Market News

Taiwan Semiconductor Manufactu (TSM) Shareholder Cullen Capital Management Increased Stake by $1.18 Million as Share Price Rose; Bunge Limited (BG) Shareholder York Capital Management Global Advisors Has Cut Its Position by $18.61 Million

Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) Logo

Cullen Capital Management Llc increased its stake in Taiwan Semiconductor Manufactu (TSM) by 10.22% based on its latest 2017Q4 regulatory filing with the SEC. Cullen Capital Management Llc bought 30,260 shares as the company’s stock rose 9.24% while stock markets declined. The institutional investor held 326,210 shares of the semiconductors company at the end of 2017Q4, valued at $12.93M, up from 295,950 at the end of the previous reported quarter. Cullen Capital Management Llc who had been investing in Taiwan Semiconductor Manufactu for a number of months, seems to be bullish on the $197.71 billion market cap company. The stock increased 2.26% or $0.87 during the last trading session, reaching $39.29. About 3.45M shares traded. Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) has risen 30.51% since May 21, 2017 and is uptrending. It has outperformed by 18.96% the S&P500.

James Dinan decreased its stake in Bunge Limited (BG) by 13.92% based on its latest 2017Q4 regulatory filing with the SEC. York Capital Management Global Advisors Llc sold 277,731 shares as the company’s stock rose 8.80% while stock markets declined. The hedge fund run by James Dinan held 1.72 million shares of the packaged foods company at the end of 2017Q4, valued at $115.19 million, down from 1.99 million at the end of the previous reported quarter. York Capital Management Global Advisors Llc who had been investing in Bunge Limited for a number of months, seems to be less bullish one the $9.75B market cap company. The stock decreased 0.72% or $0.5 during the last trading session, reaching $69.16. About 442,465 shares traded. Bunge Limited (NYSE:BG) has declined 9.19% since May 21, 2017 and is downtrending. It has underperformed by 20.74% the S&P500.

Among 8 analysts covering Taiwan Semiconductor Manufacturing (NYSE:TSM), 4 have Buy rating, 0 Sell and 4 Hold. Therefore 50% are positive. Taiwan Semiconductor Manufacturing had 17 analyst reports since August 24, 2015 according to SRatingsIntel. The stock has “Hold” rating by HSBC on Wednesday, June 21. The firm earned “Buy” rating on Tuesday, January 16 by HSBC. The firm has “Hold” rating given on Thursday, October 13 by HSBC. Morgan Stanley downgraded the stock to “Equal-Weight” rating in Monday, November 27 report. The firm has “Hold” rating given on Thursday, January 18 by Susquehanna. The company was upgraded on Friday, December 11 by Credit Suisse. The stock of Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) has “Hold” rating given on Thursday, April 19 by Susquehanna. The rating was upgraded by Goldman Sachs to “Buy” on Monday, January 22. The stock of Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) earned “Neutral” rating by Goldman Sachs on Tuesday, June 28. The stock of Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) earned “Hold” rating by KeyBanc Capital Markets on Wednesday, September 6.

Cullen Capital Management Llc, which manages about $3.87 billion and $2.91 billion US Long portfolio, decreased its stake in Bae Systems Plc (BAESF) by 91,301 shares to 677,329 shares, valued at $5.25 million in 2017Q4, according to the filing. It also reduced its holding in Icici Bank Ltd. (Adr) (NYSE:IBN) by 118,225 shares in the quarter, leaving it with 1.16M shares, and cut its stake in Magyar Telekom Telecommunicati.

More news for Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) were recently published by: Fool.com, which released: “Why TSMC Is a Top Stock to Buy in May” on May 11, 2018. Fool.com‘s article titled: “Better Buy: TSMC vs. Qualcomm, Inc.” and published on May 14, 2018 is yet another important article.

Investors sentiment decreased to 0.89 in 2017 Q4. Its down 0.17, from 1.06 in 2017Q3. It worsened, as 48 investors sold BG shares while 125 reduced holdings. 59 funds opened positions while 95 raised stakes. 107.71 million shares or 1.45% less from 109.29 million shares in 2017Q3 were reported. Meeder Asset Mngmt owns 2,591 shares. Assetmark invested in 0% or 29 shares. Fincl Architects owns 0% invested in Bunge Limited (NYSE:BG) for 300 shares. Moreover, Whittier Trust Communication Of Nevada has 0% invested in Bunge Limited (NYSE:BG). Guyasuta Inv Advisors accumulated 0.04% or 5,000 shares. Aperio Group Incorporated Ltd Limited Liability Company accumulated 52,125 shares. Aqr Capital Mgmt Ltd Liability Corp reported 174,956 shares. Comerica State Bank, Michigan-based fund reported 8,451 shares. Robecosam Ag owns 15,152 shares. Highbridge Mgmt Lc reported 210,000 shares stake. Lsv Asset Mngmt owns 1.81M shares. Guggenheim Cap Ltd Co invested in 261,599 shares or 0.04% of the stock. Paloma Prns Company invested in 6,130 shares. Utah Retirement Sys accumulated 26,042 shares. Citigroup accumulated 284,438 shares.

York Capital Management Global Advisors Llc, which manages about $4.13 billion US Long portfolio, upped its stake in Coty Inc (NYSE:COTY) by 255,955 shares to 3.25 million shares, valued at $64.57M in 2017Q4, according to the filing. It also increased its holding in Forest City Rlty Tr Inc by 539,768 shares in the quarter, for a total of 1.34 million shares, and has risen its stake in China Biologic Prods Hldgs I.

Among 11 analysts covering Bunge Limited (NYSE:BG), 8 have Buy rating, 0 Sell and 3 Hold. Therefore 73% are positive. Bunge Limited had 36 analyst reports since July 31, 2015 according to SRatingsIntel. The firm has “Outperform” rating given on Tuesday, September 29 by BMO Capital Markets. Citigroup maintained the shares of BG in report on Friday, April 29 with “Buy” rating. The rating was downgraded by Citigroup on Thursday, September 28 to “Neutral”. Credit Suisse maintained Bunge Limited (NYSE:BG) on Friday, May 26 with “Hold” rating. The stock has “Hold” rating by TheStreet on Monday, August 3. The firm has “Hold” rating by Robert W. Baird given on Friday, October 13. As per Wednesday, February 14, the company rating was maintained by Piper Jaffray. The firm earned “Outperform” rating on Thursday, May 3 by Credit Suisse. BMO Capital Markets maintained it with “Buy” rating and $8700 target in Monday, June 12 report. The stock of Bunge Limited (NYSE:BG) has “Hold” rating given on Monday, September 11 by Robert W. Baird.

Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) Ratings Chart

Leave a Reply

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