Sysco
897 hedge funds and large institutions have $16.4B invested in Sysco in 2013 Q4 according to their latest regulatory filings, with 128 funds opening new positions, 287 increasing their positions, 358 reducing their positions, and 50 closing their positions.
156% more first-time investments, than exits
New positions opened: 128 | Existing positions closed: 50
50% more funds holding in top 10
Funds holding in top 10: 14 → 21 (+7)
35% more call options, than puts
Call options by funds: $146M | Put options by funds: $108M
8% more funds holding
Funds holding: 829 → 897 (+68)
8% more capital invested
Capital invested by funds: $15.3B → $16.4B (+$1.16B)
2.75% less ownership
Funds ownership: 80.87% → 78.11% (-2.8%)
20% less repeat investments, than reductions
Existing positions increased: 287 | Existing positions reduced: 358
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
State Street
Boston,
Massachusetts
|
+$69.7M |
| 2 |
Bank of New York Mellon
New York
|
+$67.4M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$67.1M |
| 4 |
Millennium Management
New York
|
+$55.8M |
| 5 |
GIM
Generation Investment Management
London,
United Kingdom
|
+$47.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FMI
Fiduciary Management Inc
Milwaukee,
Wisconsin
|
-$389M |
| 2 |
Barrow, Hanley, Mewhinney & Strauss
Dallas,
Texas
|
-$176M |
| 3 |
Wellington Management Group
Boston,
Massachusetts
|
-$145M |
| 4 |
State Farm Mutual Automobile Insurance
Bloomington,
Illinois
|
-$67.9M |
| 5 |
First Eagle Investment Management
New York
|
-$54.8M |
SYY Hedge Fund Activity: Q4 2013 in Review
897 of the 3,459 institutional investors tracked by Wall St. Rank reported a position in Sysco (SYY) for Q4 2013, worth a combined $16.4B — up 7.6% from $15.3B a quarter earlier.
Buyers outnumbered sellers: 128 funds opened new SYY positions and 50 closed out — a net gain of 78 holders — while 287 added to existing stakes and 358 trimmed.
The largest buyer was State Street, adding an estimated $69.7M. The largest seller was Fiduciary Management Inc, exiting entirely with an estimated $389M sold.
- 897 institutional investors held Sysco (SYY) as of Q4 2013, up from 829 in Q3 2013.
- Funds reported $16.4B of Sysco stock for Q4 2013, up 7.6% quarter-over-quarter.
- 128 funds opened new Sysco positions in Q4 2013 and 50 closed out, a net change of +78 holders.
- The largest Sysco buyer in Q4 2013 was State Street, an estimated $69.7M added.
- The largest Sysco seller in Q4 2013 was Fiduciary Management Inc, an estimated $389M sold.
Based on aggregated 13F filings for Q4 2013.