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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
KC
901
Kingfisher Capital
North Carolina
$10K +$10K +244 New
ATC
902
Adirondack Trust Company
New York
$9K
WAS
903
Winch Advisory Services
Wisconsin
$9K +$82 +2 +1%
SF
904
Synovus Financial
Georgia
$9K +$4.1K +100 +80%
SIM
905
Sonora Investment Management
Arizona
$8K -$6.44K -157 -43%
CA
906
CapWealth Advisors
Tennessee
$8K
HF
907
Hoxton Financial
West Virginia
$8K
PAI
908
Pittenger & Anderson Inc
Nebraska
$8K
TFO
909
Tarbox Family Office
California
$8K
HI
910
Hudock Inc
Pennsylvania
$8K +$41 +1 +0.5%
AIA
911
Allegis Investment Advisors
Idaho
$8K +$7.5K +183 New
CAW
912
Cornerstone Advisors (Washington)
Washington
$7K
KF
913
Krilogy Financial
Missouri
$7K
WCM
914
Wealthcare Capital Management
Virginia
$7K
ACP
915
Arcus Capital Partners
Georgia
$6K +$6.15K +150 New
TSU
916
TD Securities (USA)
New York
$5K -$8.12K -198 -63%
JAM
917
Jolley Asset Management
North Carolina
$5K
VIA
918
Vantage Investment Advisors
Pennsylvania
$5K
AWM
919
AllSquare Wealth Management
New York
$5K +$41 +1 +0.9%
WAS
920
WESPAC Advisors SoCal
California
$5K +$5.58K +136 New
PCP
921
Proficio Capital Partners
Massachusetts
$4K +$4.22K +103 New
SGAM
922
Smith Group Asset Management
Texas
$3K
UFA
923
US Financial Advisors
Massachusetts
$3K
SC
924
Saturna Capital
Washington
$3K +$3.48K +85 New
GWM
925
Gupta Wealth Management
California
$2K -$7.79K -190 -77%

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.