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881 hedge funds and large institutions have $17.8B invested in Sysco in 2014 Q3 according to their latest regulatory filings, with 51 funds opening new positions, 328 increasing their positions, 355 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 37

1% more capital invested

Capital invested by funds: $17.6B → $17.8B (+$250M)

1% more funds holding

Funds holding: 875881 (+6)

0.07% less ownership

Funds ownership: 80.24%80.17% (-0.07%)

8% less repeat investments, than reductions

Existing positions increased: 328 | Existing positions reduced: 355

5% less funds holding in top 10

Funds holding in top 10: 2221 (-1)

50% less call options, than puts

Call options by funds: $189M | Put options by funds: $378M

Holders
881
Holders Change
+6
Holders Change %
+0.69%
% of All Funds
25.56%
Holding in Top 10
21
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.55%
% of All Funds
0.61%
New
51
Increased
328
Reduced
355
Closed
37
Calls
$189M
Puts
$378M
Net Calls
-$189M
Net Calls Change
-$228M
Name Holding Trade Value Shares
Change
Change in
Stake
YAM
1
Yacktman Asset Management
Texas
$1.2B -$8.31M -222,613 -0.7%
State Street
2
State Street
Massachusetts
$1.17B +$30M +804,615 +3%
Vanguard Group
3
Vanguard Group
Pennsylvania
$1.15B +$35.6M +954,747 +3%
Bank of New York Mellon
4
Bank of New York Mellon
New York
$1.04B -$6.1M -163,402 -0.6%
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$668M +$160M +4,281,236 +32%
BIT
6
BlackRock Institutional Trust
California
$587M -$206K -5,517 -0%
DSA
7
Davis Selected Advisers
Arizona
$400M +$913K +24,459 +0.2%
American Century Companies
8
American Century Companies
Missouri
$397M -$5.75M -154,015 -1%
Lazard Asset Management
9
Lazard Asset Management
New York
$365M -$77.3M -2,070,688 -18%
BFA
10
BlackRock Fund Advisors
California
$332M +$11.7M +314,281 +4%
Wells Fargo
11
Wells Fargo
California
$321M +$1.54M +41,280 +0.5%
Invesco
12
Invesco
Georgia
$314M +$43.8K +1,173 +0%
First Eagle Investment Management
13
First Eagle Investment Management
New York
$310M -$231M -6,182,309 -43%
Wellington Management Group
14
Wellington Management Group
Massachusetts
$308M +$796K +21,333 +0.3%
Northern Trust
15
Northern Trust
Illinois
$306M -$4.48M -119,895 -1%
Parnassus Investments
16
Parnassus Investments
California
$263M +$7.47M +200,019 +3%
IGIM
17
I.G. Investment Management
Manitoba, Canada
$216M -$2.3M -61,600 -1%
Norges Bank
18
Norges Bank
Norway
$173M -$170M -4,555,261 -50%
State Farm Mutual Automobile Insurance
19
State Farm Mutual Automobile Insurance
Illinois
$165M
CS
20
Credit Suisse
Switzerland
$163M +$29.3M +784,133 +22%
Geode Capital Management
21
Geode Capital Management
Massachusetts
$158M -$1.35M -36,254 -0.9%
Diamond Hill Capital Management
22
Diamond Hill Capital Management
Ohio
$154M +$3.45M +92,332 +2%
BG
23
BlackRock Group
United Kingdom
$154M +$785K +21,037 +0.5%
Canada Life
24
Canada Life
Manitoba, Canada
$154M +$9.16M +245,397 +6%
SIM
25
Sprucegrove Investment Management
Ontario, Canada
$142M -$2.18M -58,450 -2%

SYY Hedge Fund Activity: Q3 2014 in Review

881 of the 3,447 institutional investors tracked by Wall St. Rank reported a position in Sysco (SYY) for Q3 2014, worth a combined $17.8B — up 1.4% from $17.6B a quarter earlier.

Buyers outnumbered sellers: 51 funds opened new SYY positions and 37 closed out — a net gain of 14 holders — while 328 added to existing stakes and 355 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $160M. The largest seller was First Eagle Investment Management, cutting an estimated $231M.

  • 881 institutional investors held Sysco (SYY) as of Q3 2014, up from 875 in Q2 2014.
  • Funds reported $17.8B of Sysco stock for Q3 2014, up 1.4% quarter-over-quarter.
  • 51 funds opened new Sysco positions in Q3 2014 and 37 closed out, a net change of +14 holders.
  • The largest Sysco buyer in Q3 2014 was T. Rowe Price Associates, an estimated $160M added.
  • The largest Sysco seller in Q3 2014 was First Eagle Investment Management, an estimated $231M sold.

Based on aggregated 13F filings for Q3 2014.