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936 hedge funds and large institutions have $17.5B invested in Sysco in 2015 Q1 according to their latest regulatory filings, with 80 funds opening new positions, 367 increasing their positions, 333 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

348% more call options, than puts

Call options by funds: $309M | Put options by funds: $68.9M

54% more first-time investments, than exits

New positions opened: 80 | Existing positions closed: 52

10% more repeat investments, than reductions

Existing positions increased: 367 | Existing positions reduced: 333

2% more funds holding

Funds holding: 919936 (+17)

1.49% less ownership

Funds ownership: 79.84%78.34% (-1.5%)

6% less capital invested

Capital invested by funds: $18.6B → $17.5B (-$1.09B)

17% less funds holding in top 10

Funds holding in top 10: 2420 (-4)

Holders
936
Holders Change
+17
Holders Change %
+1.85%
% of All Funds
24.95%
Holding in Top 10
20
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-16.67%
% of All Funds
0.53%
New
80
Increased
367
Reduced
333
Closed
52
Calls
$309M
Puts
$68.9M
Net Calls
+$240M
Net Calls Change
+$374M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.23B +$52.4M +1,330,962 +4%
YAM
2
Yacktman Asset Management
Texas
$1.18B -$9.28M -235,535 -0.7%
State Street
3
State Street
Massachusetts
$1.15B -$73.8M -1,872,039 -6%
Bank of New York Mellon
4
Bank of New York Mellon
New York
$1.03B -$48.9M -1,240,704 -4%
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$707M -$2.91M -73,881 -0.4%
BIT
6
BlackRock Institutional Trust
California
$601M +$15.7M +397,469 +3%
Lazard Asset Management
7
Lazard Asset Management
New York
$383M -$22.3M -565,317 -5%
Invesco
8
Invesco
Georgia
$356M +$62.1M +1,575,154 +20%
American Century Companies
9
American Century Companies
Missouri
$351M -$15.8M -400,919 -4%
Wells Fargo
10
Wells Fargo
California
$341M +$28.3M +717,308 +9%
BFA
11
BlackRock Fund Advisors
California
$336M -$21.4M -542,108 -6%
Parnassus Investments
12
Parnassus Investments
California
$321M +$60.2M +1,527,945 +22%
Northern Trust
13
Northern Trust
Illinois
$290M -$14.7M -372,935 -5%
JHIU
14
Janus Henderson Investors US
Colorado
$253M +$40.1M +1,017,339 +18%
Wellington Management Group
15
Wellington Management Group
Massachusetts
$250M -$54.4M -1,380,245 -17%
Diamond Hill Capital Management
16
Diamond Hill Capital Management
Ohio
$228M +$69.9M +1,774,077 +42%
IGIM
17
I.G. Investment Management
Manitoba, Canada
$206M +$9.8M +248,761 +5%
AllianceBernstein
18
AllianceBernstein
Tennessee
$184M +$148M +3,751,749 +334%
Norges Bank
19
Norges Bank
Norway
$179M +$9.96M +252,847 +6%
APG Asset Management
20
APG Asset Management
Netherlands
$174M +$17M +430,269 +10%
Geode Capital Management
21
Geode Capital Management
Massachusetts
$170M +$6.77M +171,894 +4%
BG
22
BlackRock Group
United Kingdom
$165M -$1.11M -28,110 -0.6%
State Farm Mutual Automobile Insurance
23
State Farm Mutual Automobile Insurance
Illinois
$164M
Canada Life
24
Canada Life
Manitoba, Canada
$150M -$2.76M -70,039 -2%
CS
25
Credit Suisse
Switzerland
$142M -$2.53M -64,140 -2%

SYY Hedge Fund Activity: Q1 2015 in Review

936 of the 3,752 institutional investors tracked by Wall St. Rank reported a position in Sysco (SYY) for Q1 2015, worth a combined $17.5B — down 5.9% from $18.6B a quarter earlier.

Buyers outnumbered sellers: 80 funds opened new SYY positions and 52 closed out — a net gain of 28 holders — while 367 added to existing stakes and 333 trimmed.

The largest buyer was AllianceBernstein, adding an estimated $148M. The largest seller was Davis Selected Advisers, exiting entirely with an estimated $423M sold.

  • 936 institutional investors held Sysco (SYY) as of Q1 2015, up from 919 in Q4 2014.
  • Funds reported $17.5B of Sysco stock for Q1 2015, down 5.9% quarter-over-quarter.
  • 80 funds opened new Sysco positions in Q1 2015 and 52 closed out, a net change of +28 holders.
  • The largest Sysco buyer in Q1 2015 was AllianceBernstein, an estimated $148M added.
  • The largest Sysco seller in Q1 2015 was Davis Selected Advisers, an estimated $423M sold.

Based on aggregated 13F filings for Q1 2015.