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Winslow Capital Management Decreased Its Position in Lilly Eli & Co (LLY) by $140.65 Million as Shares Declined; Speece Thorson Capital Group Increased Wabtec (WAB) Position by $7.82 Million as Shares Rose

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Speece Thorson Capital Group Inc increased its stake in Wabtec Corp (WAB) by 94.06% based on its latest 2017Q4 regulatory filing with the SEC. Speece Thorson Capital Group Inc bought 96,547 shares as the company’s stock rose 1.36% while stock markets declined. The hedge fund held 199,192 shares of the railroads company at the end of 2017Q4, valued at $16.22 million, up from 102,645 at the end of the previous reported quarter. Speece Thorson Capital Group Inc who had been investing in Wabtec Corp for a number of months, seems to be bullish on the $9.11 billion market cap company. The stock increased 1.48% or $1.38 during the last trading session, reaching $94.57. About 689,561 shares traded. Westinghouse Air Brake Technologies Corporation (NYSE:WAB) has risen 7.58% since May 17, 2017 and is uptrending. It has underperformed by 3.97% the S&P500.

Winslow Capital Management Llc decreased its stake in Lilly Eli & Co (LLY) by 43.94% based on its latest 2017Q4 regulatory filing with the SEC. Winslow Capital Management Llc sold 1.67M shares as the company’s stock declined 11.06% with the market. The institutional investor held 2.14M shares of the major pharmaceuticals company at the end of 2017Q4, valued at $180.41 million, down from 3.81 million at the end of the previous reported quarter. Winslow Capital Management Llc who had been investing in Lilly Eli & Co for a number of months, seems to be less bullish one the $82.86 billion market cap company. The stock decreased 0.57% or $0.47 during the last trading session, reaching $81.18. About 3.61M shares traded. Eli Lilly and Company (NYSE:LLY) has declined 10.19% since May 17, 2017 and is downtrending. It has underperformed by 21.74% the S&P500.

More notable recent Westinghouse Air Brake Technologies Corporation (NYSE:WAB) news were published by: Streetinsider.com which released: “Wabtec (WAB) to Affirm 2018 Financial Guidance, Targets at Investor Day” on May 07, 2018, also Fool.com with their article: “Westinghouse Air Brake Technologies Corp Was Firing on All Cylinders in Q1” published on April 24, 2018, Benzinga.com published: “Benzinga’s Top Upgrades, Downgrades For May 14, 2018” on May 14, 2018. More interesting news about Westinghouse Air Brake Technologies Corporation (NYSE:WAB) were released by: Globenewswire.com and their article: “Detailed Research: Economic Perspectives on Vitamin Shoppe, Surmodics, Spark Therapeutics, QUANTENNA …” published on May 01, 2018 as well as Benzinga.com‘s news article titled: “Analyst: Wabtech A Buy On Potential GE Synergies” with publication date: April 23, 2018.

Speece Thorson Capital Group Inc, which manages about $408.00 million and $503.32M US Long portfolio, decreased its stake in Werner Enterprises Inc (NASDAQ:WERN) by 112,476 shares to 334,395 shares, valued at $12.92M in 2017Q4, according to the filing. It also reduced its holding in Idex Corp (NYSE:IEX) by 11,757 shares in the quarter, leaving it with 53,142 shares, and cut its stake in Williams Sonoma Inc (NYSE:WSM).

Investors sentiment increased to 0.93 in Q4 2017. Its up 0.11, from 0.82 in 2017Q3. It is positive, as 28 investors sold WAB shares while 139 reduced holdings. 47 funds opened positions while 108 raised stakes. 102.49 million shares or 1.00% more from 101.47 million shares in 2017Q3 were reported. Strs Ohio reported 0% stake. Citadel Ltd Company holds 0% or 3,303 shares in its portfolio. Mountain Pacific Inv Advisers Id stated it has 1.96% in Westinghouse Air Brake Technologies Corporation (NYSE:WAB). Robeco Institutional Asset Bv invested in 1,823 shares or 0% of the stock. Oppenheimer Asset holds 0.03% or 15,183 shares in its portfolio. Sandler Management holds 0.52% or 45,370 shares. Moreover, Assetmark has 0% invested in Westinghouse Air Brake Technologies Corporation (NYSE:WAB) for 311 shares. Wellington Group Llp invested in 70,714 shares or 0% of the stock. Invesco reported 637,897 shares. Profund Advisors Lc has 10,093 shares. Laurel Grove Capital Limited Company holds 2.44% of its portfolio in Westinghouse Air Brake Technologies Corporation (NYSE:WAB) for 57,935 shares. Ww Asset reported 5,722 shares or 0.02% of all its holdings. Sequoia Financial Advsrs Limited Liability stated it has 0.09% in Westinghouse Air Brake Technologies Corporation (NYSE:WAB). Moreover, Texas Permanent School Fund has 0.06% invested in Westinghouse Air Brake Technologies Corporation (NYSE:WAB). New York State Teachers Retirement System holds 139,966 shares or 0.03% of its portfolio.

Among 17 analysts covering Wabtec (NYSE:WAB), 12 have Buy rating, 0 Sell and 5 Hold. Therefore 71% are positive. Wabtec had 40 analyst reports since December 21, 2015 according to SRatingsIntel. The rating was upgraded by KeyCorp to “Overweight” on Wednesday, April 26. The stock has “Hold” rating by Edward Jones on Wednesday, July 26. As per Monday, April 23, the company rating was upgraded by Stifel Nicolaus. The rating was maintained by Deutsche Bank with “Hold” on Monday, August 14. The firm has “Neutral” rating by Goldman Sachs given on Thursday, February 4. Stifel Nicolaus maintained it with “Buy” rating and $106 target in Tuesday, May 8 report. On Wednesday, April 25 the stock rating was maintained by Wells Fargo with “Buy”. The rating was initiated by Cowen & Co with “Buy” on Wednesday, December 13. The company was maintained on Wednesday, February 21 by Wells Fargo. Stifel Nicolaus upgraded Westinghouse Air Brake Technologies Corporation (NYSE:WAB) on Monday, December 21 to “Buy” rating.

Investors sentiment increased to 1.1 in 2017 Q4. Its up 0.21, from 0.89 in 2017Q3. It is positive, as 42 investors sold LLY shares while 380 reduced holdings. 117 funds opened positions while 346 raised stakes. 827.08 million shares or 0.09% less from 827.83 million shares in 2017Q3 were reported. Raymond James Na accumulated 0.23% or 40,698 shares. New Jersey-based Tsp Mngmt Group Ltd Llc has invested 2.72% in Eli Lilly and Company (NYSE:LLY). Ameritas Ptnrs Incorporated holds 0.22% of its portfolio in Eli Lilly and Company (NYSE:LLY) for 55,486 shares. Pathstone Family Office Lc accumulated 29 shares or 0% of the stock. Wallington Asset Mngmt Ltd Liability owns 5,588 shares. Moreover, Goldman Sachs Gru has 0.18% invested in Eli Lilly and Company (NYSE:LLY). Bessemer Group invested in 1.04% or 3.17M shares. Natl Pension Service stated it has 0.35% in Eli Lilly and Company (NYSE:LLY). 26,405 are owned by Everence Mgmt. Envestnet Asset Incorporated invested in 0.04% or 224,857 shares. Beutel Goodman And Company Ltd has invested 1.19% in Eli Lilly and Company (NYSE:LLY). Numeric Invsts Ltd Liability Company, Massachusetts-based fund reported 138,550 shares. Clifford Swan Counsel Lc reported 0.04% stake. Cap Guardian Tru invested in 0.83% or 693,428 shares. Focused Wealth has invested 0.02% in Eli Lilly and Company (NYSE:LLY).

Among 22 analysts covering Eli Lilly and Company (NYSE:LLY), 13 have Buy rating, 1 Sell and 8 Hold. Therefore 59% are positive. Eli Lilly and Company had 102 analyst reports since July 23, 2015 according to SRatingsIntel. The stock of Eli Lilly and Company (NYSE:LLY) has “Neutral” rating given on Thursday, February 1 by Bank of America. Jefferies maintained Eli Lilly and Company (NYSE:LLY) on Tuesday, April 11 with “Buy” rating. Cowen & Co maintained it with “Outperform” rating and $92 target in Saturday, August 22 report. Argus Research downgraded the shares of LLY in report on Thursday, April 27 to “Hold” rating. The stock of Eli Lilly and Company (NYSE:LLY) has “Market Perform” rating given on Friday, April 13 by BMO Capital Markets. Citigroup maintained Eli Lilly and Company (NYSE:LLY) on Friday, April 7 with “Buy” rating. The firm earned “Buy” rating on Tuesday, March 15 by Jefferies. The firm has “Outperform” rating given on Tuesday, October 13 by Leerink Swann. On Monday, June 5 the stock rating was maintained by BMO Capital Markets with “Sell”. The stock of Eli Lilly and Company (NYSE:LLY) has “Overweight” rating given on Friday, April 7 by Barclays Capital.

Winslow Capital Management Llc, which manages about $33.78 billion and $18.10 billion US Long portfolio, upped its stake in Jpmorgan Chase & Co (NYSE:JPM) by 399,528 shares to 2.49M shares, valued at $266.77M in 2017Q4, according to the filing. It also increased its holding in Automatic Data Process (NASDAQ:ADP) by 513,652 shares in the quarter, for a total of 1.62 million shares, and has risen its stake in Fedex Corp (NYSE:FDX).

Analysts await Eli Lilly and Company (NYSE:LLY) to report earnings on July, 24. They expect $1.34 EPS, up 20.72% or $0.23 from last year’s $1.11 per share. LLY’s profit will be $1.37B for 15.15 P/E if the $1.34 EPS becomes a reality. After $1.34 actual EPS reported by Eli Lilly and Company for the previous quarter, Wall Street now forecasts 0.00% EPS growth.

More notable recent Eli Lilly and Company (NYSE:LLY) news were published by: Streetinsider.com which released: “Lilly (LLY) to Acquire ARMO BioSciences (ARMO) for $50/Share” on May 10, 2018, also Streetinsider.com with their article: “Eli Lilly & Co. (LLY) Says Data at ASCO Illustrate Patient-Driven Advances in Cancer Care” published on May 16, 2018, Streetinsider.com published: “Lilly (LLY) Says Galcanezumab Met Primary Endpoint in Phase 3 Study for Prevention of Episodic Cluster Headache” on May 15, 2018. More interesting news about Eli Lilly and Company (NYSE:LLY) were released by: Bizjournals.com and their article: “Big Peninsula biotech buyout means happy returns for Kleiner Perkins, other VCs” published on May 10, 2018 as well as 247Wallst.com‘s news article titled: “Will the FDA Shoot Down Eli Lilly and Incyte Again?” with publication date: April 20, 2018.

Westinghouse Air Brake Technologies Corporation (NYSE:WAB) Institutional Positions Chart

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