We are live on ! Find out more

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
FIM
351
Fruth Investment Management
Texas
$2.72M +$29.1K +750 +1%
QI
352
Qualcomm Inc
California
$2.7M
Zurich Cantonal Bank
353
Zurich Cantonal Bank
Switzerland
$2.7M +$1.03M +26,565 +64%
SFSG
354
Stearns Financial Services Group
North Carolina
$2.63M +$85.5K +2,206 +3%
ONB
355
Old National Bancorp
Indiana
$2.63M -$316K -8,144 -11%
SFT
356
Simmons First Trust
Arkansas
$2.62M +$538K +13,869 +27%
KIC
357
Keating Investment Counselors
Florida
$2.57M -$7.95K -205 -0.3%
BCM
358
Buckhead Capital Management
Georgia
$2.54M -$6.12M -157,940 -71%
GSBTD
359
Glenview State Bank Trust Department
Illinois
$2.54M -$60.1K -1,550 -2%
LS
360
Livforsakringsbolaget Skandia
Sweden
$2.54M -$826K -21,300 -25%
AIA
361
Avalon Investment & Advisory
Texas
$2.52M +$526K +13,575 +27%
TFA
362
Transamerica Financial Advisors
Florida
$2.51M +$254K +6,548 +12%
LMGAM
363
Liberty Mutual Group Asset Management
Massachusetts
$2.5M +$134K +3,451 +6%
CC
364
Capital Counsel
New York
$2.49M -$11.6K -300 -0.5%
Jennison Associates
365
Jennison Associates
New York
$2.48M +$2.42M +62,350 New
Aristotle Capital Management
366
Aristotle Capital Management
California
$2.47M
PAM
367
Panagora Asset Management
Massachusetts
$2.46M +$213K +5,501 +10%
CONA
368
Capital One National Association
New York
$2.46M +$1.73M +44,685 +260%
FMW
369
Farr Miller & Washington
District of Columbia
$2.45M +$48.5K +1,250 +2%
OC
370
Oppenheimer & Co
New York
$2.43M +$141K +3,647 +6%
SIG
371
Sky Investment Group
Connecticut
$2.4M +$10.9K +280 +0.5%
DIS
372
Diversified Investment Strategies
Louisiana
$2.34M -$82.6K -2,130 -3%
ClearBridge Investments
373
ClearBridge Investments
New York
$2.34M +$41.6K +1,072 +2%
VKH
374
Virtu KCG Holdings
New York
$2.33M +$1.7M +43,734 +293%
CIBC Private Wealth Group
375
CIBC Private Wealth Group
Georgia
$2.31M +$29.8K +768 +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.