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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
NSAM
601
North Star Asset Management
Wisconsin
$628K -$3.88K -100 -0.6%
FMBTD
602
First Midwest Bank Trust Division
Illinois
$625K +$84K +2,166 +16%
RFA
603
Reilly Financial Advisors
California
$625K +$240K +6,189 +65%
QT
604
Quantbot Technologies
New York
$618K +$604K +15,584 New
SSG
605
Summit Securities Group
New York
$615K +$271K +7,000 +82%
EI
606
EDMP Inc
Florida
$613K -$95.4K -2,460 -14%
SC
607
Schulhoff & Co
Ohio
$608K +$2.79K +72 +0.5%
NIM
608
Northeast Investment Management
Massachusetts
$603K
Thrivent Financial for Lutherans
609
Thrivent Financial for Lutherans
Minnesota
$601K
CFG
610
Cambridge Financial Group
Ohio
$599K -$5.77M -148,830 -91%
ICM
611
IMS Capital Management
Oregon
$591K -$783K -20,200 -58%
ST
612
Smithfield Trust
Pennsylvania
$581K -$116K -3,000 -17%
CFMC
613
Curbstone Financial Management Corp
New Hampshire
$580K +$35.5K +915 +7%
Daiwa Securities Group
614
Daiwa Securities Group
Japan
$579K
AB
615
Amalgamated Bank
New York
$578K -$88.8K -2,291 -14%
FA
616
FDx Advisors
Illinois
$578K -$26.2K -677 -4%
CIC
617
Carnegie Investment Counsel
Ohio
$573K +$6.2K +160 +1%
SCM
618
Stonebridge Capital Management
California
$572K
GC
619
Garde Capital
Washington
$572K +$558K +14,400 New
WEC
620
Winslow Evans & Crocker
Massachusetts
$564K
RNS
621
Robert N. Shapiro
$561K -$1.2K -31 -0.2%
PTC
622
Private Trust Company
Ohio
$561K +$325K +8,381 +146%
MPAM
623
Murphy Pohlad Asset Management
Minnesota
$558K
AW
624
ACG Wealth
Georgia
$554K +$271 +7 +0.1%
GGPS
625
Gary Goldberg Planning Services
New York
$552K -$238K -6,132 -31%

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.