Market News

As Citigroup (C) Shares Rose, Financial Partners Capital Management Has Trimmed Holding by $525,312; As Disney Walt Co (DIS) Share Price Declined, Bailard Increased Its Holding

Financial Partners Capital Management Llc decreased its stake in Citigroup Inc. (C) by 3.21% based on its latest 2017Q3 regulatory filing with the SEC. Financial Partners Capital Management Llc sold 7,296 shares as the company’s stock rose 1.55% with the market. The institutional investor held 220,270 shares of the major banks company at the end of 2017Q3, valued at $16.02 million, down from 227,566 at the end of the previous reported quarter. Financial Partners Capital Management Llc who had been investing in Citigroup Inc. for a number of months, seems to be less bullish one the $207.03B market cap company. The stock increased 1.18% or $0.91 during the last trading session, reaching $78.3. About 17.81 million shares traded or 16.48% up from the average. Citigroup Inc. (NYSE:C) has risen 35.60% since January 20, 2017 and is uptrending. It has outperformed by 18.90% the S&P500.

Thomas Bailard increased its stake in Disney Walt Co (DIS) by 10.23% based on its latest 2017Q3 regulatory filing with the SEC. Bailard Inc bought 6,165 shares as the company’s stock declined 2.31% while stock markets rallied. The hedge fund run by Thomas Bailard held 66,443 shares of the television services company at the end of 2017Q3, valued at $6.55M, up from 60,278 at the end of the previous reported quarter. Bailard Inc who had been investing in Disney Walt Co for a number of months, seems to be bullish on the $166.69 billion market cap company. The stock increased 0.15% or $0.17 during the last trading session, reaching $110.59. About 10.51M shares traded or 24.33% up from the average. The Walt Disney Company (NYSE:DIS) has risen 9.26% since January 20, 2017 and is uptrending. It has underperformed by 7.44% the S&P500.

Investors sentiment decreased to 0.89 in Q3 2017. Its down 0.20, from 1.09 in 2017Q2. It dived, as 90 investors sold DIS shares while 649 reduced holdings. 95 funds opened positions while 563 raised stakes. 898.84 million shares or 2.35% less from 920.44 million shares in 2017Q2 were reported. Hanson And Doremus Invest has invested 0.09% in The Walt Disney Company (NYSE:DIS). Balyasny Asset Ltd Liability Company holds 0.18% of its portfolio in The Walt Disney Company (NYSE:DIS) for 473,985 shares. Commercial Bank Of The Ozarks holds 10,738 shares or 0.44% of its portfolio. Nomura Asset Mgmt, a Japan-based fund reported 252,879 shares. Rockefeller holds 0.1% of its portfolio in The Walt Disney Company (NYSE:DIS) for 54,904 shares. Van Strum Towne accumulated 3.67% or 57,150 shares. New Hampshire-based Harvest Cap Mgmt Inc has invested 0.28% in The Walt Disney Company (NYSE:DIS). Hudock Cap Gp holds 0.1% or 2,089 shares. Alpha Windward Limited Liability Company stated it has 2,390 shares or 0.15% of all its holdings. Huntington Bankshares owns 322,771 shares. Bb&T Ltd Com accumulated 321,299 shares or 0.43% of the stock. Bluestein R H holds 1.65% or 305,950 shares. Truenorth owns 0.73% invested in The Walt Disney Company (NYSE:DIS) for 15,861 shares. Bluemountain Cap Management Ltd has 6,022 shares. Diversified Trust reported 4,124 shares.

Among 38 analysts covering The Walt Disney Company (NYSE:DIS), 22 have Buy rating, 3 Sell and 13 Hold. Therefore 58% are positive. The Walt Disney Company had 145 analyst reports since July 24, 2015 according to SRatingsIntel. The firm earned “Buy” rating on Thursday, May 11 by Goldman Sachs. The firm earned “Buy” rating on Thursday, July 13 by RBC Capital Markets. The firm earned “Buy” rating on Friday, July 24 by Topeka Capital Markets. Jefferies maintained The Walt Disney Company (NYSE:DIS) on Thursday, July 6 with “Hold” rating. The firm earned “Hold” rating on Wednesday, April 26 by Needham. Loop Capital maintained The Walt Disney Company (NYSE:DIS) rating on Wednesday, August 16. Loop Capital has “Hold” rating and $107 target. RBC Capital Markets maintained The Walt Disney Company (NYSE:DIS) on Monday, August 14 with “Buy” rating. Bank of America maintained The Walt Disney Company (NYSE:DIS) on Friday, September 8 with “Buy” rating. The firm has “Hold” rating by Deutsche Bank given on Monday, August 10. The stock has “Outperform” rating by RBC Capital Markets on Friday, January 6.

Bailard Inc, which manages about $2.27B and $1.31 billion US Long portfolio, decreased its stake in Helmerich & Payne Inc (NYSE:HP) by 17,708 shares to 14,966 shares, valued at $780,000 in 2017Q3, according to the filing. It also reduced its holding in Vanguard Index Fds (VTI) by 4,231 shares in the quarter, leaving it with 483,250 shares, and cut its stake in Spdr Ser Tr.

Financial Partners Capital Management Llc, which manages about $519.21M and $523.10 million US Long portfolio, upped its stake in Allergan Inc. by 11,229 shares to 53,186 shares, valued at $10.90 million in 2017Q3, according to the filing. It also increased its holding in Select Sector Spdr Energy (XLE) by 26,084 shares in the quarter, for a total of 144,656 shares, and has risen its stake in Alibaba Group Holding Ltd (NYSE:BABA).

Investors sentiment increased to 1.35 in 2017 Q3. Its up 0.25, from 1.1 in 2017Q2. It improved, as 56 investors sold C shares while 400 reduced holdings. 125 funds opened positions while 492 raised stakes. 2.04 billion shares or 0.42% more from 2.03 billion shares in 2017Q2 were reported. Lansdowne Prns (Uk) Limited Liability Partnership holds 5.23% of its portfolio in Citigroup Inc. (NYSE:C) for 6.90M shares. Veritable Lp reported 0.13% stake. 4.76 million are held by New York State Teachers Retirement Systems. The California-based Private Asset has invested 2.73% in Citigroup Inc. (NYSE:C). Seabridge Inv Lc stated it has 2.9% of its portfolio in Citigroup Inc. (NYSE:C). Leuthold Grp accumulated 0.4% or 54,885 shares. Commonwealth Equity Services holds 0.1% or 229,176 shares. Adell Harriman & Carpenter Inc invested 0.27% in Citigroup Inc. (NYSE:C). Gabelli And Advisers Incorporated invested in 0.07% or 8,000 shares. Comerica Securities Incorporated, Michigan-based fund reported 9,664 shares. Aperio Grp Inc Limited Liability stated it has 1.36M shares. 358,841 are held by Oppenheimer Asset Mgmt. Chou Assoc Management, a Ontario – Canada-based fund reported 210,000 shares. Wright Invsts has 38,638 shares for 1.02% of their portfolio. Moreover, Fil Ltd has 2.67% invested in Citigroup Inc. (NYSE:C).

Receive News & Ratings Via Email - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings with our FREE daily email newsletter.


Leave a Reply

Your email address will not be published. Required fields are marked *