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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
MWAM
826
Mariner Wealth Advisors (Madison)
Kansas
$3K +$3.35K +100 New
EU
827
Emory University
Georgia
$2K – – –
PIA
828
Piedmont Investment Advisors
North Carolina
$541 +$570 +17 New
EFS
829
Essex Financial Services
Connecticut
$250 +$53.1K +1,584 +25%
UB
830
UMB Bank
Missouri
$203 -$22.8K -680 -10%
DSA
831
Davis Selected Advisers
Arizona
– -$63.7M -1,865,701 Closed
HEIP
832
Hudson Edge Investment Partners
New Jersey
– -$30.8M -900,184 Closed
WA
833
Wasatch Advisors
Utah
– -$19M -556,696 Closed
ST
834
Sabal Trust
Florida
– -$17.1M -499,530 Closed
SCM
835
Sirios Capital Management
Massachusetts
– -$11.3M -331,593 Closed
EA
836
Euclid Advisors
Connecticut
– -$9.04M -264,720 Closed
KG
837
Killen Group
Pennsylvania
– -$8.13M -237,890 Closed
RJFSA
838
Raymond James Financial Services Advisors
Florida
– -$5M -146,244 Closed
ARTA
839
A.R.T. Advisors
New York
– -$4.46M -130,569 Closed
AAA
840
Adams Asset Advisors
Texas
– -$3.74M -109,510 Closed
DCM
841
Decatur Capital Management
Georgia
– -$3.73M -109,300 Closed
SFG
842
Sather Financial Group
Texas
– -$3.68M -107,618 Closed
NMERB
843
New Mexico Educational Retirement Board
New Mexico
– -$3.18M -93,144 Closed
CM
844
Churchill Management
California
– -$2.74M -80,326 Closed
SCM
845
Stux Capital Management
New York
– -$2.5M -73,300 Closed
IT
846
Independence Trust
Tennessee
– -$2.13M -62,283 Closed
GAM
847
Garrison Asset Management
Arkansas
– -$2.04M -59,744 Closed
PMG
848
ProVise Management Group
Florida
– -$1.91M -56,020 Closed
HCM
849
Hengehold Capital Management
Ohio
– -$1.43M -41,725 Closed
FSA
850
Franklin Street Advisors
North Carolina
– -$905K -26,488 Closed
32 33
34
35 36

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.