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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
MIP
51
Mondrian Investment Partners
United Kingdom
$77.7M -$7.02M -181,172 -8%
Lord, Abbett & Co
52
Lord, Abbett & Co
New Jersey
$76.4M +$7.9M +203,700 +12%
BlackRock
53
BlackRock
New York
$74.2M +$3.03M +78,279 +4%
CP
54
Coho Partners
Pennsylvania
$72M +$4.06M +104,834 +6%
RFC
55
Russell Frank Company
Washington
$70.4M +$11.8M +304,787 +21%
AACR
56
ACR Alpine Capital Research
Missouri
$68.3M +$3.79M +97,779 +6%
New York State Common Retirement Fund
57
New York State Common Retirement Fund
New York
$63.8M -$11.7M -301,558 -16%
California Public Employees Retirement System
58
California Public Employees Retirement System
California
$61.1M -$4.71M -121,400 -7%
Royal Bank of Canada
59
Royal Bank of Canada
Ontario, Canada
$59.8M +$15.5M +400,525 +36%
Sumitomo Mitsui Trust Group
60
Sumitomo Mitsui Trust Group
Japan
$58M +$1.16M +30,045 +2%
EAM
61
Eagle Asset Management
Florida
$57.4M -$9.83M -253,648 -15%
SJIC
62
St. James Investment Company
Texas
$56.8M -$3.32M -85,706 -6%
RJA
63
Raymond James & Associates
Florida
$54.6M +$18.5M +477,674 +53%
PI
64
PGGM Investments
Netherlands
$50.5M -$582K -15,003 -1%
Los Angeles Capital Management
65
Los Angeles Capital Management
California
$50.3M +$48.8M +1,259,663 +16,359%
MAA
66
Managed Account Advisors
New Jersey
$48.5M +$2.71M +70,032 +6%
AllianceBernstein
67
AllianceBernstein
Tennessee
$44.6M -$773K -19,939 -2%
PPA
68
Parametric Portfolio Associates
Washington
$44.1M +$881K +22,722 +2%
California State Teachers Retirement System (CalSTRS)
69
California State Teachers Retirement System (CalSTRS)
California
$44.1M +$404K +10,410 +0.9%
GC
70
Guggenheim Capital
Illinois
$43.8M -$1.07M -27,509 -2%
MCM
71
Melvin Capital Management
New York
$43.7M +$42.6M +1,100,000 New
Mitsubishi UFJ Trust & Banking
72
Mitsubishi UFJ Trust & Banking
Japan
$43.6M +$536K +13,822 +1%
USAA
73
United Services Automobile Association
Texas
$43.5M +$8.72M +225,016 +26%
AQR Capital Management
74
AQR Capital Management
Connecticut
$43M +$21.2M +546,850 +102%
NI
75
Nuance Investments
Missouri
$41.6M -$23M -593,724 -36%

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.