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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
AIB
776
Allied Irish Banks
Ireland
$58K – – –
CPA
777
Cowen Prime Advisors
New York
$57K – – –
GG
778
Gofen & Glossberg
Illinois
$53K – – –
TSW
779
Thompson Siegel & Walmsley
Virginia
$51K – – –
JEW
780
Jamison Eaton & Wood
New Jersey
$51K +$53.7K +1,600 New
QAM
781
QCI Asset Management
New York
$50K -$101K -3,025 -66%
CFSG
782
Community Financial Services Group
Vermont
$49K – – –
BCAM
783
Boston Common Asset Management
Massachusetts
$48K -$434K -12,930 -90%
AC
784
Alexandria Capital
Virginia
$48K +$403 +12 +0.8%
RFA
785
Reilly Financial Advisors
California
$47K – – –
M
786
MOTCO
Texas
$45K – – –
BOK
787
Bank of Kentucky
Kentucky
$43K – – –
WOC
788
West Oak Capital
California
$41.4K – – –
MAM
789
Mizuho Asset Management
Japan
$41K – – –
VIM
790
Veritas Investment Management
United Kingdom
$39K -$54K -1,610 -56%
VCM
791
Vigilant Capital Management
Maine
$38K – – –
CBT
792
Central Bank & Trust
Kentucky
$32K -$28K -835 -45%
ZTNA
793
Zions Trust National Association
Utah
$32K – – –
IWC
794
Integrated Wealth Counsel
California
$31.8K – – –
DIA
795
Davidson Investment Advisors
Montana
$31K – – –
MBT
796
Monroe Bank & Trust
Michigan
$30K – – –
MA
797
MCF Advisors
Kentucky
$30K +$2.31K +69 +9%
EFSCE
798
Enterprise Financial Services Corp (EFSC)
Missouri
$29K +$1.61K +48 +6%
WA
799
Waverly Advisors
Alabama
$29K +$30.9K +920 New
AFC
800
AFT Forsyth & Company
Florida
$27K – – –
30 31
32
33 34

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.