Sysco
915 hedge funds and large institutions have $18.3B invested in Sysco in 2015 Q3 according to their latest regulatory filings, with 67 funds opening new positions, 276 increasing their positions, 409 reducing their positions, and 65 closing their positions.
56% more funds holding in top 10
Funds holding in top 10: 16 → 25 (+9)
26% more call options, than puts
Call options by funds: $327M | Put options by funds: $259M
9% more capital invested
Capital invested by funds: $16.7B → $18.3B (+$1.54B)
1.91% more ownership
Funds ownership: 78.04% → 79.95% (+1.9%)
3% more first-time investments, than exits
New positions opened: 67 | Existing positions closed: 65
1% less funds holding
Funds holding: 921 → 915 (-6)
33% less repeat investments, than reductions
Existing positions increased: 276 | Existing positions reduced: 409
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TFM
Trian Fund Management
New York
|
+$1.19B |
| 2 |
Franklin Resources
San Mateo,
California
|
+$343M |
| 3 |
Invesco
Atlanta,
Georgia
|
+$155M |
| 4 |
Renaissance Technologies
New York
|
+$133M |
| 5 |
AI
Analytic Investors
Los Angeles,
California
|
+$82.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$312M |
| 2 |
YAM
Yacktman Asset Management
Austin,
Texas
|
-$311M |
| 3 |
IGIM
I.G. Investment Management
Winnipeg,
Manitoba, Canada
|
-$151M |
| 4 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$147M |
| 5 |
Bank of New York Mellon
New York
|
-$128M |
SYY Hedge Fund Activity: Q3 2015 in Review
915 of the 3,590 institutional investors tracked by Wall St. Rank reported a position in Sysco (SYY) for Q3 2015, worth a combined $18.3B — up 9.2% from $16.7B a quarter earlier.
Buyers outnumbered sellers: 67 funds opened new SYY positions and 65 closed out — a net gain of 2 holders — while 276 added to existing stakes and 409 trimmed.
The largest buyer was Trian Fund Management, adding an estimated $1.19B. The largest seller was Morgan Stanley, cutting an estimated $312M.
- 915 institutional investors held Sysco (SYY) as of Q3 2015, down from 921 in Q2 2015.
- Funds reported $18.3B of Sysco stock for Q3 2015, up 9.2% quarter-over-quarter.
- 67 funds opened new Sysco positions in Q3 2015 and 65 closed out, a net change of +2 holders.
- The largest Sysco buyer in Q3 2015 was Trian Fund Management, an estimated $1.19B added.
- The largest Sysco seller in Q3 2015 was Morgan Stanley, an estimated $312M sold.
Based on aggregated 13F filings for Q3 2015.