Landstar Sys (LSTR) Holder Ensemble Capital Management Lowered Stake by $1.19 Million as Market Value Declined; Pacific Alternative Asset Management Company Position In Comcast New (CMCSA) Was Has Increased

February 16, 2018 - By Linda Rogers

Pacific Alternative Asset Management Company Llc increased its stake in Comcast Corp New (CMCSA) by 41.79% based on its latest 2017Q3 regulatory filing with the SEC. Pacific Alternative Asset Management Company Llc bought 13,790 shares as the company’s stock rose 3.16% with the market. The hedge fund held 46,785 shares of the television services company at the end of 2017Q3, valued at $1.80 million, up from 32,995 at the end of the previous reported quarter. Pacific Alternative Asset Management Company Llc who had been investing in Comcast Corp New for a number of months, seems to be bullish on the $186.15 billion market cap company. The stock increased 1.65% or $0.65 during the last trading session, reaching $40.08. About 21.69 million shares traded. Comcast Corporation (NASDAQ:CMCSA) has risen 28.96% since February 16, 2017 and is uptrending. It has outperformed by 12.26% the S&P500.

Ensemble Capital Management Llc decreased its stake in Landstar Sys Inc (LSTR) by 3.96% based on its latest 2017Q3 regulatory filing with the SEC. Ensemble Capital Management Llc sold 12,039 shares as the company’s stock declined 6.13% while stock markets rallied. The institutional investor held 291,946 shares of the transportation company at the end of 2017Q3, valued at $29.09M, down from 303,985 at the end of the previous reported quarter. Ensemble Capital Management Llc who had been investing in Landstar Sys Inc for a number of months, seems to be less bullish one the $4.66 billion market cap company. The stock decreased 0.27% or $0.3 during the last trading session, reaching $110.85. About 212,302 shares traded. Landstar System, Inc. (NASDAQ:LSTR) has risen 24.66% since February 16, 2017 and is uptrending. It has outperformed by 7.96% the S&P500.

Since September 15, 2017, it had 0 buys, and 5 selling transactions for $31.15 million activity. On Monday, December 18 the insider BLOCK ARTHUR R sold $224,575. 190,756 shares valued at $8.11 million were sold by BURKE STEPHEN B on Friday, January 26. $83,175 worth of stock was sold by BACON KENNETH J on Friday, September 15.

Investors sentiment increased to 1.03 in 2017 Q3. Its up 0.02, from 1.01 in 2017Q2. It improved, as 53 investors sold CMCSA shares while 517 reduced holdings. 115 funds opened positions while 470 raised stakes. 3.65 billion shares or 1.23% less from 3.69 billion shares in 2017Q2 were reported. Hsbc Pcl reported 6.93 million shares stake. James Invest Research stated it has 44,220 shares. Spears Abacus Advisors Ltd Limited Liability Company has 4.94% invested in Comcast Corporation (NASDAQ:CMCSA). The New York-based Nbt National Bank N A New York has invested 0.15% in Comcast Corporation (NASDAQ:CMCSA). Architects Inc has 2,149 shares. Baystate Wealth Mngmt Limited Liability holds 0.03% of its portfolio in Comcast Corporation (NASDAQ:CMCSA) for 4,999 shares. Cna Financial Corp reported 127,800 shares. Crow Point Partners Lc has invested 2.73% of its portfolio in Comcast Corporation (NASDAQ:CMCSA). Sol Management has 60,864 shares. The Michigan-based Telemus Capital Ltd has invested 0.14% in Comcast Corporation (NASDAQ:CMCSA). Northcoast Asset Management Ltd Co holds 2.77% or 612,626 shares. Lenox Wealth Mngmt owns 800 shares or 0.01% of their US portfolio. Lone Pine Ltd Liability Com holds 6.1% or 32.60 million shares in its portfolio. Banque Pictet & Cie holds 0.25% or 283,505 shares. Garrison Bradford &, New York-based fund reported 10,200 shares.

Among 31 analysts covering Comcast Corporation (NASDAQ:CMCSA), 24 have Buy rating, 1 Sell and 6 Hold. Therefore 77% are positive. Comcast Corporation had 79 analyst reports since July 27, 2015 according to SRatingsIntel. As per Wednesday, August 26, the company rating was maintained by Wunderlich. The rating was initiated by Nomura on Tuesday, December 8 with “Buy”. The rating was maintained by Telsey Advisory Group on Friday, August 19 with “Outperform”. SunTrust maintained it with “Buy” rating and $50.0 target in Wednesday, January 24 report. The stock has “Overweight” rating by Barclays Capital on Friday, October 27. Guggenheim maintained Comcast Corporation (NASDAQ:CMCSA) rating on Tuesday, December 19. Guggenheim has “Buy” rating and $44.0 target. On Tuesday, January 24 the stock rating was maintained by Telsey Advisory Group with “Outperform”. The firm has “Buy” rating given on Monday, October 23 by Wells Fargo. The stock has “Buy” rating by Robert W. Baird on Wednesday, October 4. Nomura downgraded the shares of CMCSA in report on Thursday, January 18 to “Hold” rating.

Pacific Alternative Asset Management Company Llc, which manages about $15.88 billion and $913.16M US Long portfolio, decreased its stake in Spdr S&P 500 Etf Tr (SPY) by 98,127 shares to 54,973 shares, valued at $13.81M in 2017Q3, according to the filing. It also reduced its holding in Zayo Group Hldgs Inc (NYSE:ZAYO) by 12,410 shares in the quarter, leaving it with 52,515 shares, and cut its stake in Visa Inc (NYSE:V).

Among 18 analysts covering Landstar System (NASDAQ:LSTR), 5 have Buy rating, 3 Sell and 10 Hold. Therefore 28% are positive. Landstar System had 64 analyst reports since August 20, 2015 according to SRatingsIntel. Cowen & Co downgraded Landstar System, Inc. (NASDAQ:LSTR) rating on Friday, April 1. Cowen & Co has “Market Perform” rating and $63 target. The company was upgraded on Friday, December 11 by Avondale. BB&T Capital downgraded the shares of LSTR in report on Monday, December 14 to “Hold” rating. The firm has “Buy” rating given on Thursday, February 1 by Stephens. Robert W. Baird maintained the shares of LSTR in report on Thursday, February 1 with “Hold” rating. The stock has “Buy” rating by Stifel Nicolaus on Monday, September 11. Cowen & Co maintained it with “Hold” rating and $8600 target in Thursday, July 27 report. The company was maintained on Friday, September 4 by William Blair. On Thursday, September 28 the stock rating was maintained by Stifel Nicolaus with “Buy”. The rating was maintained by Cowen & Co with “Market Perform” on Thursday, October 20.

Ensemble Capital Management Llc, which manages about $381.11 million and $477.10 million US Long portfolio, upped its stake in Now Inc (NYSE:DNOW) by 438,000 shares to 1.73 million shares, valued at $23.89 million in 2017Q3, according to the filing. It also increased its holding in First Amern Finl Corp (NYSE:FAF) by 28,890 shares in the quarter, for a total of 543,290 shares, and has risen its stake in Verisk Analytics Inc (NASDAQ:VRSK).

Investors sentiment decreased to 0.97 in Q3 2017. Its down 0.39, from 1.36 in 2017Q2. It dived, as 25 investors sold LSTR shares while 99 reduced holdings. 42 funds opened positions while 78 raised stakes. 40.25 million shares or 0.59% less from 40.48 million shares in 2017Q2 were reported. Rhumbline Advisers holds 103,010 shares or 0.02% of its portfolio. 20,809 are owned by Mason Street Advsrs Ltd Llc. The California-based San Francisco Sentry Gp (Ca) has invested 0.01% in Landstar System, Inc. (NASDAQ:LSTR). Shell Asset Mgmt Co holds 0.07% or 55,452 shares in its portfolio. Riverhead Capital Mgmt Ltd Co stated it has 3,591 shares or 0.02% of all its holdings. Investec Asset has 62,460 shares. Bb&T reported 0.01% stake. Etrade Capital Mngmt Ltd Liability Corporation accumulated 2,584 shares. Clearbridge Ltd Liability Corp accumulated 116,255 shares. 73,062 were reported by Credit Suisse Ag. First Republic Investment Mngmt Inc owns 13,250 shares or 0.01% of their US portfolio. Mountain Pacific Investment Advisers Id owns 2.6% invested in Landstar System, Inc. (NASDAQ:LSTR) for 238,440 shares. Commonwealth Of Pennsylvania Pub School Empls Retrmt Systems invested 0.01% of its portfolio in Landstar System, Inc. (NASDAQ:LSTR). Symphony Asset Mgmt Limited Liability Corp holds 0.4% or 35,985 shares. Blair William & Comm Il accumulated 33,257 shares or 0.02% of the stock.

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