SEC Filing Articles

Cloud Peak Energy Inc. (CLD) Stake Boosted by Ladenburg Thalmann Financial Services Inc.

Ladenburg Thalmann Financial Services Inc. boosted its stake in shares of Cloud Peak Energy Inc. (NYSE:CLD) by 242.8% during the fourth quarter, Holdings Channel reports. The fund owned 22,011 shares of the mining company’s stock after buying an additional 15,590 shares during the period. Ladenburg Thalmann Financial Services Inc.’s holdings in Cloud Peak Energy were […]

Teachers Retirement System of The State of Kentucky Decreases Position in Semtech Co. (SMTC)

Teachers Retirement System of The State of Kentucky reduced its stake in Semtech Co. (NASDAQ:SMTC) by 6.3% during the fourth quarter, according to its most recent filing with the SEC. The fund owned 19,200 shares of the company’s stock after selling 1,300 shares during the period. Teachers Retirement System of The State of Kentucky’s holdings […]

Viavi Solutions Inc (VIAV) Shares Sold by Teachers Retirement System of The State of Kentucky

Teachers Retirement System of The State of Kentucky cut its position in Viavi Solutions Inc (NASDAQ:VIAV) by 5.8% during the fourth quarter, according to its most recent 13F filing with the SEC. The firm owned 74,100 shares of the company’s stock after selling 4,600 shares during the period. Teachers Retirement System of The State of […]

Oakview Capital Management L.P. Purchases New Position in Dow Chemical Co (DOW)

Oakview Capital Management L.P. bought a new stake in shares of Dow Chemical Co (NYSE:DOW) during the fourth quarter, Holdings Channel reports. The fund bought 168,555 shares of the company’s stock, valued at approximately $9,645,000. Dow Chemical comprises 5.4% of Oakview Capital Management L.P.’s portfolio, making the stock its 12th largest position. Other large investors […]

Costco Wholesale Co. (COST) Shares Sold by Barings LLC

Barings LLC decreased its stake in Costco Wholesale Co. (NASDAQ:COST) by 60.3% during the fourth quarter, Holdings Channel reports. The firm owned 7,538 shares of the retailer’s stock after selling 11,450 shares during the period. Barings LLC’s holdings in Costco Wholesale were worth $1,207,000 as of its most recent SEC filing. A number of other […]

46.2% Stake of Approach Resources Inc. (AREX) Owned by Wilks Brothers, LLC

Wilks Brothers, LLC stated that they own a 46.2% stake in Approach Resources Inc. (NASDAQ:AREX) in a Form 13D/A disclosure that was filed with the SEC on Tuesday, March 28th. The investor owns 39,266,600 shares of the stock valued at about $89,135,182. The reporting parties listed on the disclosure included Wilks Brothers, LLC, SDW Investments, […]

Kimberly Clark Corp (KMB) Stake Boosted by Miles Capital Inc.

Miles Capital Inc. raised its stake in shares of Kimberly Clark Corp (NYSE:KMB) by 7.5% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 7,349 shares of the company’s stock after buying an additional 512 shares during the period. Miles Capital Inc.’s holdings in […]

Zebra Technologies Corp. (ZBRA) Stake Raised by Thrivent Financial for Lutherans

Thrivent Financial for Lutherans raised its position in shares of Zebra Technologies Corp. (NASDAQ:ZBRA) by 9.1% during the fourth quarter, Holdings Channel reports. The firm owned 9,000 shares of the company’s stock after buying an additional 750 shares during the period. Thrivent Financial for Lutherans’ holdings in Zebra Technologies Corp. were worth $772,000 at the […]

Thrivent Financial for Lutherans Buys 1,010 Shares of Baxter International Inc (BAX)

Thrivent Financial for Lutherans raised its stake in shares of Baxter International Inc (NYSE:BAX) by 6.2% during the fourth quarter, Holdings Channel reports. The institutional investor owned 17,301 shares of the company’s stock after buying an additional 1,010 shares during the period. Thrivent Financial for Lutherans’ holdings in Baxter International were worth $768,000 at the […]

Rockwell Collins, Inc. (COL) Shares Sold by Putnam Investments LLC

Putnam Investments LLC decreased its stake in shares of Rockwell Collins, Inc. (NYSE:COL) by 98.7% during the fourth quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 2,670 shares of the company’s stock after selling 200,994 shares during the period. Putnam Investments LLC’s holdings in Rockwell Collins were worth […]

Viacom, Inc. (VIAB) Shares Sold by Putnam Investments LLC

Putnam Investments LLC decreased its stake in shares of Viacom, Inc. (NASDAQ:VIAB) by 12.0% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 6,985 shares of the company’s stock after selling 949 shares during the period. Putnam Investments LLC’s holdings in Viacom were worth $245,000 […]

Colgate-Palmolive Company (CL) Shares Bought by United Capital Financial Advisers LLC

United Capital Financial Advisers LLC increased its stake in Colgate-Palmolive Company (NYSE:CL) by 3.3% during the fourth quarter, according to its most recent filing with the SEC. The institutional investor owned 464,834 shares of the company’s stock after buying an additional 14,837 shares during the period. United Capital Financial Advisers LLC’s holdings in Colgate-Palmolive Company […]

AQR Capital Management LLC Increases Stake in Microsemi Co. (MSCC)

AQR Capital Management LLC raised its position in shares of Microsemi Co. (NASDAQ:MSCC) by 126.9% during the fourth quarter, Holdings Channel reports. The fund owned 60,492 shares of the company’s stock after buying an additional 33,835 shares during the period. AQR Capital Management LLC’s holdings in Microsemi were worth $3,265,000 as of its most recent […]

INC Research Holdings Inc (INCR) Position Cut by Ladenburg Thalmann Financial Services Inc.

Ladenburg Thalmann Financial Services Inc. decreased its stake in INC Research Holdings Inc (NASDAQ:INCR) by 12.4% during the fourth quarter, Holdings Channel reports. The fund owned 2,230 shares of the company’s stock after selling 316 shares during the period. Ladenburg Thalmann Financial Services Inc.’s holdings in INC Research Holdings were worth $117,000 as of its […]

Retail Opportunity Investments Corp (ROIC) Shares Sold by AQR Capital Management LLC

AQR Capital Management LLC decreased its position in shares of Retail Opportunity Investments Corp (NASDAQ:ROIC) by 11.5% during the fourth quarter, according to its most recent disclosure with the SEC. The fund owned 155,368 shares of the real estate investment trust’s stock after selling 20,111 shares during the period. AQR Capital Management LLC’s holdings in […]

Ladenburg Thalmann Financial Services Inc. Has $121,000 Stake in Best Buy Co Inc (BBY)

Ladenburg Thalmann Financial Services Inc. cut its stake in shares of Best Buy Co Inc (NYSE:BBY) by 27.6% during the fourth quarter, Holdings Channel reports. The firm owned 2,847 shares of the technology retailer’s stock after selling 1,086 shares during the period. Ladenburg Thalmann Financial Services Inc.’s holdings in Best Buy Co were worth $121,000 […]

Ladenburg Thalmann Financial Services Inc. Increases Position in Sprouts Farmers Market Inc (SFM)

Ladenburg Thalmann Financial Services Inc. increased its stake in shares of Sprouts Farmers Market Inc (NASDAQ:SFM) by 6.7% during the fourth quarter, according to its most recent disclosure with the SEC. The firm owned 6,216 shares of the company’s stock after buying an additional 390 shares during the period. Ladenburg Thalmann Financial Services Inc.’s holdings […]

Eni SpA (E) Shares Sold by Guggenheim Capital LLC

Guggenheim Capital LLC decreased its position in shares of Eni SpA (NYSE:E) by 8.5% during the fourth quarter, Holdings Channel reports. The firm owned 88,017 shares of the oil and gas exploration company’s stock after selling 8,208 shares during the period. Guggenheim Capital LLC’s holdings in Eni SpA were worth $2,838,000 as of its most […]

Metropolitan Life Insurance Co. NY Maintains Stake in SpartanNash Co (SPTN)

Metropolitan Life Insurance Co. NY held its stake in shares of SpartanNash Co (NASDAQ:SPTN) during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 25,246 shares of the company’s stock at the end of the fourth quarter. Metropolitan Life Insurance Co. NY’s holdings in […]

UnitedHealth Group Inc (UNH) Position Boosted by Hilltop Holdings Inc.

Hilltop Holdings Inc. raised its stake in shares of UnitedHealth Group Inc (NYSE:UNH) by 1.6% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 1,939 shares of the healthcare conglomerate’s stock after buying an additional 30 shares during the period. Hilltop Holdings Inc.’s holdings […]

Tudor Investment Corp Et Al Takes Position in Abeona Therapeutics Inc (ABEO)

Tudor Investment Corp Et Al acquired a new stake in Abeona Therapeutics Inc (NASDAQ:ABEO) during the fourth quarter, Holdings Channel reports. The firm acquired 33,500 shares of the biopharmaceutical company’s stock, valued at approximately $162,000. Several other large investors have also added to or reduced their stakes in ABEO. Ardsley Advisory Partners purchased a new […]

Tudor Investment Corp Et Al Increases Position in Avon Products, Inc. (AVP)

Tudor Investment Corp Et Al increased its stake in Avon Products, Inc. (NYSE:AVP) by 6.0% during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 35,101 shares of the company’s stock after buying an additional 1,998 shares during the period. Tudor Investment Corp Et […]

2,099,301 Shares in Union Pacific Co. (UNP) Acquired by Viking Global Investors LP

Viking Global Investors LP bought a new stake in shares of Union Pacific Co. (NYSE:UNP) during the fourth quarter, according to its most recent Form 13F filing with the SEC. The institutional investor bought 2,099,301 shares of the railroad operator’s stock, valued at approximately $217,656,000. Union Pacific makes up approximately 1.0% of Viking Global Investors […]

Highfields Capital Management LP Purchases New Stake in CVS Health Corp (CVS)

Highfields Capital Management LP purchased a new position in CVS Health Corp (NYSE:CVS) during the fourth quarter, Holdings Channel reports. The firm purchased 946,100 shares of the pharmacy operator’s stock, valued at approximately $74,657,000. Several other hedge funds and other institutional investors have also modified their holdings of CVS. RiverPoint Capital Management LLC raised its […]

Mastercard Inc (MA) Shares Bought by GLG Partners LP

GLG Partners LP boosted its stake in shares of Mastercard Inc (NYSE:MA) by 31.7% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission. The fund owned 49,768 shares of the company’s stock after buying an additional 11,979 shares during the period. GLG Partners LP’s holdings in Mastercard were […]

Janus Capital Management LLC Sells 2,729,508 Shares of Bristol-Myers Squibb Co (BMY)

Janus Capital Management LLC decreased its stake in Bristol-Myers Squibb Co (NYSE:BMY) by 12.1% during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 19,824,017 shares of the biopharmaceutical company’s stock after selling 2,729,508 shares during the period. Bristol-Myers Squibb makes up 1.0% of […]

UnitedHealth Group Inc (UNH) Position Increased by Tudor Investment Corp Et Al

Tudor Investment Corp Et Al boosted its stake in UnitedHealth Group Inc (NYSE:UNH) by 8.2% during the fourth quarter, Holdings Channel reports. The firm owned 192,461 shares of the healthcare conglomerate’s stock after buying an additional 14,661 shares during the period. UnitedHealth Group accounts for 0.8% of Tudor Investment Corp Et Al’s investment portfolio, making […]

Tudor Investment Corp Et Al Has $1,580,000 Stake in United Technologies Co. (UTX)

Tudor Investment Corp Et Al reduced its position in shares of United Technologies Co. (NYSE:UTX) by 82.1% during the fourth quarter, Holdings Channel reports. The institutional investor owned 14,414 shares of the company’s stock after selling 66,280 shares during the period. Tudor Investment Corp Et Al’s holdings in United Technologies were worth $1,580,000 as of […]

Two Sigma Investments LP Purchases New Stake in NRG Yield, Inc. Class C (NYLD)

Two Sigma Investments LP purchased a new stake in NRG Yield, Inc. Class C (NYSE:NYLD) during the fourth quarter, Holdings Channel reports. The firm purchased 49,662 shares of the company’s stock, valued at approximately $785,000. Several other large investors have also recently made changes to their positions in NYLD. DAVENPORT & Co LLC bought a […]

Bogle Investment Management L P DE Buys 16,400 Shares of Amgen, Inc. (AMGN)

Bogle Investment Management L P DE boosted its position in shares of Amgen, Inc. (NASDAQ:AMGN) by 25.1% during the fourth quarter, Holdings Channel reports. The fund owned 81,828 shares of the medical research company’s stock after buying an additional 16,400 shares during the period. Bogle Investment Management L P DE’s holdings in Amgen were worth […]

Fiera Capital Corp Buys 1,124 Shares of Philip Morris International Inc. (PM)

Fiera Capital Corp increased its stake in Philip Morris International Inc. (NYSE:PM) by 32.7% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 4,564 shares of the company’s stock after buying an additional 1,124 shares during the period. Fiera Capital Corp’s holdings in Philip Morris […]

First Republic Investment Management Inc. Has $31,959,000 Stake in Philip Morris International Inc. (PM)

First Republic Investment Management Inc. raised its position in Philip Morris International Inc. (NYSE:PM) by 2.0% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 349,314 shares of the company’s stock after buying an additional 6,769 shares during the period. First Republic Investment […]

First Bancorp (FBNC) Position Reduced by GSA Capital Partners LLP

GSA Capital Partners LLP cut its position in shares of First Bancorp (NASDAQ:FBNC) by 0.1% during the fourth quarter, Holdings Channel reports. The firm owned 12,173 shares of the financial services provider’s stock after selling 9 shares during the period. GSA Capital Partners LLP’s holdings in First Bancorp were worth $330,000 as of its most […]

CyrusOne Inc (CONE) Shares Sold by GSA Capital Partners LLP

GSA Capital Partners LLP decreased its stake in shares of CyrusOne Inc (NASDAQ:CONE) by 68.7% during the fourth quarter, Holdings Channel reports. The institutional investor owned 7,576 shares of the company’s stock after selling 16,624 shares during the period. GSA Capital Partners LLP’s holdings in CyrusOne were worth $339,000 as of its most recent SEC […]

McDonald's Co. (MCD) Shares Bought by Roundview Capital LLC

Roundview Capital LLC boosted its position in shares of McDonald's Co. (NYSE:MCD) by 1.2% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 22,363 shares of the fast-food giant’s stock after buying an additional 265 shares during the period. McDonald's Co. accounts for […]

Atlanta Capital Management Co. L L C Has $44,007,000 Stake in Gilead Sciences, Inc. (GILD)

Atlanta Capital Management Co. L L C reduced its position in Gilead Sciences, Inc. (NASDAQ:GILD) by 6.7% during the fourth quarter, according to its most recent Form 13F filing with the SEC. The fund owned 614,538 shares of the biopharmaceutical company’s stock after selling 44,433 shares during the period. Atlanta Capital Management Co. L L […]

Envestnet Asset Management Inc. Has $236,000 Stake in Monolithic Power Systems, Inc. (MPWR)

Envestnet Asset Management Inc. raised its stake in shares of Monolithic Power Systems, Inc. (NASDAQ:MPWR) by 68.6% during the fourth quarter, Holdings Channel reports. The firm owned 2,900 shares of the company’s stock after buying an additional 1,180 shares during the period. Envestnet Asset Management Inc.’s holdings in Monolithic Power Systems were worth $236,000 as […]

Envestnet Asset Management Inc. Has $248,000 Position in CMS Energy Co. (CMS)

Envestnet Asset Management Inc. lowered its stake in shares of CMS Energy Co. (NYSE:CMS) by 75.7% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 6,060 shares of the company’s stock after selling 18,922 shares during the period. Envestnet Asset Management Inc.’s holdings […]

American Eagle Outfitters (AEO) Position Cut by Envestnet Asset Management Inc.

Envestnet Asset Management Inc. reduced its stake in American Eagle Outfitters (NYSE:AEO) by 86.8% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm owned 16,588 shares of the apparel retailer’s stock after selling 108,862 shares during the period. Envestnet Asset Management Inc.’s holdings in American […]

Bristol Advisors LLC Buys New Stake in International Business Machines Corp. (IBM)

Bristol Advisors LLC purchased a new stake in International Business Machines Corp. (NYSE:IBM) during the fourth quarter, Holdings Channel reports. The institutional investor purchased 16,800 shares of the technology company’s stock, valued at approximately $2,789,000. International Business Machines Corp. accounts for approximately 2.8% of Bristol Advisors LLC’s holdings, making the stock its 9th largest position. […]