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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
Macquarie Group
676
Macquarie Group
Australia
$431K +$5.89K +152 +1%
AIP
677
Ameritas Investment Partners
Nebraska
$430K +$2.75K +71 +0.7%
MIC
678
MU Investments Company
Japan
$428K -$7.75K -200 -2%
SW
679
SVB Wealth
Massachusetts
$427K +$417K +10,748 New
CB
680
Chemical Bank
Michigan
$424K +$42.2K +1,088 +11%
MCM
681
Maple Capital Management
Vermont
$421K +$27.5K +710 +7%
GIA
682
Guyasuta Investment Advisors
Pennsylvania
$420K
WS
683
Wedbush Securities
California
$418K -$63.4K -1,636 -13%
MIM
684
Montgomery Investment Management
Maryland
$415K +$109K +2,800 +37%
PFPT
685
Pinnacle Financial Partners (Tennessee)
Tennessee
$414K +$11.4K +293 +3%
ECM
686
Everence Capital Management
Indiana
$412K
FBNAT
687
FirstMerit Bank N.A. Trustee
Ohio
$409K +$3.88K +100 +1%
AIM
688
abrdn Investment Management
United Kingdom
$405K -$556K -14,340 -58%
MPWT
689
MassMutual Private Wealth & Trust
Connecticut
$405K -$215K -5,535 -35%
AAM
690
AR Asset Management
California
$397K
WTC
691
WhitTier Trust Company
Nevada
$396K
Bank of Nova Scotia
692
Bank of Nova Scotia
Ontario, Canada
$396K +$27.1K +700 +8%
GMIM
693
General Motors Investment Management
New York
$396K +$386K +9,967 New
HCM
694
Howland Capital Management
Massachusetts
$395K
TBA
695
Tower Bridge Advisors
Pennsylvania
$394K
HWA
696
Heritage Wealth Advisors
Virginia
$391K
MSU
697
Maple Securities USA
New Jersey
$391K +$109K +2,824 +40%
ARMC
698
American Research & Management Company
Massachusetts
$389K
CA
699
Cetera Advisors
Colorado
$389K +$106K +2,744 +39%
ECM
700
Estabrook Capital Management
New York
$381K

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.