We are live on ! Find out more

929 hedge funds and large institutions have $18.9B invested in Sysco in 2015 Q4 according to their latest regulatory filings, with 80 funds opening new positions, 285 increasing their positions, 403 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more first-time investments, than exits

New positions opened: 80 | Existing positions closed: 58

1.78% more ownership

Funds ownership: 79.95%81.73% (+1.8%)

2% more funds holding

Funds holding: 914929 (+15)

4% more capital invested

Capital invested by funds: $18.2B → $18.9B (+$658M)

2% less call options, than puts

Call options by funds: $250M | Put options by funds: $254M

24% less funds holding in top 10

Funds holding in top 10: 2519 (-6)

29% less repeat investments, than reductions

Existing positions increased: 285 | Existing positions reduced: 403

Holders
929
Holders Change
+15
Holders Change %
+1.64%
% of All Funds
24.37%
Holding in Top 10
19
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-24%
% of All Funds
0.5%
New
80
Increased
285
Reduced
403
Closed
58
Calls
$250M
Puts
$254M
Net Calls
-$4.04M
Net Calls Change
-$71.5M
Name Holding Trade Value Shares
Change
Change in
Stake
NEI
251
Northwest & Ethical Investments
Ontario, Canada
$4.49M -$1.12M -27,252 -20%
SSB
252
Sandy Spring Bank
Maryland
$4.48M -$50.1K -1,222 -1%
Neuberger Berman Group
253
Neuberger Berman Group
New York
$4.48M -$351K -8,566 -7%
TFA
254
Toth Financial Advisory
Virginia
$4.46M +$281K +6,858 +7%
WC
255
Woodstock Corp
Massachusetts
$4.44M
VanEck Associates
256
VanEck Associates
New York
$4.4M -$2.02M -49,386 -32%
Janney Montgomery Scott
257
Janney Montgomery Scott
Pennsylvania
$4.38M +$185K +4,514 +4%
URS
258
Utah Retirement Systems
Utah
$4.37M +$12.3K +300 +0.3%
PTC
259
Petrus Trust Company
Texas
$4.34M
GH
260
GAM Holding
Switzerland
$4.25M +$196K +4,787 +5%
O
261
OppenheimerFunds
New York
$4.23M +$4.2M +102,365 New
DIA
262
Dean Investment Associates
Ohio
$4.21M -$54.9K -1,339 -1%
LPU
263
Lansdowne Partners (UK)
United Kingdom
$4.2M
Creative Planning
264
Creative Planning
Kansas
$4.19M +$2.44M +59,550 +140%
BMC
265
Benin Management Corp
Connecticut
$4.17M -$353K -8,600 -8%
QI
266
Qualcomm Inc
California
$4.14M
WDA
267
Wendell David Associates
New Hampshire
$4.09M -$27.7K -675 -0.7%
QIM
268
Quantitative Investment Management
Virginia
$4.07M -$10.4M -254,800 -72%
PNC
269
Park National Corp
Ohio
$4.07M +$43.8K +1,068 +1%
CIC
270
Cutler Investment Counsel
Oregon
$4.03M -$5K -122 -0.1%
ISB
271
Iowa State Bank
Iowa
$4M +$51.5K +1,255 +1%
CA
272
Cullinan Associates
Kentucky
$3.97M -$529K -12,900 -12%
RFC
273
Regions Financial Corp
Alabama
$3.95M -$124K -3,027 -3%
IIC
274
Ironwood Investment Counsel
Arizona
$3.91M -$61.1K -1,491 -2%
HIM
275
Hanlon Investment Management
New Jersey
$3.87M +$3.87M +94,307 New

SYY Hedge Fund Activity: Q4 2015 in Review

929 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Sysco (SYY) for Q4 2015, worth a combined $18.9B — up 3.6% from $18.2B a quarter earlier.

Buyers outnumbered sellers: 80 funds opened new SYY positions and 58 closed out — a net gain of 22 holders — while 285 added to existing stakes and 403 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $396M. The largest seller was Yacktman Asset Management, cutting an estimated $215M.

  • 929 institutional investors held Sysco (SYY) as of Q4 2015, up from 914 in Q3 2015.
  • Funds reported $18.9B of Sysco stock for Q4 2015, up 3.6% quarter-over-quarter.
  • 80 funds opened new Sysco positions in Q4 2015 and 58 closed out, a net change of +22 holders.
  • The largest Sysco buyer in Q4 2015 was Goldman Sachs, an estimated $396M added.
  • The largest Sysco seller in Q4 2015 was Yacktman Asset Management, an estimated $215M sold.

Based on aggregated 13F filings for Q4 2015.