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As Chatham Lodging Tr (CLDT) Valuation Declined, Shareholder Birch Run Capital Advisors LP Cut by $4.64 Million Its Stake; As Cognex (CGNX) Valuation Declined, Holder Marsico Capital Management Lifted Its Position

Cognex Corporation (NASDAQ:CGNX) Logo

Marsico Capital Management Llc increased its stake in Cognex Corp (CGNX) by 100% based on its latest 2017Q4 regulatory filing with the SEC. Marsico Capital Management Llc bought 12,368 shares as the company’s stock declined 13.83% with the market. The institutional investor held 24,736 shares of the industrial machinery and components company at the end of 2017Q4, valued at $1.51M, up from 12,368 at the end of the previous reported quarter. Marsico Capital Management Llc who had been investing in Cognex Corp for a number of months, seems to be bullish on the $8.80 billion market cap company. The stock increased 2.41% or $1.2 during the last trading session, reaching $50.9. About 2.34M shares traded or 3.55% up from the average. Cognex Corporation (NASDAQ:CGNX) has risen 31.99% since April 22, 2017 and is uptrending. It has outperformed by 20.44% the S&P500.

Daniel Beltzman decreased its stake in Chatham Lodging Tr (CLDT) by 44.51% based on its latest 2017Q4 regulatory filing with the SEC. Birch Run Capital Advisors Lp sold 210,974 shares as the company’s stock declined 17.37% with the market. The hedge fund run by Daniel Beltzman held 263,000 shares of the real estate investment trusts company at the end of 2017Q4, valued at $5.99M, down from 473,974 at the end of the previous reported quarter. Birch Run Capital Advisors Lp who had been investing in Chatham Lodging Tr for a number of months, seems to be less bullish one the $890.69M market cap company. The stock decreased 0.36% or $0.07 during the last trading session, reaching $19.24. About 309,959 shares traded. Chatham Lodging Trust (NYSE:CLDT) has declined 0.79% since April 22, 2017 and is downtrending. It has underperformed by 12.34% the S&P500.

Marsico Capital Management Llc, which manages about $17.14B and $2.50B US Long portfolio, decreased its stake in Amazon Com Inc (NASDAQ:AMZN) by 9,200 shares to 127,784 shares, valued at $149.44 million in 2017Q4, according to the filing. It also reduced its holding in Acadia Healthcare Company In (NASDAQ:ACHC) by 40,076 shares in the quarter, leaving it with 38,479 shares, and cut its stake in Berkshire Hathaway Inc Del (BRKB).

Investors sentiment increased to 6.53 in Q4 2017. Its up 5.48, from 1.05 in 2017Q3. It is positive, as 32 investors sold CGNX shares while 21 reduced holdings. 84 funds opened positions while 262 raised stakes. 268.44 million shares or 268.52% more from 72.84 million shares in 2017Q3 were reported. Utah-based Utah Retirement has invested 0.04% in Cognex Corporation (NASDAQ:CGNX). Hartford owns 324 shares or 0.01% of their US portfolio. Sg Americas Secs Ltd Liability owns 37,787 shares for 0.02% of their portfolio. 833,354 are owned by Federated Invsts Pa. Da Davidson stated it has 4,871 shares. Institute For Wealth Mgmt Limited invested 0.06% in Cognex Corporation (NASDAQ:CGNX). Silvercrest Asset Mngmt Group invested in 0% or 5,224 shares. Dock Street Asset Management Inc reported 31,740 shares. 141,550 are held by Thrivent Finance For Lutherans. Moreover, Parallax Volatility Advisers LP has 0% invested in Cognex Corporation (NASDAQ:CGNX). Virtus Advisers Incorporated holds 212,552 shares. C M Bidwell Assoc Limited reported 0.52% stake. Ftb Advsr Inc owns 1,340 shares. Albion Fincl Group Ut holds 6,682 shares. Blackrock has 15.77M shares for 0.05% of their portfolio.

Among 19 analysts covering Cognex Corporation (NASDAQ:CGNX), 8 have Buy rating, 1 Sell and 10 Hold. Therefore 42% are positive. Cognex Corporation had 42 analyst reports since August 4, 2015 according to SRatingsIntel. As per Monday, July 31, the company rating was maintained by Canaccord Genuity. On Wednesday, August 2 the stock rating was maintained by Cowen & Co with “Buy”. The firm earned “Hold” rating on Tuesday, November 3 by Canaccord Genuity. As per Friday, September 18, the company rating was initiated by Nomura. The stock of Cognex Corporation (NASDAQ:CGNX) earned “Buy” rating by Northcoast on Wednesday, April 4. The rating was maintained by Cowen & Co with “Buy” on Tuesday, February 13. Canaccord Genuity maintained the stock with “Hold” rating in Tuesday, August 2 report. The stock of Cognex Corporation (NASDAQ:CGNX) has “Hold” rating given on Tuesday, April 3 by J.P. Morgan. The firm has “Hold” rating by Canaccord Genuity given on Tuesday, October 31. The stock of Cognex Corporation (NASDAQ:CGNX) has “Outperform” rating given on Tuesday, November 3 by Credit Agricole.

Since March 12, 2018, it had 0 buys, and 1 insider sale for $564,892 activity.

Among 9 analysts covering Chatham Lodging (NYSE:CLDT), 2 have Buy rating, 0 Sell and 7 Hold. Therefore 22% are positive. Chatham Lodging had 27 analyst reports since August 11, 2015 according to SRatingsIntel. FBR Capital maintained the shares of CLDT in report on Monday, November 7 with “Mkt Perform” rating. The firm earned “Equal-Weight” rating on Wednesday, November 1 by Barclays Capital. The stock has “Hold” rating by Stifel Nicolaus on Tuesday, March 29. JMP Securities upgraded Chatham Lodging Trust (NYSE:CLDT) on Monday, August 28 to “Market Outperform” rating. The firm earned “Hold” rating on Monday, November 20 by Cantor Fitzgerald. The stock has “Overweight” rating by Barclays Capital on Wednesday, March 9. As per Tuesday, October 11, the company rating was maintained by FBR Capital. The firm has “Hold” rating by Stifel Nicolaus given on Wednesday, September 6. As per Tuesday, August 11, the company rating was maintained by JMP Securities. BB&T Capital initiated Chatham Lodging Trust (NYSE:CLDT) rating on Friday, January 8. BB&T Capital has “Buy” rating and $25 target.

Investors sentiment increased to 2.29 in 2017 Q4. Its up 0.98, from 1.31 in 2017Q3. It improved, as 12 investors sold CLDT shares while 33 reduced holdings. 38 funds opened positions while 65 raised stakes. 39.87 million shares or 16.80% more from 34.14 million shares in 2017Q3 were reported. State Board Of Administration Of Florida Retirement Sys has invested 0% of its portfolio in Chatham Lodging Trust (NYSE:CLDT). 19,724 are owned by Stevens Cap L P. Phocas Fincl Corporation reported 259,398 shares or 0.49% of all its holdings. Vanguard Gp has 0.01% invested in Chatham Lodging Trust (NYSE:CLDT) for 5.96 million shares. Credit Suisse Ag accumulated 136,205 shares. Moreover, Dupont Capital Management has 0.07% invested in Chatham Lodging Trust (NYSE:CLDT) for 124,958 shares. Boston Ptnrs has invested 0.02% in Chatham Lodging Trust (NYSE:CLDT). Louisiana State Employees Retirement System reported 19,500 shares or 0.02% of all its holdings. New York-based Focused Wealth Mngmt has invested 0% in Chatham Lodging Trust (NYSE:CLDT). 9,000 were accumulated by Art Advisors Limited Company. Axa invested in 0.02% or 225,000 shares. Crow Point Ptnrs Ltd Liability Com reported 0.73% of its portfolio in Chatham Lodging Trust (NYSE:CLDT). Illinois-based North Star Management Corp has invested 0.13% in Chatham Lodging Trust (NYSE:CLDT). Clean Yield Group invested in 0.13% or 15,000 shares. Sterling Ltd Liability Company, a North Carolina-based fund reported 44,014 shares.

Since February 28, 2018, it had 4 insider purchases, and 0 sales for $270,485 activity. GOLDSMITH C GERALD also bought $91,600 worth of Chatham Lodging Trust (NYSE:CLDT) on Monday, March 5. CRAVEN DENNIS M also bought $40,645 worth of Chatham Lodging Trust (NYSE:CLDT) on Wednesday, February 28. Shares for $36,600 were bought by Willis Peter on Wednesday, February 28.

Cognex Corporation (NASDAQ:CGNX) Institutional Positions Chart

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