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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
MCM
851
MV Capital Management
Maryland
$55K +$53.8K +1,387 New
WOC
852
West Oak Capital
California
$51.6K
M
853
MOTCO
Texas
$48K
WTB
854
Washington Trust Bank
Washington
$48K
VCM
855
Vigilant Capital Management
Maine
$47K -$37.3K -962 -45%
PCTC
856
Perkins Coie Trust Company
Washington
$47K
FHA
857
First Horizon Advisors
Tennessee
$46K +$3.02K +78 +7%
Manulife (Manufacturers Life Insurance)
858
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$41.8K -$527K -13,602 -1%
BOK
859
Bank of Kentucky
Kentucky
$41K
FFC
860
First Financial Corp
Indiana
$41K
OIA
861
Optimum Investment Advisors
Illinois
$40K -$19.4K -500 -33%
ZTNA
862
Zions Trust National Association
Utah
$40K
AIM
863
Advantage Investment Management
Iowa
$40K +$38.8K +1,000 New
ICM
864
ICC Capital Management
Florida
$39K
BBPWM
865
Blue Bell Private Wealth Management
Pennsylvania
$38K
MBT
866
Monroe Bank & Trust
Michigan
$38K +$36.8K +950 New
IMS
867
Index Management Solutions
Pennsylvania
$37K -$1.01M -25,981 -97%
TCM
868
Tradewinds Capital Management
Washington
$37K -$2.56K -66 -7%
SIG
869
Stanford Investment Group
California
$34K +$33K +850 New
EFSCE
870
Enterprise Financial Services Corp (EFSC)
Missouri
$31K
MA
871
MCF Advisors
Kentucky
$31K +$155 +4 +0.5%
OC
872
Oakworth Capital
Alabama
$30K
PMFA
873
Plante Moran Financial Advisors
Michigan
$29K +$13.9K +358 +94%
HCC
874
Hirtle Callaghan & Co
Pennsylvania
$27K
SCP
875
Syntal Capital Partners
Texas
$26K

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.