Bollard Group Stake In Boeing Co (BA) Was Has Boosted; Polaris Inds (PII) Stock Value Rose While Perella Weinberg Partners Capital Management LP Has Cut Its Holding

January 17, 2018 - By Linda Rogers

Daniel Arbess decreased its stake in Polaris Inds Inc (PII) by 46.46% based on its latest 2017Q3 regulatory filing with the SEC. Perella Weinberg Partners Capital Management Lp sold 4,757 shares as the company’s stock rose 0.36% with the market. The hedge fund run by Daniel Arbess held 5,481 shares of the industrial specialties company at the end of 2017Q3, valued at $573,000, down from 10,238 at the end of the previous reported quarter. Perella Weinberg Partners Capital Management Lp who had been investing in Polaris Inds Inc for a number of months, seems to be less bullish one the $8.19 billion market cap company. The stock increased 2.40% or $3.07 during the last trading session, reaching $130.97. About 585,412 shares traded. Polaris Industries Inc. (NYSE:PII) has risen 5.51% since January 17, 2017 and is uptrending. It has underperformed by 11.19% the S&P500.

Bollard Group Llc increased its stake in Boeing Co (BA) by 1.34% based on its latest 2017Q3 regulatory filing with the SEC. Bollard Group Llc bought 1,710 shares as the company’s stock rose 4.66% with the market. The hedge fund held 129,283 shares of the aerospace company at the end of 2017Q3, valued at $32.87 million, up from 127,573 at the end of the previous reported quarter. Bollard Group Llc who had been investing in Boeing Co for a number of months, seems to be bullish on the $209.05B market cap company. The stock increased 4.73% or $15.85 during the last trading session, reaching $351.01. About 9.59 million shares traded or 174.24% up from the average. The Boeing Company (NYSE:BA) has risen 41.13% since January 17, 2017 and is uptrending. It has outperformed by 24.43% the S&P500.

Perella Weinberg Partners Capital Management Lp, which manages about $9.69 billion and $1.19B US Long portfolio, upped its stake in Caesars Entmt Corp (NASDAQ:CZR) by 139,347 shares to 403,395 shares, valued at $5.39 million in 2017Q3, according to the filing. It also increased its holding in Parexel Intl Corp (NASDAQ:PRXL) by 7,207 shares in the quarter, for a total of 54,564 shares, and has risen its stake in Mohawk Inds Inc (NYSE:MHK).

Since August 31, 2017, it had 0 insider purchases, and 6 selling transactions for $9.32 million activity. $489,511 worth of Polaris Industries Inc. (NYSE:PII) was sold by Williams James P on Thursday, August 31. The insider BOGART STACY L sold $2.44 million. Dougherty Michael D. had sold 8,000 shares worth $977,840. On Monday, October 30 the insider Eastman Stephen L. sold $1.01M.

Among 20 analysts covering Polaris Industries (NYSE:PII), 3 have Buy rating, 2 Sell and 15 Hold. Therefore 15% are positive. Polaris Industries had 84 analyst reports since July 23, 2015 according to SRatingsIntel. BMO Capital Markets maintained Polaris Industries Inc. (NYSE:PII) on Friday, July 21 with “Buy” rating. The stock has “Sector Perform” rating by RBC Capital Markets on Wednesday, January 25. The firm has “Neutral” rating by Wedbush given on Tuesday, September 13. The rating was maintained by SunTrust on Tuesday, October 24 with “Hold”. The firm has “Neutral” rating by UBS given on Monday, December 7. The rating was downgraded by Stifel Nicolaus on Thursday, April 14 to “Hold”. The stock of Polaris Industries Inc. (NYSE:PII) has “Buy” rating given on Thursday, July 13 by BMO Capital Markets. As per Friday, June 9, the company rating was maintained by RBC Capital Markets. The rating was maintained by Citigroup on Monday, April 4 with “Buy”. The rating was maintained by Wunderlich on Monday, November 16 with “Buy”.

Investors sentiment decreased to 0.72 in 2017 Q3. Its down 0.49, from 1.21 in 2017Q2. It dropped, as 35 investors sold PII shares while 152 reduced holdings. 46 funds opened positions while 89 raised stakes. 56.03 million shares or 4.63% less from 58.75 million shares in 2017Q2 were reported. First State Bank Of Omaha has 0.08% invested in Polaris Industries Inc. (NYSE:PII). Columbus Circle Investors accumulated 0.24% or 133,505 shares. Security Bancorp Of So Dak owns 0.68% invested in Polaris Industries Inc. (NYSE:PII) for 5,678 shares. Rafferty Asset Management Limited Liability reported 0.08% stake. Arrowmark Colorado Holding Lc holds 1.20 million shares or 1.43% of its portfolio. Next Finance Gru reported 100 shares. Wetherby Asset Mngmt owns 4,694 shares. Tiaa Cref Investment Ltd Liability Corporation holds 0.01% of its portfolio in Polaris Industries Inc. (NYSE:PII) for 110,187 shares. Bb&T Limited Liability Corp reported 0.03% of its portfolio in Polaris Industries Inc. (NYSE:PII). Aqr Limited Liability Co stated it has 18,090 shares. Zurcher Kantonalbank (Zurich Cantonalbank) accumulated 9,367 shares. 50,300 are owned by Prudential Public Limited Com. Jensen Inv Management has 3,670 shares for 0.01% of their portfolio. Armistice Ltd Liability Corporation has 100,000 shares for 1.23% of their portfolio. Nationwide Fund Advisors has 98,109 shares for 0.04% of their portfolio.

Analysts await Polaris Industries Inc. (NYSE:PII) to report earnings on January, 23. They expect $1.48 earnings per share, up 25.42% or $0.30 from last year’s $1.18 per share. PII’s profit will be $92.56M for 22.12 P/E if the $1.48 EPS becomes a reality. After $1.46 actual earnings per share reported by Polaris Industries Inc. for the previous quarter, Wall Street now forecasts 1.37% EPS growth.

Investors sentiment decreased to 0.81 in Q3 2017. Its down 0.05, from 0.86 in 2017Q2. It worsened, as 50 investors sold BA shares while 609 reduced holdings. 165 funds opened positions while 367 raised stakes. 411.79 million shares or 1.95% less from 419.99 million shares in 2017Q2 were reported. Assetmark holds 104,783 shares or 0.3% of its portfolio. Brown Brothers Harriman & Communications invested in 26,174 shares or 0.04% of the stock. Invest Management Of Virginia Limited owns 1,590 shares or 0.09% of their US portfolio. Comerica Securities Inc has 4,247 shares. Lee Danner And Bass reported 2,355 shares. Waters Parkerson Limited Liability owns 11,630 shares for 0.26% of their portfolio. Stoneridge Prns Ltd Limited Liability Company reported 16,175 shares. Marietta Investment Partners holds 0.29% or 3,850 shares in its portfolio. Sonata Grp Inc holds 0.94% or 4,999 shares in its portfolio. Grantham Mayo Van Otterloo Co Limited Company owns 2,000 shares or 0% of their US portfolio. Royal Commercial Bank Of Scotland Public Ltd Co owns 16,664 shares. Paloma has 0.19% invested in The Boeing Company (NYSE:BA) for 53,302 shares. New Jersey Better Educational Savings has 0.64% invested in The Boeing Company (NYSE:BA) for 3,000 shares. Guardian Life Of America has invested 0.05% in The Boeing Company (NYSE:BA). Gamble Jones Inv Counsel has invested 0.41% in The Boeing Company (NYSE:BA).

Among 23 analysts covering Boeing (NYSE:BA), 15 have Buy rating, 1 Sell and 7 Hold. Therefore 65% are positive. Boeing had 90 analyst reports since August 26, 2015 according to SRatingsIntel. Buckingham Research upgraded the stock to “Neutral” rating in Friday, July 28 report. The stock of The Boeing Company (NYSE:BA) earned “Sector Perform” rating by RBC Capital Markets on Thursday, July 27. On Friday, December 22 the stock rating was maintained by Buckingham Research with “Hold”. UBS maintained The Boeing Company (NYSE:BA) rating on Friday, August 4. UBS has “Neutral” rating and $253 target. The rating was downgraded by Buckingham Research to “Underperform” on Monday, February 13. The company was maintained on Wednesday, September 20 by Bernstein. The stock has “Outperform” rating by Credit Suisse on Thursday, July 27. RBC Capital Markets maintained it with “Sell” rating and $14600 target in Friday, June 2 report. RBC Capital Markets maintained it with “Sector Perform” rating and $143 target in Thursday, January 28 report. As per Friday, March 24, the company rating was maintained by Jefferies.

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