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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
State Street
1
State Street
Massachusetts
$1.28B +$55.1M +1,421,500 +5%
YAM
2
Yacktman Asset Management
Texas
$1.26B -$3.15M -81,151 -0.3%
Vanguard Group
3
Vanguard Group
Pennsylvania
$1.24B +$39M +1,006,921 +3%
Bank of New York Mellon
4
Bank of New York Mellon
New York
$1.13B +$48.6M +1,254,028 +5%
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$747M +$47.6M +1,227,448 +7%
BIT
6
BlackRock Institutional Trust
California
$617M +$2.43M +62,642 +0.4%
Lazard Asset Management
7
Lazard Asset Management
New York
$426M +$43.3M +1,117,071 +12%
DSA
8
Davis Selected Advisers
Arizona
$423M +$4.93M +127,175 +1%
American Century Companies
9
American Century Companies
Missouri
$385M -$29.7M -765,320 -7%
BFA
10
BlackRock Fund Advisors
California
$375M +$26.8M +691,917 +8%
Wells Fargo
11
Wells Fargo
California
$331M -$4.9M -126,293 -1%
Northern Trust
12
Northern Trust
Illinois
$320M -$277K -7,152 -0.1%
Wellington Management Group
13
Wellington Management Group
Massachusetts
$318M -$3.81M -98,233 -1%
Invesco
14
Invesco
Georgia
$312M -$15.5M -400,873 -5%
Parnassus Investments
15
Parnassus Investments
California
$277M +$1.69M +43,535 +0.6%
JHIU
16
Janus Henderson Investors US
Colorado
$226M +$119M +3,063,011 +116%
IGIM
17
I.G. Investment Management
Manitoba, Canada
$207M -$18M -465,060 -8%
Norges Bank
18
Norges Bank
Norway
$179M -$2.13M -55,061 -1%
BG
19
BlackRock Group
United Kingdom
$175M +$13.3M +343,472 +8%
State Farm Mutual Automobile Insurance
20
State Farm Mutual Automobile Insurance
Illinois
$172M
Geode Capital Management
21
Geode Capital Management
Massachusetts
$172M +$6.74M +173,897 +4%
Diamond Hill Capital Management
22
Diamond Hill Capital Management
Ohio
$169M +$7.81M +201,419 +5%
APG Asset Management
23
APG Asset Management
Netherlands
$166M +$44.3M +1,143,523 +38%
Canada Life
24
Canada Life
Manitoba, Canada
$161M +$1.4M +36,212 +0.9%
CS
25
Credit Suisse
Switzerland
$152M -$18.1M -468,003 -11%

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.