As Time Warner (TWX) Market Valuation Rose, Holder Golub Group Has Decreased by $15.21 Million Its Holding; Excalibur Management Has Upped Its Carlisle Co (CSL) Position by $1.43 Million

February 15, 2018 - By Ellis Scott

Golub Group Llc decreased its stake in Time Warner Inc (TWX) by 96.8% based on its latest 2017Q3 regulatory filing with the SEC. Golub Group Llc sold 149,081 shares as the company’s stock rose 1.19% with the market. The institutional investor held 4,924 shares of the television services company at the end of 2017Q3, valued at $504,000, down from 154,005 at the end of the previous reported quarter. Golub Group Llc who had been investing in Time Warner Inc for a number of months, seems to be less bullish one the $73.97B market cap company. The stock increased 0.33% or $0.31 during the last trading session, reaching $94.83. About 1.68 million shares traded. Time Warner Inc. (NYSE:TWX) has risen 36.37% since February 15, 2017 and is uptrending. It has outperformed by 19.67% the S&P500.

Excalibur Management Corp increased its stake in Carlisle Co (CSL) by 16.93% based on its latest 2017Q3 regulatory filing with the SEC. Excalibur Management Corp bought 14,346 shares as the company’s stock declined 5.16% while stock markets rallied. The institutional investor held 99,095 shares of the specialty chemicals company at the end of 2017Q3, valued at $9.94M, up from 84,749 at the end of the previous reported quarter. Excalibur Management Corp who had been investing in Carlisle Co for a number of months, seems to be bullish on the $6.67B market cap company. The stock increased 1.53% or $1.62 during the last trading session, reaching $107.53. About 375,100 shares traded. Carlisle Companies Incorporated (NYSE:CSL) has declined 0.67% since February 15, 2017 and is downtrending. It has underperformed by 17.37% the S&P500.

Among 12 analysts covering Carlisle Companies (NYSE:CSL), 7 have Buy rating, 0 Sell and 5 Hold. Therefore 58% are positive. Carlisle Companies had 27 analyst reports since September 1, 2015 according to SRatingsIntel. Wunderlich initiated it with “Buy” rating and $110 target in Wednesday, December 16 report. On Tuesday, May 30 the stock rating was maintained by BMO Capital Markets with “Buy”. The rating was maintained by Oppenheimer with “Hold” on Wednesday, July 26. The stock of Carlisle Companies Incorporated (NYSE:CSL) earned “Sector Perform” rating by RBC Capital Markets on Thursday, October 22. Robert W. Baird maintained Carlisle Companies Incorporated (NYSE:CSL) rating on Monday, October 2. Robert W. Baird has “Buy” rating and $110.0 target. Topeka Capital Markets initiated the stock with “Buy” rating in Thursday, May 26 report. As per Sunday, August 27, the company rating was maintained by Oppenheimer. The company was maintained on Thursday, October 12 by SunTrust. The firm earned “Sector Weight” rating on Tuesday, September 29 by KeyBanc Capital Markets. Oppenheimer maintained the stock with “Outperform” rating in Tuesday, September 1 report.

Investors sentiment decreased to 0.85 in Q3 2017. Its down 0.05, from 0.9 in 2017Q2. It fall, as 31 investors sold CSL shares while 118 reduced holdings. 46 funds opened positions while 81 raised stakes. 53.11 million shares or 1.54% less from 53.95 million shares in 2017Q2 were reported. State Bank Of Montreal Can accumulated 466,533 shares. Stevens Mgmt Limited Partnership stated it has 0.03% in Carlisle Companies Incorporated (NYSE:CSL). 3,230 are owned by Oppenheimer Asset. Oregon Public Employees Retirement Fund holds 0.04% in Carlisle Companies Incorporated (NYSE:CSL) or 23,815 shares. Old Second Bancshares Of Aurora stated it has 0.01% of its portfolio in Carlisle Companies Incorporated (NYSE:CSL). Moreover, Point72 Asia (Hong Kong) Ltd has 0.04% invested in Carlisle Companies Incorporated (NYSE:CSL) for 501 shares. Moreover, Hahn Cap Management Ltd Liability Corporation has 1.91% invested in Carlisle Companies Incorporated (NYSE:CSL) for 192,428 shares. State Of Wisconsin Invest Board has invested 0.05% in Carlisle Companies Incorporated (NYSE:CSL). Wright Investors Ser Incorporated invested 0.12% of its portfolio in Carlisle Companies Incorporated (NYSE:CSL). Jfs Wealth Ltd Limited Liability Company holds 0.02% or 673 shares in its portfolio. Schwab Charles Inc reported 216,625 shares. 119,880 are owned by Tiaa Cref Invest Limited Liability Company. Saturna Cap invested in 1.08% or 332,400 shares. Keybank Association Oh reported 14,300 shares or 0.01% of all its holdings. Moreover, Orrstown Service has 0.27% invested in Carlisle Companies Incorporated (NYSE:CSL).

Since August 30, 2017, it had 0 insider purchases, and 1 sale for $589,438 activity.

Golub Group Llc, which manages about $1.01B and $1.08 billion US Long portfolio, upped its stake in Citigroup Inc (NYSE:C) by 83,123 shares to 710,874 shares, valued at $51.71M in 2017Q3, according to the filing. It also increased its holding in Microsoft Corp (NASDAQ:MSFT) by 6,094 shares in the quarter, for a total of 538,730 shares, and has risen its stake in Ishares Tr (LQD).

Since December 14, 2017, it had 0 insider buys, and 2 sales for $2.50 million activity. Shares for $390,647 were sold by BARR WILLIAM P.

Investors sentiment decreased to 0.76 in 2017 Q3. Its down 0.09, from 0.85 in 2017Q2. It turned negative, as 66 investors sold TWX shares while 374 reduced holdings. 69 funds opened positions while 264 raised stakes. 586.69 million shares or 2.23% less from 600.08 million shares in 2017Q2 were reported. Asset Management One Ltd invested in 1.27M shares or 0.3% of the stock. Koch Industries has 67,688 shares for 1.61% of their portfolio. Capstone Invest Ltd holds 1.78% of its portfolio in Time Warner Inc. (NYSE:TWX) for 495,604 shares. Clearbridge Invests reported 5.87 million shares stake. Moreover, Advisor Prtnrs has 0.36% invested in Time Warner Inc. (NYSE:TWX). Alliancebernstein Ltd Partnership stated it has 2.63 million shares or 0.2% of all its holdings. Optimum Investment reported 2,812 shares stake. Beach Point Management LP accumulated 673,901 shares. The Pennsylvania-based Twin Mngmt Inc has invested 0.47% in Time Warner Inc. (NYSE:TWX). Bank Of Montreal Can, Ontario – Canada-based fund reported 2.40 million shares. Harvey Cap Mgmt invested in 0.68% or 16,500 shares. Regions Financial Corp invested in 23,613 shares. South Africa-based Old Mutual Customised Solutions (Proprietary) Ltd has invested 0.42% in Time Warner Inc. (NYSE:TWX). Westwood Hldg Grp Inc Inc holds 10,050 shares. Td Asset holds 0.17% or 1.09M shares.

Among 40 analysts covering Time Warner Inc. (NYSE:TWX), 17 have Buy rating, 0 Sell and 23 Hold. Therefore 43% are positive. Time Warner Inc. had 121 analyst reports since August 6, 2015 according to SRatingsIntel. On Monday, October 16 the stock rating was maintained by KeyBanc Capital Markets with “Hold”. The company was upgraded on Friday, August 7 by Moffett Nathanson. The firm has “Neutral” rating by Wedbush given on Monday, October 24. The firm earned “Hold” rating on Thursday, July 13 by RBC Capital Markets. The firm has “Buy” rating by Pivotal Research given on Tuesday, November 14. Telsey Advisory Group downgraded the stock to “Market Perform” rating in Tuesday, January 3 report. The rating was maintained by Deutsche Bank with “Buy” on Thursday, August 4. The stock of Time Warner Inc. (NYSE:TWX) has “Hold” rating given on Friday, November 17 by Loop Capital. The stock of Time Warner Inc. (NYSE:TWX) earned “Outperform” rating by Barrington Research on Friday, November 6. The firm earned “Hold” rating on Thursday, July 13 by BMO Capital Markets.

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