Investec Asset Management North America Raised Honeywell International (HON) Position By $660,162; Putnam Investments Trimmed By $1.66 Million Its Taiwan Semiconductor (TSM) Stake

February 15, 2018 - By Michael Collier

Investec Asset Management North America Inc increased Honeywell International Inc (HON) stake by 23.26% reported in 2017Q3 SEC filing. Investec Asset Management North America Inc acquired 4,682 shares as Honeywell International Inc (HON)’s stock rose 5.49%. The Investec Asset Management North America Inc holds 24,815 shares with $3.52M value, up from 20,133 last quarter. Honeywell International Inc now has $115.12 billion valuation. The stock increased 1.80% or $2.71 during the last trading session, reaching $153.09. About 2.27M shares traded. Honeywell International Inc. (NYSE:HON) has risen 17.66% since February 15, 2017 and is uptrending. It has outperformed by 0.96% the S&P500.

Putnam Investments Llc decreased Taiwan Semiconductor (TSM) stake by 13.04% reported in 2017Q3 SEC filing. Putnam Investments Llc sold 44,841 shares as Taiwan Semiconductor (TSM)’s stock rose 8.84%. The Putnam Investments Llc holds 298,994 shares with $11.23 million value, down from 343,835 last quarter. Taiwan Semiconductor now has $205.68B valuation. The stock increased 1.51% or $0.65 during the last trading session, reaching $43.7. About 3.70M shares traded. Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) has risen 51.40% since February 15, 2017 and is uptrending. It has outperformed by 34.70% the S&P500.

Putnam Investments Llc increased Vaneck Vectors Gold Miners E stake by 431,200 shares to 2.24 million valued at $51.45 million in 2017Q3. It also upped Senior Housing Prop Trust (NYSE:SNH) stake by 154,497 shares and now owns 248,282 shares. Enterprise Products Partners (NYSE:EPD) was raised too.

Among 8 analysts covering Taiwan Semiconductor Manufacturing (NYSE:TSM), 4 have Buy rating, 0 Sell and 4 Hold. Therefore 50% are positive. Taiwan Semiconductor Manufacturing had 15 analyst reports since August 24, 2015 according to SRatingsIntel. HSBC downgraded Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) on Wednesday, June 21 to “Hold” rating. On Thursday, October 13 the stock rating was downgraded by HSBC to “Hold”. The firm has “Outperform” rating given on Friday, December 11 by Credit Suisse. The stock of Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) has “Buy” rating given on Monday, January 22 by Goldman Sachs. Susquehanna upgraded Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) on Tuesday, October 4 to “Neutral” rating. The stock of Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) earned “Buy” rating by HSBC on Tuesday, January 16. On Tuesday, June 28 the stock rating was downgraded by Goldman Sachs to “Neutral”. As per Thursday, January 18, the company rating was maintained by Susquehanna. Morgan Stanley downgraded Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) on Monday, November 27 to “Equal-Weight” rating. The stock of Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) earned “Sector Weight” rating by Pacific Crest on Friday, October 14.

Among 21 analysts covering Honeywell International Inc. (NYSE:HON), 17 have Buy rating, 0 Sell and 4 Hold. Therefore 81% are positive. Honeywell International Inc. had 90 analyst reports since July 30, 2015 according to SRatingsIntel. The company was maintained on Monday, October 23 by Credit Suisse. The stock of Honeywell International Inc. (NYSE:HON) has “Hold” rating given on Tuesday, July 25 by Credit Suisse. Morgan Stanley maintained Honeywell International Inc. (NYSE:HON) rating on Wednesday, August 16. Morgan Stanley has “Overweight” rating and $145 target. The stock of Honeywell International Inc. (NYSE:HON) earned “Buy” rating by Deutsche Bank on Tuesday, August 25. RBC Capital Markets downgraded it to “Hold” rating and $158.0 target in Wednesday, January 3 report. The company was initiated on Thursday, October 6 by Robert W. Baird. Citigroup initiated Honeywell International Inc. (NYSE:HON) on Thursday, January 21 with “Buy” rating. The stock of Honeywell International Inc. (NYSE:HON) has “Outperform” rating given on Monday, October 19 by RBC Capital Markets. Cowen & Co maintained Honeywell International Inc. (NYSE:HON) on Monday, January 22 with “Buy” rating. As per Monday, April 25, the company rating was maintained by Morgan Stanley.

Since August 23, 2017, it had 0 buys, and 1 sale for $798,211 activity. Another trade for 5,840 shares valued at $798,211 was sold by Gautam Rajeev.

Investors sentiment increased to 1.14 in Q3 2017. Its up 0.18, from 0.96 in 2017Q2. It increased, as 42 investors sold HON shares while 453 reduced holdings. 99 funds opened positions while 465 raised stakes. 562.75 million shares or 0.04% less from 562.97 million shares in 2017Q2 were reported. Massachusetts-based Baystate Wealth Mngmt Llc has invested 0.01% in Honeywell International Inc. (NYSE:HON). Sequoia Advsrs Limited Com owns 3,709 shares. Delta Asset Mngmt Limited Com Tn holds 4.62% or 215,697 shares. Goodman Financial has 1,950 shares for 0.13% of their portfolio. Benjamin F Edwards And Com holds 0.04% or 2,345 shares in its portfolio. Moreover, Alpha Cubed Invests Lc has 0.09% invested in Honeywell International Inc. (NYSE:HON). Tompkins Fincl accumulated 0.67% or 19,903 shares. Waldron LP owns 1,568 shares for 0.06% of their portfolio. Front Barnett Associate Ltd Liability stated it has 8,302 shares or 0.21% of all its holdings. Walleye Trading Lc has 29,579 shares. 26,160 were reported by Fiduciary Tru. Community Fincl Bank Na holds 3,979 shares or 0.06% of its portfolio. Cantab Limited Liability Partnership stated it has 12,848 shares. Cypress Asset Mgmt Incorporated Tx accumulated 85,702 shares or 2.61% of the stock. L & S invested in 49,132 shares.

Investec Asset Management North America Inc decreased Unitedhealth Group Inc (NYSE:UNH) stake by 1,586 shares to 72,372 valued at $14.17M in 2017Q3. It also reduced Bank Of New York Mellon Corp (NYSE:BK) stake by 5,865 shares and now owns 249,285 shares. Carnival Corp (NYSE:CCL) was reduced too.

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