Alta Capital Management Has Boosted Its Walt Disney Co (DIS) Holding by $1.70 Million; Saratoga Research & Investment Management Lifted Altria Group (MO) Holding by $29.57 Million as Shares Declined

February 22, 2018 - By mmahotstuff

Alta Capital Management Llc increased its stake in Walt Disney Co (DIS) by 674.5% based on its latest 2017Q3 regulatory filing with the SEC. Alta Capital Management Llc bought 17,375 shares as the company’s stock declined 2.31% while stock markets rallied. The institutional investor held 19,951 shares of the television services company at the end of 2017Q3, valued at $1.97M, up from 2,576 at the end of the previous reported quarter. Alta Capital Management Llc who had been investing in Walt Disney Co for a number of months, seems to be bullish on the $158.23B market cap company. The stock increased 0.17% or $0.18 during the last trading session, reaching $105.23. About 3.81 million shares traded. The Walt Disney Company (NYSE:DIS) has risen 9.26% since February 22, 2017 and is uptrending. It has underperformed by 7.44% the S&P500.

Saratoga Research & Investment Management increased its stake in Altria Group Inc (MO) by 8856.38% based on its latest 2017Q3 regulatory filing with the SEC. Saratoga Research & Investment Management bought 469,388 shares as the company’s stock declined 2.84% while stock markets rallied. The institutional investor held 474,688 shares of the farming and seeds and milling company at the end of 2017Q3, valued at $30.11M, up from 5,300 at the end of the previous reported quarter. Saratoga Research & Investment Management who had been investing in Altria Group Inc for a number of months, seems to be bullish on the $120.39B market cap company. The stock decreased 0.95% or $0.61 during the last trading session, reaching $63.32. About 4.98M shares traded. Altria Group, Inc. (NYSE:MO) has risen 11.92% since February 22, 2017 and is uptrending. It has underperformed by 4.78% the S&P500.

Investors sentiment decreased to 0.89 in Q3 2017. Its down 0.02, from 0.91 in 2017Q2. It is negative, as 91 investors sold MO shares while 516 reduced holdings. 118 funds opened positions while 420 raised stakes. 1.17 billion shares or 0.77% more from 1.16 billion shares in 2017Q2 were reported. Hilton Cap Mngmt Limited Liability Company invested 0.08% in Altria Group, Inc. (NYSE:MO). Ims Cap Mgmt stated it has 0.43% of its portfolio in Altria Group, Inc. (NYSE:MO). Teacher Retirement System Of Texas reported 0.54% stake. Moreover, Petrus Com Lta has 0.06% invested in Altria Group, Inc. (NYSE:MO) for 4,094 shares. Wisconsin-based Sii Invs Inc Wi has invested 0.1% in Altria Group, Inc. (NYSE:MO). Gotham Asset Management Llc invested in 776,871 shares or 0.72% of the stock. West Oak Capital Limited Liability has 5,330 shares. Moore Management Limited Partnership holds 0.23% in Altria Group, Inc. (NYSE:MO) or 190,000 shares. Bancorpsouth invested in 0.07% or 10,552 shares. Ifrah Financial Ser accumulated 9,328 shares or 0.22% of the stock. Covington Investment Advsrs Inc reported 84,910 shares stake. Johnson Invest Counsel Inc has 80,515 shares for 0.13% of their portfolio. Brinker Capital Incorporated accumulated 87,122 shares. Cetera Advisor Ltd Liability Com reported 78,710 shares or 0.23% of all its holdings. Investment Svcs owns 0.08% invested in Altria Group, Inc. (NYSE:MO) for 3,348 shares.

Saratoga Research & Investment Management, which manages about $1.40 billion and $168.56M US Long portfolio, decreased its stake in Cisco Sys Inc (NASDAQ:CSCO) by 1.91 million shares to 14,380 shares, valued at $484,000 in 2017Q3, according to the filing. It also reduced its holding in Johnson & Johnson (NYSE:JNJ) by 263,155 shares in the quarter, leaving it with 3,055 shares, and cut its stake in Starbucks Corp (NASDAQ:SBUX).

Since September 21, 2017, it had 0 buys, and 3 sales for $3.37 million activity. 6,500 shares valued at $410,313 were sold by Dillard James E III on Friday, February 9. On Thursday, September 21 DEVITRE DINYAR S sold $1.96 million worth of Altria Group, Inc. (NYSE:MO) or 32,000 shares.

Among 19 analysts covering Altria Group Inc. (NYSE:MO), 15 have Buy rating, 0 Sell and 4 Hold. Therefore 79% are positive. Altria Group Inc. had 59 analyst reports since July 31, 2015 according to SRatingsIntel. Cowen & Co maintained the shares of MO in report on Friday, September 8 with “Hold” rating. Stifel Nicolaus maintained the stock with “Buy” rating in Monday, October 23 report. The firm has “Buy” rating given on Wednesday, January 4 by Bank of America. The rating was initiated by Berenberg on Tuesday, June 14 with “Buy”. RBC Capital Markets maintained the stock with “Hold” rating in Monday, November 6 report. The stock of Altria Group, Inc. (NYSE:MO) has “Buy” rating given on Thursday, January 4 by Wells Fargo. The stock of Altria Group, Inc. (NYSE:MO) earned “Buy” rating by Berenberg on Tuesday, December 19. The stock has “Underperform” rating by RBC Capital Markets on Thursday, March 23. CLSA maintained Altria Group, Inc. (NYSE:MO) on Thursday, September 15 with “Outperform” rating. On Monday, May 29 the stock rating was maintained by RBC Capital Markets with “Sell”.

Investors sentiment decreased to 0.89 in Q3 2017. Its down 0.20, from 1.09 in 2017Q2. It fall, as 90 investors sold DIS shares while 649 reduced holdings. 95 funds opened positions while 563 raised stakes. 898.84 million shares or 2.35% less from 920.44 million shares in 2017Q2 were reported. 345,077 were accumulated by Barrett Asset Mngmt Lc. Connable Office holds 0.59% or 29,184 shares in its portfolio. Fincl And owns 43,409 shares. Signalpoint Asset Mngmt Limited Liability Corp stated it has 0.1% of its portfolio in The Walt Disney Company (NYSE:DIS). Pictet National Bank Trust Limited holds 69,055 shares or 2.03% of its portfolio. Anchor Capital Advsrs Limited Liability Company reported 2,030 shares. Mechanics Comml Bank Department invested in 0.25% or 10,835 shares. Cubic Asset Management Ltd Liability Corp reported 44,362 shares. Clearbridge Ltd Liability invested 0.8% of its portfolio in The Walt Disney Company (NYSE:DIS). Aviance Mgmt Ltd Llc holds 12,301 shares. Naples Advisors Ltd holds 18,984 shares or 0.62% of its portfolio. Stack Fincl Inc reported 1.84% in The Walt Disney Company (NYSE:DIS). Whalerock Point Prtn Ltd Limited Liability Company owns 14,839 shares. The New York-based Cibc World Corporation has invested 0.47% in The Walt Disney Company (NYSE:DIS). Jones Lllp holds 0.03% in The Walt Disney Company (NYSE:DIS) or 121,319 shares.

Alta Capital Management Llc, which manages about $1.48 billion and $1.55B US Long portfolio, decreased its stake in Alliance Data Systems (NYSE:ADS) by 6,171 shares to 73,405 shares, valued at $16.26 million in 2017Q3, according to the filing. It also reduced its holding in Amphenol Corp Cl A (NYSE:APH) by 19,983 shares in the quarter, leaving it with 547,049 shares, and cut its stake in Visa (NYSE:V).

Among 39 analysts covering The Walt Disney Company (NYSE:DIS), 23 have Buy rating, 3 Sell and 13 Hold. Therefore 59% are positive. The Walt Disney Company had 152 analyst reports since July 24, 2015 according to SRatingsIntel. The company was downgraded on Thursday, October 12 by Guggenheim. The stock of The Walt Disney Company (NYSE:DIS) has “Top Pick” rating given on Monday, October 9 by RBC Capital Markets. Barclays Capital upgraded The Walt Disney Company (NYSE:DIS) on Friday, November 11 to “Equal Weight” rating. Pivotal Research downgraded it to “Sell” rating and $85 target in Thursday, January 12 report. The firm has “Hold” rating by Jefferies given on Friday, October 6. The stock of The Walt Disney Company (NYSE:DIS) earned “Buy” rating by Pivotal Research on Monday, April 18. The company was maintained on Wednesday, August 5 by Guggenheim. Credit Suisse maintained the shares of DIS in report on Thursday, May 12 with “Outperform” rating. The stock of The Walt Disney Company (NYSE:DIS) has “Hold” rating given on Monday, September 26 by Drexel Hamilton. Macquarie Research maintained the shares of DIS in report on Tuesday, September 1 with “Outperform” rating.

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