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Sysco
SYY

828 hedge funds and large institutions have $15.1B invested in Sysco in 2013 Q3 according to their latest regulatory filings, with 64 funds opening new positions, 304 increasing their positions, 319 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% more first-time investments, than exits

New positions opened: 64 | Existing positions closed: 60

0.32% less ownership

Funds ownership: 80.56% → 80.24% (-0.32%)

1% less funds holding

Funds holding: 833 → 828 (-5)

5% less repeat investments, than reductions

Existing positions increased: 304 | Existing positions reduced: 319

10% less call options, than puts

Call options by funds: $100M | Put options by funds: $111M

8% less capital invested

Capital invested by funds: $16.3B → $15.1B (-$1.24B)

43% less funds holding in top 10

Funds holding in top 10: 23 → 13 (-10)

Holders
828
Holders Change
-5
Holders Change %
-0.6%
% of All Funds
26.85%
Holding in Top 10
13
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-43.48%
% of All Funds
0.42%
New
64
Increased
304
Reduced
319
Closed
60
Calls
$100M
Puts
$111M
Net Calls
-$10.6M
Net Calls Change
-$47.3M

Top Buyers

1
PI
PGGM Investments
Netherlands
+$44.1M
2
Bank of New York Mellon
Bank of New York Mellon
New York
+$43.6M
3
American Century Companies
American Century Companies
Missouri
+$40.1M
4
GIM
Generation Investment Management
United Kingdom
+$31.5M
5
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
+$26.6M

Top Sellers

1
Lazard Asset Management
Lazard Asset Management
New York
-$200M
2
Artisan Partners
Artisan Partners
Wisconsin
-$65M
3
DSA
Davis Selected Advisers
Arizona
-$63.7M
4
Ameriprise
Ameriprise
Minnesota
-$52.6M
5
Deutsche Bank
Deutsche Bank
Germany
-$41.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
CNB
126
City National Bank
California
$13.7M +$2.85M +85,021 +25%
Chevy Chase Trust
127
Chevy Chase Trust
Maryland
$13.7M -$319K -9,508 -2%
SJL
128
Shayne & Jacobs LLC
Tennessee
$13.6M – – –
B
129
Baird
Wisconsin
$13.6M +$872K +25,980 +6%
PAM
130
Panagora Asset Management
Massachusetts
$13.4M +$11.5M +341,850 +425%
Renaissance Technologies
131
Renaissance Technologies
New York
$13.1M +$13.8M +412,000 New
ZIC
132
ZWJ Investment Counsel
Georgia
$12.8M -$605K -18,020 -4%
WIC
133
Willis Investment Counsel
Georgia
$12.7M – – –
HFS
134
HL Financial Services
Kentucky
$12.6M -$158K -4,720 -1%
DAM
135
Delta Asset Management
Tennessee
$12.5M +$210K +6,255 +2%
CCM
136
Compass Capital Management
Minnesota
$12.4M +$463K +13,803 +4%
TIP
137
Torray Investment Partners
Maryland
$12.3M – – –
BMO
138
Beck Mack & Oliver
New York
$12.3M -$310K -9,248 -2%
KCM
139
Kornitzer Capital Management
Kansas
$12.3M +$51.3K +1,530 +0.4%
ERSOT
140
Employees Retirement System of Texas
Texas
$12.1M +$3.59M +107,100 +39%
MLICM
141
Metropolitan Life Insurance Company (MetLife)
New York
$12.1M -$183K -5,442 -1%
SO
142
STRS Ohio
Ohio
$12.1M -$1.64M -48,881 -11%
BA
143
Bridgewater Associates
Connecticut
$12M +$12.6M +376,930 New
WSFS
144
Wilmington Savings Fund Society
Delaware
$11.8M -$30.1K -897 -0.2%
MWNA
145
Marshall Wace North America
New York
$11.8M +$12.4M +370,161 New
SG Americas Securities
146
SG Americas Securities
New York
$11.7M +$1.93M +57,550 +19%
Citigroup
147
Citigroup
New York
$11.6M -$5.42M -161,594 -31%
Los Angeles Capital Management
148
Los Angeles Capital Management
California
$11.5M +$3.87M +115,233 +47%
SBWIC
149
Schaper Benz & Wise Investment Counsel
Wisconsin
$11.3M +$895K +26,677 +8%
Retirement Systems of Alabama
150
Retirement Systems of Alabama
Alabama
$11.2M +$133K +3,960 +1%
4 5
6
7 8

SYY Hedge Fund Activity: Q3 2013 in Review

828 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in Sysco (SYY) for Q3 2013, worth a combined $15.1B — down 7.6% from $16.3B a quarter earlier.

Buyers outnumbered sellers: 64 funds opened new SYY positions and 60 closed out — a net gain of 4 holders — while 304 added to existing stakes and 319 trimmed.

The largest buyer was PGGM Investments, opening a new position worth an estimated $44.1M. The largest seller was Lazard Asset Management, cutting an estimated $200M.

  • 828 institutional investors held Sysco (SYY) as of Q3 2013, down from 833 in Q2 2013.
  • Funds reported $15.1B of Sysco stock for Q3 2013, down 7.6% quarter-over-quarter.
  • 64 funds opened new Sysco positions in Q3 2013 and 60 closed out, a net change of +4 holders.
  • The largest Sysco buyer in Q3 2013 was PGGM Investments, an estimated $44.1M added.
  • The largest Sysco seller in Q3 2013 was Lazard Asset Management, an estimated $200M sold.

Based on aggregated 13F filings for Q3 2013.