Stonerise Capital Management Boosted Its Och (OZM) Holding by $2.35 Million; United Parcel Service Cl B (UPS) Stock Value Declined While Ferguson Wellman Capital Management Has Raised by $18.49 Million Its Position

February 19, 2018 - By Darrin Black

Ferguson Wellman Capital Management Inc increased its stake in United Parcel Service Cl B (UPS) by 95.44% based on its latest 2017Q3 regulatory filing with the SEC. Ferguson Wellman Capital Management Inc bought 154,098 shares as the company’s stock declined 3.26% while stock markets rallied. The institutional investor held 315,563 shares of the transportation company at the end of 2017Q3, valued at $37.90 million, up from 161,465 at the end of the previous reported quarter. Ferguson Wellman Capital Management Inc who had been investing in United Parcel Service Cl B for a number of months, seems to be bullish on the $91.40B market cap company. The stock decreased 0.93% or $1 during the last trading session, reaching $106.4. About 6.12M shares traded or 43.18% up from the average. United Parcel Service, Inc. (NYSE:UPS) has risen 2.10% since February 19, 2017 and is uptrending. It has underperformed by 14.60% the S&P500.

John C. Walker increased its stake in Och (OZM) by 81.07% based on its latest 2017Q3 regulatory filing with the SEC. Stonerise Capital Management Llc bought 783,529 shares as the company’s stock declined 19.00% while stock markets rallied. The hedge fund run by John C. Walker held 1.75 million shares of the investment managers company at the end of 2017Q3, valued at $5.64M, up from 966,471 at the end of the previous reported quarter. Stonerise Capital Management Llc who had been investing in Och for a number of months, seems to be bullish on the $1.17B market cap company. The stock increased 5.71% or $0.14 during the last trading session, reaching $2.59. About 1.08 million shares traded or 5.31% up from the average. Och-Ziff Capital Management Group LLC (NYSE:OZM) has declined 36.39% since February 19, 2017 and is downtrending. It has underperformed by 53.09% the S&P500.

Investors sentiment decreased to 1.07 in Q3 2017. Its down 0.45, from 1.52 in 2017Q2. It dived, as 12 investors sold OZM shares while 15 reduced holdings. 11 funds opened positions while 18 raised stakes. 84.98 million shares or 0.51% more from 84.55 million shares in 2017Q2 were reported. Mountain Lake Investment Mgmt Ltd Com owns 13,800 shares for 0.01% of their portfolio. Susquehanna Interest Group Limited Liability Partnership invested in 137,668 shares or 0% of the stock. Stifel Corp reported 0% of its portfolio in Och-Ziff Capital Management Group LLC (NYSE:OZM). Gamco Investors Et Al owns 98,500 shares for 0% of their portfolio. Freestone Cap Hldgs Limited Liability Corporation holds 0.1% or 456,792 shares. Manufacturers Life Ins The holds 14,721 shares. Wells Fargo Mn holds 0% of its portfolio in Och-Ziff Capital Management Group LLC (NYSE:OZM) for 247,235 shares. Lpl Fincl Limited Co has 0% invested in Och-Ziff Capital Management Group LLC (NYSE:OZM) for 23,958 shares. Mariner Wealth Advsrs Limited Liability stated it has 0.02% in Och-Ziff Capital Management Group LLC (NYSE:OZM). Citigroup Inc holds 3.54 million shares or 0.01% of its portfolio. Rathbone Brothers Plc has 69,176 shares for 0.01% of their portfolio. Continental Advsr Ltd Liability holds 1.58% of its portfolio in Och-Ziff Capital Management Group LLC (NYSE:OZM) for 2.15M shares. Cambridge Investment Rech Advisors invested in 24,289 shares. One Trading LP accumulated 19,110 shares. Gsa Ptnrs Llp reported 0.05% of its portfolio in Och-Ziff Capital Management Group LLC (NYSE:OZM).

Among 10 analysts covering Och-Ziff Capital Management Group (NYSE:OZM), 3 have Buy rating, 0 Sell and 7 Hold. Therefore 30% are positive. Och-Ziff Capital Management Group had 33 analyst reports since August 6, 2015 according to SRatingsIntel. The rating was maintained by RBC Capital Markets on Wednesday, February 3 with “Outperform”. The stock of Och-Ziff Capital Management Group LLC (NYSE:OZM) earned “Hold” rating by Jefferies on Monday, September 25. As per Thursday, August 25, the company rating was downgraded by Citigroup. Zacks downgraded the shares of OZM in report on Wednesday, August 26 to “Hold” rating. The firm has “Buy” rating by Citigroup given on Monday, October 5. The rating was downgraded by Bank of America to “Neutral” on Tuesday, June 28. JP Morgan downgraded Och-Ziff Capital Management Group LLC (NYSE:OZM) on Thursday, February 16 to “Neutral” rating. As per Monday, November 23, the company rating was upgraded by Keefe Bruyette & Woods. The rating was maintained by Keefe Bruyette & Woods on Monday, September 4 with “Hold”. The rating was upgraded by Zacks to “Sell” on Thursday, August 20.

Investors sentiment increased to 1.14 in Q3 2017. Its up 0.09, from 1.05 in 2017Q2. It increased, as 46 investors sold UPS shares while 390 reduced holdings. 104 funds opened positions while 395 raised stakes. 451.38 million shares or 0.77% more from 447.95 million shares in 2017Q2 were reported. Arrow invested in 12,272 shares or 0.35% of the stock. Telos Capital Mngmt reported 19,673 shares. Dean Investment Assoc Ltd Co has invested 0.21% in United Parcel Service, Inc. (NYSE:UPS). Advisory Network invested in 3,046 shares or 0.04% of the stock. Wilbanks Smith Thomas Asset Ltd Liability owns 0.08% invested in United Parcel Service, Inc. (NYSE:UPS) for 8,339 shares. Tompkins Corp stated it has 926 shares. Moreover, Indiana Trust Inv has 0.61% invested in United Parcel Service, Inc. (NYSE:UPS) for 10,581 shares. Lederer Associate Counsel Ca stated it has 20,665 shares or 2.37% of all its holdings. Orrstown Finance invested 0% in United Parcel Service, Inc. (NYSE:UPS). Ny State Common Retirement Fund accumulated 0.3% or 1.95M shares. Ing Groep Nv holds 5,799 shares. Bp Pcl holds 81,000 shares or 0.34% of its portfolio. Carnegie Capital Asset Mngmt Limited Liability Corp owns 13,385 shares. Moreover, Tarbox Family Office Inc has 0.01% invested in United Parcel Service, Inc. (NYSE:UPS) for 280 shares. Wealthcare holds 12 shares or 0% of its portfolio.

Ferguson Wellman Capital Management Inc, which manages about $3.83 billion and $2.77 billion US Long portfolio, decreased its stake in Time Warner Companies (NYSE:TWX) by 231,581 shares to 101,311 shares, valued at $10.38M in 2017Q3, according to the filing. It also reduced its holding in Boeing (NYSE:BA) by 49,501 shares in the quarter, leaving it with 99,649 shares, and cut its stake in Chubb Corp.

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