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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
MSFP
876
Mark Sheptoff Financial Planning
Connecticut
$28K
PSI
877
Pinnacle Summer Investments
Virginia
$28K +$13.8K +337 +100%
SNT
878
Security National Trust
West Virginia
$26K
WTB
879
Washington Trust Bank
Washington
$25K -$24.6K -600 -50%
MMG
880
Monetary Management Group
Missouri
$25K
ECM
881
Estabrook Capital Management
New York
$24.8K
TDC
882
Thompson Davis & Co
Virginia
$23K
JIC
883
Joel Isaacson & Co
New York
$22K
BWA
884
Burt Wealth Advisors
Maryland
$22K +$5.62K +137 +34%
AF
885
Arrow Financial
New York
$21K
BKA
886
Brick & Kyle Associates
Pennsylvania
$21K
NSIM
887
North Star Investment Management
Illinois
$20K
FWM
888
Focused Wealth Management
New York
$19K +$41 +1 +0.2%
GAM
889
Gemmer Asset Management
California
$18K
SCA
890
Stuart Chaussee & Associates
California
$18K +$17.8K +435 New
DBT
891
Dubuque Bank & Trust
Iowa
$16K -$5.74K -140 -26%
OSNBOA
892
Old Second National Bank of Aurora
Illinois
$15K
MFW
893
Mosaic Family Wealth
Missouri
$14K +$14.4K +350 New
MWM
894
MinichMacGregor Wealth Management
New York
$14K +$16.4K +400 New
FPFS
895
First Personal Financial Services
North Carolina
$13K
1832 Asset Management
896
1832 Asset Management
Ontario, Canada
$12K
SA
897
SRH Advisors
Kansas
$12K
CAL
898
Capital Advisors Ltd
Ohio
$11K
VNA
899
Valley National Advisers
Pennsylvania
$10K
QCG
900
Quadrant Capital Group
Ohio
$10K +$9.1K +222 +347%

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.