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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
SFFS
576
Stonehage Fleming Financial Services
Jersey
$717K +$701K +18,072 New
1IA
577
1834 Investment Advisors
Wisconsin
$710K
ACM
578
Ashford Capital Management
Delaware
$709K
CPO
579
Cerity Partners OCIO
New York
$705K +$99.5K +2,566 +17%
FCI
580
Financial Counselors Inc
Kansas
$701K -$56.3K -1,451 -8%
CTA
581
Chesley Taft & Associates
Illinois
$700K
BC
582
Burney Company
Virginia
$698K -$35.8K -924 -5%
IC
583
Intersect Capital
California
$689K +$673K +17,349 New
ITIM
584
Indiana Trust & Investment Management
Indiana
$682K -$219K -5,640 -25%
CCT
585
Chemung Canal Trust
New York
$680K
CG
586
Colony Group
Massachusetts
$680K +$214K +5,530 +48%
FFBTD
587
First Financial Bank - Trust Division
Ohio
$677K -$40.8K -1,052 -6%
SACTSONJ
588
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$676K
JPMIA
589
J.P. Marvel Investment Advisors
Massachusetts
$675K
CNC
590
Citizens & Northern Corp
Pennsylvania
$671K -$691K -17,820 -51%
RMCM
591
Reynders McVeigh Capital Management
Massachusetts
$667K -$23.5K -605 -3%
VFS
592
VSR Financial Services
Kansas
$664K +$582 +15 +0.1%
CDH
593
Charles D. Hyman
$661K
OMCS
594
Old Mutual Customised Solutions
South Africa
$651K +$27.1K +700 +4%
LRIC
595
Long Road Investment Counsel
Michigan
$649K +$634K +16,350 New
QIM
596
Quantitative Investment Management
Virginia
$646K +$252K +6,500 +66%
BPB
597
Badgley, Phelps & Bell
Washington
$643K
TCM
598
Twin Capital Management
Pennsylvania
$639K +$209K +5,400 +51%
WCM
599
Wisconsin Capital Management
Wisconsin
$638K +$60.1K +1,550 +11%
BOTW
600
Bank of the West
California
$632K -$5.93K -153 -1%

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.