Chilton Investment Co Stake in Thor Industries (THO) Has Increased as Valuation Declined; Capital Planning Advisors Has Boosted Chevron New (CVX) Stake by $332,748 as Stock Declined

February 16, 2018 - By Richard Conner

Richard Chilton increased its stake in Thor Industries Inc (THO) by 8.61% based on its latest 2017Q3 regulatory filing with the SEC. Chilton Investment Co Llc bought 31,044 shares as the company’s stock declined 15.74% while stock markets rallied. The hedge fund run by Richard Chilton held 391,660 shares of the consumer non-durables company at the end of 2017Q3, valued at $49.31 million, up from 360,616 at the end of the previous reported quarter. Chilton Investment Co Llc who had been investing in Thor Industries Inc for a number of months, seems to be bullish on the $6.79B market cap company. The stock decreased 1.13% or $1.48 during the last trading session, reaching $128.94. About 20,866 shares traded. Thor Industries, Inc. (NYSE:THO) has risen 48.76% since February 16, 2017 and is uptrending. It has outperformed by 32.06% the S&P500.

Ken Heebner increased its stake in Chevron Corp New (CVX) by 12.56% based on its latest 2017Q3 regulatory filing with the SEC. Capital Planning Advisors Llc bought 2,844 shares as the company’s stock declined 3.45% while stock markets rallied. The hedge fund run by Ken Heebner held 25,490 shares of the integrated oil company at the end of 2017Q3, valued at $3.00M, up from 22,646 at the end of the previous reported quarter. Capital Planning Advisors Llc who had been investing in Chevron Corp New for a number of months, seems to be bullish on the $213.00 billion market cap company. The stock decreased 0.35% or $0.39 during the last trading session, reaching $112.14. About 590,840 shares traded. Chevron Corporation (NYSE:CVX) has risen 6.68% since February 16, 2017 and is uptrending. It has underperformed by 10.02% the S&P500.

Since September 18, 2017, it had 0 insider purchases, and 2 sales for $575,840 activity. Shares for $320,160 were sold by ORTHWEIN PETER BUSCH.

Chilton Investment Co Llc, which manages about $5.22B and $2.59 billion US Long portfolio, decreased its stake in Xylem Inc (NYSE:XYL) by 6,258 shares to 976,956 shares, valued at $61.19 million in 2017Q3, according to the filing. It also reduced its holding in Fortive Corp by 6,457 shares in the quarter, leaving it with 20,840 shares, and cut its stake in Allergan Plc.

Among 14 analysts covering Thor Industries Inc (NYSE:THO), 7 have Buy rating, 0 Sell and 7 Hold. Therefore 50% are positive. Thor Industries Inc had 33 analyst reports since September 29, 2015 according to SRatingsIntel. The rating was downgraded by Wunderlich to “Hold” on Friday, August 19. The stock of Thor Industries, Inc. (NYSE:THO) has “Hold” rating given on Wednesday, September 27 by BMO Capital Markets. The rating was initiated by Sidoti on Friday, August 11 with “Buy”. The firm has “Buy” rating given on Wednesday, September 28 by Wellington Shields. As per Wednesday, June 8, the company rating was downgraded by BMO Capital Markets. The stock of Thor Industries, Inc. (NYSE:THO) has “Outperform” rating given on Thursday, September 28 by Robert W. Baird. The firm has “Hold” rating by Argus Research given on Friday, December 8. Northcoast downgraded it to “Hold” rating and $150.0 target in Thursday, January 25 report. Stifel Nicolaus maintained it with “Hold” rating and $114.0 target in Thursday, September 28 report. The firm has “Buy” rating given on Friday, October 2 by Citigroup.

Investors sentiment decreased to 1.06 in 2017 Q3. Its down 0.11, from 1.17 in 2017Q2. It is negative, as 42 investors sold THO shares while 139 reduced holdings. 69 funds opened positions while 122 raised stakes. 45.03 million shares or 1.77% less from 45.84 million shares in 2017Q2 were reported. Thomas White Intll Limited has 1,800 shares for 0.04% of their portfolio. Meeder Asset Inc holds 0.08% or 5,765 shares in its portfolio. Bancshares Of New York Mellon has 0.02% invested in Thor Industries, Inc. (NYSE:THO). 385,779 are held by Geode Cap Mgmt Limited Liability Com. State Of New Jersey Common Pension Fund D has 0.23% invested in Thor Industries, Inc. (NYSE:THO) for 450,000 shares. Art Advsr Limited Liability Co holds 32,300 shares or 0.21% of its portfolio. New Jersey Better Educational Savings Trust invested in 3,000 shares or 0.32% of the stock. Cubist Systematic Strategies Ltd invested in 10,131 shares or 0.07% of the stock. Sandy Spring Natl Bank, Maryland-based fund reported 3,840 shares. Timucuan Asset Mgmt Fl reported 0.03% in Thor Industries, Inc. (NYSE:THO). Cantab Prns Ltd Liability Partnership holds 0.12% or 6,815 shares. 3,574 are held by United Advisers Ltd. Granahan Inv Mngmt Ma holds 10,324 shares. Prudential Fincl owns 572,998 shares or 0.12% of their US portfolio. Kayne Anderson Rudnick Inv Limited Liability Corp holds 840,059 shares.

Since August 16, 2017, it had 0 buys, and 1 insider sale for $3.06 million activity. The insider Pate R. Hewitt sold $3.06 million.

Among 34 analysts covering Chevron Corporation (NYSE:CVX), 24 have Buy rating, 0 Sell and 10 Hold. Therefore 71% are positive. Chevron Corporation had 114 analyst reports since August 4, 2015 according to SRatingsIntel. The firm has “Equal-Weight” rating by Barclays Capital given on Tuesday, October 10. The company was downgraded on Wednesday, October 18 by Societe Generale. The firm has “Buy” rating given on Thursday, June 22 by BMO Capital Markets. The stock of Chevron Corporation (NYSE:CVX) has “Strong-Buy” rating given on Friday, August 28 by Vetr. BMO Capital Markets maintained the shares of CVX in report on Friday, July 28 with “Buy” rating. Cowen & Co maintained the stock with “Outperform” rating in Tuesday, December 15 report. The stock of Chevron Corporation (NYSE:CVX) earned “Buy” rating by Jefferies on Friday, June 23. RBC Capital Markets maintained Chevron Corporation (NYSE:CVX) rating on Tuesday, September 19. RBC Capital Markets has “Sell” rating and $100.0 target. Macquarie Research initiated it with “Underperform” rating and $65 target in Wednesday, September 23 report. The rating was downgraded by BNP Paribas to “Underperform” on Friday, May 26.

Investors sentiment decreased to 0.95 in Q3 2017. Its down 0.08, from 1.03 in 2017Q2. It worsened, as 43 investors sold CVX shares while 696 reduced holdings. 121 funds opened positions while 584 raised stakes. 1.18 billion shares or 1.43% more from 1.16 billion shares in 2017Q2 were reported. 31,665 are held by Woodmont Invest Counsel Ltd. St Germain D J Inc holds 0.07% or 4,620 shares in its portfolio. Credit Suisse Ag owns 4.25 million shares. Minneapolis Mngmt Group Limited Liability Com reported 184,296 shares. Los Angeles Capital Mgmt And Equity Rech Inc invested in 604,640 shares. Somerville Kurt F holds 0.69% or 29,492 shares in its portfolio. Argent Trust has invested 0.94% in Chevron Corporation (NYSE:CVX). Eagle Global Advsrs Limited Co has 0.22% invested in Chevron Corporation (NYSE:CVX). 85,390 are owned by Verity And Verity Ltd Limited Liability Company. Moreover, Papp L Roy And Associates has 2.21% invested in Chevron Corporation (NYSE:CVX) for 87,139 shares. Kayne Anderson Rudnick Investment Management Ltd Limited Liability Company reported 57,155 shares. United National Bank & Trust accumulated 2.81% or 60,172 shares. Employees Retirement System Of Texas holds 0.76% or 492,800 shares in its portfolio. Williams Jones & Limited Liability owns 201,566 shares. Gradient Ltd holds 0.53% or 70,669 shares in its portfolio.

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