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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
Twin Tree Management
551
Twin Tree Management
Texas
$808K +$790K +20,368 New
ST
552
Somerset Trust
Pennsylvania
$806K +$22.4K +578 +3%
RIA
553
Regal Investment Advisors
Michigan
$805K -$2.28M -58,747 -74%
WA
554
Wheatland Advisors
Pennsylvania
$794K -$3.76K -97 -0.5%
AUB
555
Atlantic Union Bankshares
Virginia
$792K -$3.88K -100 -0.5%
ICAS
556
Investors Capital Advisory Services
Massachusetts
$781K +$12.1K +311 +2%
NC
557
NewSquare Capital
Pennsylvania
$778K +$62.2K +1,604 +9%
ZAM
558
Zevin Asset Management
Massachusetts
$770K
WCBA
559
Weaver C. Barksdale & Associates
Tennessee
$768K
FMB
560
Field & Main Bank
Kentucky
$759K -$109K -2,800 -13%
WB
561
WesBanco Bank
West Virginia
$756K -$217K -5,600 -23%
SOADOR
562
State of Alaska Department of Revenue
Alaska
$755K +$660K +17,030 +849%
AFG
563
American Financial Group
Ohio
$754K
Federated Hermes
564
Federated Hermes
Pennsylvania
$753K -$39.1K -1,008 -5%
RW
565
Rand Wealth
Maryland
$752K -$45K -1,160 -6%
RT
566
Rockland Trust
Massachusetts
$744K +$14.3K +370 +2%
AWM
567
Altavista Wealth Management
North Carolina
$733K -$86.3K -2,226 -11%
PAG
568
Private Advisor Group
New Jersey
$732K +$77.7K +2,005 +12%
FAM
569
Formidable Asset Management
Ohio
$731K
Jones Financial Companies
570
Jones Financial Companies
Missouri
$725K -$261K -6,722 -27%
NB
571
NBT Bank
New York
$725K +$38.8K +1,000 +6%
SCP
572
Sandhill Capital Partners
New York
$725K +$107K +2,769 +18%
BAM
573
Burnham Asset Management
New York
$723K
MCM
574
Mork Capital Management
California
$722K +$706K +18,200 New
MAA
575
Mraz Amerine & Associates
California
$720K -$37.8K -974 -5%

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.