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875 hedge funds and large institutions have $17.6B invested in Sysco in 2014 Q2 according to their latest regulatory filings, with 43 funds opening new positions, 345 increasing their positions, 314 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

46% more call options, than puts

Call options by funds: $123M | Put options by funds: $84.3M

16% more funds holding in top 10

Funds holding in top 10: 1922 (+3)

7% more capital invested

Capital invested by funds: $16.4B → $17.6B (+$1.16B)

2.3% more ownership

Funds ownership: 77.94%80.24% (+2.3%)

10% more repeat investments, than reductions

Existing positions increased: 345 | Existing positions reduced: 314

7% less first-time investments, than exits

New positions opened: 43 | Existing positions closed: 46

1% less funds holding

Funds holding: 885875 (-10)

Holders
875
Holders Change
-10
Holders Change %
-1.13%
% of All Funds
25.14%
Holding in Top 10
22
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+15.79%
% of All Funds
0.63%
New
43
Increased
345
Reduced
314
Closed
46
Calls
$123M
Puts
$84.3M
Net Calls
+$39.1M
Net Calls Change
-$28.4M
Name Holding Trade Value Shares
Change
Change in
Stake
SJL
126
Shayne & Jacobs LLC
Tennessee
$15.7M -$162K -4,420 -1%
DAM
127
Delta Asset Management
Tennessee
$15.6M +$280K +7,619 +2%
KCM
128
Kornitzer Capital Management
Kansas
$15.6M +$450K +12,255 +3%
PI
129
Placemark Investments
Illinois
$15.5M +$1.22M +33,226 +9%
LI
130
LMCG Investments
Massachusetts
$15.5M +$3.11M +84,605 +26%
MWR
131
McAdams Wright Ragen
Washington
$15.5M +$2.62M +71,315 +21%
LWCFA
132
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$15.5M -$975K -26,565 -6%
SRIM
133
Saratoga Research & Investment Management
California
$15.1M +$1.41M +38,382 +11%
TIP
134
Torray Investment Partners
Maryland
$14.5M
WT
135
Wilmington Trust
Delaware
$14.3M -$58.2K -1,586 -0.4%
PTC
136
Petrus Trust Company
Texas
$14.3M
B
137
Baird
Wisconsin
$14.3M -$3.26M -88,704 -19%
WSFS
138
Wilmington Savings Fund Society
Delaware
$14.2M -$98K -2,669 -0.7%
BMO
139
Beck Mack & Oliver
New York
$14.1M -$148K -4,041 -1%
FFA
140
First Foundation Advisors
California
$13.9M +$1.3M +35,286 +10%
SO
141
STRS Ohio
Ohio
$13.7M -$954K -25,986 -7%
CBOA
142
Commonwealth Bank of Australia
Australia
$13.7M -$7.56M -205,792 -36%
CCP
143
Clarkston Capital Partners
Michigan
$13.6M +$1.52M +41,362 +13%
ERSOT
144
Employees Retirement System of Texas
Texas
$13.5M -$514K -14,000 -4%
AC
145
Allstate Corporation
Illinois
$13.4M +$5.24M +142,576 +66%
SBWIC
146
Schaper Benz & Wise Investment Counsel
Wisconsin
$13.4M +$93K +2,533 +0.7%
Retirement Systems of Alabama
147
Retirement Systems of Alabama
Alabama
$13.2M +$49.9K +1,359 +0.4%
WIC
148
Willis Investment Counsel
Georgia
$13.1M -$845K -23,000 -6%
MLICM
149
Metropolitan Life Insurance Company (MetLife)
New York
$13.1M -$613K -16,684 -5%
Carson Wealth (CWM LLC)
150
Carson Wealth (CWM LLC)
Nebraska
$13M +$2.77M +75,536 +28%

SYY Hedge Fund Activity: Q2 2014 in Review

875 of the 3,481 institutional investors tracked by Wall St. Rank reported a position in Sysco (SYY) for Q2 2014, worth a combined $17.6B — up 7% from $16.4B a quarter earlier.

Sellers outnumbered buyers: 46 funds closed out of SYY and 43 opened new positions — a net loss of 3 holders — while 314 trimmed existing stakes and 345 added.

The largest buyer was T. Rowe Price Associates, adding an estimated $227M. The largest seller was First Eagle Investment Management, cutting an estimated $197M.

  • 875 institutional investors held Sysco (SYY) as of Q2 2014, down from 885 in Q1 2014.
  • Funds reported $17.6B of Sysco stock for Q2 2014, up 7% quarter-over-quarter.
  • 43 funds opened new Sysco positions in Q2 2014 and 46 closed out, a net change of -3 holders.
  • The largest Sysco buyer in Q2 2014 was T. Rowe Price Associates, an estimated $227M added.
  • The largest Sysco seller in Q2 2014 was First Eagle Investment Management, an estimated $197M sold.

Based on aggregated 13F filings for Q2 2014.