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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
BFEC
701
Benjamin F. Edwards & Company
Missouri
$378K +$737 +19 +0.2%
BUB
702
BBVA USA Bancshares
Texas
$377K -$25.5K -657 -6%
LNB
703
Ledyard National Bank
$377K -$13.6K -350 -4%
VCAM
704
Van Cleef Asset Management
Ohio
$377K
QI
705
QS Investors
New York
$376K -$845K -21,797 -70%
SL
706
Summitry LLC
California
$373K
SI
707
Stephens Inc
Arkansas
$371K +$21.7K +561 +6%
NAM
708
Nichols Asset Management
Massachusetts
$370K
BRM
709
Boston Research & Management
Massachusetts
$369K
RB
710
Rodgers Brothers
Pennsylvania
$367K -$31.6K -816 -8%
Kayne Anderson Rudnick Investment Management
711
Kayne Anderson Rudnick Investment Management
California
$365K
MCM
712
Mengis Capital Management
Oregon
$365K +$357K +9,208 New
MCM
713
Maryland Capital Management
Maryland
$364K +$29.1K +750 +9%
PL
714
Parkwood LLC
Ohio
$360K +$352K +9,069 New
SF
715
Synovus Financial
Georgia
$358K -$6.78K -175 -2%
LCM
716
Liberty Capital Management
Michigan
$353K
DLHL
717
Donald L. Hagan LLC
Florida
$353K +$344K +8,882 New
BB
718
Bell Bank
North Dakota
$348K -$12.8K -330 -4%
JFGIW
719
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$341K -$81.4K -2,100 -20%
WRM
720
Westport Resources Management
Connecticut
$338K +$24.7K +637 +8%
NAMA
721
Nikko Asset Management Americas
New York
$338K +$326K +8,400 New
BCA
722
Bernzott Capital Advisors
California
$337K -$116K -3,000 -26%
B
723
Barings
North Carolina
$337K
WA
724
WealthTrust Axiom
Pennsylvania
$335K
GLA
725
Great Lakes Advisors
Illinois
$334K -$381K -9,820 -54%

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.