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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
AAM
376
Aston Asset Management
Illinois
$2.09M -$397K -9,692 -16%
IC
377
Investment Counsel
Michigan
$2.09M +$2.09M +51,007 New
SAM
378
Securian Asset Management
Minnesota
$2.06M -$69.8K -1,702 -3%
V
379
Veritable
Delaware
$2.05M -$64K -1,560 -3%
DIS
380
Diversified Investment Strategies
Louisiana
$2.04M -$88.2K -2,150 -4%
SC
381
Scotia Capital
Ontario, Canada
$2.03M
BFG
382
Beacon Financial Group
Texas
$2.01M -$118K -2,872 -6%
PWLP
383
Prio Wealth Limited Partnership
Massachusetts
$2.01M
LA
384
Lynch & Associates
Indiana
$1.99M +$141K +3,451 +8%
KFP
385
Keystone Financial Planning
Ohio
$1.98M -$1.86M -45,335 -48%
DL
386
Delta Lloyd
Netherlands
$1.95M +$291K +7,104 +18%
PIA
387
Piedmont Investment Advisors
North Carolina
$1.95M +$883K +21,542 +83%
SFP
388
Santa Fe Partners
New Mexico
$1.94M -$1.93M -46,979 -50%
BFA
389
Bragg Financial Advisors
North Carolina
$1.93M -$55K -1,341 -3%
VKH
390
Virtu KCG Holdings
New York
$1.92M -$292K -7,128 -13%
GAM
391
Gotham Asset Management
New York
$1.9M -$27.2M -664,345 -93%
HVIA
392
Hudson Valley Investment Advisors
New York
$1.9M -$10.2K -249 -0.5%
PA
393
Pinnacle Associates
New York
$1.9M +$83.3K +2,031 +5%
SFT
394
Simmons First Trust
Arkansas
$1.89M +$140K +3,403 +8%
TL
395
Tirschwell & Loewy
New York
$1.88M +$100K +2,440 +6%
AR
396
Advisory Research
Illinois
$1.86M +$289K +7,044 +18%
YMRC
397
Yorktown Management & Research Company
Virginia
$1.84M -$410K -10,000 -18%
BIC
398
Beach Investment Counsel
Pennsylvania
$1.84M
LS
399
Livforsakringsbolaget Skandia
Sweden
$1.84M -$328K -8,000 -15%
BST
400
Bath Savings Trust
Maine
$1.84M -$1.02K -25 -0.1%

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.