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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
LGC
851
Laurel Grove Capital
California
– -$863K -25,250 Closed
AIMCA
852
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
– -$733K -20,400 Closed
IPRC
853
Indices-Pac Research Corporation
New Jersey
– -$694K -20,326 Closed
SBCM
854
Silver Bridge Capital Management
Massachusetts
– -$631K -18,470 Closed
MFS
855
Monetta Financial Services
Illinois
– -$512K -15,000 Closed
WKA
856
Wilson Kemp & Associates
Michigan
– -$424K -12,400 Closed
SCM
857
Stonebridge Capital Management
California
– -$350K -10,225 Closed
KCM
858
Kanawha Capital Management
Virginia
– -$339K -9,915 Closed
VDBMI
859
Van Den Berg Management I
Texas
– -$323K -9,470 Closed
WCM Investment Management
860
WCM Investment Management
California
– -$319K -9,324 Closed
MSS
861
Mitchell Sinkler & Starr
Pennsylvania
– -$291K -8,520 Closed
FAAM
862
First Allied Asset Management
California
– -$254K -7,444 Closed
VNA
863
VNBTrust National Association
Virginia
– -$254K -7,427 Closed
JIC
864
Johnson Investment Counsel
Ohio
– -$222K -6,503 Closed
PP
865
Patten & Patten
Tennessee
– -$213K -6,241 Closed
MCC
866
Mid Continent Capital
Illinois
– -$213K -6,233 Closed
BAS
867
Brown Advisory Securities
Maryland
– -$212K -6,145 Closed
IH
868
IFC Holdings
Florida
– -$207K -6,072 Closed
FAT
869
First American Trust
California
– -$205K -6,000 Closed
BWAM
870
Boyd Watterson Asset Management
Ohio
– -$205K -5,991 Closed
BFO
871
Boston Family Office
Massachusetts
– -$203K -5,950 Closed
B
872
Bailard
California
– -$203K -5,928 Closed
TSWM
873
Triangle Securities Wealth Management
North Carolina
– -$189K -5,520 Closed
BKBG
874
BHF Kleinwort Benson Group
Belgium
– -$116K -3,382 Closed
FHB
875
First Hawaiian Bank
Hawaii
– -$102K -3,000 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.