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885 hedge funds and large institutions have $16.4B invested in Sysco in 2014 Q1 according to their latest regulatory filings, with 67 funds opening new positions, 331 increasing their positions, 354 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

148% more call options, than puts

Call options by funds: $113M | Put options by funds: $45.7M

0% more capital invested

Capital invested by funds: $16.4B → $16.4B (+$55.1M)

0.14% less ownership

Funds ownership: 78.08%77.94% (-0.14%)

1% less first-time investments, than exits

New positions opened: 67 | Existing positions closed: 68

6% less repeat investments, than reductions

Existing positions increased: 331 | Existing positions reduced: 354

1% less funds holding

Funds holding: 896885 (-11)

10% less funds holding in top 10

Funds holding in top 10: 2119 (-2)

Holders
885
Holders Change
-11
Holders Change %
-1.23%
% of All Funds
25.56%
Holding in Top 10
19
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-9.52%
% of All Funds
0.55%
New
67
Increased
331
Reduced
354
Closed
68
Calls
$113M
Puts
$45.7M
Net Calls
+$67.5M
Net Calls Change
+$29.9M
Name Holding Trade Value Shares
Change
Change in
Stake
YAM
1
Yacktman Asset Management
Texas
$1.15B -$5.44M -151,550 -0.5%
State Street
2
State Street
Massachusetts
$1.06B -$136M -3,773,718 -11%
Vanguard Group
3
Vanguard Group
Pennsylvania
$1.03B +$26.3M +732,945 +3%
Bank of New York Mellon
4
Bank of New York Mellon
New York
$1B +$2.87M +79,899 +0.3%
First Eagle Investment Management
5
First Eagle Investment Management
New York
$712M -$140M -3,903,639 -17%
BIT
6
BlackRock Institutional Trust
California
$553M +$2.62M +73,037 +0.5%
Invesco
7
Invesco
Georgia
$422M -$150M -4,183,113 -26%
Lazard Asset Management
8
Lazard Asset Management
New York
$362M +$156M +4,342,281 +77%
DSA
9
Davis Selected Advisers
Arizona
$344M +$342M +9,515,802 New
American Century Companies
10
American Century Companies
Missouri
$319M +$16.2M +451,115 +5%
Wells Fargo
11
Wells Fargo
California
$293M +$1.97M +54,739 +0.7%
BFA
12
BlackRock Fund Advisors
California
$289M +$882K +24,554 +0.3%
Northern Trust
13
Northern Trust
Illinois
$285M -$13.9M -386,426 -5%
Wellington Management Group
14
Wellington Management Group
Massachusetts
$278M +$923K +25,700 +0.3%
T. Rowe Price Associates
15
T. Rowe Price Associates
Maryland
$257M +$44.4M +1,236,025 +21%
Parnassus Investments
16
Parnassus Investments
California
$205M +$7.15M +199,083 +4%
IGIM
17
I.G. Investment Management
Manitoba, Canada
$202M -$7.27M -202,427 -3%
GIM
18
Generation Investment Management
United Kingdom
$201M -$17.1M -474,816 -8%
GVI
19
Green Valley Investors
Delaware
$180M -$420K -11,695 -0.2%
Grantham, Mayo, Van Otterloo & Co (GMO)
20
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$172M -$22.6M -629,219 -12%
Norges Bank
21
Norges Bank
Norway
$165M +$3.01M +83,682 +2%
State Farm Mutual Automobile Insurance
22
State Farm Mutual Automobile Insurance
Illinois
$157M
Geode Capital Management
23
Geode Capital Management
Massachusetts
$153M +$2.59M +72,120 +2%
RRAM
24
River Road Asset Management
Kentucky
$145M +$1.93M +53,611 +1%
BG
25
BlackRock Group
United Kingdom
$142M -$533K -14,853 -0.4%

SYY Hedge Fund Activity: Q1 2014 in Review

885 of the 3,463 institutional investors tracked by Wall St. Rank reported a position in Sysco (SYY) for Q1 2014, worth a combined $16.4B — up 0.34% from $16.4B a quarter earlier.

Sellers outnumbered buyers: 68 funds closed out of SYY and 67 opened new positions — a net loss of 1 holder — while 354 trimmed existing stakes and 331 added.

The largest buyer was Davis Selected Advisers, opening a new position worth an estimated $342M. The largest seller was Invesco, cutting an estimated $150M.

  • 885 institutional investors held Sysco (SYY) as of Q1 2014, down from 896 in Q4 2013.
  • Funds reported $16.4B of Sysco stock for Q1 2014, up 0.34% quarter-over-quarter.
  • 67 funds opened new Sysco positions in Q1 2014 and 68 closed out, a net change of -1 holder.
  • The largest Sysco buyer in Q1 2014 was Davis Selected Advisers, an estimated $342M added.
  • The largest Sysco seller in Q1 2014 was Invesco, an estimated $150M sold.

Based on aggregated 13F filings for Q1 2014.