Triumph Group (TGI) Shareholder Philadelphia Trust Company Has Boosted Stake by $1.40 Million as Share Value Declined; Rivulet Capital Boosted Stake in Commscope Hldg Co (COMM)

May 1, 2018 - By Winifred Garcia

CommScope Holding Company, Inc. (NASDAQ:COMM) Logo

Philadelphia Trust Company increased its stake in Triumph Group Inc (TGI) by 40.76% based on its latest 2017Q4 regulatory filing with the SEC. Philadelphia Trust Company bought 51,829 shares as the company’s stock declined 6.58% with the market. The institutional investor held 178,985 shares of the capital goods company at the end of 2017Q4, valued at $4.87M, up from 127,156 at the end of the previous reported quarter. Philadelphia Trust Company who had been investing in Triumph Group Inc for a number of months, seems to be bullish on the $1.16 billion market cap company. The stock decreased 1.59% or $0.375 during the last trading session, reaching $23.275. About 66,419 shares traded. Triumph Group, Inc. (NYSE:TGI) has risen 5.80% since May 1, 2017 and is uptrending. It has underperformed by 5.75% the S&P500.

Barry Lebovits increased its stake in Commscope Hldg Co Inc (COMM) by 14.93% based on its latest 2017Q4 regulatory filing with the SEC. Rivulet Capital Llc bought 484,700 shares as the company’s stock rose 2.82% while stock markets declined. The hedge fund run by Barry Lebovits held 3.73M shares of the technology company at the end of 2017Q4, valued at $141.15M, up from 3.25 million at the end of the previous reported quarter. Rivulet Capital Llc who had been investing in Commscope Hldg Co Inc for a number of months, seems to be bullish on the $5.23B market cap company. The stock decreased 28.65% or $10.95 during the last trading session, reaching $27.27. About 5.32M shares traded or 269.10% up from the average. CommScope Holding Company, Inc. (NASDAQ:COMM) has declined 4.00% since May 1, 2017 and is downtrending. It has underperformed by 15.55% the S&P500.

Rivulet Capital Llc, which manages about $221.95 million and $913.94 million US Long portfolio, decreased its stake in Interxion Holding N.V (NYSE:INXN) by 370,148 shares to 1.74 million shares, valued at $102.25 million in 2017Q4, according to the filing. It also reduced its holding in Nomad Foods Ltd by 131,400 shares in the quarter, leaving it with 2.96 million shares, and cut its stake in Houghton Mifflin Harcourt Co (NASDAQ:HMHC).

Investors sentiment increased to 0.98 in Q4 2017. Its up 0.26, from 0.72 in 2017Q3. It increased, as 41 investors sold COMM shares while 77 reduced holdings. 45 funds opened positions while 71 raised stakes. 193.85 million shares or 1.07% more from 191.80 million shares in 2017Q3 were reported. Principal Fin Gru Inc has invested 0% in CommScope Holding Company, Inc. (NASDAQ:COMM). Asset Mngmt One Ltd holds 293,499 shares. Caisse De Depot Et Placement Du Quebec invested in 0% or 5,910 shares. Daiwa Secs Gru Inc holds 0.03% or 102,830 shares. Lombard Odier Asset (Usa) Corp holds 374,024 shares or 1.08% of its portfolio. Lincoln Corp owns 0.01% invested in CommScope Holding Company, Inc. (NASDAQ:COMM) for 12,110 shares. Criterion Capital Management Ltd Liability Co reported 693,762 shares. 38,960 are held by Victory Mgmt. Amp Capital Limited invested in 0.01% or 69,136 shares. Route One Investment LP accumulated 7.16 million shares. Pennsylvania-based Janney Montgomery Scott has invested 0% in CommScope Holding Company, Inc. (NASDAQ:COMM). Suffolk Cap Limited Liability Co, New York-based fund reported 327,264 shares. Westpac Bk Corp stated it has 0.02% in CommScope Holding Company, Inc. (NASDAQ:COMM). Employees Retirement Association Of Colorado stated it has 32,595 shares. Credit Invests Ltd Liability Corp accumulated 10,000 shares.

Among 12 analysts covering CommScope Holding (NASDAQ:COMM), 9 have Buy rating, 0 Sell and 3 Hold. Therefore 75% are positive. CommScope Holding had 37 analyst reports since July 24, 2015 according to SRatingsIntel. Northland Capital maintained CommScope Holding Company, Inc. (NASDAQ:COMM) rating on Friday, February 16. Northland Capital has “Hold” rating and $33.0 target. Goldman Sachs upgraded the shares of COMM in report on Monday, May 9 to “Buy” rating. As per Tuesday, February 16, the company rating was upgraded by Raymond James. JP Morgan upgraded the stock to “Overweight” rating in Thursday, December 17 report. The stock of CommScope Holding Company, Inc. (NASDAQ:COMM) earned “Buy” rating by Drexel Hamilton on Friday, July 24. Northland Capital maintained the stock with “Hold” rating in Monday, October 16 report. Jefferies maintained it with “Buy” rating and $40.0 target in Tuesday, October 10 report. Cross Research upgraded the stock to “Buy” rating in Monday, February 22 report. The stock has “Equal-Weight” rating by Morgan Stanley on Tuesday, September 20. The stock has “Buy” rating by BTIG Research on Friday, June 17.

Philadelphia Trust Company, which manages about $1.27 billion US Long portfolio, decreased its stake in United Technologies Corp (NYSE:UTX) by 6,580 shares to 7,209 shares, valued at $920,000 in 2017Q4, according to the filing. It also reduced its holding in Amgen Inc (NASDAQ:AMGN) by 9,284 shares in the quarter, leaving it with 84,293 shares, and cut its stake in Delphi Automotive Plc (NYSE:DLPH).

Investors sentiment increased to 1.14 in Q4 2017. Its up 0.21, from 0.93 in 2017Q3. It is positive, as 16 investors sold TGI shares while 63 reduced holdings. 29 funds opened positions while 61 raised stakes. 49.35 million shares or 2.75% more from 48.03 million shares in 2017Q3 were reported. Towle And owns 1.20M shares or 3.23% of their US portfolio. Ftb Advsr Inc has 0% invested in Triumph Group, Inc. (NYSE:TGI). State Street holds 0.01% or 2.30M shares. Hsbc Hldgs Public Ltd Com reported 12,736 shares or 0% of all its holdings. Kennedy Cap Mgmt Inc holds 0.03% or 58,544 shares. Manufacturers Life Insur The has invested 0% in Triumph Group, Inc. (NYSE:TGI). Parkside Financial Bank & holds 0% or 29 shares in its portfolio. City Holdings accumulated 101 shares. Stone Ridge Asset Mgmt Limited Com reported 12,632 shares. 123,060 were reported by Commercial Bank Of America Corporation De. 264 are owned by Loomis Sayles And L P. Massmutual Fsb Adv owns 38 shares. 21,880 are owned by Sasco Cap Ct. 68,183 are owned by Great West Life Assurance Co Can. Schroder Inv Management Group reported 0.02% stake.

CommScope Holding Company, Inc. (NASDAQ:COMM) Institutional Positions Chart

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