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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
TRSOTSOK
301
Teachers Retirement System of the State of Kentucky
Kentucky
$3.63M +$96.9K +2,500 +3%
CIS
302
Connors Investor Services
Pennsylvania
$3.62M -$61.4K -1,585 -2%
ECM
303
Exchange Capital Management
Michigan
$3.62M +$128K +3,310 +4%
SMM
304
Stadion Money Management
Georgia
$3.6M +$221K +5,705 +7%
Janney Montgomery Scott
305
Janney Montgomery Scott
Pennsylvania
$3.6M +$319K +8,219 +10%
SIC
306
Salem Investment Counselors
North Carolina
$3.56M -$58.5K -1,510 -2%
BG
307
Bahl & Gaynor
Ohio
$3.56M -$77.8K -2,008 -2%
OWD
308
Osborn Williams & Donohoe
Ohio
$3.51M -$38.5K -993 -1%
Canada Pension Plan Investment Board
309
Canada Pension Plan Investment Board
Ontario, Canada
$3.5M -$15.5M -400,493 -82%
LBC
310
Lowe Brockenbrough & Co
Virginia
$3.48M -$75.6K -1,950 -2%
Janus Henderson Group
311
Janus Henderson Group
United Kingdom
$3.46M
MOACM
312
Mutual of America Capital Management
New York
$3.46M +$2.37K +61 +0.1%
DADC
313
D.A. Davidson & Co
Montana
$3.45M -$170K -4,383 -5%
Edgewood Management
314
Edgewood Management
Connecticut
$3.43M
CCM
315
Cadence Capital Management
Massachusetts
$3.43M -$765K -19,731 -19%
GT
316
Glenmede Trust
Pennsylvania
$3.42M +$524K +13,509 +19%
CIBC Asset Management
317
CIBC Asset Management
Ontario, Canada
$3.38M -$212K -5,466 -6%
IIC
318
Ironwood Investment Counsel
Arizona
$3.37M +$27.1K +698 +0.8%
GI
319
Gradient Investments
Minnesota
$3.33M +$385K +9,919 +13%
OPTFSNA
320
Old Point Trust & Financial Services N A
Virginia
$3.33M -$77.5K -2,000 -2%
CAM
321
Carret Asset Management
New York
$3.33M -$15.5K -400 -0.5%
WHG
322
Westwood Holdings Group
Texas
$3.32M
CCM
323
Catawba Capital Management
Virginia
$3.32M +$222K +5,715 +7%
Mitsubishi UFJ Asset Management
324
Mitsubishi UFJ Asset Management
Japan
$3.31M -$433K -11,161 -12%
Asset Management One
325
Asset Management One
Japan
$3.29M -$45.5K -1,173 -1%

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.