As Morgan Stanley (MS) Share Price Declined, Ajo LP Has Upped Holding by $55.72 Million; Allstate (ALL) Shareholder Legacy Private Trust Has Boosted Holding by $1.26 Million as Stock Rose

January 14, 2018 - By Clifton Ray

Legacy Private Trust increased its stake in Allstate Corp (ALL) by 52.2% based on its latest 2017Q3 regulatory filing with the SEC. Legacy Private Trust bought 13,880 shares as the company’s stock rose 4.59% with the market. The institutional investor held 40,468 shares of the property-casualty insurers company at the end of 2017Q3, valued at $3.72 million, up from 26,588 at the end of the previous reported quarter. Legacy Private Trust who had been investing in Allstate Corp for a number of months, seems to be bullish on the $36.64 billion market cap company. The stock increased 1.32% or $1.33 during the last trading session, reaching $102.11. About 2.40M shares traded or 24.31% up from the average. The Allstate Corporation (NYSE:ALL) has risen 25.87% since January 14, 2017 and is uptrending. It has outperformed by 9.17% the S&P500.

Ajo Lp increased its stake in Morgan Stanley (MS) by 113.73% based on its latest 2017Q3 regulatory filing with the SEC. Ajo Lp bought 1.16 million shares as the company’s stock declined 9.43% while stock markets rallied. The institutional investor held 2.18 million shares of the investment bankers and brokers and service company at the end of 2017Q3, valued at $105.08M, up from 1.02 million at the end of the previous reported quarter. Ajo Lp who had been investing in Morgan Stanley for a number of months, seems to be bullish on the $99.65 billion market cap company. The stock increased 1.70% or $0.92 during the last trading session, reaching $55.12. About 9.00M shares traded or 15.20% up from the average. Morgan Stanley (NYSE:MS) has risen 57.08% since January 14, 2017 and is uptrending. It has outperformed by 40.38% the S&P500.

Among 29 analysts covering Morgan Stanley (NYSE:MS), 19 have Buy rating, 0 Sell and 10 Hold. Therefore 66% are positive. Morgan Stanley had 91 analyst reports since July 21, 2015 according to SRatingsIntel. RBC Capital Markets upgraded it to “Outperform” rating and $39 target in Wednesday, October 7 report. Macquarie Research maintained Morgan Stanley (NYSE:MS) on Wednesday, October 5 with “Outperform” rating. The stock has “Market Perform” rating by Wells Fargo on Thursday, August 10. The firm earned “Hold” rating on Wednesday, July 19 by Oppenheimer. The firm earned “Neutral” rating on Wednesday, December 21 by Atlantic Securities. The firm earned “Equal Weight” rating on Thursday, October 20 by Barclays Capital. Credit Suisse upgraded the shares of MS in report on Monday, October 9 to “Outperform” rating. The firm earned “Buy” rating on Monday, June 19 by BMO Capital Markets. The stock of Morgan Stanley (NYSE:MS) has “Market Perform” rating given on Tuesday, April 19 by Wood. The stock of Morgan Stanley (NYSE:MS) has “Outperform” rating given on Thursday, July 20 by BMO Capital Markets.

Investors sentiment increased to 0.94 in 2017 Q3. Its up 0.06, from 0.88 in 2017Q2. It increased, as 59 investors sold MS shares while 292 reduced holdings. 76 funds opened positions while 255 raised stakes. 1.53 billion shares or 1.48% less from 1.55 billion shares in 2017Q2 were reported. Illinois-based Ubs Asset Mgmt Americas has invested 0.18% in Morgan Stanley (NYSE:MS). Rbf Cap Ltd Com invested in 4.87% or 800,000 shares. Cookson Peirce & reported 352,464 shares stake. Westover Cap Limited Liability Company holds 1.65% or 58,096 shares. New York-based Buckingham Capital Management has invested 1.79% in Morgan Stanley (NYSE:MS). The New York-based Gm Advisory Grp Inc has invested 0.3% in Morgan Stanley (NYSE:MS). 75,600 were accumulated by Amer Money Mgmt Ltd Liability. Hm Payson And stated it has 0.01% of its portfolio in Morgan Stanley (NYSE:MS). 810 are owned by Smith Asset Mngmt Grp Lp. Smithfield Trust Communications reported 4,080 shares. Wetherby Asset Management accumulated 0.18% or 25,760 shares. Kentucky Retirement accumulated 87,456 shares. 132,813 are held by Cibc Ww Markets. Highlander Capital Lc holds 0.1% or 2,650 shares. Chicago Equity Prtnrs Lc holds 273,220 shares or 0.42% of its portfolio.

Ajo Lp, which manages about $24.49 billion and $23.01 billion US Long portfolio, decreased its stake in Henry (Jack) & Assoc (NASDAQ:JKHY) by 17,882 shares to 13,800 shares, valued at $1.42 million in 2017Q3, according to the filing. It also reduced its holding in Hallador Energy (NASDAQ:HNRG) by 183,490 shares in the quarter, leaving it with 195,392 shares, and cut its stake in Fiserv Inc (NASDAQ:FISV).

Since August 4, 2017, it had 0 insider buys, and 3 sales for $9.02 million activity. Lees Susan L also sold $1.16M worth of The Allstate Corporation (NYSE:ALL) shares. Shebik Steven E sold 35,197 shares worth $3.32M.

Investors sentiment increased to 0.91 in Q3 2017. Its up 0.15, from 0.76 in 2017Q2. It is positive, as 44 investors sold ALL shares while 300 reduced holdings. 92 funds opened positions while 221 raised stakes. 263.23 million shares or 1.26% less from 266.58 million shares in 2017Q2 were reported. Dekabank Deutsche Girozentrale stated it has 0.45% of its portfolio in The Allstate Corporation (NYSE:ALL). Summit Wealth invested in 1.19% or 35,743 shares. Iberiabank reported 0.13% stake. Trust Of Virginia Va has 7,636 shares for 0.1% of their portfolio. Meyer Handelman has invested 0.79% in The Allstate Corporation (NYSE:ALL). 8,965 were reported by Lodestar Inv Counsel Limited Liability Company Il. Fairfield Bush And reported 2,596 shares. Mu Invs Co Limited, a Japan-based fund reported 400 shares. Paragon Cap Management Ltd owns 3,158 shares or 0.11% of their US portfolio. Natixis reported 0.76% in The Allstate Corporation (NYSE:ALL). Cornerstone Advsrs accumulated 0.03% or 446 shares. Vanguard Inc has 24.66 million shares for 0.11% of their portfolio. Of Vermont invested 0.14% of its portfolio in The Allstate Corporation (NYSE:ALL). Boston Family Office Limited Com invested in 0.06% or 6,003 shares. Macquarie holds 1.29% or 7.81 million shares in its portfolio.

Among 20 analysts covering The Allstate Corporation (NYSE:ALL), 7 have Buy rating, 2 Sell and 11 Hold. Therefore 35% are positive. The Allstate Corporation had 47 analyst reports since August 4, 2015 according to SRatingsIntel. The rating was initiated by Piper Jaffray on Thursday, October 15 with “Overweight”. The stock of The Allstate Corporation (NYSE:ALL) earned “Buy” rating by Citigroup on Thursday, July 13. On Monday, August 10 the stock rating was upgraded by Deutsche Bank to “Hold”. Compass Point maintained the stock with “Neutral” rating in Wednesday, August 5 report. The firm has “Neutral” rating given on Tuesday, September 19 by UBS. The rating was downgraded by Wells Fargo to “Market Perform” on Tuesday, January 9. The company was downgraded on Friday, January 6 by Credit Suisse. Deutsche Bank downgraded the shares of ALL in report on Thursday, August 3 to “Hold” rating. The stock has “Buy” rating by Wells Fargo on Tuesday, August 1. Wells Fargo maintained the shares of ALL in report on Thursday, June 15 with “Buy” rating.

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