We are live on ! Find out more

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
FTIOP
476
Fiduciary Trust International of Pennsylvania
Pennsylvania
$1.14M +$15.4K +375 +1%
ASN
477
Advisory Services Network
Georgia
$1.14M +$628K +15,315 +123%
CAMG
478
CWA Asset Management Group
Florida
$1.14M +$1.14M +27,750 New
TH
479
TCTC Holdings
Texas
$1.13M -$144K -3,500 -11%
TCM
480
Telos Capital Management
California
$1.13M +$38.2K +932 +4%
FFA
481
Fragasso Financial Advisors
Pennsylvania
$1.12M +$22.6K +550 +2%
PFSC
482
Peoples Financial Services Corp
Pennsylvania
$1.11M -$16.4K -400 -1%
SHCM
483
Stokes & Hubbell Capital Management
Louisiana
$1.1M -$40.2K -981 -4%
PJSIMP
484
P.J. Schmidt Investment Management (PJS)
Wisconsin
$1.1M -$20.3K -495 -2%
GIP
485
Granite Investment Partners
California
$1.08M
MC
486
Miles Capital
Iowa
$1.08M -$7.3K -178 -0.7%
CS
487
Candriam SCA
Luxembourg
$1.08M -$318K -7,756 -23%
CIC
488
Carnegie Investment Counsel
Ohio
$1.07M +$82K +2,000 +8%
RHJA
489
Rice Hall James & Associates
California
$1.06M -$6.15K -150 -0.6%
RFA
490
Reilly Financial Advisors
California
$1.05M -$145K -3,536 -12%
KCPG
491
Kavar Capital Partners Group
Kansas
$1.05M -$16.4K -400 -2%
CIP
492
Convergence Investment Partners
Florida
$1.04M +$12.5K +306 +1%
FAAS
493
First Allied Advisory Services
California
$1.04M -$68.9K -1,680 -6%
MFS
494
MSI Financial Services
Massachusetts
$1.02M +$356K +8,693 +54%
ST
495
Somerset Trust
Pennsylvania
$1.02M +$26K +634 +3%
SRP
496
Saddle Road Partners
Nebraska
$1.01M +$1.01M +24,735 New
MIS
497
Morningstar Investment Services
Illinois
$1.01M -$2.05M -49,991 -67%
CYG
498
Clean Yield Group
Vermont
$1M -$9.22K -225 -0.9%
CTC
499
Central Trust Company
Missouri
$977K -$160K -3,904 -14%
NC
500
NewSquare Capital
Pennsylvania
$972K +$77.5K +1,889 +9%

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.