We are live on ! Find out more
SYY icon

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
BRWA
876
B. Riley Wealth Advisors
Florida
– -$85K -2,491 Closed
FC
877
FBR & Co
Virginia
– -$75K -2,200 Closed
NAMA
878
Nikko Asset Management Americas
New York
– -$62K -1,800 Closed
Fuller & Thaler Asset Management
879
Fuller & Thaler Asset Management
California
– -$51K -1,500 Closed
MUMSS
880
Mitsubishi UFJ Morgan Stanley Securities
Japan
– -$35K -1,020 Closed
CW
881
Cobiz Wealth
Colorado
– -$25K -739 Closed
AAC
882
Asset Advisors Corp
Georgia
– -$24K -700 Closed
CCT
883
Capital City Trust
Florida
– -$19K -555 Closed
SMA
884
Simply Money Advisors
Ohio
– -$17K -500 Closed
MAS
885
Madden Advisory Services
Florida
– -$12K -358 Closed
HR
886
Howe & Rusling
New York
– -$12K -350 Closed
IFWM
887
Institute for Wealth Management
Colorado
– -$10K -300 Closed
PAS
888
Partnervest Advisory Services
California
– -$10K -300 Closed
BWM
889
Baystate Wealth Management
Massachusetts
– -$3K -90 Closed
MIM
890
Macroview Investment Management
Maryland
– -$2K -46 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.