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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
MBT
851
Monroe Bank & Trust
Michigan
$52K
PMFA
852
Plante Moran Financial Advisors
Michigan
$52K +$35.7K +870 +218%
M
853
MOTCO
Texas
$49K
PCTC
854
Perkins Coie Trust Company
Washington
$48K
FNBSF
855
First National Bank Sioux Falls
South Dakota
$47K
CF
856
CenterStar Fund
Illinois
$44K
GXMC
857
Global X Management Company
New York
$42K -$17.1K -417 -29%
FFC
858
First Financial Corp
Indiana
$42K -$1.52K -37 -3%
EFSCE
859
Enterprise Financial Services Corp (EFSC)
Missouri
$42K +$14K +342 +50%
CG
860
Colony Group
Massachusetts
$41K
MIP
861
Mondrian Investment Partners
United Kingdom
$41K
PIM
862
Parasol Investment Management
Illinois
$41K
BBPWM
863
Blue Bell Private Wealth Management
Pennsylvania
$40K
KPCM
864
Kings Point Capital Management
New York
$40K
JGIA
865
Jackson Grant Investment Advisers
Connecticut
$40K +$40.1K +978 New
RFWA
866
RPg Family Wealth Advisory
Massachusetts
$40K +$40K +975 New
KM
867
Kalos Management
Georgia
$39K
TCM
868
Tradewinds Capital Management
Washington
$36K +$41 +1 +0.1%
SIG
869
Stanford Investment Group
California
$35K
MA
870
MCF Advisors
Kentucky
$34K +$1.93K +47 +6%
VCM
871
Versant Capital Management
Arizona
$33K +$33.8K +825 New
SHJ
872
Sharkey, Howes & Javer
Colorado
$31K
AWMS
873
Advocacy Wealth Management Services
Georgia
$30K +$29.7K +725 New
Manulife (Manufacturers Life Insurance)
874
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$29.9K -$5.24M -127,800 -15%
WA
875
Winfield Associates
Ohio
$29K +$28.7K +700 New

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.