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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
PGIM
276
Pacific Global Investment Management
California
$4.17M +$19.8K +512 +0.5%
WDA
277
Wendell David Associates
New Hampshire
$4.13M -$23.3K -600 -0.6%
LG
278
Laidlaw Group
New York
$4.09M +$43.4K +1,120 +1%
Brown Advisory
279
Brown Advisory
Maryland
$4.04M +$129K +3,322 +3%
MWAC
280
Mariner Wealth Advisors (Cincinnati)
Ohio
$4.02M +$268K +6,912 +7%
RIL
281
Rothschild Investment LLC
Illinois
$4.02M -$46.1K -1,190 -1%
URS
282
Utah Retirement Systems
Utah
$4.01M
AC
283
Allstate Corporation
Illinois
$4M -$3.91M -100,867 -50%
HNB
284
Huntington National Bank
Ohio
$3.94M -$1.16K -30 -0%
State of Tennessee, Department of Treasury
285
State of Tennessee, Department of Treasury
Tennessee
$3.94M
Citadel Advisors
286
Citadel Advisors
Florida
$3.94M +$3.48M +89,829 +965%
Neuberger Berman Group
287
Neuberger Berman Group
New York
$3.92M +$101K +2,612 +3%
DMIC
288
Dixon Mitchell Investment Counsel
British Columbia, Canada
$3.88M
CIC
289
Cutler Investment Counsel
Oregon
$3.88M -$5.12K -132 -0.1%
OTPPB
290
Ontario Teachers' Pension Plan Board
Ontario, Canada
$3.83M -$347K -8,958 -8%
CA
291
Commerzbank Aktiengesellschaft
Germany
$3.8M -$3.44M -88,790 -48%
Robeco Institutional Asset Management
292
Robeco Institutional Asset Management
Netherlands
$3.76M -$3.14M -81,083 -46%
ISB
293
Iowa State Bank
Iowa
$3.71M +$121K +3,129 +3%
TFA
294
Toth Financial Advisory
Virginia
$3.69M +$123K +3,162 +4%
MIS
295
Morningstar Investment Services
Illinois
$3.69M -$1.94M -50,165 -35%
BFA
296
Benedict Financial Advisors
Georgia
$3.67M +$3.54M +91,297 New
OA
297
OFI Advisors
Pennsylvania
$3.67M -$35.3K -911 -1%
GCM
298
Gibraltar Capital Management
Oklahoma
$3.67M +$3.58M +92,432 New
UB
299
UMB Bank
Missouri
$3.65M +$3.19M +82,288 +847%
SFPIA
300
Stevens First Principles Investment Advisors
California
$3.65M -$129K -3,340 -4%

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.