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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
SG Americas Securities
151
SG Americas Securities
New York
$13.7M +$10.4M +268,849 +349%
BNP Paribas Financial Markets
152
BNP Paribas Financial Markets
France
$13.7M -$1.32M -34,021 -9%
ProShare Advisors
153
ProShare Advisors
Maryland
$13.7M +$4.61M +118,886 +52%
MLICM
154
Metropolitan Life Insurance Company (MetLife)
New York
$13.6M -$58.2K -1,501 -0.4%
CSIC
155
Clifford Swan Investment Counsel
California
$13.2M -$87.2K -2,250 -0.7%
State of New Jersey Common Pension Fund D
156
State of New Jersey Common Pension Fund D
New Jersey
$13.2M
WCM
157
Wedge Capital Management
North Carolina
$13M -$385K -9,925 -3%
DSI
158
Daiwa SB Investments
Japan
$12.8M +$12.5M +323,162 New
MBI
159
Montrusco Bolton Investments
Quebec, Canada
$12.5M +$4.36M +112,493 +56%
HFS
160
HL Financial Services
Kentucky
$12.5M -$531K -13,703 -4%
LI
161
LMCG Investments
Massachusetts
$12.5M -$5.42M -139,833 -31%
WG
162
Winton Group
United Kingdom
$12.3M -$8.8M -226,877 -42%
TIP
163
Torray Investment Partners
Maryland
$12.1M -$3.18M -81,935 -21%
LCM
164
Lomas Capital Management
New York
$11.9M +$11.6M +299,600 New
CBOA
165
Commonwealth Bank of Australia
Australia
$11.6M -$2.98M -76,815 -21%
AAF
166
Andra AP-fonden
Sweden
$11.5M +$3.57M +92,200 +47%
HCM
167
Horan Capital Management
Maryland
$11.4M -$439K -11,318 -4%
Fifth Third Bancorp
168
Fifth Third Bancorp
Ohio
$11.3M +$298K +7,695 +3%
Caisse de Depot et Placement du Quebec (CDPQ)
169
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$11.3M -$973K -25,100 -8%
ASRS
170
Arizona State Retirement System
Arizona
$11.1M +$186K +4,800 +2%
BHIA
171
Birch Hill Investment Advisors
Massachusetts
$11M -$11.6K -300 -0.1%
AIM
172
Artemis Investment Management
United Kingdom
$11M +$10.8M +277,411 New
MSA
173
Mason Street Advisors
Wisconsin
$10.5M +$37.4K +965 +0.4%
PFM
174
Parsec Financial Management
North Carolina
$10.4M +$36.2K +934 +0.4%
AG
175
Aperio Group
California
$10.4M +$2.51M +64,678 +33%

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.