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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
WIC
176
Willis Investment Counsel
Georgia
$10.3M -$3.32M -85,700 -25%
STI
177
Susquehanna Trust & Investment
Pennsylvania
$10.1M +$766K +19,766 +8%
UOC
178
UBS O'Connor
Illinois
$9.92M +$9.69M +250,000 New
LIC
179
Lodestar Investment Counsel
Illinois
$9.74M +$67.9K +1,752 +0.7%
BKBG
180
BHF Kleinwort Benson Group
Belgium
$9.69M +$3.5M +90,317 +35%
AIG
181
American International Group
New York
$9.64M -$9.24M -238,362 -50%
B
182
BP
United Kingdom
$9.64M +$2.44M +63,000 +35%
SOMRS
183
State of Michigan Retirement System
Michigan
$9.61M +$62K +1,600 +0.7%
MAM
184
Martingale Asset Management
Massachusetts
$9.44M +$979K +25,253 +12%
ACI
185
AMP Capital Investors
Australia
$9.05M -$1.32M -34,077 -13%
TPSF
186
Texas Permanent School Fund
Texas
$8.87M -$168K -4,343 -2%
Axa
187
Axa
France
$8.86M +$687K +17,710 +9%
TSU
188
TD Securities (USA)
New York
$8.86M +$698K +17,994 +9%
WF
189
Welch & Forbes
Massachusetts
$8.69M -$24K -618 -0.3%
TAM
190
Tocqueville Asset Management
New York
$8.64M +$38.8K +1,000 +0.5%
PAM
191
Palisade Asset Management
Minnesota
$8.63M -$23.3K -600 -0.3%
VOYA Investment Management
192
VOYA Investment Management
Georgia
$8.53M -$425K -10,968 -5%
ACM
193
Advisors Capital Management
New Jersey
$8.5M +$270K +6,954 +3%
Nisa Investment Advisors
194
Nisa Investment Advisors
Missouri
$8.33M -$1.42M -36,550 -15%
National Pension Service
195
National Pension Service
South Korea
$8.33M -$956K -24,667 -11%
WIC
196
Wilkins Investment Counsel
Massachusetts
$8.23M -$7.75K -200 -0.1%
WBC
197
Westpac Banking Corp
Australia
$8.04M -$65.9K -1,700 -0.8%
Public Sector Pension Investment Board (PSP Investments)
198
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$7.9M -$667K -17,200 -8%
EHC
199
Everett Harris & Co
California
$7.86M -$793K -20,450 -9%
WSCM
200
Wellington Shields Capital Management
New York
$7.83M -$19.4K -500 -0.3%

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.