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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
EPM
801
Equitec Proprietary Markets
Illinois
$211K +$206K +5,307 New
NFG
802
Next Financial Group
Texas
$204K -$430K -11,092 -68%
NV
803
Nair Vinay
$203K +$198K +5,111 New
PL
804
Perpetual Ltd
Australia
$203K +$199K +5,125 New
S
805
SignatureFD
Georgia
$202K
DWT
806
Dorsey & Whitney Trust
South Dakota
$202K +$197K +5,075 New
BAS
807
Brown Advisory Securities
Maryland
$200K -$59.4K -1,531 -23%
BAM
808
Brave Asset Management
New Jersey
$198K
MCM
809
Manchester Capital Management
Vermont
$192K
CLOS
810
Compagnie Lombard Odier SCmA
Switzerland
$191K -$526K -13,557 -74%
FMLI
811
Fukoku Mutual Life Insurance
Japan
$191K
ARMT
812
Amica Retiree Medical Trust
Rhode Island
$181K
MFBTD
813
MB Financial Bank - Trust Department
Illinois
$174K -$248K -6,397 -59%
W
814
Wealthfront
California
$173K +$50.6K +1,305 +43%
RC
815
RegentAtlantic Capital
New Jersey
$171K +$167K +4,318 New
GIS
816
Guardian Investor Services
New York
$161K -$3.68K -95 -2%
WC
817
Whitnell & Co
Illinois
$151K
HIM
818
Hillsdale Investment Management
Ontario, Canada
$147K -$124K -3,200 -46%
GLI
819
Guardian Life Insurance
New York
$133K +$504 +13 +0.4%
VC
820
Vestor Capital
Illinois
$131K -$16.5K -425 -11%
BRWM
821
B. Riley Wealth Management
Tennessee
$128K +$3.76K +97 +3%
CCMW
822
Cypress Capital Management (Wyoming)
Wyoming
$127K +$124K +3,200 New
CAL
823
Capital Analysts LLC
Pennsylvania
$123K
WAM
824
Wolverine Asset Management
Illinois
$123K +$120K +3,100 New
CCS
825
Crosspoint Capital Strategies
California
$119K +$96.9K +2,500 +500%

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.