Great West Life Assurance Company Has Cut Stake in Interactive Brokers Group In (IBKR) by $3.33 Million; Pennsylvania Trust Co Maintains Holding in Aaon (AAON)

April 23, 2018 - By Linda Rogers

AAON, Inc. (NASDAQ:AAON) Logo

Pennsylvania Trust Co increased its stake in Aaon Inc (AAON) by 37.5% based on its latest 2017Q4 regulatory filing with the SEC. Pennsylvania Trust Co bought 22,550 shares as the company’s stock rose 3.40% while stock markets declined. The institutional investor held 82,676 shares of the capital goods company at the end of 2017Q4, valued at $3.03 million, up from 60,126 at the end of the previous reported quarter. Pennsylvania Trust Co who had been investing in Aaon Inc for a number of months, seems to be bullish on the $1.91 billion market cap company. The stock increased 1.11% or $0.4 during the last trading session, reaching $36.45. About 39,990 shares traded. AAON, Inc. (NASDAQ:AAON) has risen 8.42% since April 23, 2017 and is uptrending. It has underperformed by 3.13% the S&P500.

Great West Life Assurance Company decreased its stake in Interactive Brokers Group In (IBKR) by 58.71% based on its latest 2017Q4 regulatory filing with the SEC. Great West Life Assurance Company sold 56,381 shares as the company’s stock rose 10.58% while stock markets declined. The institutional investor held 39,657 shares of the finance company at the end of 2017Q4, valued at $2.35M, down from 96,038 at the end of the previous reported quarter. Great West Life Assurance Company who had been investing in Interactive Brokers Group In for a number of months, seems to be less bullish one the $30.75B market cap company. The stock increased 1.21% or $0.89 during the last trading session, reaching $74.69. About 244,903 shares traded. Interactive Brokers Group, Inc. (NASDAQ:IBKR) has risen 93.22% since April 23, 2017 and is uptrending. It has outperformed by 81.67% the S&P500.

Investors sentiment decreased to 1.39 in 2017 Q4. Its down 0.33, from 1.72 in 2017Q3. It fall, as 19 investors sold IBKR shares while 61 reduced holdings. 54 funds opened positions while 57 raised stakes. 61.80 million shares or 0.28% more from 61.63 million shares in 2017Q3 were reported. Alpine Glob Mngmt Limited Liability Co has 0.05% invested in Interactive Brokers Group, Inc. (NASDAQ:IBKR) for 3,800 shares. Schwab Charles Inv Mngmt holds 0.01% or 224,002 shares in its portfolio. Advantus Capital Mngmt has 0.01% invested in Interactive Brokers Group, Inc. (NASDAQ:IBKR) for 4,800 shares. Private Ocean Ltd Llc holds 0% or 142 shares. Schwartz Counsel Incorporated accumulated 122,000 shares or 0.43% of the stock. Baillie Gifford And has invested 0.44% of its portfolio in Interactive Brokers Group, Inc. (NASDAQ:IBKR). Guggenheim Capital Ltd reported 111,911 shares. Kayne Anderson Rudnick Mngmt Lc holds 1.13% of its portfolio in Interactive Brokers Group, Inc. (NASDAQ:IBKR) for 2.36M shares. Bancorporation Of America De owns 58,126 shares. Legal And General Group Public Ltd Llc has invested 0% in Interactive Brokers Group, Inc. (NASDAQ:IBKR). Sei Investments reported 0.01% stake. State Teachers Retirement System accumulated 23,221 shares. Moreover, Nordea Investment has 0.06% invested in Interactive Brokers Group, Inc. (NASDAQ:IBKR) for 430,520 shares. Louisiana State Employees Retirement System reported 18,000 shares. Ameriprise Fincl holds 367,196 shares or 0.01% of its portfolio.

Among 8 analysts covering Interactive Brokers Group (NASDAQ:IBKR), 2 have Buy rating, 2 Sell and 4 Hold. Therefore 25% are positive. Interactive Brokers Group had 30 analyst reports since September 1, 2015 according to SRatingsIntel. The stock of Interactive Brokers Group, Inc. (NASDAQ:IBKR) earned “Hold” rating by Keefe Bruyette & Woods on Tuesday, October 10. The company was maintained on Thursday, December 21 by Keefe Bruyette & Woods. The stock of Interactive Brokers Group, Inc. (NASDAQ:IBKR) earned “Neutral” rating by Buckingham Research on Thursday, May 12. The firm has “Sell” rating given on Tuesday, January 12 by Goldman Sachs. The rating was maintained by SunTrust on Tuesday, April 17 with “Hold”. Keefe Bruyette & Woods maintained it with “Hold” rating and $3800 target in Thursday, June 29 report. The stock has “Outperform” rating by Keefe Bruyette & Woods on Thursday, December 8. The stock of Interactive Brokers Group, Inc. (NASDAQ:IBKR) earned “Hold” rating by Keefe Bruyette & Woods on Thursday, September 21. Keefe Bruyette & Woods maintained Interactive Brokers Group, Inc. (NASDAQ:IBKR) rating on Tuesday, April 17. Keefe Bruyette & Woods has “Hold” rating and $7500 target. The rating was maintained by Keefe Bruyette & Woods with “Hold” on Wednesday, January 10.

Great West Life Assurance Company, which manages about $42.47 billion US Long portfolio, upped its stake in Advance Auto Parts Inc (NYSE:AAP) by 67,972 shares to 119,252 shares, valued at $11.87M in 2017Q4, according to the filing. It also increased its holding in Graco Inc (NYSE:GGG) by 89,272 shares in the quarter, for a total of 134,793 shares, and has risen its stake in Schein Henry Inc (NASDAQ:HSIC).

Since October 25, 2017, it had 0 buys, and 4 sales for $4.43 million activity. Frank Thomas AJ sold 29,764 shares worth $1.53M. On Friday, October 27 Brody Paul Jonathan sold $31,797 worth of Interactive Brokers Group, Inc. (NASDAQ:IBKR) or 606 shares.

Investors sentiment decreased to 1.69 in 2017 Q4. Its down 0.57, from 2.26 in 2017Q3. It turned negative, as 13 investors sold AAON shares while 32 reduced holdings. 27 funds opened positions while 49 raised stakes. 36.03 million shares or 1.43% more from 35.52 million shares in 2017Q3 were reported. 27,309 were accumulated by Texas Permanent School Fund. Arizona State Retirement holds 0.02% or 67,902 shares in its portfolio. 16,600 were accumulated by Td Asset Management Incorporated. Fdx Inc invested in 0.01% or 8,024 shares. Moreover, has 0% invested in AAON, Inc. (NASDAQ:AAON). Raymond James And Assoc has invested 0% in AAON, Inc. (NASDAQ:AAON). Stratos Wealth Partners Ltd, a Ohio-based fund reported 80 shares. King Luther Capital Management owns 0.01% invested in AAON, Inc. (NASDAQ:AAON) for 34,973 shares. State Teachers Retirement System owns 0% invested in AAON, Inc. (NASDAQ:AAON) for 21,192 shares. Neuberger Berman Group Lc holds 3.74 million shares. 6,300 were reported by Parallax Volatility Advisers L P. Eagle Asset Mngmt Incorporated has 0.02% invested in AAON, Inc. (NASDAQ:AAON). Goldman Sachs Grp Incorporated has invested 0% in AAON, Inc. (NASDAQ:AAON). Sei Investments owns 2,140 shares. Pub Employees Retirement Association Of Colorado holds 16,288 shares.

Among 2 analysts covering AAON Inc (NASDAQ:AAON), 1 have Buy rating, 0 Sell and 1 Hold. Therefore 50% are positive. AAON Inc had 2 analyst reports since January 12, 2016 according to SRatingsIntel.

Since March 5, 2018, it had 0 insider buys, and 2 sales for $471,004 activity.

Pennsylvania Trust Co, which manages about $2.24 billion US Long portfolio, decreased its stake in Medtronic Plc (NYSE:MDT) by 8,460 shares to 69,326 shares, valued at $5.60 million in 2017Q4, according to the filing. It also reduced its holding in Abbvie Inc (NYSE:ABBV) by 13,270 shares in the quarter, leaving it with 247,771 shares, and cut its stake in Ppl Corp (NYSE:PPL).

Interactive Brokers Group, Inc. (NASDAQ:IBKR) Institutional Positions Chart

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