SEC Filing Articles

Marshfield Associates Sells 38,855 Shares of Waters Co. (NYSE:WAT)

Marshfield Associates cut its holdings in Waters Co. (NYSE:WAT) by 41.7% during the first quarter, HoldingsChannel.com reports. The firm owned 54,326 shares of the medical instruments supplier’s stock after selling 38,855 shares during the period. Waters comprises about 0.8% of Marshfield Associates’ investment portfolio, making the stock its 18th biggest holding. Marshfield Associates’ holdings in […]

Hess Corp. (NYSE:HES) Position Boosted by Fmr LLC

Fmr LLC lifted its stake in Hess Corp. (NYSE:HES) by 66.0% in the first quarter, according to its most recent filing with the Securities & Exchange Commission. The firm owned 31,017,189 shares of the oil and gas producer’s stock after purchasing an additional 12,335,629 shares during the quarter. Fmr LLC owned 0.10% of Hess worth […]

Estee Lauder Companies Inc (NYSE:EL) Shares Bought by Fmr LLC

Fmr LLC boosted its stake in shares of Estee Lauder Companies Inc (NYSE:EL) by 10.9% during the 1st quarter, according to its most recent 13F filing with the SEC. The firm owned 17,499,760 shares of the company’s stock after buying an additional 1,724,423 shares during the period. Fmr LLC’s holdings in Estee Lauder Companies were […]

WealthPLAN Partners LLC Purchases 2,714 Shares of WP Carey Inc (NYSE:WPC)

WealthPLAN Partners LLC boosted its position in shares of WP Carey Inc (NYSE:WPC) by 3.1% in the 1st quarter, according to its most recent filing with the Securities and Exchange Commission. The fund owned 89,142 shares of the real estate investment trust’s stock after purchasing an additional 2,714 shares during the quarter. WP Carey comprises […]

Walt Disney Co (NYSE:DIS) Position Boosted by WealthPLAN Partners LLC

WealthPLAN Partners LLC increased its stake in Walt Disney Co (NYSE:DIS) by 21.6% during the first quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 7,040 shares of the entertainment giant’s stock after acquiring an additional 1,250 shares during the quarter. WealthPLAN Partners LLC’s […]

WealthPLAN Partners LLC Trims Stake in iShares MSCI Emerging Markets ETF (NYSEARCA:EEM)

WealthPLAN Partners LLC reduced its position in shares of iShares MSCI Emerging Markets ETF (NYSEARCA:EEM) by 3.4% in the 1st quarter, HoldingsChannel reports. The firm owned 84,847 shares of the exchange traded fund’s stock after selling 3,009 shares during the period. WealthPLAN Partners LLC’s holdings in iShares MSCI Emerging Markets ETF were worth $3,499,000 as […]

SPDR Doubleline Total Return Tactical ETF (NYSEARCA:TOTL) Shares Sold by Horizon Investments LLC

Horizon Investments LLC cut its stake in shares of SPDR Doubleline Total Return Tactical ETF (NYSEARCA:TOTL) by 15.5% during the first quarter, Holdings Channel reports. The institutional investor owned 1,466,471 shares of the company’s stock after selling 269,218 shares during the quarter. SPDR Doubleline Total Return Tactical ETF accounts for about 2.5% of Horizon Investments […]

Mcdonald’s Corp (NYSE:MCD) Holdings Raised by Horizon Investments LLC

Horizon Investments LLC raised its position in shares of Mcdonald’s Corp (NYSE:MCD) by 21.3% in the first quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 18,806 shares of the fast-food giant’s stock after acquiring an additional 3,302 shares during the period. Horizon Investments LLC’s […]

Jack Henry & Associates, Inc. (NASDAQ:JKHY) Shares Bought by Horizon Investments LLC

Horizon Investments LLC raised its stake in Jack Henry & Associates, Inc. (NASDAQ:JKHY) by 16.8% during the 1st quarter, Holdings Channel reports. The firm owned 20,915 shares of the technology company’s stock after acquiring an additional 3,013 shares during the period. Horizon Investments LLC’s holdings in Jack Henry & Associates were worth $2,902,000 as of […]

Merit Financial Group LLC Acquires 526 Shares of Southern Co (NYSE:SO)

Merit Financial Group LLC grew its holdings in Southern Co (NYSE:SO) by 4.1% in the 1st quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 13,301 shares of the utilities provider’s stock after acquiring an additional 526 shares during the period. Merit Financial Group LLC’s holdings in […]

Merit Financial Group LLC Purchases 1,492 Shares of Bank of Nova Scotia (NYSE:BNS)

Merit Financial Group LLC boosted its position in Bank of Nova Scotia (NYSE:BNS) (TSE:BNS) by 25.6% during the 1st quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 7,330 shares of the bank’s stock after acquiring an additional 1,492 shares during the period. Merit Financial […]

Laurel Wealth Advisors Inc. Lowers Holdings in Magellan Midstream Partners, L.P. (NYSE:MMP)

Laurel Wealth Advisors Inc. decreased its holdings in shares of Magellan Midstream Partners, L.P. (NYSE:MMP) by 4.6% during the 1st quarter, Holdings Channel reports. The institutional investor owned 19,626 shares of the pipeline company’s stock after selling 945 shares during the period. Laurel Wealth Advisors Inc.’s holdings in Magellan Midstream Partners were worth $1,190,000 as […]

Laurel Wealth Advisors Inc. Sells 408 Shares of Novartis AG (NYSE:NVS)

Laurel Wealth Advisors Inc. lessened its holdings in shares of Novartis AG (NYSE:NVS) by 2.1% in the first quarter, HoldingsChannel reports. The firm owned 18,871 shares of the company’s stock after selling 408 shares during the period. Laurel Wealth Advisors Inc.’s holdings in Novartis were worth $1,814,000 as of its most recent SEC filing. A […]

Chevron Co. (NYSE:CVX) Position Trimmed by Laurel Wealth Advisors Inc.

Laurel Wealth Advisors Inc. trimmed its holdings in shares of Chevron Co. (NYSE:CVX) by 5.1% in the first quarter, HoldingsChannel.com reports. The firm owned 44,931 shares of the oil and gas company’s stock after selling 2,400 shares during the period. Chevron makes up 1.4% of Laurel Wealth Advisors Inc.’s portfolio, making the stock its 7th […]

Visa Inc (NYSE:V) Shares Bought by J.P. Marvel Investment Advisors LLC

J.P. Marvel Investment Advisors LLC grew its stake in Visa Inc (NYSE:V) by 4.8% in the 1st quarter, Holdings Channel reports. The firm owned 62,771 shares of the credit-card processor’s stock after purchasing an additional 2,875 shares during the period. Visa comprises approximately 3.2% of J.P. Marvel Investment Advisors LLC’s holdings, making the stock its […]

Redwood Investment Management LLC Purchases Shares of 29,995 SPDR Portfolio Emerging Markets ETF (NYSEARCA:SPEM)

Redwood Investment Management LLC purchased a new stake in SPDR Portfolio Emerging Markets ETF (NYSEARCA:SPEM) during the first quarter, HoldingsChannel.com reports. The firm purchased 29,995 shares of the company’s stock, valued at approximately $1,072,000. Several other institutional investors and hedge funds also recently made changes to their positions in SPEM. BB&T Securities LLC acquired a […]

Redwood Investment Management LLC Buys New Holdings in Regions Financial Corp (NYSE:RF)

Redwood Investment Management LLC bought a new position in Regions Financial Corp (NYSE:RF) during the 1st quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund bought 193,834 shares of the bank’s stock, valued at approximately $2,743,000. Regions Financial makes up approximately 1.2% of Redwood Investment Management LLC’s […]

Lombard Odier Asset Management USA Corp Buys New Holdings in Childrens Place Inc (NASDAQ:PLCE)

Lombard Odier Asset Management USA Corp bought a new stake in shares of Childrens Place Inc (NASDAQ:PLCE) during the first quarter, Holdings Channel reports. The fund bought 20,000 shares of the company’s stock, valued at approximately $1,946,000. A number of other hedge funds have also modified their holdings of the business. FMR LLC increased its […]

Lombard Odier Asset Management USA Corp Invests $2.77 Million in American Eagle Outfitters (NYSE:AEO)

Lombard Odier Asset Management USA Corp acquired a new stake in American Eagle Outfitters (NYSE:AEO) in the 1st quarter, HoldingsChannel.com reports. The fund acquired 125,000 shares of the apparel retailer’s stock, valued at approximately $2,771,000. Several other institutional investors also recently bought and sold shares of AEO. Norges Bank bought a new position in shares […]

Lombard Odier Asset Management USA Corp Has $14.21 Million Stake in Electronic Arts Inc. (NASDAQ:EA)

Lombard Odier Asset Management USA Corp increased its stake in Electronic Arts Inc. (NASDAQ:EA) by 86.5% during the 1st quarter, HoldingsChannel reports. The fund owned 139,841 shares of the game software company’s stock after purchasing an additional 64,841 shares during the quarter. Electronic Arts makes up approximately 1.1% of Lombard Odier Asset Management USA Corp’s […]

Metropolitan Life Insurance Co NY Reduces Holdings in United Technologies Co. (NYSE:UTX)

Metropolitan Life Insurance Co NY decreased its position in shares of United Technologies Co. (NYSE:UTX) by 3.5% during the 1st quarter, Holdings Channel reports. The firm owned 112,749 shares of the conglomerate’s stock after selling 4,077 shares during the quarter. Metropolitan Life Insurance Co NY’s holdings in United Technologies were worth $14,532,000 as of its […]

Gilder Gagnon Howe & Co. LLC Has $41.67 Million Holdings in Enphase Energy Inc (NASDAQ:ENPH)

Gilder Gagnon Howe & Co. LLC grew its position in shares of Enphase Energy Inc (NASDAQ:ENPH) by 30.5% in the first quarter, Holdings Channel reports. The institutional investor owned 4,514,342 shares of the semiconductor company’s stock after buying an additional 1,053,833 shares during the period. Gilder Gagnon Howe & Co. LLC’s holdings in Enphase Energy […]

Metropolitan Life Insurance Co NY Sells 8,486 Shares of Chevron Co. (NYSE:CVX)

Metropolitan Life Insurance Co NY decreased its position in shares of Chevron Co. (NYSE:CVX) by 3.1% in the 1st quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 269,038 shares of the oil and gas company’s stock after selling 8,486 shares during the quarter. Chevron comprises […]

Gilder Gagnon Howe & Co. LLC Has $87.68 Million Stake in Five Below Inc (NASDAQ:FIVE)

Gilder Gagnon Howe & Co. LLC lessened its holdings in shares of Five Below Inc (NASDAQ:FIVE) by 0.6% during the 1st quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 705,650 shares of the specialty retailer’s stock after selling 4,086 shares during the quarter. Gilder Gagnon Howe […]

Gilder Gagnon Howe & Co. LLC Reduces Stake in Mongodb Inc (NASDAQ:MDB)

Gilder Gagnon Howe & Co. LLC lowered its stake in shares of Mongodb Inc (NASDAQ:MDB) by 2.4% in the first quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 1,357,916 shares of the company’s stock after selling 32,682 shares during the quarter. Mongodb comprises […]

Altria Group Inc (NYSE:MO) Holdings Reduced by MetLife Investment Advisors LLC

MetLife Investment Advisors LLC reduced its stake in Altria Group Inc (NYSE:MO) by 0.8% during the 1st quarter, Holdings Channel reports. The firm owned 532,856 shares of the company’s stock after selling 4,536 shares during the period. MetLife Investment Advisors LLC’s holdings in Altria Group were worth $30,602,000 as of its most recent SEC filing. […]

Weiss Asset Management LP Takes $223,000 Position in Costco Wholesale Co. (NASDAQ:COST)

Weiss Asset Management LP bought a new position in shares of Costco Wholesale Co. (NASDAQ:COST) in the 1st quarter, according to its most recent filing with the Securities and Exchange Commission. The fund bought 922 shares of the retailer’s stock, valued at approximately $223,000. A number of other large investors have also recently added to […]

Front Row Advisors LLC Acquires 280 Shares of CROWN CASTLE IN/SH SH (NYSE:CCI)

Front Row Advisors LLC increased its holdings in shares of CROWN CASTLE IN/SH SH (NYSE:CCI) by 3.2% during the first quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 9,151 shares of the real estate investment trust’s stock after acquiring an additional 280 shares during the quarter. Front […]

New Residential Investment Corp (NYSE:NRZ) Holdings Lifted by Front Row Advisors LLC

Front Row Advisors LLC raised its holdings in shares of New Residential Investment Corp (NYSE:NRZ) by 18.0% in the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 7,200 shares of the real estate investment trust’s stock after purchasing an additional 1,100 shares during the […]

Hahn Capital Management LLC Has $23.27 Million Position in SEI Investments (NASDAQ:SEIC)

Hahn Capital Management LLC lessened its stake in shares of SEI Investments (NASDAQ:SEIC) by 1.4% in the first quarter, HoldingsChannel reports. The institutional investor owned 445,429 shares of the asset manager’s stock after selling 6,247 shares during the period. SEI Investments accounts for approximately 2.9% of Hahn Capital Management LLC’s portfolio, making the stock its […]

MetLife Investment Advisors LLC Cuts Stake in Boeing Co (NYSE:BA)

MetLife Investment Advisors LLC decreased its position in shares of Boeing Co (NYSE:BA) by 1.1% in the 1st quarter, according to its most recent 13F filing with the SEC. The firm owned 149,377 shares of the aircraft producer’s stock after selling 1,670 shares during the quarter. MetLife Investment Advisors LLC’s holdings in Boeing were worth […]

Abbott Laboratories (NYSE:ABT) Holdings Boosted by Dixon Hubard Feinour & Brown Inc. VA

Dixon Hubard Feinour & Brown Inc. VA grew its stake in shares of Abbott Laboratories (NYSE:ABT) by 10.4% during the first quarter, Holdings Channel reports. The institutional investor owned 8,065 shares of the healthcare product maker’s stock after acquiring an additional 760 shares during the quarter. Dixon Hubard Feinour & Brown Inc. VA’s holdings in […]

DowDuPont Inc (NYSE:DWDP) Holdings Lifted by Dixon Hubard Feinour & Brown Inc. VA

Dixon Hubard Feinour & Brown Inc. VA grew its holdings in shares of DowDuPont Inc (NYSE:DWDP) by 1.5% during the first quarter, HoldingsChannel.com reports. The firm owned 35,798 shares of the company’s stock after purchasing an additional 520 shares during the quarter. Dixon Hubard Feinour & Brown Inc. VA’s holdings in DowDuPont were worth $1,908,000 […]

Dixon Hubard Feinour & Brown Inc. VA Buys 69 Shares of Alphabet Inc (NASDAQ:GOOG)

Dixon Hubard Feinour & Brown Inc. VA lifted its stake in Alphabet Inc (NASDAQ:GOOG) by 1.2% in the first quarter, HoldingsChannel.com reports. The firm owned 5,841 shares of the information services provider’s stock after acquiring an additional 69 shares during the quarter. Alphabet makes up about 2.1% of Dixon Hubard Feinour & Brown Inc. VA’s […]

Weiss Asset Management LP Sells 223,624 Shares of Sprott Physical Platinum and Palladium (NYSEARCA:SPPP)

Weiss Asset Management LP decreased its position in shares of Sprott Physical Platinum and Palladium (NYSEARCA:SPPP) by 38.0% during the first quarter, HoldingsChannel reports. The institutional investor owned 365,013 shares of the company’s stock after selling 223,624 shares during the quarter. Weiss Asset Management LP’s holdings in Sprott Physical Platinum and Palladium were worth $3,873,000 […]

Alibaba Group Holding Ltd (NYSE:BABA) Stake Raised by M Holdings Securities Inc.

M Holdings Securities Inc. grew its holdings in shares of Alibaba Group Holding Ltd (NYSE:BABA) by 8.5% during the first quarter, Holdings Channel reports. The institutional investor owned 8,790 shares of the specialty retailer’s stock after purchasing an additional 685 shares during the quarter. M Holdings Securities Inc.’s holdings in Alibaba Group were worth $1,604,000 […]

First Dallas Securities Inc. Has $631,000 Stake in Boston Scientific Co. (NYSE:BSX)

First Dallas Securities Inc. increased its position in Boston Scientific Co. (NYSE:BSX) by 5.1% during the first quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 16,445 shares of the medical equipment provider’s stock after acquiring an additional 795 shares during the period. […]

First Dallas Securities Inc. Acquires 140 Shares of Facebook, Inc. (NASDAQ:FB)

First Dallas Securities Inc. boosted its holdings in Facebook, Inc. (NASDAQ:FB) by 6.9% during the 1st quarter, HoldingsChannel reports. The fund owned 2,175 shares of the social networking company’s stock after purchasing an additional 140 shares during the quarter. First Dallas Securities Inc.’s holdings in Facebook were worth $363,000 as of its most recent SEC […]

First Dallas Securities Inc. Has $2.70 Million Holdings in Bank of America Corp (NYSE:BAC)

First Dallas Securities Inc. lowered its position in Bank of America Corp (NYSE:BAC) by 5.0% in the first quarter, HoldingsChannel.com reports. The fund owned 97,912 shares of the financial services provider’s stock after selling 5,104 shares during the quarter. Bank of America accounts for about 1.9% of First Dallas Securities Inc.’s portfolio, making the stock […]

M Holdings Securities Inc. Increases Holdings in Procter & Gamble Co (NYSE:PG)

M Holdings Securities Inc. grew its position in shares of Procter & Gamble Co (NYSE:PG) by 65.6% in the first quarter, Holdings Channel reports. The institutional investor owned 74,301 shares of the company’s stock after buying an additional 29,427 shares during the period. Procter & Gamble accounts for 1.8% of M Holdings Securities Inc.’s holdings, […]