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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
TF
801
Tompkins Financial
New York
$25K -$226K -6,725 -89%
ST
802
SpiderRock Trading
Illinois
$25K – – –
FFC
803
First Financial Corp
Indiana
$22K -$17.6K -525 -43%
OIA
804
Optimum Investment Advisors
Illinois
$22K +$23.5K +700 New
DBT
805
Dubuque Bank & Trust
Iowa
$21K – – –
FWM
806
Focused Wealth Management
New York
$20K +$21K +627 New
FANJ
807
Financial Architects (New Jersey)
New Jersey
$19K +$2.82K +84 +17%
FM
808
Forward Management
California
$19K +$20.1K +600 New
SNT
809
Security National Trust
West Virginia
$17K -$1.84K -55 -9%
JIC
810
Joel Isaacson & Co
New York
$17K – – –
FNBSF
811
First National Bank Sioux Falls
South Dakota
$16K – – –
JFA
812
JNBA Financial Advisors
Minnesota
$16K – – –
OSNBOA
813
Old Second National Bank of Aurora
Illinois
$12K – – –
ECM
814
ETrade Capital Management
Virginia
$12K +$12.6K +376 New
SGAM
815
Smith Group Asset Management
Texas
$10K +$235 +7 +2%
Victory Capital Management
816
Victory Capital Management
Texas
$10K +$11.5K +342 New
ATC
817
Adirondack Trust Company
New York
$9K – – –
CA
818
CapWealth Advisors
Tennessee
$6K -$168K -5,000 -96%
HRIA
819
Haberer Registered Investment Advisor
Ohio
$6K – – –
HI
820
Hudock Inc
Pennsylvania
$6K – – –
PMFA
821
Plante Moran Financial Advisors
Michigan
$6K +$2.58K +77 +77%
WCM
822
Windsor Capital Management
Arizona
$5K +$5.37K +160 New
CAW
823
Cornerstone Advisors (Washington)
Washington
$3K – – –
PR
824
Payden & Rygel
California
$3K – – –
TFA
825
Transamerica Financial Advisors
Florida
$3K – – –
31 32
33
34 35

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.