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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
KTC
826
Kistler-Tiffany Companies
Pennsylvania
$118K +$582 +15 +0.5%
BCP
827
Blue Chip Partners
Michigan
$110K +$107K +2,766 New
MAM
828
Mizuho Asset Management
Japan
$109K +$25.7K +664 +32%
JFA
829
JNBA Financial Advisors
Minnesota
$103K -$3.88K -100 -4%
PSC
830
Prentiss Smith & Co
Vermont
$102K
KT
831
Kanaly Trust
Texas
$95K
RMAM
832
Raab & Moskowitz Asset Management
New Jersey
$85K -$957K -24,680 -92%
HCP
833
Holt Capital Partners
Texas
$83K +$81.4K +2,100 New
SAMC
834
Shinko Asset Management Company
Japan
$80K -$7.75K -200 -9%
FMT
835
First Mercantile Trust
Tennessee
$79K
HR
836
Howe & Rusling
New York
$79K +$969 +25 +1%
Royal London Asset Management
837
Royal London Asset Management
United Kingdom
$76.1K +$1.78M +45,811 +32%
NES
838
New England Securities
New York
$75K -$18.3K -472 -20%
QAM
839
QCI Asset Management
New York
$74K
DIA
840
Davidson Investment Advisors
Montana
$69K -$38.8K -1,000 -36%
CPA
841
Cowen Prime Advisors
New York
$67K -$3.88K -100 -6%
CWM
842
Cranbrook Wealth Management
Michigan
$67K
FANJ
843
Financial Architects (New Jersey)
New Jersey
$66K +$9.5K +245 +17%
PIA
844
Piedmont Investment Advisors
North Carolina
$63.8K
CFSG
845
Community Financial Services Group
Vermont
$61K
AC
846
Alexandria Capital
Virginia
$61K +$426 +11 +0.7%
NIMI
847
Natixis Investment Managers International
France
$60K +$58.4K +1,507 New
FCCM
848
First City Capital Management
Georgia
$59.5K
WIL
849
Winifred I. Li
$59K
PIA
850
Peachtree Investment Advisors
Georgia
$56K

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.