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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
RC
651
Roundview Capital
New Jersey
$493K
IC
652
IKOS CIF
Cyprus
$492K +$470K +12,124 New
AFG
653
Albion Financial Group
Utah
$490K -$134K -3,465 -22%
P
654
Pitcairn
Pennsylvania
$490K +$21.2K +547 +5%
AI
655
Atria Investments
North Carolina
$487K -$9.65K -249 -2%
KIA
656
King Investment Advisors
Texas
$487K
PIM
657
Penobscot Investment Management
Massachusetts
$486K -$4.26K -110 -0.9%
HPBT
658
High Point Bank & Trust
North Carolina
$483K
WP
659
WMS Partners
Maryland
$482K +$177K +4,567 +60%
EVM
660
Evelyn V. Moreno
$480K -$3.14M -81,022 -87%
CPA
661
Capital Planning Advisors
California
$478K +$467K +12,047 New
CI
662
Constellation Investments
Ohio
$472K +$19.4K +500 +4%
SYBT
663
Stock Yards Bank & Trust
Kentucky
$469K +$27.9K +720 +6%
KLWA
664
Kelly Lawrence W & Associates
California
$468K
HB
665
Homrich & Berg
Georgia
$465K -$29K -749 -6%
UR
666
USCA RIA
Texas
$464K +$4.3K +111 +1%
WSTAM
667
Wilbanks Smith & Thomas Asset Management
Virginia
$463K +$9.23K +238 +2%
Parallax Volatility Advisers
668
Parallax Volatility Advisers
California
$453K -$258K -6,649 -37%
SMC
669
Smith, Moore & Co
Missouri
$452K +$3.88K +100 +0.9%
Bessemer Group
670
Bessemer Group
New Jersey
$450K +$19.4K +500 +5%
EOJOAM
671
E. Ohman J:or Asset Management
Sweden
$447K
NYLIM
672
New York Life Investment Management
New York
$437K -$27.1K -700 -6%
KFS
673
Kurt F. Somerville
$437K +$93K +2,400 +28%
EFS
674
Essex Financial Services
Connecticut
$432K +$72.5K +1,871 +21%
CNBT
675
Canandaigua National Bank & Trust
New York
$431K -$28.1K -725 -6%

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.