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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
WSTAM
601
Wilbanks Smith & Thomas Asset Management
Virginia
$592K +$8.24K +201 +1%
WEC
602
Winslow Evans & Crocker
Massachusetts
$582K
ED
603
Exane Derivatives
France
$579K -$42.7K -1,042 -7%
LIM
604
Loudon Investment Management
New Hampshire
$577K
MPWT
605
MassMutual Private Wealth & Trust
Connecticut
$573K -$71.9K -1,754 -11%
SCM
606
Stonebridge Capital Management
California
$572K -$10.3K -250 -2%
CPA
607
Capital Planning Advisors
California
$568K +$73.8K +1,800 +15%
PL
608
Perpetual Ltd
Australia
$566K +$77.9K +1,900 +16%
Jones Financial Companies
609
Jones Financial Companies
Missouri
$565K -$64.9K -1,584 -10%
CGT
610
Capital Guardian Trust
California
$565K
TYCC
611
Texas Yale Capital Corp
Florida
$561K
GIA
612
Guyasuta Investment Advisors
Pennsylvania
$553K
SW
613
SVB Wealth
Massachusetts
$547K +$4.92K +120 +0.9%
FFSOTS
614
Fiduciary Financial Services of The Southwest
Texas
$546K +$69.6K +1,698 +15%
Federated Hermes
615
Federated Hermes
Pennsylvania
$545K -$75.1K -1,832 -12%
FNB
616
First Niagara Bank
New York
$544K -$611K -14,892 -53%
HCM
617
Hollencrest Capital Management
California
$539K +$540K +13,163 New
EOJOAM
618
E. Ohman J:or Asset Management
Sweden
$537K
PTC
619
Private Trust Company
Ohio
$533K -$15.2K -370 -3%
KIA
620
KCM Investment Advisors
California
$531K +$127K +3,108 +32%
CFA
621
CT Financial Advisors
Pennsylvania
$527K -$40.8K -995 -7%
CC
622
ClearArc Capital
Ohio
$527K -$24.1K -589 -4%
EI
623
EDMP Inc
Florida
$526K -$22.6K -550 -4%
HTHT
624
Hemenway Trust Hemenway Trust
New Hampshire
$517K -$2.05K -50 -0.4%
LNWWM
625
Laird Norton Wetherby Wealth Management
California
$514K -$1.97K -48 -0.4%

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.