Delta Air Lines Del (DAL) Holder Anchor Bolt Capital LP Boosted Stake; Ejf Capital Holding in Pioneer Nat Res Co (PXD) Has Cut by $342,000

June 19, 2018 - By Adrian Mccoy

Pioneer Natural Resources Company (NYSE:PXD) Logo

Robert Polak increased its stake in Delta Air Lines Inc Del (DAL) by 72.33% based on its latest 2018Q1 regulatory filing with the SEC. Anchor Bolt Capital Lp bought 1.21 million shares as the company’s stock rose 2.16% while stock markets declined. The hedge fund run by Robert Polak held 2.89 million shares of the transportation company at the end of 2018Q1, valued at $158.49M, up from 1.68M at the end of the previous reported quarter. Anchor Bolt Capital Lp who had been investing in Delta Air Lines Inc Del for a number of months, seems to be bullish on the $37.59 billion market cap company. The stock decreased 1.86% or $1.02 during the last trading session, reaching $53.78. About 5.76M shares traded. Delta Air Lines, Inc. (NYSE:DAL) has risen 10.85% since June 19, 2017 and is uptrending. It has underperformed by 1.72% the S&P500. Some Historical DAL News: 04/04/2018 – DELTA AIR LINES- INCIDENT OCCURRED FROM SEPT 26 TO OCT 12 2017; CUSTOMER PAYMENT INFORMATION FOR 24 7.Al CLIENTS INCLUDING CO’S MAY HAVE BEEN ACCESSED; 30/05/2018 – DAL: SEES $3B/YEAR REVENUE FROM AMERICAN EXPRESS PARTNERSHIP; 28/03/2018 – Chicago O’Hare $8.5 bln expansion plan approved by city council; 07/03/2018 – Delta gets boost from Air Berlin collapse in Germany; 27/04/2018 – Delta Air Lines Declares Quarterly Dividend; 12/04/2018 – Delta, the nation’s second-largest airline, posts record revenues as it faced strong demand, particularly for trans-Atlantic routes; 30/05/2018 – DELTA SAYS WILL FOCUS ON MIAMI-HAVANA, ATLANTA-HAVANA ROUTES; 12/04/2018 – Delta Air Sees 2Q Fuel Price $2.07 to $2.12; 12/04/2018 – Delta Keeps Sales Momentum; 05/04/2018 – DELTA SPOKESMAN MORGAN DURRANT COMMENTS IN EMAIL

Emanuel J. Friedman decreased its stake in Pioneer Nat Res Co (PXD) by 25% based on its latest 2018Q1 regulatory filing with the SEC. Ejf Capital Llc sold 2,000 shares as the company’s stock rose 6.09% while stock markets declined. The hedge fund run by Emanuel J. Friedman held 6,000 shares of the oil & gas production company at the end of 2018Q1, valued at $1.03 million, down from 8,000 at the end of the previous reported quarter. Ejf Capital Llc who had been investing in Pioneer Nat Res Co for a number of months, seems to be less bullish one the $30.70B market cap company. The stock decreased 2.42% or $4.46 during the last trading session, reaching $180.14. About 2.31 million shares traded or 55.49% up from the average. Pioneer Natural Resources Company (NYSE:PXD) has risen 13.06% since June 19, 2017 and is uptrending. It has outperformed by 0.49% the S&P500. Some Historical PXD News: 03/05/2018 – PIONEER NATURAL RESOURCES CO PXD.N CEO SAYS STILL PLANS TO SPEND WITHIN 2018 CASH FLOW, ESTIMATED AT ROUGHLY $3.2 BILLION; 09/04/2018 – PXD PLANS TO OPERATE 20 HORIZONTAL RIGS IN PERMIAN BASIN IN ’18; 03/05/2018 – PIONEER EXPECTS BIDS FOR EAGLE FORD ASSETS BY MAY: CEO DOVE; 06/03/2018 – CERAWEEK-U.S. metals tariff would hurt future returns -shale company CEO; 03/05/2018 – PIONEER NATURAL RESOURCES CO PXD.N CEO SAYS SEEING SOME PERMIAN OILFIELD SERVICE COST INFLATION; 07/05/2018 – Pioneer Natural at Morgan Stanley Conference Tomorrow; 03/05/2018 – PIONEER NATURAL RESOURCES CO PXD.N HAD PREVIOUSLY FORECAST 2018 CAPITAL BUDGET OF $2.9 BILLION; 02/05/2018 – Pioneer Natural 1Q Adj EPS $1.66; 21/05/2018 – PIONEER NATURAL RESOURCES CO PXD.N : UBS RAISES TARGET PRICE TO $243 FROM $215; 02/05/2018 – Pioneer Natural 1Q EPS $1.04

Investors sentiment increased to 1.26 in Q1 2018. Its up 0.15, from 1.11 in 2017Q4. It is positive, as 56 investors sold DAL shares while 253 reduced holdings. 115 funds opened positions while 273 raised stakes. 569.91 million shares or 2.40% less from 583.95 million shares in 2017Q4 were reported. Taurus Asset Ltd holds 0.04% or 5,225 shares. State Of New Jersey Common Pension Fund D holds 0.22% of its portfolio in Delta Air Lines, Inc. (NYSE:DAL) for 1.06M shares. Advisory accumulated 39,416 shares or 0.04% of the stock. Wetherby Asset Management invested in 0.06% or 8,160 shares. Alpha Windward Ltd Limited Liability Company invested in 0.35% or 10,341 shares. Aviva Public Ltd Com has invested 0.03% of its portfolio in Delta Air Lines, Inc. (NYSE:DAL). Everence Capital Mngmt Incorporated, a Indiana-based fund reported 11,300 shares. 320,604 are held by Impala Asset Limited Liability Company. Kwmg Lc holds 0.63% of its portfolio in Delta Air Lines, Inc. (NYSE:DAL) for 38,825 shares. Verity Asset Management reported 3,934 shares or 0.2% of all its holdings. 183,772 were accumulated by Janney Montgomery Scott. Ing Groep Nv owns 110,850 shares for 0.11% of their portfolio. Moreover, Nomura Asset Mngmt has 0.14% invested in Delta Air Lines, Inc. (NYSE:DAL). Afam Cap holds 0.66% or 109,953 shares. 4,938 were accumulated by Fiera.

More notable recent Delta Air Lines, Inc. (NYSE:DAL) news were published by: Bizjournals.com which released: “Delta to launch nonstop service between MSP and Seoul” on June 13, 2018, also Bizjournals.com with their article: “Delta responds to reports of symptomatic reactions to new uniforms” published on June 06, 2018, Bizjournals.com published: “American Airlines settles antitrust suit for $45M, maintains it did nothing wrong” on June 18, 2018. More interesting news about Delta Air Lines, Inc. (NYSE:DAL) were released by: Bizjournals.com and their article: “Southwest, Delta respond to Dallas’ proposal to solve Love Field dispute” published on June 14, 2018 as well as Bizjournals.com‘s news article titled: “American Airlines’ regional carrier collapse felt as far as Chicago” with publication date: June 19, 2018.

Anchor Bolt Capital Lp, which manages about $849.21M and $2.47 billion US Long portfolio, decreased its stake in General Mtrs Co (Call) (NYSE:GM) by 1.15M shares to 1.12 million shares, valued at $40.55 million in 2018Q1, according to the filing. It also reduced its holding in Turquoise Hill Res Ltd (NYSE:TRQ) by 2.01 million shares in the quarter, leaving it with 15.41 million shares, and cut its stake in Warrior Met Coal Inc.

Among 20 analysts covering Delta Air Lines (NYSE:DAL), 20 have Buy rating, 0 Sell and 0 Hold. Therefore 100% are positive. Delta Air Lines had 79 analyst reports since August 3, 2015 according to SRatingsIntel. Deutsche Bank downgraded Delta Air Lines, Inc. (NYSE:DAL) on Friday, April 1 to “Hold” rating. The firm has “Buy” rating by Stephens given on Monday, January 8. Imperial Capital maintained the stock with “Hold” rating in Tuesday, July 11 report. The firm has “In-Line” rating given on Wednesday, August 24 by Imperial Capital. The rating was maintained by Cowen & Co on Friday, January 13 with “Outperform”. The company was maintained on Tuesday, April 3 by Cowen & Co. The stock of Delta Air Lines, Inc. (NYSE:DAL) has “Outperform” rating given on Friday, December 18 by Cowen & Co. The rating was maintained by Stifel Nicolaus on Thursday, July 13 with “Buy”. The stock of Delta Air Lines, Inc. (NYSE:DAL) has “Buy” rating given on Friday, November 18 by Citigroup. The firm has “Buy” rating given on Tuesday, September 5 by Cowen & Co.

Since January 12, 2018, it had 1 insider purchase, and 8 insider sales for $10.14 million activity. Bastian Edward H had sold 25,000 shares worth $1.38 million. On Tuesday, January 16 the insider Jacobson Paul A sold $2.97 million. Sear Steven M sold $556,873 worth of Delta Air Lines, Inc. (NYSE:DAL) on Wednesday, May 30. BLAKE FRANCIS S bought 3,350 shares worth $200,193. 12,000 shares were sold by Smith Joanne D, worth $654,000.

Since February 22, 2018, it had 0 buys, and 26 sales for $25.53 million activity. SHEFFIELD SCOTT D sold $360,000 worth of stock or 2,000 shares. On Wednesday, May 9 the insider CHEATWOOD CHRIS J sold $1.06M. HANNES WILLIAM F also sold $2.03 million worth of Pioneer Natural Resources Company (NYSE:PXD) shares. KLEINMAN MARK H had sold 1,150 shares worth $207,196 on Monday, February 26. Fairbrook Teresa A sold $384,120 worth of stock. 2,178 Pioneer Natural Resources Company (NYSE:PXD) shares with value of $462,694 were sold by DOVE TIMOTHY L.

Analysts await Pioneer Natural Resources Company (NYSE:PXD) to report earnings on August, 7 after the close. They expect $1.59 EPS, up 657.14% or $1.38 from last year’s $0.21 per share. PXD’s profit will be $270.98 million for 28.32 P/E if the $1.59 EPS becomes a reality. After $1.66 actual EPS reported by Pioneer Natural Resources Company for the previous quarter, Wall Street now forecasts -4.22% negative EPS growth.

More important recent Pioneer Natural Resources Company (NYSE:PXD) news were published by: Seekingalpha.com which released: “Pioneer Natural Resources: Poised For Permian Supremacy” on May 31, 2018, also Seekingalpha.com published article titled: “The Play Between Energy, Economy And Technological Change”, Investorplace.com published: “New Lows Almost Certainly Are in the Future for Petrobras Stock” on June 17, 2018. More interesting news about Pioneer Natural Resources Company (NYSE:PXD) was released by: Seekingalpha.com and their article: “Pioneer Natural Resources: Increased Focus On Permian” with publication date: June 15, 2018.

Among 42 analysts covering Pioneer Natural Resources (NYSE:PXD), 37 have Buy rating, 1 Sell and 4 Hold. Therefore 88% are positive. Pioneer Natural Resources had 173 analyst reports since July 21, 2015 according to SRatingsIntel. The stock has “Outperform” rating by Robert W. Baird on Tuesday, December 19. Societe Generale upgraded Pioneer Natural Resources Company (NYSE:PXD) on Wednesday, February 8 to “Buy” rating. The stock has “Buy” rating by RBC Capital Markets on Thursday, June 15. The rating was maintained by Jefferies on Tuesday, January 30 with “Buy”. Williams Capital Group downgraded it to “Hold” rating and $206 target in Tuesday, January 24 report. On Tuesday, February 6 the stock rating was maintained by Robert W. Baird with “Buy”. The firm earned “Overweight” rating on Friday, June 1 by JP Morgan. The stock of Pioneer Natural Resources Company (NYSE:PXD) earned “Buy” rating by Topeka Capital Markets on Wednesday, January 6. The stock has “Buy” rating by Jefferies on Wednesday, February 7. Topeka Capital Markets maintained the stock with “Buy” rating in Thursday, February 11 report.

Investors sentiment increased to 1.22 in 2018 Q1. Its up 0.35, from 0.87 in 2017Q4. It is positive, as 32 investors sold PXD shares while 206 reduced holdings. 87 funds opened positions while 203 raised stakes. 146.34 million shares or 1.27% less from 148.22 million shares in 2017Q4 were reported. Oppenheimer Asset Mngmt holds 1,907 shares. Reliance Trust Of Delaware owns 5,497 shares for 0.15% of their portfolio. Lifeplan Group Inc stated it has 0.01% in Pioneer Natural Resources Company (NYSE:PXD). Howe And Rusling Incorporated owns 16 shares or 0% of their US portfolio. Amica Mutual Insur holds 0.09% of its portfolio in Pioneer Natural Resources Company (NYSE:PXD) for 4,206 shares. Jane Street Group Incorporated Limited Liability has 0% invested in Pioneer Natural Resources Company (NYSE:PXD). Clearbridge Ltd Liability Company has 2.90M shares for 0.47% of their portfolio. First Republic Inv Management invested in 10,888 shares or 0.01% of the stock. 55,974 were reported by Arizona State Retirement Sys. Da Davidson And Company holds 0.01% of its portfolio in Pioneer Natural Resources Company (NYSE:PXD) for 1,630 shares. Putnam Invs Lc has invested 0.36% of its portfolio in Pioneer Natural Resources Company (NYSE:PXD). Swiss Fincl Bank holds 545,952 shares or 0.11% of its portfolio. Cipher Capital Limited Partnership has 22,539 shares. Usca Ria Ltd Liability Corp stated it has 0.04% of its portfolio in Pioneer Natural Resources Company (NYSE:PXD). Vident Investment Advisory Lc reported 2,122 shares.

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