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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
YAM
1
Yacktman Asset Management
Texas
$1.05B +$12.7M +379,261 +1%
State Street
2
State Street
Massachusetts
$991M -$11.9M -355,381 -1%
Vanguard Group
3
Vanguard Group
Pennsylvania
$887M +$14.8M +440,510 +2%
Bank of New York Mellon
4
Bank of New York Mellon
New York
$817M +$43.6M +1,300,334 +5%
First Eagle Investment Management
5
First Eagle Investment Management
New York
$804M +$13.3M +395,937 +2%
Invesco
6
Invesco
Georgia
$540M +$4.05M +120,727 +0.7%
BIT
7
BlackRock Institutional Trust
California
$493M -$7.41M -220,823 -1%
FMI
8
Fiduciary Management Inc
Wisconsin
$389M +$3.18M +94,705 +0.8%
Wellington Management Group
9
Wellington Management Group
Massachusetts
$381M -$239K -7,130 -0.1%
American Century Companies
10
American Century Companies
Missouri
$317M +$40.1M +1,194,876 +14%
Wells Fargo
11
Wells Fargo
California
$266M +$15M +446,278 +6%
Northern Trust
12
Northern Trust
Illinois
$263M -$11.5M -342,614 -4%
BFA
13
BlackRock Fund Advisors
California
$246M -$6.19M -184,532 -2%
State Farm Mutual Automobile Insurance
14
State Farm Mutual Automobile Insurance
Illinois
$202M -$18.2M -541,400 -8%
Barrow, Hanley, Mewhinney & Strauss
15
Barrow, Hanley, Mewhinney & Strauss
Texas
$199M +$19.4M +577,400 +10%
T. Rowe Price Associates
16
T. Rowe Price Associates
Maryland
$195M -$11.4M -339,890 -5%
Parnassus Investments
17
Parnassus Investments
California
$174M +$21.7M +646,235 +13%
Lazard Asset Management
18
Lazard Asset Management
New York
$169M -$200M -5,948,095 -53%
Grantham, Mayo, Van Otterloo & Co (GMO)
19
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$168M +$4.3M +128,293 +2%
GVI
20
Green Valley Investors
Delaware
$159M – – –
IGIM
21
I.G. Investment Management
Manitoba, Canada
$158M +$18.7M +556,600 +13%
Norges Bank
22
Norges Bank
Norway
$149M – – –
GIM
23
Generation Investment Management
United Kingdom
$147M +$31.5M +937,585 +25%
BG
24
BlackRock Group
United Kingdom
$130M +$7.47M +222,595 +6%
Geode Capital Management
25
Geode Capital Management
Massachusetts
$129M +$4.22M +125,905 +3%
1
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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.