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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
CA
776
Cambridge Advisors
Nebraska
$245K +$240K +6,183 New
HSA
777
HBK Sorce Advisory
Pennsylvania
$244K +$238K +6,145 New
MA
778
Montag & Associates
Georgia
$243K +$23.3K +600 +11%
JIC
779
Johnson Investment Counsel
Ohio
$240K +$235K +6,051 New
HC
780
HHG & Company
Connecticut
$236K -$13.9K -359 -6%
BFO
781
Boston Family Office
Massachusetts
$236K
Fuller & Thaler Asset Management
782
Fuller & Thaler Asset Management
California
$234K -$38.8K -1,000 -14%
QAM
783
Quantres Asset Management
Cayman Islands
$234K +$229K +5,900 New
CEP
784
Chicago Equity Partners
Illinois
$233K -$2.13K -55 -0.9%
UBWV
785
United Bank (West Virginia)
West Virginia
$229K
FCT
786
Family Capital Trust
Massachusetts
$228K
KPA
787
Keel Point Advisors
Virginia
$228K +$222K +5,735 New
MIM
788
Marco Investment Management
Georgia
$227K
SAM
789
SignalPoint Asset Management
Missouri
$227K +$775 +20 +0.4%
KIA
790
KCM Investment Advisors
California
$223K +$217K +5,608 New
BB
791
Busey Bank
Illinois
$222K -$4.88K -126 -2%
NG
792
Northstar Group
New York
$221K +$215K +5,550 New
HIC
793
Holderness Investments Company
North Carolina
$221K +$216K +5,575 New
MYLI
794
Meiji Yasuda Life Insurance
Japan
$219K -$371K -9,570 -63%
CP
795
Camelot Portfolios
Ohio
$218K
HPC
796
HM Payson & Co
Maine
$215K
GA
797
Geneva Advisors
Illinois
$213K -$75.9K -1,959 -27%
KCM
798
Kanawha Capital Management
Virginia
$212K
TWA
799
TCI Wealth Advisors
Arizona
$211K
AW
800
Alpha Windward
Massachusetts
$211K +$5.23K +135 +3%

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.