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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
BIM
76
BlackRock Investment Management
Delaware
$41.2M +$787K +20,298 +2%
State of Wisconsin Investment Board
77
State of Wisconsin Investment Board
Wisconsin
$41.2M +$660K +17,030 +2%
RhumbLine Advisers
78
RhumbLine Advisers
Massachusetts
$40.9M -$99.9K -2,577 -0.2%
New York State Teachers Retirement System (NYSTRS)
79
New York State Teachers Retirement System (NYSTRS)
New York
$40.8M -$201K -5,195 -0.5%
PAMU
80
Pictet Asset Management (UK)
United Kingdom
$40.1M -$8.15M -210,200 -17%
H
81
Hexavest
Quebec, Canada
$39.6M +$274K +7,075 +0.7%
Barrow, Hanley, Mewhinney & Strauss
82
Barrow, Hanley, Mewhinney & Strauss
Texas
$38.8M -$140K -3,600 -0.4%
JP Morgan Chase
83
JP Morgan Chase
New York
$36.7M -$53.8M -1,388,764 -60%
ARC
84
Absolute Return Capital
Massachusetts
$36.4M -$30.6M -790,239 -46%
UBS Group
85
UBS Group
Switzerland
$36M +$35.2M +906,884 New
PNC Financial Services Group
86
PNC Financial Services Group
Pennsylvania
$35.6M -$818K -21,096 -2%
State Board of Administration of Florida Retirement System
87
State Board of Administration of Florida Retirement System
Florida
$35.5M -$69.5K -1,792 -0.2%
Adage Capital Partners
88
Adage Capital Partners
Massachusetts
$34.6M +$50.4K +1,300 +0.1%
Barclays
89
Barclays
United Kingdom
$33.5M -$6.24M -161,077 -16%
B
90
Baird
Wisconsin
$33.2M +$20.1M +519,362 +164%
HSBC Holdings
91
HSBC Holdings
United Kingdom
$33.1M +$5.12M +132,037 +19%
Dimensional Fund Advisors
92
Dimensional Fund Advisors
Texas
$33.1M +$2.24M +57,690 +7%
TA
93
Teachers Advisors
New York
$32.7M +$803K +20,720 +3%
MTB
94
Mizuho Trust & Banking
Japan
$32.5M +$1.88M +48,373 +6%
Prudential Financial
95
Prudential Financial
New Jersey
$31.8M -$938K -24,200 -3%
MHC
96
Meyer Handelman Company
New York
$31.4M -$96.9K -2,500 -0.3%
Swiss National Bank
97
Swiss National Bank
Switzerland
$30.9M -$779K -20,100 -3%
M&T Bank
98
M&T Bank
New York
$30.5M -$6.51K -168 -0%
FCIM
99
Fairview Capital Investment Management
California
$30M +$41.7K +1,075 +0.1%
TSW
100
Thompson Siegel & Walmsley
Virginia
$29M -$4.67M -120,337 -14%

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.