Jaffetilchin Investment Partners Increases Position in Pulte Group (PHM); As Mondelez Intl (MDLZ) Market Value Declined, Nli International Has Lowered by $1.89 Million Its Stake

April 19, 2018 - By Vivian Park

PulteGroup, Inc. (NYSE:PHM) Logo

Nli International Inc decreased its stake in Mondelez Intl Inc (MDLZ) by 30.37% based on its latest 2017Q4 regulatory filing with the SEC. Nli International Inc sold 45,020 shares as the company’s stock declined 5.65% with the market. The institutional investor held 103,210 shares of the consumer non-durables company at the end of 2017Q4, valued at $4.42M, down from 148,230 at the end of the previous reported quarter. Nli International Inc who had been investing in Mondelez Intl Inc for a number of months, seems to be less bullish one the $61.49 billion market cap company. The stock decreased 1.27% or $0.53 during the last trading session, reaching $41.46. About 1.25M shares traded. Mondelez International, Inc. (NASDAQ:MDLZ) has declined 6.02% since April 19, 2017 and is downtrending. It has underperformed by 17.57% the S&P500.

Jaffetilchin Investment Partners Llc increased its stake in Pulte Group Inc (PHM) by 66.81% based on its latest 2017Q4 regulatory filing with the SEC. Jaffetilchin Investment Partners Llc bought 13,611 shares as the company’s stock declined 12.41% with the market. The institutional investor held 33,985 shares of the capital goods company at the end of 2017Q4, valued at $1.13 million, up from 20,374 at the end of the previous reported quarter. Jaffetilchin Investment Partners Llc who had been investing in Pulte Group Inc for a number of months, seems to be bullish on the $8.25 billion market cap company. The stock decreased 3.81% or $1.14 during the last trading session, reaching $28.81. About 1.02 million shares traded. PulteGroup, Inc. (NYSE:PHM) has risen 24.54% since April 19, 2017 and is uptrending. It has outperformed by 12.99% the S&P500.

Among 23 analysts covering Mondelez International Inc (NASDAQ:MDLZ), 18 have Buy rating, 1 Sell and 4 Hold. Therefore 78% are positive. Mondelez International Inc had 62 analyst reports since July 31, 2015 according to SRatingsIntel. The firm earned “Outperform” rating on Thursday, February 4 by RBC Capital Markets. The company was maintained on Friday, October 13 by UBS. The firm earned “Buy” rating on Tuesday, October 3 by RBC Capital Markets. The stock of Mondelez International, Inc. (NASDAQ:MDLZ) earned “Positive” rating by Susquehanna on Monday, October 26. JP Morgan maintained the stock with “Overweight” rating in Tuesday, September 6 report. The company was maintained on Tuesday, October 31 by Buckingham Research. The company was maintained on Wednesday, August 2 by BMO Capital Markets. The rating was downgraded by Susquehanna on Wednesday, February 8 to “Neutral”. Bank of America maintained the shares of MDLZ in report on Thursday, February 1 with “Buy” rating. The firm has “Outperform” rating given on Tuesday, January 19 by Credit Suisse.

Nli International Inc, which manages about $9.21B and $1.25B US Long portfolio, upped its stake in Conocophillips (NYSE:COP) by 152,010 shares to 221,080 shares, valued at $12.14 million in 2017Q4, according to the filing. It also increased its holding in Bristol Myers Squibb Co (NYSE:BMY) by 9,230 shares in the quarter, for a total of 323,270 shares, and has risen its stake in Valero Energy Corp New (NYSE:VLO).

Analysts await Mondelez International, Inc. (NASDAQ:MDLZ) to report earnings on May, 1 after the close. They expect $0.61 earnings per share, up 15.09% or $0.08 from last year’s $0.53 per share. MDLZ’s profit will be $904.66M for 16.99 P/E if the $0.61 EPS becomes a reality. After $0.57 actual earnings per share reported by Mondelez International, Inc. for the previous quarter, Wall Street now forecasts 7.02% EPS growth.

Investors sentiment increased to 1 in Q4 2017. Its up 0.16, from 0.84 in 2017Q3. It improved, as 56 investors sold MDLZ shares while 388 reduced holdings. 107 funds opened positions while 338 raised stakes. 1.07 billion shares or 1.13% less from 1.08 billion shares in 2017Q3 were reported. Stralem And invested in 3.5% or 481,810 shares. Tcw Grp Inc stated it has 11,935 shares or 0% of all its holdings. Nomura Asset Management Com Ltd has 684,523 shares. Bremer Trust National Association reported 0.08% in Mondelez International, Inc. (NASDAQ:MDLZ). Cap Invsts stated it has 0.01% of its portfolio in Mondelez International, Inc. (NASDAQ:MDLZ). Tiaa Cref Management Limited Liability Co holds 0.25% in Mondelez International, Inc. (NASDAQ:MDLZ) or 8.91M shares. Pinebridge Investments LP reported 3,324 shares stake. 35,099 were reported by Everence Capital Management. Davidson Kempner Management Limited Partnership reported 412,500 shares. Paloma Ptnrs Management owns 17,447 shares. Shamrock Asset Limited Liability Co accumulated 751 shares. Amer Research & Management owns 8,212 shares. Perigon Wealth Mgmt Ltd Llc stated it has 0.02% in Mondelez International, Inc. (NASDAQ:MDLZ). First City Cap Mgmt holds 34,374 shares. Moreover, Roundview Lc has 0.22% invested in Mondelez International, Inc. (NASDAQ:MDLZ).

Since February 16, 2018, it had 2 buys, and 3 sales for $1.03 billion activity. The insider BUNCH CHARLES E bought $87,800. On Thursday, February 22 the insider Weber Hubert sold $478,668. PELTZ NELSON sold 6.52 million shares worth $284.87M.

Jaffetilchin Investment Partners Llc, which manages about $401.38 million and $300.42 million US Long portfolio, decreased its stake in Ishares Tr (IVV) by 8,869 shares to 4,965 shares, valued at $1.34M in 2017Q4, according to the filing. It also reduced its holding in First Tr Exchange Traded Fd (FXL) by 14,272 shares in the quarter, leaving it with 8,798 shares, and cut its stake in Apple Inc (NASDAQ:AAPL).

Investors sentiment increased to 1.01 in 2017 Q4. Its up 0.25, from 0.76 in 2017Q3. It increased, as 30 investors sold PHM shares while 182 reduced holdings. 86 funds opened positions while 128 raised stakes. 236.87 million shares or 3.30% less from 244.94 million shares in 2017Q3 were reported. Westpac Banking stated it has 18,977 shares or 0.01% of all its holdings. Reliance Tru Of Delaware invested in 0.05% or 8,977 shares. Commonwealth Of Pennsylvania School Empls Retrmt System owns 24,191 shares. First Advisors LP holds 0.03% of its portfolio in PulteGroup, Inc. (NYSE:PHM) for 425,026 shares. Greenhaven Associates owns 5.75M shares. Contravisory Management holds 0.11% or 9,128 shares. Fjarde Ap has 76,775 shares. Northern Capital Limited Liability accumulated 18,725 shares. Goldman Sachs owns 7.60 million shares. Nordea Inv holds 12,777 shares. Employees Retirement Association Of Colorado owns 56,704 shares for 0.01% of their portfolio. State Board Of Administration Of Florida Retirement Sys has 0.05% invested in PulteGroup, Inc. (NYSE:PHM) for 522,812 shares. Asset Mngmt Inc reported 12,683 shares stake. Cypress Asset Tx has 0.06% invested in PulteGroup, Inc. (NYSE:PHM). Pennsylvania-based Argyle Mgmt Incorporated has invested 0.4% in PulteGroup, Inc. (NYSE:PHM).

Mondelez International, Inc. (NASDAQ:MDLZ) Institutional Positions Chart

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