Stonerise Capital Management Stake in Och (OZM) Lowered by $1.16 Million; Pictet Asset Management LTD Holding In Valmont Inds (VMI) Was Upped

June 4, 2018 - By Linda Rogers

Och-Ziff Capital Management Group LLC (NYSE:OZM) Logo

Pictet Asset Management Ltd increased its stake in Valmont Inds Inc (VMI) by 3.33% based on its latest 2018Q1 regulatory filing with the SEC. Pictet Asset Management Ltd bought 27,448 shares as the company’s stock declined 2.33% with the market. The institutional investor held 851,703 shares of the capital goods company at the end of 2018Q1, valued at $124.60 million, up from 824,255 at the end of the previous reported quarter. Pictet Asset Management Ltd who had been investing in Valmont Inds Inc for a number of months, seems to be bullish on the $3.33B market cap company. The stock decreased 0.37% or $0.55 during the last trading session, reaching $147.65. About 9,633 shares traded. Valmont Industries, Inc. (NYSE:VMI) has risen 0.24% since June 4, 2017 and is uptrending. It has underperformed by 12.33% the S&P500.

John C. Walker decreased its stake in Och (OZM) by 42.81% based on its latest 2018Q1 regulatory filing with the SEC. Stonerise Capital Management Llc sold 581,034 shares as the company’s stock declined 23.91% with the market. The hedge fund run by John C. Walker held 776,166 shares of the investment managers company at the end of 2018Q1, valued at $2.07 million, down from 1.36 million 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 less bullish one the $921.00M market cap company. The stock increased 1.23% or $0.0248 during the last trading session, reaching $2.0348. About 265,707 shares traded. Och-Ziff Capital Management Group LLC (NYSE:OZM) has declined 12.13% since June 4, 2017 and is downtrending. It has underperformed by 24.70% the S&P500.

Among 5 analysts covering Valmont Industries Inc. (NYSE:VMI), 2 have Buy rating, 0 Sell and 3 Hold. Therefore 40% are positive. Valmont Industries Inc. had 15 analyst reports since January 12, 2016 according to SRatingsIntel. Stifel Nicolaus maintained the shares of VMI in report on Friday, February 23 with “Hold” rating. The firm has “Buy” rating given on Thursday, July 20 by Stifel Nicolaus. Stifel Nicolaus maintained Valmont Industries, Inc. (NYSE:VMI) on Friday, October 6 with “Buy” rating. Stifel Nicolaus maintained Valmont Industries, Inc. (NYSE:VMI) rating on Thursday, October 19. Stifel Nicolaus has “Buy” rating and $177.0 target. Stifel Nicolaus maintained it with “Hold” rating and $181.0 target in Tuesday, January 16 report. The firm has “Hold” rating given on Thursday, July 20 by Boenning & Scattergood. The stock of Valmont Industries, Inc. (NYSE:VMI) earned “Buy” rating by Stifel Nicolaus on Friday, April 21. Wedbush maintained it with “Neutral” rating and $118 target in Friday, February 19 report. As per Monday, December 11, the company rating was downgraded by Stifel Nicolaus. Stifel Nicolaus maintained it with “Hold” rating and $141 target in Monday, April 16 report.

Pictet Asset Management Ltd, which manages about $40.54 billion US Long portfolio, decreased its stake in Esperion Therapeutics Inc Ne (NASDAQ:ESPR) by 54,839 shares to 288,554 shares, valued at $20.87M in 2018Q1, according to the filing. It also reduced its holding in V F Corp (NYSE:VFC) by 146,500 shares in the quarter, leaving it with 226,067 shares, and cut its stake in Philip Morris Intl Inc (NYSE:PM).

Investors sentiment decreased to 0.68 in 2018 Q1. Its down 0.44, from 1.12 in 2017Q4. It is negative, as 31 investors sold VMI shares while 89 reduced holdings. 22 funds opened positions while 60 raised stakes. 18.95 million shares or 0.41% less from 19.03 million shares in 2017Q4 were reported. Schwab Charles Investment Mgmt accumulated 92,284 shares. 1,283 are held by Bnp Paribas Arbitrage. Advisors Asset Mngmt Inc holds 0.01% in Valmont Industries, Inc. (NYSE:VMI) or 4,096 shares. Earnest Prtn Ltd Com accumulated 6 shares. Jupiter Asset Limited invested in 0.04% or 9,303 shares. Stifel Corp holds 0% in Valmont Industries, Inc. (NYSE:VMI) or 8,625 shares. Convergence Prns Limited Com has invested 0% in Valmont Industries, Inc. (NYSE:VMI). Renaissance Ltd holds 111,800 shares or 0.02% of its portfolio. Jefferies Group Limited Liability Corp accumulated 1,900 shares or 0% of the stock. Moreover, Mason Street Llc has 0.04% invested in Valmont Industries, Inc. (NYSE:VMI). Atlantic Gp Limited Liability Corporation invested in 70 shares. State Treasurer State Of Michigan invested in 0.01% or 8,300 shares. Prudential Fincl Incorporated holds 67,909 shares or 0.02% of its portfolio. Garrison owns 15,567 shares for 1.27% of their portfolio. Schroder Investment Mngmt Grp Inc holds 0.17% of its portfolio in Valmont Industries, Inc. (NYSE:VMI) for 689,795 shares.

Investors sentiment decreased to 1.04 in 2018 Q1. Its down 0.17, from 1.21 in 2017Q4. It fall, as 8 investors sold OZM shares while 20 reduced holdings. 4 funds opened positions while 25 raised stakes. 75.86 million shares or 4.60% less from 79.52 million shares in 2017Q4 were reported. Oppenheimer & holds 16,000 shares. Hightower Advsr Lc holds 0% or 34,470 shares. First Republic Management has invested 0.01% in Och-Ziff Capital Management Group LLC (NYSE:OZM). Evercore Wealth Mgmt Limited Liability Company has 0% invested in Och-Ziff Capital Management Group LLC (NYSE:OZM). Kamunting Street Cap LP invested 2.23% in Och-Ziff Capital Management Group LLC (NYSE:OZM). Ares Ltd Com has 0% invested in Och-Ziff Capital Management Group LLC (NYSE:OZM). Gp One Trading LP holds 71,593 shares. Stonerise Mngmt Ltd Liability Corp holds 776,166 shares. Odey Asset Mgmt Gru Ltd accumulated 6.65 million shares. Arrowstreet Capital Ltd Partnership invested 0% of its portfolio in Och-Ziff Capital Management Group LLC (NYSE:OZM). Cibc Asset Management holds 0% of its portfolio in Och-Ziff Capital Management Group LLC (NYSE:OZM) for 17,602 shares. Credit Suisse Ag owns 0% invested in Och-Ziff Capital Management Group LLC (NYSE:OZM) for 644,802 shares. Blackrock has 0% invested in Och-Ziff Capital Management Group LLC (NYSE:OZM). Virtu Limited Liability Company invested in 55,763 shares or 0.01% of the stock. The Kansas-based Creative Planning has invested 0% in Och-Ziff Capital Management Group LLC (NYSE:OZM).

Analysts await Och-Ziff Capital Management Group LLC (NYSE:OZM) to report earnings on August, 1. They expect $0.05 EPS, down 50.00% or $0.05 from last year’s $0.1 per share. OZM’s profit will be $22.63 million for 10.17 P/E if the $0.05 EPS becomes a reality. After $0.08 actual EPS reported by Och-Ziff Capital Management Group LLC for the previous quarter, Wall Street now forecasts -37.50% negative EPS growth.

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