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As Spirit Rlty Cap New (SRC) Valuation Declined, Tricadia Capital Management Has Lifted by $1.21 Million Its Holding; Marble Arch Investments LP Has Increased Its Position in Salesforce Com (CRM) by $10.16 Million

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Michael Barnes increased its stake in Spirit Rlty Cap Inc New (SRC) by 7.08% based on its latest 2017Q4 regulatory filing with the SEC. Tricadia Capital Management Llc bought 151,100 shares as the company’s stock declined 10.89% with the market. The hedge fund run by Michael Barnes held 2.29M shares of the consumer services company at the end of 2017Q4, valued at $19.61M, up from 2.13M at the end of the previous reported quarter. Tricadia Capital Management Llc who had been investing in Spirit Rlty Cap Inc New for a number of months, seems to be bullish on the $3.62 billion market cap company. The stock increased 1.56% or $0.13 during the last trading session, reaching $8.44. About 27.88M shares traded or 383.54% up from the average. Spirit Realty Capital, Inc. (NYSE:SRC) has declined 23.56% since May 21, 2017 and is downtrending. It has underperformed by 35.11% the S&P500.

Scott Mclellan increased its stake in Salesforce Com Inc (CRM) by 22.27% based on its latest 2017Q4 regulatory filing with the SEC. Marble Arch Investments Lp bought 99,600 shares as the company’s stock rose 10.89% while stock markets declined. The hedge fund run by Scott Mclellan held 546,800 shares of the prepackaged software company at the end of 2017Q4, valued at $55.90M, up from 447,200 at the end of the previous reported quarter. Marble Arch Investments Lp who had been investing in Salesforce Com Inc for a number of months, seems to be bullish on the $94.32B market cap company. The stock increased 0.72% or $0.91 during the last trading session, reaching $126.96. About 3.61 million shares traded. salesforce.com, inc. (NYSE:CRM) has risen 39.46% since May 21, 2017 and is uptrending. It has outperformed by 27.91% the S&P500.

Among 18 analysts covering Spirit Realty Capital (NYSE:SRC), 7 have Buy rating, 0 Sell and 11 Hold. Therefore 39% are positive. Spirit Realty Capital had 56 analyst reports since July 23, 2015 according to SRatingsIntel. FBR Capital maintained Spirit Realty Capital, Inc. (NYSE:SRC) on Thursday, February 22 with “Buy” rating. Morgan Stanley downgraded Spirit Realty Capital, Inc. (NYSE:SRC) on Tuesday, May 9 to “Equal-Weight” rating. The stock of Spirit Realty Capital, Inc. (NYSE:SRC) earned “Buy” rating by Mizuho on Friday, October 20. The firm has “Neutral” rating by JP Morgan given on Tuesday, April 24. The rating was upgraded by SunTrust to “Buy” on Monday, January 22. The rating was initiated by FBR Capital with “Outperform” on Wednesday, January 4. RBC Capital Markets maintained Spirit Realty Capital, Inc. (NYSE:SRC) on Friday, August 7 with “Sector Perform” rating. The company was upgraded on Monday, July 10 by Mizuho. The firm has “Neutral” rating by Bank of America given on Monday, September 14. The firm earned “Buy” rating on Thursday, August 25 by BTIG Research.

Investors sentiment decreased to 0.97 in 2017 Q4. Its down 0.32, from 1.29 in 2017Q3. It fall, as 32 investors sold SRC shares while 86 reduced holdings. 41 funds opened positions while 73 raised stakes. 402.93 million shares or 3.51% less from 417.60 million shares in 2017Q3 were reported. 529,616 were reported by Rhumbline Advisers. Quantitative Systematic Strategies Limited Liability Co invested in 0.14% or 63,851 shares. 297,487 were reported by Royal Fincl Bank Of Canada. State Of New Jersey Common Pension Fund D reported 330,000 shares or 0.01% of all its holdings. Amundi Pioneer Asset holds 0% in Spirit Realty Capital, Inc. (NYSE:SRC) or 349,249 shares. Qci Asset New York reported 8,000 shares. Tricadia Cap Ltd reported 2.29M shares. Thrivent Financial For Lutherans has invested 0% in Spirit Realty Capital, Inc. (NYSE:SRC). American Century owns 1.93 million shares. Us Bankshares De holds 0% or 23,907 shares in its portfolio. Cambridge Invest Rech Advsrs holds 0.01% in Spirit Realty Capital, Inc. (NYSE:SRC) or 75,258 shares. Swiss Bancorp accumulated 780,773 shares. Parkside Finance Bank & Trust And Trust holds 0% or 161 shares. Huntington Fincl Bank owns 2,000 shares for 0% of their portfolio. Victory Cap Mngmt Inc holds 0.05% of its portfolio in Spirit Realty Capital, Inc. (NYSE:SRC) for 2.74 million shares.

Tricadia Capital Management Llc, which manages about $3.88 billion and $206.70 million US Long portfolio, decreased its stake in Gentherm Inc (NASDAQ:THRM) by 50,689 shares to 105,210 shares, valued at $3.34 million in 2017Q4, according to the filing. It also reduced its holding in Diamondback Energy Inc (NASDAQ:FANG) by 2,730 shares in the quarter, leaving it with 5,460 shares, and cut its stake in Continental Resources Inc (NYSE:CLR).

Since March 6, 2018, it had 2 insider buys, and 0 selling transactions for $259,899 activity. SENKBEIL THOMAS D bought $199,899 worth of Spirit Realty Capital, Inc. (NYSE:SRC) on Tuesday, March 6.

Among 55 analysts covering Salesforce.com (NYSE:CRM), 49 have Buy rating, 0 Sell and 6 Hold. Therefore 89% are positive. Salesforce.com had 234 analyst reports since August 21, 2015 according to SRatingsIntel. The firm has “Buy” rating given on Thursday, May 19 by Citigroup. The company was maintained on Wednesday, November 22 by Goldman Sachs. The rating was maintained by Wedbush on Friday, August 28 with “Hold”. The rating was maintained by Deutsche Bank on Thursday, March 1 with “Buy”. The firm earned “Buy” rating on Wednesday, November 22 by Wells Fargo. The firm has “Buy” rating by Canaccord Genuity given on Wednesday, August 23. The firm earned “Hold” rating on Wednesday, November 22 by Roth Capital. The firm has “Buy” rating given on Friday, November 3 by SunTrust. The rating was maintained by Canaccord Genuity on Thursday, November 23 with “Buy”. The firm has “Neutral” rating given on Friday, November 20 by DA Davidson.

Investors sentiment decreased to 1.19 in 2017 Q4. Its down 0.15, from 1.34 in 2017Q3. It dropped, as 39 investors sold CRM shares while 274 reduced holdings. 110 funds opened positions while 261 raised stakes. 608.21 million shares or 0.25% less from 609.74 million shares in 2017Q3 were reported. 12,633 are held by Bankshares Of The Ozarks. Amp Capital Invsts Ltd holds 0.13% in salesforce.com, inc. (NYSE:CRM) or 232,476 shares. Cibc Bancorporation Usa accumulated 2,380 shares. American Group Incorporated reported 250,059 shares. Fmr Ltd Liability Corp reported 1% in salesforce.com, inc. (NYSE:CRM). Boyd Watterson Asset Ltd Liability Corp Oh invested 0.18% of its portfolio in salesforce.com, inc. (NYSE:CRM). Mastrapasqua Asset Inc has invested 0.48% in salesforce.com, inc. (NYSE:CRM). Hartford Mngmt accumulated 0.03% or 610 shares. Moreover, Warren Averett Asset Mngmt Lc has 0.06% invested in salesforce.com, inc. (NYSE:CRM). Millennium Mgmt Ltd Company invested 0.25% in salesforce.com, inc. (NYSE:CRM). Kentucky Retirement Ins Tru Fund has invested 0.31% in salesforce.com, inc. (NYSE:CRM). Granite Investment Prtnrs Ltd has invested 0.6% in salesforce.com, inc. (NYSE:CRM). Gideon Cap Advsr accumulated 13,850 shares. Robeco Institutional Asset Mgmt Bv reported 23,197 shares stake. Iowa Bancorp, a Iowa-based fund reported 50,360 shares.

Marble Arch Investments Lp, which manages about $1.96 billion and $1.30 billion US Long portfolio, decreased its stake in Liberty Media Corp Delaware by 653,507 shares to 1.13M shares, valued at $38.63 million in 2017Q4, according to the filing. It also reduced its holding in Frontier Communications Corp by 115,400 shares in the quarter, leaving it with 234,600 shares, and cut its stake in Charter Communications Inc N.

Spirit Realty Capital, Inc. (NYSE:SRC) Institutional Positions Chart

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