
$4.93M -$12K -310 -0.2%
GH
254
GAM Holding
Switzerland
$4.92M +$23.3K +600 +0.5%
WC
255
Woodstock Corp
Massachusetts
$4.85M -$60.1K -1,550 -1%
UAM
256
UAS Asset Management
New York
$4.83M +$138K +3,550 +3%
Acadian Asset Management
257
Acadian Asset Management
Massachusetts
$4.8M -$1.34M -34,684 -22%
GAM
258
Gotham Asset Management
New York
$4.77M -$7.23M -186,426 -61%
GJIC
259
Gamble Jones Investment Counsel
California
$4.76M +$118K +3,046 +3%
NIA
260
Northstar Investment Advisors
Colorado
$4.71M +$86.6K +2,233 +2%
CB
261
Commerce Bank
Missouri
$4.57M -$175K -4,504 -4%
MCM
262
Monarch Capital Management
Indiana
$4.55M +$26.2K +677 +0.6%
IHL
263
Investment House LLC
California
$4.53M -$31K -800 -0.7%
NEI
264
Northwest & Ethical Investments
Ontario, Canada
$4.48M -$354K -9,138 -7%
OIM
265
Opus Investment Management
Massachusetts
$4.48M
Citigroup
266
Citigroup
New York
$4.47M +$564K +14,537 +15%
NAM
267
North American Management
Massachusetts
$4.42M +$260K +6,711 +6%
GIM
268
Goelzer Investment Management
Indiana
$4.42M -$24.8K -640 -0.6%
RFC
269
Regions Financial Corp
Alabama
$4.37M -$50.2K -1,296 -1%
BFG
270
Beacon Financial Group
Texas
$4.35M -$261K -6,732 -6%
JC
271
Jacobs & Co
California
$4.35M +$56.3K +1,451 +1%
CA
272
Cullinan Associates
Kentucky
$4.31M +$876K +22,600 +26%
SFWA
273
Summit Financial Wealth Advisors
Louisiana
$4.29M +$4.19M +108,150 New
COPPSERS
274
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$4.26M -$13.4K -346 -0.3%
GAM
275
Griffin Asset Management
New York
$4.26M -$301K -7,770 -7%

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.