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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
NAM
526
NTV Asset Management
West Virginia
$814K -$41K -1,000 -5%
WA
527
Wheatland Advisors
Pennsylvania
$813K +$123 +3 +0%
WC
528
Whitney & Co
New York
$811K -$16.4K -400 -2%
KRSITF
529
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$806K +$48.3K +1,178 +6%
PA
530
Profund Advisors
Maryland
$804K +$47.8K +1,165 +6%
ZAM
531
Zevin Asset Management
Massachusetts
$795K
WB
532
WesBanco Bank
West Virginia
$792K +$23.2K +565 +3%
TU
533
TDAM USA
Ontario, Canada
$787K -$112K -2,736 -12%
ACM
534
Azimuth Capital Management
Michigan
$768K -$61.5K -1,500 -7%
DCM
535
Dynamic Capital Management
Jersey
$767K +$197K +4,795 +34%
CAM
536
Columbia Asset Management
Michigan
$763K -$13.5K -330 -2%
CTA
537
Chesley Taft & Associates
Illinois
$757K +$10.5K +255 +1%
EDRS
538
Edmond de Rothschild (Suisse)
Switzerland
$754K
AA
539
Ancora Advisors
Ohio
$753K
WA1
540
Wimmer Associates 1
California
$750K +$750K +18,287 New
MCM
541
Mork Capital Management
California
$746K
HTC
542
Haverford Trust Company
Pennsylvania
$746K +$100K +2,446 +16%
MAA
543
Mraz Amerine & Associates
California
$744K
TCOV
544
Trust Company of Vermont
Vermont
$741K +$27.3K +666 +4%
FAM
545
Formidable Asset Management
Ohio
$740K
QI
546
QS Investors
New York
$739K -$12.7K -310 -2%
NB
547
NBT Bank
New York
$737K
DLHL
548
Donald L. Hagan LLC
Florida
$734K +$87.1K +2,125 +13%
ACM
549
Ashford Capital Management
Delaware
$732K
IPC
550
Independent Portfolio Consultants
Florida
$731K -$94.1K -2,295 -11%

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.