Archive for Mark Dietrich

Connor Clark & Lunn Investment Management Ltd. Decreases Holdings in Union Pacific Co. (NYSE:UNP)

Connor Clark & Lunn Investment Management Ltd. reduced its position in Union Pacific Co. (NYSE:UNP) by 0.5% in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 274,019 shares of the railroad operator’s stock after selling 1,431 shares during the period. Connor […]

Connor Clark & Lunn Investment Management Ltd. Cuts Holdings in 3M Co (NYSE:MMM)

Connor Clark & Lunn Investment Management Ltd. trimmed its holdings in shares of 3M Co (NYSE:MMM) by 14.2% in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 218,712 shares of the conglomerate’s stock after selling 36,225 shares during the period. Connor […]

Belpointe Asset Management LLC Sells 16,864 Shares of Apple Inc. (NASDAQ:AAPL)

Belpointe Asset Management LLC reduced its position in Apple Inc. (NASDAQ:AAPL) by 12.1% during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 122,234 shares of the iPhone maker’s stock after selling 16,864 shares during the period. Apple comprises about 4.4% of […]

Republic Services, Inc. (NYSE:RSG) Shares Sold by Baird Financial Group Inc.

Baird Financial Group Inc. lowered its stake in shares of Republic Services, Inc. (NYSE:RSG) by 4.0% during the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 36,851 shares of the business services provider’s stock after selling 1,555 shares during the period. Baird Financial […]

CA Family Wealth LLC Makes New Investment in Merck & Co., Inc. (NYSE:MRK)

CA Family Wealth LLC purchased a new position in Merck & Co., Inc. (NYSE:MRK) during the 4th quarter, according to its most recent 13F filing with the SEC. The firm purchased 6,709 shares of the company’s stock, valued at approximately $610,000. Merck & Co., Inc. comprises 0.4% of CA Family Wealth LLC’s investment portfolio, making […]

Capital Wealth Planning LLC Has $76.72 Million Holdings in Merck & Co., Inc. (NYSE:MRK)

Capital Wealth Planning LLC grew its position in shares of Merck & Co., Inc. (NYSE:MRK) by 63.6% in the fourth quarter, Holdings Channel reports. The fund owned 843,555 shares of the company’s stock after buying an additional 327,857 shares during the quarter. Merck & Co., Inc. makes up about 4.5% of Capital Wealth Planning LLC’s […]

Envestnet Asset Management Inc. Has $419,000 Stock Holdings in Cameco Corp (NYSE:CCJ)

Envestnet Asset Management Inc. increased its holdings in shares of Cameco Corp (NYSE:CCJ) (TSE:CCO) by 7.8% in the 4th quarter, according to its most recent filing with the SEC. The fund owned 47,056 shares of the basic materials company’s stock after purchasing an additional 3,417 shares during the period. Envestnet Asset Management Inc.’s holdings in […]

Great West Life Assurance Co. Can Acquires Shares of 7,895 City Office REIT Inc (NYSE:CIO)

Great West Life Assurance Co. Can acquired a new stake in City Office REIT Inc (NYSE:CIO) in the 4th quarter, HoldingsChannel reports. The institutional investor acquired 7,895 shares of the real estate investment trust’s stock, valued at approximately $106,000. A number of other institutional investors and hedge funds have also modified their holdings of CIO. […]

NorthWestern Corp (NYSE:NWE) Stock Position Raised by Brinker Capital Inc.

Brinker Capital Inc. lifted its holdings in shares of NorthWestern Corp (NYSE:NWE) by 50.0% in the fourth quarter, Holdings Channel.com reports. The institutional investor owned 19,583 shares of the utilities provider’s stock after purchasing an additional 6,524 shares during the quarter. Brinker Capital Inc.’s holdings in NorthWestern were worth $1,404,000 as of its most recent […]

Belpointe Asset Management LLC Invests $167,000 in Cracker Barrel Old Country Store, Inc. (NASDAQ:CBRL)

Belpointe Asset Management LLC purchased a new position in Cracker Barrel Old Country Store, Inc. (NASDAQ:CBRL) in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor purchased 1,086 shares of the restaurant operator’s stock, valued at approximately $167,000. Other institutional investors and hedge […]

Whitbread (LON:WTB) PT Lowered to GBX 3,550

Whitbread (LON:WTB) had its price objective reduced by stock analysts at Peel Hunt from GBX 5,200 ($68.40) to GBX 3,550 ($46.70) in a research note issued on Monday, ThisIsMoney.Co.Uk reports. The firm currently has a “buy” rating on the stock. Peel Hunt’s price target points to a potential upside of 19.41% from the stock’s current […]

Oxford Asset Management LLP Sells 23,003 Shares of Fennec Pharmaceuticals Inc (NASDAQ:FENC)

Oxford Asset Management LLP cut its holdings in Fennec Pharmaceuticals Inc (NASDAQ:FENC) by 27.8% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 59,746 shares of the company’s stock after selling 23,003 shares during the period. Oxford Asset Management […]

Oxford Asset Management LLP Boosts Stake in Avaya Holdings Corp (NYSE:AVYA)

Oxford Asset Management LLP lifted its stake in Avaya Holdings Corp (NYSE:AVYA) by 16.5% in the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 27,939 shares of the company’s stock after purchasing an additional 3,965 shares during the period. Oxford Asset Management LLP’s holdings […]

Bank of New York Mellon Corp Sells 197,266 Shares of South Jersey Industries Inc (NYSE:SJI)

Bank of New York Mellon Corp lowered its position in South Jersey Industries Inc (NYSE:SJI) by 11.6% in the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 1,509,375 shares of the utilities provider’s stock after selling 197,266 shares during the period. […]

Telenav Inc (NASDAQ:TNAV) Shares Sold by Oxford Asset Management LLP

Oxford Asset Management LLP lessened its holdings in shares of Telenav Inc (NASDAQ:TNAV) by 70.3% during the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 81,881 shares of the technology company’s stock after selling 193,633 shares during the quarter. Oxford Asset Management […]

Canadian National Railway (NYSE:CNI) Holdings Increased by Connor Clark & Lunn Investment Management Ltd.

Connor Clark & Lunn Investment Management Ltd. grew its holdings in shares of Canadian National Railway (NYSE:CNI) (TSE:CNR) by 1.7% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 6,652,636 shares of the transportation company’s stock after buying an additional 110,015 shares during the […]

Connor Clark & Lunn Investment Management Ltd. Purchases 114,225 Shares of Fidelity National Information Servcs Inc (NYSE:FIS)

Connor Clark & Lunn Investment Management Ltd. raised its stake in shares of Fidelity National Information Servcs Inc (NYSE:FIS) by 50.7% during the 4th quarter, according to the company in its most recent filing with the SEC. The firm owned 339,496 shares of the information technology services provider’s stock after purchasing an additional 114,225 shares […]

Toll Brothers (NYSE:TOL) Rating Reiterated by Royal Bank of Canada

Royal Bank of Canada reiterated their buy rating on shares of Toll Brothers (NYSE:TOL) in a research note released on Thursday, AnalystRatings.com reports. They currently have a $31.00 target price on the construction company’s stock. Several other research firms have also commented on TOL. SunTrust Banks reiterated an average rating and set a $47.00 price […]

Morgan Stanley Trims UnitedHealth Group (NYSE:UNH) Target Price to $281.00

UnitedHealth Group (NYSE:UNH) had its target price reduced by Morgan Stanley from $341.00 to $281.00 in a report published on Friday, BenzingaRatingsTable reports. They currently have an overweight rating on the healthcare conglomerate’s stock. Other research analysts have also issued reports about the stock. Argus reissued a buy rating and set a $340.00 price objective […]

Suncor Energy Inc. (NYSE:SU) Shares Sold by Connor Clark & Lunn Investment Management Ltd.

Connor Clark & Lunn Investment Management Ltd. reduced its stake in Suncor Energy Inc. (NYSE:SU) (TSE:SU) by 11.6% in the 4th quarter, according to the company in its most recent filing with the SEC. The fund owned 12,595,668 shares of the oil and gas producer’s stock after selling 1,659,402 shares during the quarter. Suncor Energy […]

Envestnet Asset Management Inc. Increases Stake in AllianceBernstein Global Hgh Incm Fd Inc (NYSE:AWF)

Envestnet Asset Management Inc. increased its stake in AllianceBernstein Global Hgh Incm Fd Inc (NYSE:AWF) by 22.5% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 34,023 shares of the closed-end fund’s stock after buying an additional 6,257 shares during the period. Envestnet Asset […]

CA Family Wealth LLC Purchases Shares of 2,467 CROWN CASTLE IN/SH SH (NYSE:CCI)

CA Family Wealth LLC purchased a new stake in CROWN CASTLE IN/SH SH (NYSE:CCI) during the fourth quarter, according to its most recent filing with the Securities & Exchange Commission. The institutional investor purchased 2,467 shares of the real estate investment trust’s stock, valued at approximately $351,000. A number of other large investors also recently […]

Insider Buying: UMH PROPERTIES/SH SH (NYSE:UMH) Director Purchases $20,860.00 in Stock

UMH PROPERTIES/SH SH (NYSE:UMH) Director Steven B. Wolgin purchased 2,000 shares of the business’s stock in a transaction that occurred on Thursday, March 26th. The stock was bought at an average cost of $10.43 per share, for a total transaction of $20,860.00. Following the completion of the acquisition, the director now directly owns 30,962 shares […]

Brooktree Capital Management Makes New $1.37 Million Investment in Abbott Laboratories (NYSE:ABT)

Brooktree Capital Management purchased a new position in Abbott Laboratories (NYSE:ABT) during the 4th quarter, HoldingsChannel reports. The firm purchased 15,801 shares of the healthcare product maker’s stock, valued at approximately $1,372,000. Abbott Laboratories accounts for about 1.3% of Brooktree Capital Management’s portfolio, making the stock its 26th largest holding. Several other hedge funds and […]

NXP Semiconductors NV (NASDAQ:NXPI) Shares Purchased by Brinker Capital Inc.

Brinker Capital Inc. boosted its position in NXP Semiconductors NV (NASDAQ:NXPI) by 134.1% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 10,614 shares of the semiconductor provider’s stock after buying an additional 6,081 shares during the quarter. Brinker Capital Inc.’s holdings […]

Silvercorp Metals Inc (NYSEAMERICAN:SVM) Shares Acquired by Credit Suisse AG

Credit Suisse AG grew its stake in Silvercorp Metals Inc (NYSEAMERICAN:SVM) by 82.6% during the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 262,041 shares of the company’s stock after purchasing an additional 118,564 shares during the period. Credit Suisse AG owned approximately […]

Brinker Capital Inc. Buys 317 Shares of Legg Mason Inc (NYSE:LM)

Brinker Capital Inc. boosted its stake in shares of Legg Mason Inc (NYSE:LM) by 0.7% during the fourth quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 43,218 shares of the asset manager’s stock after acquiring an additional 317 shares during the quarter. Brinker Capital […]

Brinker Capital Inc. Decreases Stock Position in FedEx Co. (NYSE:FDX)

Brinker Capital Inc. lowered its stake in FedEx Co. (NYSE:FDX) by 11.0% during the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 11,534 shares of the shipping service provider’s stock after selling 1,432 shares during the period. Brinker Capital Inc.’s holdings in FedEx […]

Brinker Capital Inc. Sells 1,149 Shares of Gartner Inc (NYSE:IT)

Brinker Capital Inc. decreased its position in Gartner Inc (NYSE:IT) by 9.0% in the 4th quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 11,577 shares of the information technology services provider’s stock after selling 1,149 shares during the quarter. Brinker Capital Inc.’s holdings in Gartner […]

Axa Invests $6.24 Million in Patterson-UTI Energy, Inc. (NASDAQ:PTEN)

Axa bought a new position in shares of Patterson-UTI Energy, Inc. (NASDAQ:PTEN) in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor bought 594,000 shares of the oil and gas company’s stock, valued at approximately $6,237,000. Axa owned approximately 0.31% of Patterson-UTI […]

Capital Wealth Planning LLC Has $49.22 Million Stock Position in American Express (NYSE:AXP)

Capital Wealth Planning LLC raised its holdings in American Express (NYSE:AXP) by 5.0% in the 4th quarter, according to the company in its most recent filing with the SEC. The firm owned 395,406 shares of the payment services company’s stock after acquiring an additional 18,921 shares during the quarter. American Express makes up about 2.9% […]

Credit Suisse AG Sells 3,023 Shares of Daqo New Energy Corp (NYSE:DQ)

Credit Suisse AG trimmed its position in shares of Daqo New Energy Corp (NYSE:DQ) by 9.0% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 30,427 shares of the semiconductor company’s stock after selling 3,023 shares during the quarter. Credit Suisse AG’s holdings […]

Canon Inc (NYSE:CAJ) Holdings Trimmed by Credit Suisse AG

Credit Suisse AG trimmed its position in shares of Canon Inc (NYSE:CAJ) by 77.6% during the 4th quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 57,751 shares of the technology company’s stock after selling 200,195 shares during the period. Credit Suisse AG’s holdings in Canon were […]

Citigroup Inc. Increases Stake in Winmark Co. (NASDAQ:WINA)

Citigroup Inc. raised its position in Winmark Co. (NASDAQ:WINA) by 48.7% during the fourth quarter, HoldingsChannel reports. The firm owned 510 shares of the specialty retailer’s stock after purchasing an additional 167 shares during the period. Citigroup Inc.’s holdings in Winmark were worth $101,000 at the end of the most recent reporting period. Other hedge […]

Visa (NYSE:V) PT Lowered to at Royal Bank of Canada

Visa (NYSE:V) had its price target trimmed by Royal Bank of Canada from to in a report issued on Thursday morning, The Fly reports. A number of other research analysts have also commented on V. Compass Point began coverage on Visa in a research note on Thursday, December 5th. They issued a buy rating for […]

Short Interest in ArcelorMittal SA (NYSE:MT) Expands By 31.9%

ArcelorMittal SA (NYSE:MT) saw a significant growth in short interest during the month of March. As of March 13th, there was short interest totalling 16,105,100 shares, a growth of 31.9% from the February 27th total of 12,210,000 shares. Based on an average daily trading volume, of 3,210,000 shares, the short-interest ratio is presently 5.0 days. […]

Citigroup Inc. Purchases Shares of 8,464 First Trust Senior Fltng Rate Incm Fd II (NYSE:FCT)

Citigroup Inc. purchased a new stake in First Trust Senior Fltng Rate Incm Fd II (NYSE:FCT) during the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm purchased 8,464 shares of the investment management company’s stock, valued at approximately $106,000. Several other hedge funds […]

Envestnet Asset Management Inc. Increases Stock Holdings in Jack in the Box Inc. (NASDAQ:JACK)

Envestnet Asset Management Inc. grew its position in Jack in the Box Inc. (NASDAQ:JACK) by 51.7% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 5,351 shares of the restaurant operator’s stock after buying an additional 1,824 shares during […]

Capital Wealth Planning LLC Has $2.75 Million Holdings in Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ)

Capital Wealth Planning LLC lifted its holdings in shares of Schwab U.S. Aggregate Bond ETF (NYSEARCA:SCHZ) by 2.3% during the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 51,383 shares of the company’s stock after purchasing an additional 1,132 shares during the period. Capital […]

Westlake Chemical (NYSE:WLK) Price Target Cut to $47.00

Westlake Chemical (NYSE:WLK) had its price target decreased by SunTrust Banks from $65.00 to $47.00 in a research note released on Thursday morning, The Fly reports. SunTrust Banks currently has a hold rating on the specialty chemicals company’s stock. A number of other research analysts also recently weighed in on the company. JPMorgan Chase & […]