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929 hedge funds and large institutions have $18.9B invested in Sysco in 2015 Q4 according to their latest regulatory filings, with 80 funds opening new positions, 285 increasing their positions, 403 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more first-time investments, than exits

New positions opened: 80 | Existing positions closed: 58

1.78% more ownership

Funds ownership: 79.95%81.73% (+1.8%)

2% more funds holding

Funds holding: 914929 (+15)

4% more capital invested

Capital invested by funds: $18.2B → $18.9B (+$658M)

2% less call options, than puts

Call options by funds: $250M | Put options by funds: $254M

24% less funds holding in top 10

Funds holding in top 10: 2519 (-6)

29% less repeat investments, than reductions

Existing positions increased: 285 | Existing positions reduced: 403

Holders
929
Holders Change
+15
Holders Change %
+1.64%
% of All Funds
24.37%
Holding in Top 10
19
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-24%
% of All Funds
0.5%
New
80
Increased
285
Reduced
403
Closed
58
Calls
$250M
Puts
$254M
Net Calls
-$4.04M
Net Calls Change
-$71.5M
Name Holding Trade Value Shares
Change
Change in
Stake
PVWM
801
Point View Wealth Management
New Jersey
$203K +$203K +4,957 New
AW
802
Alpha Windward
Massachusetts
$202K -$47K -1,146 -19%
LOAMS
803
Lombard Odier Asset Management (Switzerland)
Switzerland
$196K +$194K +4,728 New
NIMI
804
Natixis Investment Managers International
France
$188K
ARMT
805
Amica Retiree Medical Trust
Rhode Island
$187K
S
806
SignatureFD
Georgia
$183K -$144K -3,522 -44%
AF
807
Allworth Financial
California
$175K +$5.08K +124 +3%
FMLI
808
Fukoku Mutual Life Insurance
Japan
$168K
CAL
809
Capital Analysts LLC
Pennsylvania
$162K
WC
810
Whitnell & Co
Illinois
$156K
PAM
811
PartnerRe Asset Management
Connecticut
$145K -$265K -6,471 -65%
MCM
812
MV Capital Management
Maryland
$143K +$42.3K +1,031 +42%
EDRE
813
Edmond de Rothschild (Europe)
Luxembourg
$142K
PAIA
814
Park Avenue Institutional Advisers
New York
$139K -$11.5K -280 -8%
KKAMG
815
Kernodle & Katon Asset Management Group
Arkansas
$139K +$139K +3,394 New
RWA
816
Ropes Wealth Advisors
Massachusetts
$135K +$27.1K +660 +25%
CCMW
817
Cypress Capital Management (Wyoming)
Wyoming
$131K
WP
818
WealthPLAN Partners
Nebraska
$131K +$392K +9,552 New
KT
819
Kanaly Trust
Texas
$129K +$8.57K +209 +7%
BAM
820
Bruderman Asset Management
New York
$126K -$18.2K -445 -13%
KTC
821
Kistler-Tiffany Companies
Pennsylvania
$125K +$574 +14 +0.5%
CPIG
822
Chicago Partners Investment Group
Illinois
$123K +$123K +3,004 New
OC
823
Oakworth Capital
Alabama
$121K +$90.2K +2,200 +295%
AIM
824
Advantage Investment Management
Iowa
$119K -$6.07K -148 -5%
Cohen & Steers
825
Cohen & Steers
New York
$119K +$28.7K +700 +32%

SYY Hedge Fund Activity: Q4 2015 in Review

929 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Sysco (SYY) for Q4 2015, worth a combined $18.9B — up 3.6% from $18.2B a quarter earlier.

Buyers outnumbered sellers: 80 funds opened new SYY positions and 58 closed out — a net gain of 22 holders — while 285 added to existing stakes and 403 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $396M. The largest seller was Yacktman Asset Management, cutting an estimated $215M.

  • 929 institutional investors held Sysco (SYY) as of Q4 2015, up from 914 in Q3 2015.
  • Funds reported $18.9B of Sysco stock for Q4 2015, up 3.6% quarter-over-quarter.
  • 80 funds opened new Sysco positions in Q4 2015 and 58 closed out, a net change of +22 holders.
  • The largest Sysco buyer in Q4 2015 was Goldman Sachs, an estimated $396M added.
  • The largest Sysco seller in Q4 2015 was Yacktman Asset Management, an estimated $215M sold.

Based on aggregated 13F filings for Q4 2015.