Sysco
920 hedge funds and large institutions have $16.7B invested in Sysco in 2015 Q2 according to their latest regulatory filings, with 59 funds opening new positions, 329 increasing their positions, 370 reducing their positions, and 67 closing their positions.
391% more call options, than puts
Call options by funds: $285M | Put options by funds: $58M
0.78% less ownership
Funds ownership: 78.81% → 78.04% (-0.78%)
2% less funds holding
Funds holding: 937 → 920 (-17)
5% less capital invested
Capital invested by funds: $17.6B → $16.7B (-$922M)
11% less repeat investments, than reductions
Existing positions increased: 329 | Existing positions reduced: 370
12% less first-time investments, than exits
New positions opened: 59 | Existing positions closed: 67
24% less funds holding in top 10
Funds holding in top 10: 21 → 16 (-5)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TFM
Trian Fund Management
New York
|
+$382M |
| 2 |
Morgan Stanley
New York
|
+$288M |
| 3 |
YAM
Yacktman Asset Management
Austin,
Texas
|
+$95.9M |
| 4 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
+$91.6M |
| 5 |
American Century Companies
Kansas City,
Missouri
|
+$84.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Lazard Asset Management
New York
|
-$367M |
| 2 |
AllianceBernstein
Nashville,
Tennessee
|
-$141M |
| 3 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$139M |
| 4 |
LPU
Lansdowne Partners (UK)
London,
United Kingdom
|
-$78M |
| 5 |
Millennium Management
New York
|
-$75.1M |
SYY Hedge Fund Activity: Q2 2015 in Review
920 of the 3,712 institutional investors tracked by Wall St. Rank reported a position in Sysco (SYY) for Q2 2015, worth a combined $16.7B — down 5.2% from $17.6B a quarter earlier.
Sellers outnumbered buyers: 67 funds closed out of SYY and 59 opened new positions — a net loss of 8 holders — while 370 trimmed existing stakes and 329 added.
The largest buyer was Trian Fund Management, opening a new position worth an estimated $382M. The largest seller was Lazard Asset Management, cutting an estimated $367M.
- 920 institutional investors held Sysco (SYY) as of Q2 2015, down from 937 in Q1 2015.
- Funds reported $16.7B of Sysco stock for Q2 2015, down 5.2% quarter-over-quarter.
- 59 funds opened new Sysco positions in Q2 2015 and 67 closed out, a net change of -8 holders.
- The largest Sysco buyer in Q2 2015 was Trian Fund Management, an estimated $382M added.
- The largest Sysco seller in Q2 2015 was Lazard Asset Management, an estimated $367M sold.
Based on aggregated 13F filings for Q2 2015.