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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
HF
901
Hoxton Financial
West Virginia
$8K
CBT
902
Central Bank & Trust
Kentucky
$8K +$7.75K +200 New
AA
903
Apriem Advisors
California
$7K
WCM
904
Wealthcare Capital Management
Virginia
$7K
CAW
905
Cornerstone Advisors (Washington)
Washington
$7K +$1.98K +51 +40%
BCMIO
906
Beacon Capital Management Inc (Ohio)
Ohio
$6K
DBT
907
Dubuque Bank & Trust
Iowa
$5K
NCM
908
Nelson Capital Management
California
$5K
GCL
909
Glazer Capital LLC
New York
$4K
VIA
910
Vantage Investment Advisors
Pennsylvania
$4K +$39 +1 +0.9%
AWM
911
AllSquare Wealth Management
New York
$4K +$4.23K +109 New
VAM
912
Visionary Asset Management
Texas
$3K -$543 -14 -14%
SGAM
913
Smith Group Asset Management
Texas
$3K
TDC
914
Thompson Davis & Co
Virginia
$2K
ACS
915
Archford Capital Strategies
Illinois
$2K +$2.06K +53 New
NG
916
NatWest Group
United Kingdom
$1.38K +$23.3K +601 +2%
GWA
917
Genesis Wealth Advisors
Massachusetts
$1.18K +$1.16K +30 New
SEC
918
Seven Eight Capital
New York
$1K -$155K -3,988 -100%
DOA
919
D'Orazio & Associates
Virginia
$1K
WA
920
WealthTrust-Arizona
Arizona
$1K
BRWA
921
B. Riley Wealth Advisors
Florida
$33 +$32.3K +832 New
GIM
922
Generation Investment Management
United Kingdom
-$113M -2,983,974 Closed
BGIM
923
Brandywine Global Investment Management
Pennsylvania
-$12.7M -334,510 Closed
O
924
OppenheimerFunds
New York
-$10M -263,570 Closed
Capital Fund Management (CFM)
925
Capital Fund Management (CFM)
France
-$8.94M -235,633 Closed

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.