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Sysco
SYY

828 hedge funds and large institutions have $15.1B invested in Sysco in 2013 Q3 according to their latest regulatory filings, with 64 funds opening new positions, 304 increasing their positions, 319 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% more first-time investments, than exits

New positions opened: 64 | Existing positions closed: 60

0.32% less ownership

Funds ownership: 80.56% → 80.24% (-0.32%)

1% less funds holding

Funds holding: 833 → 828 (-5)

5% less repeat investments, than reductions

Existing positions increased: 304 | Existing positions reduced: 319

10% less call options, than puts

Call options by funds: $100M | Put options by funds: $111M

8% less capital invested

Capital invested by funds: $16.3B → $15.1B (-$1.24B)

43% less funds holding in top 10

Funds holding in top 10: 23 → 13 (-10)

Holders
828
Holders Change
-5
Holders Change %
-0.6%
% of All Funds
26.85%
Holding in Top 10
13
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-43.48%
% of All Funds
0.42%
New
64
Increased
304
Reduced
319
Closed
60
Calls
$100M
Puts
$111M
Net Calls
-$10.6M
Net Calls Change
-$47.3M

Top Buyers

1
PI
PGGM Investments
Netherlands
+$44.1M
2
Bank of New York Mellon
Bank of New York Mellon
New York
+$43.6M
3
American Century Companies
American Century Companies
Missouri
+$40.1M
4
GIM
Generation Investment Management
United Kingdom
+$31.5M
5
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
+$26.6M

Top Sellers

1
Lazard Asset Management
Lazard Asset Management
New York
-$200M
2
Artisan Partners
Artisan Partners
Wisconsin
-$65M
3
DSA
Davis Selected Advisers
Arizona
-$63.7M
4
Ameriprise
Ameriprise
Minnesota
-$52.6M
5
Deutsche Bank
Deutsche Bank
Germany
-$41.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
TWA
751
TCI Wealth Advisors
Arizona
$160K – – –
Macquarie Group
752
Macquarie Group
Australia
$156K – – –
ST
753
Stifel Trust
Missouri
$155K – – –
QT
754
Quantbot Technologies
New York
$155K +$164K +4,900 New
FMLI
755
Fukoku Mutual Life Insurance
Japan
$153K – – –
GIS
756
Guardian Investor Services
New York
$152K – – –
Parallax Volatility Advisers
757
Parallax Volatility Advisers
California
$152K +$125K +3,727 +357%
HTHT
758
Hemenway Trust Hemenway Trust
New Hampshire
$150K +$88.5K +2,637 +128%
NES
759
New England Securities
New York
$137K +$1.98K +59 +1%
HIM
760
Hillsdale Investment Management
Ontario, Canada
$134K -$77.2K -2,300 -35%
BA
761
Birinyi Associates
Connecticut
$111K +$117K +3,484 New
PFG
762
Piershale Financial Group
Illinois
$104K – – –
SHWM
763
Smith & Howard Wealth Management
Georgia
$98K +$15.6K +465 +18%
FI
764
FCM Investments
Texas
$95K – – –
SAMC
765
Shinko Asset Management Company
Japan
$95K – – –
KTC
766
Kistler-Tiffany Companies
Pennsylvania
$92K -$3.59K -107 -4%
PSC
767
Prentiss Smith & Co
Vermont
$82K – – –
WAM
768
Wolverine Asset Management
Illinois
$79K +$83.9K +2,500 New
IMS
769
Index Management Solutions
Pennsylvania
$74K +$78.3K +2,333 New
Group One Trading
770
Group One Trading
Illinois
$73K +$76.6K +2,283 New
AWMS
771
Advocacy Wealth Management Services
Georgia
$68K +$55.2K +1,644 +414%
CAL
772
Capital Analysts LLC
Pennsylvania
$66.6K +$6.27K +187 +10%
NC
773
Nicholas Company
Wisconsin
$66K -$4.7M -140,100 -99%
Manulife (Manufacturers Life Insurance)
774
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$65.2K +$26.6M +792,910 +63%
FMT
775
First Mercantile Trust
Tennessee
$60K – – –
29 30
31
32 33

SYY Hedge Fund Activity: Q3 2013 in Review

828 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in Sysco (SYY) for Q3 2013, worth a combined $15.1B — down 7.6% from $16.3B a quarter earlier.

Buyers outnumbered sellers: 64 funds opened new SYY positions and 60 closed out — a net gain of 4 holders — while 304 added to existing stakes and 319 trimmed.

The largest buyer was PGGM Investments, opening a new position worth an estimated $44.1M. The largest seller was Lazard Asset Management, cutting an estimated $200M.

  • 828 institutional investors held Sysco (SYY) as of Q3 2013, down from 833 in Q2 2013.
  • Funds reported $15.1B of Sysco stock for Q3 2013, down 7.6% quarter-over-quarter.
  • 64 funds opened new Sysco positions in Q3 2013 and 60 closed out, a net change of +4 holders.
  • The largest Sysco buyer in Q3 2013 was PGGM Investments, an estimated $44.1M added.
  • The largest Sysco seller in Q3 2013 was Lazard Asset Management, an estimated $200M sold.

Based on aggregated 13F filings for Q3 2013.