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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
SIC
101
Schwartz Investment Counsel
Michigan
$28.6M
SDIC
102
South Dakota Investment Council
South Dakota
$28.2M -$2.33M -60,000 -8%
BJ
103
BlackRock Japan
Japan
$28.1M +$2.37M +61,067 +9%
Credit Agricole
104
Credit Agricole
France
$27.9M +$7.82M +201,707 +41%
Principal Financial Group
105
Principal Financial Group
Iowa
$27.8M -$877K -22,611 -3%
AAM
106
Aberdeen Asset Management
United Kingdom
$26.3M -$5.33M -137,395 -17%
CNB
107
City National Bank
California
$25.5M +$826K +21,298 +3%
BTS
108
BB&T Securities
Virginia
$25.3M +$893K +23,046 +57%
Bank of Montreal
109
Bank of Montreal
Ontario, Canada
$25.2M -$19.5M -501,772 -44%
TD Asset Management
110
TD Asset Management
Ontario, Canada
$24.4M +$2.54M +65,460 +12%
ORIO
111
Old Republic International (ORI)
Illinois
$24.2M
NPA
112
Nichols & Pratt Advisers
Massachusetts
$23.9M -$565K -14,586 -2%
BCIM
113
British Columbia Investment Management
British Columbia, Canada
$21.2M +$347K +8,940 +2%
SRIM
114
Saratoga Research & Investment Management
California
$21.1M +$1.82M +46,844 +10%
NFA
115
Nationwide Fund Advisors
Ohio
$20.6M -$974K -25,124 -5%
EVM
116
Eaton Vance Management
Massachusetts
$20.3M +$322K +8,299 +2%
EA
117
Euclid Advisors
Connecticut
$20M +$807K +20,828 +4%
BNP Paribas Asset Management
118
BNP Paribas Asset Management
France
$19.9M -$1.26M -32,541 -6%
CI
119
Conning Inc
Connecticut
$19.9M +$409K +10,548 +2%
Renaissance Technologies
120
Renaissance Technologies
New York
$19.9M -$50.7M -1,308,900 -72%
TAM
121
Tiverton Asset Management
Delaware
$19.8M
PI
122
Placemark Investments
Illinois
$19.6M +$2.8M +72,147 +17%
OI
123
Oakbrook Investments
Illinois
$18.5M -$132K -3,415 -0.7%
VFAM
124
Valley Forge Asset Management
Pennsylvania
$18.1M +$323K +8,338 +2%
Carson Wealth (CWM LLC)
125
Carson Wealth (CWM LLC)
Nebraska
$18M +$994K +25,637 +6%

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.