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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
Chevy Chase Trust
126
Chevy Chase Trust
Maryland
$17.9M -$128K -3,305 -0.7%
BTW
127
Boston Trust Walden
Massachusetts
$17.5M -$1.63M -42,120 -9%
RCM
128
Riverhead Capital Management
Delaware
$17.4M +$888K +22,915 +5%
Ohio Public Employees Retirement System (OPERS)
129
Ohio Public Employees Retirement System (OPERS)
Ohio
$17.4M -$10K -258 -0.1%
KCM
130
Kornitzer Capital Management
Kansas
$17.3M +$72.7K +1,875 +0.4%
SEI Investments
131
SEI Investments
Pennsylvania
$17M +$16.6M +429,440 New
DAM
132
Delta Asset Management
Tennessee
$16.9M +$149K +3,832 +0.9%
Millennium Management
133
Millennium Management
New York
$16.8M -$36.6M -944,520 -69%
US Bancorp
134
US Bancorp
Minnesota
$16.7M -$134K -3,462 -0.8%
SJL
135
Shayne & Jacobs LLC
Tennessee
$16.3M -$164K -4,241 -1%
CCP
136
Clarkston Capital Partners
Michigan
$16.2M +$475K +12,260 +3%
Aviva
137
Aviva
United Kingdom
$16M +$3M +77,460 +24%
FFA
138
First Foundation Advisors
California
$15.4M +$127K +3,267 +0.8%
PTC
139
Petrus Trust Company
Texas
$15.4M
Stifel Financial
140
Stifel Financial
Missouri
$15.3M +$6.69M +172,630 +82%
SO
141
STRS Ohio
Ohio
$15.1M +$557K +14,365 +4%
BMO
142
Beck Mack & Oliver
New York
$14.9M -$65.9K -1,700 -0.5%
Comerica Bank
143
Comerica Bank
Texas
$14.7M +$7.15M +184,469 +99%
WSFS
144
Wilmington Savings Fund Society
Delaware
$14.7M -$97K -2,501 -0.7%
LWCFA
145
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$14.7M -$115K -2,973 -0.8%
Nomura Asset Management
146
Nomura Asset Management
Japan
$14.2M +$1.61M +41,600 +13%
Retirement Systems of Alabama
147
Retirement Systems of Alabama
Alabama
$14.1M -$18.3K -472 -0.1%
ERSOT
148
Employees Retirement System of Texas
Texas
$14M
SAM
149
Shell Asset Management
Netherlands
$14M +$566K +14,594 +4%
SBWIC
150
Schaper Benz & Wise Investment Counsel
Wisconsin
$13.9M -$250K -6,450 -2%

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.