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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
BWA
876
Burt Wealth Advisors
Maryland
$26K +$25.5K +657 New
FWM
877
Focused Wealth Management
New York
$25K -$19.3K -499 -44%
SNT
878
Security National Trust
West Virginia
$25K +$2.71K +70 +13%
MMG
879
Monetary Management Group
Missouri
$24K
PO
880
Private Ocean
California
$24K +$23.3K +600 New
ST
881
SpiderRock Trading
Illinois
$23K
JIC
882
Joel Isaacson & Co
New York
$23K +$39 +1 +0.2%
CFG
883
CKW Financial Group
Hawaii
$23K +$1.82K +47 +9%
FPFS
884
First Personal Financial Services
North Carolina
$23K +$23.1K +596 New
AF
885
Arrow Financial
New York
$20K -$2.33K -60 -11%
FNBSF
886
First National Bank Sioux Falls
South Dakota
$20K
NSIM
887
North Star Investment Management
Illinois
$20K
MSFP
888
Mark Sheptoff Financial Planning
Connecticut
$20K +$4.34K +112 +28%
BKA
889
Brick & Kyle Associates
Pennsylvania
$20K +$19.4K +500 New
JAM
890
Jolley Asset Management
North Carolina
$17K -$13K -335 -44%
GAM
891
Gemmer Asset Management
California
$16K
OSNBOA
892
Old Second National Bank of Aurora
Illinois
$15K
PSI
893
Pinnacle Summer Investments
Virginia
$13K
SA
894
SRH Advisors
Kansas
$12K
PR
895
Payden & Rygel
California
$11K
CIM
896
Contravisory Investment Management
Massachusetts
$11K +$11K +285 New
ATC
897
Adirondack Trust Company
New York
$9K
VNA
898
Valley National Advisers
Pennsylvania
$9K +$9.73K +251 New
HI
899
Hudock Inc
Pennsylvania
$8K -$7.56K -195 -49%
HRIA
900
Haberer Registered Investment Advisor
Ohio
$8K

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.