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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
Fiera Capital (Canada)
26
Fiera Capital (Canada)
Quebec, Canada
$135M +$11.8M +304,259 +10%
D.E. Shaw & Co
27
D.E. Shaw & Co
New York
$126M +$90.6M +2,338,044 +280%
Bank of America
28
Bank of America
North Carolina
$125M -$10.1M -261,178 -8%
RRAM
29
River Road Asset Management
Kentucky
$124M -$5.1M -131,573 -4%
First Eagle Investment Management
30
First Eagle Investment Management
New York
$121M -$198M -5,115,456 -63%
SIM
31
Sprucegrove Investment Management
Ontario, Canada
$120M -$28M -722,350 -19%
Ameriprise
32
Ameriprise
Minnesota
$117M +$952K +24,552 +0.8%
PIM
33
Perkins Investment Management
Illinois
$114M -$27.9M -720,276 -20%
TG
34
TCW Group
California
$112M +$14.3M +368,044 +15%
FNT
35
First Nebraska Trust
Nebraska
$111M -$339K -8,748 -0.3%
FWIA
36
Fort Washington Investment Advisors
Ohio
$110M +$6.25M +161,207 +6%
Deutsche Bank
37
Deutsche Bank
Germany
$110M +$19.7M +508,020 +22%
VFA
38
Virtus Fund Advisers
Connecticut
$107M +$50.9M +1,314,135 +96%
Legal & General Group
39
Legal & General Group
United Kingdom
$102M +$1.08M +27,861 +1%
UBS AM
40
UBS AM
Illinois
$102M +$3.46M +89,203 +4%
Fidelity Investments
41
Fidelity Investments
Massachusetts
$102M +$4.62M +119,251 +5%
Goldman Sachs
42
Goldman Sachs
New York
$101M +$27M +697,622 +38%
TCIM
43
TIAA CREF Investment Management
New York
$91.1M -$6.12M -157,959 -6%
Grantham, Mayo, Van Otterloo & Co (GMO)
44
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$89.9M -$44M -1,135,821 -33%
ACA
45
Anchor Capital Advisors
Massachusetts
$86.7M -$2.48M -64,068 -3%
Schroder Investment Management Group
46
Schroder Investment Management Group
United Kingdom
$86.5M -$10.4M -269,447 -11%
Morgan Stanley
47
Morgan Stanley
New York
$84M -$4.59M -118,525 -5%
First Trust Advisors
48
First Trust Advisors
Illinois
$83.1M +$47.7M +1,229,842 +142%
GVI
49
Green Valley Investors
Delaware
$79.4M -$2.63M -67,828 -3%
Charles Schwab
50
Charles Schwab
California
$78M +$6.71M +173,026 +10%

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.