Archive for Lindsey Winhoffer

Capital Wealth Planning LLC Has $47.98 Million Position in Verizon Communications Inc. (NYSE:VZ)

March 30th, 2020 - Comments Off - Filed Under - by Lindsey Winhoffer

Capital Wealth Planning LLC lifted its stake in Verizon Communications Inc. (NYSE:VZ) by 47.4% in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 781,475 shares of the cell phone carrier’s stock after purchasing an additional 251,244 shares during the period. […]

6,179 Shares in United Technologies Co. (NYSE:UTX) Purchased by Brooktree Capital Management

March 30th, 2020 - Comments Off - Filed Under - by Lindsey Winhoffer

Brooktree Capital Management acquired a new position in United Technologies Co. (NYSE:UTX) in the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor acquired 6,179 shares of the conglomerate’s stock, valued at approximately $925,000. A number of other large investors have also added to or reduced their […]

AQR Capital Management LLC Has $9.32 Million Stock Position in SBA Communications Co. (NASDAQ:SBAC)

March 30th, 2020 - Comments Off - Filed Under - by Lindsey Winhoffer

AQR Capital Management LLC reduced its holdings in shares of SBA Communications Co. (NASDAQ:SBAC) by 23.7% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 38,667 shares of the technology company’s stock after selling 11,985 shares during the quarter. AQR Capital Management […]

Credit Suisse AG Raises Stock Holdings in H&E Equipment Services, Inc. (NASDAQ:HEES)

March 30th, 2020 - Comments Off - Filed Under - by Lindsey Winhoffer

Credit Suisse AG boosted its holdings in H&E Equipment Services, Inc. (NASDAQ:HEES) by 42.2% in the fourth quarter, HoldingsChannel reports. The firm owned 44,876 shares of the industrial products company’s stock after purchasing an additional 13,324 shares during the period. Credit Suisse AG’s holdings in H&E Equipment Services were worth $1,500,000 as of its most […]

La-Z-Boy Incorporated (NYSE:LZB) Stake Raised by Credit Suisse AG

March 30th, 2020 - Comments Off - Filed Under - by Lindsey Winhoffer

Credit Suisse AG grew its holdings in shares of La-Z-Boy Incorporated (NYSE:LZB) by 34.3% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 51,335 shares of the company’s stock after buying an additional 13,125 shares during the period. Credit Suisse […]

Baird Financial Group Inc. Has $3.55 Million Stake in Kontoor Brands (NYSE:KTB)

March 30th, 2020 - Comments Off - Filed Under - by Lindsey Winhoffer

Baird Financial Group Inc. grew its holdings in Kontoor Brands (NYSE:KTB) by 9.3% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 84,580 shares of the company’s stock after buying an additional 7,186 shares during the period. Baird Financial Group […]

Facebook, Inc. (NASDAQ:FB) Position Lessened by Capital Wealth Planning LLC

March 30th, 2020 - Comments Off - Filed Under - by Lindsey Winhoffer

Capital Wealth Planning LLC decreased its stake in Facebook, Inc. (NASDAQ:FB) by 10.3% during the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 14,700 shares of the social networking company’s stock after selling 1,695 shares during the period. Capital Wealth Planning LLC’s […]

Capital Wealth Planning LLC Purchases 615 Shares of iShares US Technology ETF (NYSEARCA:IYW)

March 30th, 2020 - Comments Off - Filed Under - by Lindsey Winhoffer

Capital Wealth Planning LLC grew its stake in shares of iShares US Technology ETF (NYSEARCA:IYW) by 3.5% during the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 18,254 shares of the exchange traded fund’s stock after acquiring an additional 615 shares during […]

Direct Line Insurance Group’s (DLG) “Add” Rating Reiterated at Peel Hunt

March 30th, 2020 - Comments Off - Filed Under - by Lindsey Winhoffer

Direct Line Insurance Group (LON:DLG)‘s stock had its “add” rating reissued by stock analysts at Peel Hunt in a research note issued to investors on Monday, ThisIsMoney.Co.Uk reports. A number of other equities analysts have also recently issued reports on the company. Deutsche Bank lowered their target price on Direct Line Insurance Group from GBX […]

SAP SE (NYSE:SAP) Stake Lowered by Bank of New York Mellon Corp

March 30th, 2020 - Comments Off - Filed Under - by Lindsey Winhoffer

Bank of New York Mellon Corp cut its stake in shares of SAP SE (NYSE:SAP) by 1.3% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 389,884 shares of the software maker’s stock after selling 5,161 shares during the quarter. Bank of New […]

Stifel Financial Corp (NYSE:SF) Shares Sold by Bank of New York Mellon Corp

March 30th, 2020 - Comments Off - Filed Under - by Lindsey Winhoffer

Bank of New York Mellon Corp decreased its holdings in shares of Stifel Financial Corp (NYSE:SF) by 2.2% during the 4th quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund owned 899,901 shares of the financial services provider’s stock after selling 20,419 shares during the quarter. Bank of New […]

CA Family Wealth LLC Acquires Shares of 3,632 Nasdaq Inc (NASDAQ:NDAQ)

March 30th, 2020 - Comments Off - Filed Under - by Lindsey Winhoffer

CA Family Wealth LLC acquired a new stake in Nasdaq Inc (NASDAQ:NDAQ) during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund acquired 3,632 shares of the financial services provider’s stock, valued at approximately $389,000. A number of other institutional investors and hedge funds have […]

Brooktree Capital Management Takes $484,000 Position in Union Pacific Co. (NYSE:UNP)

March 30th, 2020 - Comments Off - Filed Under - by Lindsey Winhoffer

Brooktree Capital Management acquired a new stake in Union Pacific Co. (NYSE:UNP) during the 4th quarter, according to its most recent filing with the SEC. The institutional investor acquired 2,677 shares of the railroad operator’s stock, valued at approximately $484,000. Several other hedge funds also recently added to or reduced their stakes in UNP. Simon […]

CA Family Wealth LLC Takes $397,000 Position in Alphabet Inc (NASDAQ:GOOG)

March 30th, 2020 - Comments Off - Filed Under - by Lindsey Winhoffer

CA Family Wealth LLC purchased a new stake in shares of Alphabet Inc (NASDAQ:GOOG) in the 4th quarter, according to its most recent filing with the Securities and Exchange Commission. The fund purchased 297 shares of the information services provider’s stock, valued at approximately $397,000. Other institutional investors have also recently made changes to their […]

CA Family Wealth LLC Buys Shares of 9,053 Intel Co. (NASDAQ:INTC)

March 30th, 2020 - Comments Off - Filed Under - by Lindsey Winhoffer

CA Family Wealth LLC bought a new stake in shares of Intel Co. (NASDAQ:INTC) in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor bought 9,053 shares of the chip maker’s stock, valued at approximately $542,000. Intel comprises about 0.4% […]

Brooktree Capital Management Buys Shares of 812 Walt Disney Co (NYSE:DIS)

March 30th, 2020 - Comments Off - Filed Under - by Lindsey Winhoffer

Brooktree Capital Management bought a new stake in shares of Walt Disney Co (NYSE:DIS) in the fourth quarter, according to its most recent filing with the Securities and Exchange Commission. The fund bought 812 shares of the entertainment giant’s stock, valued at approximately $117,000. A number of other institutional investors and hedge funds also recently […]

Credit Suisse AG Raises Stake in Waddell & Reed Financial, Inc. (NYSE:WDR)

March 30th, 2020 - Comments Off - Filed Under - by Lindsey Winhoffer

Credit Suisse AG boosted its position in Waddell & Reed Financial, Inc. (NYSE:WDR) by 8.8% during the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 89,452 shares of the asset manager’s stock after buying an additional 7,224 shares during the period. Credit Suisse […]

Credit Suisse AG Lowers Stock Position in POSCO (NYSE:PKX)

March 30th, 2020 - Comments Off - Filed Under - by Lindsey Winhoffer

Credit Suisse AG lowered its stake in shares of POSCO (NYSE:PKX) by 51.4% in the 4th quarter, according to the company in its most recent disclosure with the SEC. The firm owned 30,758 shares of the basic materials company’s stock after selling 32,527 shares during the quarter. Credit Suisse AG’s holdings in POSCO were worth […]

Credit Suisse AG Has $1.57 Million Stock Holdings in Ambarella Inc (NASDAQ:AMBA)

March 30th, 2020 - Comments Off - Filed Under - by Lindsey Winhoffer

Credit Suisse AG cut its position in Ambarella Inc (NASDAQ:AMBA) by 9.3% during the 4th quarter, according to the company in its most recent disclosure with the SEC. The firm owned 25,872 shares of the semiconductor company’s stock after selling 2,665 shares during the period. Credit Suisse AG owned about 0.08% of Ambarella worth $1,567,000 […]

Citigroup Inc. Buys 3,108 Shares of OMNOVA Solutions Inc. (NYSE:OMN)

March 30th, 2020 - Comments Off - Filed Under - by Lindsey Winhoffer

Citigroup Inc. grew its stake in OMNOVA Solutions Inc. (NYSE:OMN) by 51.5% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 9,147 shares of the specialty chemicals company’s stock after purchasing an additional 3,108 shares during the quarter. Citigroup Inc.’s holdings in […]

Citigroup Inc. Has $92,000 Holdings in Ardagh Group SA (NYSE:ARD)

March 30th, 2020 - Comments Off - Filed Under - by Lindsey Winhoffer

Citigroup Inc. lifted its holdings in Ardagh Group SA (NYSE:ARD) by 52.2% during the 4th quarter, according to its most recent disclosure with the SEC. The institutional investor owned 4,692 shares of the company’s stock after acquiring an additional 1,610 shares during the period. Citigroup Inc.’s holdings in Ardagh Group were worth $92,000 as of […]

Citigroup Inc. Purchases 2,272 Shares of Change Healthcare Inc. (NASDAQ:CHNG)

March 30th, 2020 - Comments Off - Filed Under - by Lindsey Winhoffer

Citigroup Inc. boosted its position in shares of Change Healthcare Inc. (NASDAQ:CHNG) by 66.3% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 5,701 shares of the company’s stock after acquiring an additional 2,272 shares during the quarter. Citigroup Inc.’s holdings in […]

Great West Life Assurance Co. Can Makes New $77,000 Investment in Solar Senior Capital Ltd (NASDAQ:SUNS)

March 30th, 2020 - Comments Off - Filed Under - by Lindsey Winhoffer

Great West Life Assurance Co. Can purchased a new position in shares of Solar Senior Capital Ltd (NASDAQ:SUNS) in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund purchased 4,414 shares of the asset manager’s stock, valued at approximately $77,000. A number of other […]

Capital Wealth Planning LLC Has $5.16 Million Holdings in SPDR Dow Jones Industrial Average ETF Trust (NYSEARCA:DIA)

March 30th, 2020 - Comments Off - Filed Under - by Lindsey Winhoffer

Capital Wealth Planning LLC lifted its holdings in shares of SPDR Dow Jones Industrial Average ETF Trust (NYSEARCA:DIA) by 31.0% during the fourth quarter, Holdings Channel.com reports. The firm owned 18,113 shares of the exchange traded fund’s stock after acquiring an additional 4,283 shares during the quarter. Capital Wealth Planning LLC’s holdings in SPDR Dow […]

Envestnet Asset Management Inc. Makes New $437,000 Investment in United States Oil Fund LP (NYSEARCA:USO)

March 30th, 2020 - Comments Off - Filed Under - by Lindsey Winhoffer

Envestnet Asset Management Inc. purchased a new position in shares of United States Oil Fund LP (NYSEARCA:USO) in the 4th quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The institutional investor purchased 34,122 shares of the company’s stock, valued at approximately $437,000. A number of other large investors have […]

CA Family Wealth LLC Acquires New Shares in Charles River Laboratories Intl. Inc (NYSE:CRL)

March 30th, 2020 - Comments Off - Filed Under - by Lindsey Winhoffer

CA Family Wealth LLC acquired a new stake in Charles River Laboratories Intl. Inc (NYSE:CRL) during the 4th quarter, according to its most recent disclosure with the SEC. The institutional investor acquired 1,965 shares of the medical research company’s stock, valued at approximately $300,000. A number of other hedge funds have also added to or […]

Microsoft Co. (NASDAQ:MSFT) Shares Purchased by BCJ Capital Management LLC

March 30th, 2020 - Comments Off - Filed Under - by Lindsey Winhoffer

BCJ Capital Management LLC increased its stake in shares of Microsoft Co. (NASDAQ:MSFT) by 1.0% in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 7,689 shares of the software giant’s stock after purchasing an additional 78 shares during the quarter. BCJ […]

Bank of America Corp DE Buys 72,380 Shares of Omnicell, Inc. (NASDAQ:OMCL)

March 30th, 2020 - Comments Off - Filed Under - by Lindsey Winhoffer

Bank of America Corp DE grew its stake in shares of Omnicell, Inc. (NASDAQ:OMCL) by 29.7% in the 4th quarter, according to its most recent disclosure with the SEC. The institutional investor owned 315,833 shares of the company’s stock after acquiring an additional 72,380 shares during the period. Bank of America Corp DE owned about […]

Bank of America Corp DE Grows Stock Position in UniFirst Corp (NYSE:UNF)

March 30th, 2020 - Comments Off - Filed Under - by Lindsey Winhoffer

Bank of America Corp DE increased its holdings in UniFirst Corp (NYSE:UNF) by 15.2% during the 4th quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 134,512 shares of the textile maker’s stock after buying an additional 17,782 shares during the period. Bank of America Corp […]

Aurora Investment Counsel Trims Holdings in Arista Networks Inc (NYSE:ANET)

March 30th, 2020 - Comments Off - Filed Under - by Lindsey Winhoffer

Aurora Investment Counsel trimmed its stake in Arista Networks Inc (NYSE:ANET) by 40.0% during the fourth quarter, according to its most recent 13F filing with the SEC. The firm owned 5,129 shares of the technology company’s stock after selling 3,419 shares during the period. Aurora Investment Counsel’s holdings in Arista Networks were worth $1,043,000 as […]

Arista Networks Inc (NYSE:ANET) Stock Position Increased by AQR Capital Management LLC

March 30th, 2020 - Comments Off - Filed Under - by Lindsey Winhoffer

AQR Capital Management LLC lifted its position in Arista Networks Inc (NYSE:ANET) by 76.5% during the fourth quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 43,777 shares of the technology company’s stock after buying an additional 18,979 shares during the period. AQR Capital Management LLC owned approximately 0.06% […]

Oxford Asset Management LLP Reduces Stock Position in Kraton Corp (NYSE:KRA)

March 30th, 2020 - Comments Off - Filed Under - by Lindsey Winhoffer

Oxford Asset Management LLP lessened its holdings in Kraton Corp (NYSE:KRA) by 73.3% during the fourth quarter, according to its most recent disclosure with the SEC. The institutional investor owned 15,507 shares of the specialty chemicals company’s stock after selling 42,532 shares during the period. Oxford Asset Management LLP’s holdings in Kraton were worth $393,000 […]

Oxford Asset Management LLP Invests $402,000 in Leggett & Platt, Inc. (NYSE:LEG)

March 30th, 2020 - Comments Off - Filed Under - by Lindsey Winhoffer

Oxford Asset Management LLP acquired a new position in Leggett & Platt, Inc. (NYSE:LEG) during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund acquired 7,917 shares of the company’s stock, valued at approximately $402,000. Other institutional investors have also bought and sold shares of the […]

Oxford Asset Management LLP Acquires Shares of 63,240 New Media Investment Group Inc (NYSE:NEWM)

March 30th, 2020 - Comments Off - Filed Under - by Lindsey Winhoffer

Oxford Asset Management LLP bought a new position in New Media Investment Group Inc (NYSE:NEWM) during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund bought 63,240 shares of the company’s stock, valued at approximately $403,000. Oxford Asset Management LLP owned approximately 0.10% of New […]

Oxford Asset Management LLP Purchases Shares of 11,573 STAAR Surgical (NASDAQ:STAA)

March 30th, 2020 - Comments Off - Filed Under - by Lindsey Winhoffer

Oxford Asset Management LLP purchased a new stake in shares of STAAR Surgical (NASDAQ:STAA) during the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund purchased 11,573 shares of the medical instruments supplier’s stock, valued at approximately $407,000. A number of other large investors have […]

29,020 Shares in BlackRock TCP Capital Corp (NASDAQ:TCPC) Purchased by Oxford Asset Management LLP

March 30th, 2020 - Comments Off - Filed Under - by Lindsey Winhoffer

Oxford Asset Management LLP purchased a new position in shares of BlackRock TCP Capital Corp (NASDAQ:TCPC) during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund purchased 29,020 shares of the investment management company’s stock, valued at approximately $408,000. Other institutional investors have also recently […]

Brookfield Infrastructure Partners L.P. (NYSE:BIP) Position Trimmed by Connor Clark & Lunn Investment Management Ltd.

March 30th, 2020 - Comments Off - Filed Under - by Lindsey Winhoffer

Connor Clark & Lunn Investment Management Ltd. decreased its holdings in shares of Brookfield Infrastructure Partners L.P. (NYSE:BIP) (TSE:BIP.UN) by 23.9% in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 2,993,808 shares of the utilities provider’s stock after selling 939,405 shares […]

Tufin Software Technologies (NYSE:TUFN) Earns Buy Rating from Analysts at Dougherty & Co

March 30th, 2020 - Comments Off - Filed Under - by Lindsey Winhoffer

Dougherty & Co began coverage on shares of Tufin Software Technologies (NYSE:TUFN) in a report released on Friday, Briefing.com Automated Import reports. The firm issued a buy rating and a $12.00 target price on the stock. Several other research analysts have also recently issued reports on TUFN. Oppenheimer reissued a buy rating and set a […]

Two Harbors Investment (NYSE:TWO) PT Lowered to $6.00 at Raymond James

March 30th, 2020 - Comments Off - Filed Under - by Lindsey Winhoffer

Two Harbors Investment (NYSE:TWO) had its price target decreased by Raymond James from $15.50 to $6.00 in a research report report published on Friday morning, BenzingaRatingsTable reports. Raymond James currently has an outperform rating on the real estate investment trust’s stock. A number of other brokerages also recently weighed in on TWO. Credit Suisse Group […]

Pioneer Diversified High Income Trust (NYSEAMERICAN:HNW) Holdings Raised by Envestnet Asset Management Inc.

March 30th, 2020 - Comments Off - Filed Under - by Lindsey Winhoffer

Envestnet Asset Management Inc. increased its stake in shares of Pioneer Diversified High Income Trust (NYSEAMERICAN:HNW) by 21.8% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 26,977 shares of the company’s stock after buying an additional 4,826 shares during […]

Archive for Lindsey Winhoffer

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