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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
WPC
576
Waters Parkerson & Co
Louisiana
$653K -$32.8K -800 -5%
VFS
577
VSR Financial Services
Kansas
$653K -$820 -20 -0.1%
MCM
578
Maryland Capital Management
Maryland
$653K +$223K +5,450 +52%
RIA
579
Regal Investment Advisors
Michigan
$652K -$327K -7,964 -33%
AB
580
Amalgamated Bank
New York
$651K -$209K -5,101 -24%
MERSOM
581
Municipal Employees' Retirement System of Michigan
Michigan
$650K -$31.2K -760 -5%
FCI
582
Financial Counselors Inc
Kansas
$649K -$8.81K -215 -1%
VFA
583
Voya Financial Advisors
Connecticut
$642K +$7.95K +194 +1%
MA
584
MUFG Americas
New York
$637K -$187K -4,565 -23%
NSAM
585
North Star Asset Management
Wisconsin
$637K
PAM
586
Princeton Alpha Management
New Jersey
$633K +$633K +15,434 New
BRWA
587
B. Riley Wealth Advisors
Florida
$631K -$24.8K -605 -4%
SL
588
Summitry LLC
California
$630K +$106K +2,580 +20%
SC
589
Schulhoff & Co
Ohio
$627K -$7.83K -191 -1%
NIM
590
Northeast Investment Management
Massachusetts
$622K
ANTB
591
AMG National Trust Bank
Colorado
$620K -$200K -4,869 -24%
BOTW
592
Bank of the West
California
$620K +$12.3K +299 +2%
CEP
593
Chicago Equity Partners
Illinois
$616K +$204K +4,975 +49%
PFS
594
Prospera Financial Services
Texas
$611K -$1.11M -27,088 -65%
ST
595
Smithfield Trust
Pennsylvania
$605K -$58.2K -1,420 -9%
BAC
596
Boys Arnold & Co
North Carolina
$605K +$294K +7,175 +95%
Thrivent Financial for Lutherans
597
Thrivent Financial for Lutherans
Minnesota
$603K -$16.4K -400 -3%
CFG
598
Citizens Financial Group
Rhode Island
$602K +$586K +14,286 New
SBIA
599
Sheaff Brock Investment Advisors
Indiana
$600K +$600K +14,635 New
SGAM
600
Steinberg Global Asset Management
Florida
$599K -$410 -10 -0.1%

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.