Advisory Research Has Increased Apollo Investment (AINV) Position by $710,538; American Express Co (AXP) Shareholder Semper Augustus Investments Group Has Lowered Holding by $1.26 Million

February 15, 2018 - By Ellis Scott

Semper Augustus Investments Group Llc decreased its stake in American Express Co (AXP) by 38.86% based on its latest 2017Q3 regulatory filing with the SEC. Semper Augustus Investments Group Llc sold 14,039 shares as the company’s stock declined 3.65% while stock markets rallied. The hedge fund held 22,091 shares of the consumer services company at the end of 2017Q3, valued at $2.00 million, down from 36,130 at the end of the previous reported quarter. Semper Augustus Investments Group Llc who had been investing in American Express Co for a number of months, seems to be less bullish one the $83.53 billion market cap company. The stock increased 1.77% or $1.67 during the last trading session, reaching $96.23. About 3.45 million shares traded. American Express Company (NYSE:AXP) has risen 22.41% since February 15, 2017 and is uptrending. It has outperformed by 5.71% the S&P500.

Advisory Research Inc increased its stake in Apollo Investment Corporation (AINV) by 13.85% based on its latest 2017Q3 regulatory filing with the SEC. Advisory Research Inc bought 118,423 shares as the company’s stock declined 0.16% while stock markets rallied. The hedge fund held 973,548 shares of the company at the end of 2017Q3, valued at $5.95 million, up from 855,125 at the end of the previous reported quarter. Advisory Research Inc who had been investing in Apollo Investment Corporation for a number of months, seems to be bullish on the $1.18 billion market cap company. The stock decreased 0.36% or $0.02 during the last trading session, reaching $5.46. About 875,958 shares traded. Apollo Investment Corporation (NASDAQ:AINV) has risen 17.01% since February 15, 2017 and is uptrending. It has outperformed by 0.31% the S&P500.

Investors sentiment increased to 1.17 in 2017 Q3. Its up 0.05, from 1.12 in 2017Q2. It is positive, as 21 investors sold AINV shares while 44 reduced holdings. 24 funds opened positions while 52 raised stakes. 96.55 million shares or 0.02% less from 96.57 million shares in 2017Q2 were reported. Virtu Finance Ltd Company holds 0% or 45,056 shares. 75,600 were accumulated by Alpha Windward Limited Liability Company. Bancorporation Of America De has invested 0% in Apollo Investment Corporation (NASDAQ:AINV). Ameriprise Financial has invested 0% in Apollo Investment Corporation (NASDAQ:AINV). Grassi Investment holds 0.01% or 10,000 shares. Moreover, Geode Mngmt Limited Com has 0% invested in Apollo Investment Corporation (NASDAQ:AINV). Ares Management Limited Liability Com holds 0.48% of its portfolio in Apollo Investment Corporation (NASDAQ:AINV) for 2.31M shares. Highlander Capital Mngmt Limited Liability Corp, New Jersey-based fund reported 5,500 shares. Hbk Lp reported 0% stake. Lsv Asset Mngmt invested 0% of its portfolio in Apollo Investment Corporation (NASDAQ:AINV). Muzinich And Inc has 5.19% invested in Apollo Investment Corporation (NASDAQ:AINV) for 8.59 million shares. The Unknown-based Mckinley Capital Limited Liability Company Delaware has invested 0.11% in Apollo Investment Corporation (NASDAQ:AINV). Founders Finance Secs Limited Co reported 18,295 shares stake. Arrowstreet Cap Partnership owns 2.73 million shares or 0.04% of their US portfolio. Stifel holds 0% of its portfolio in Apollo Investment Corporation (NASDAQ:AINV) for 188,919 shares.

Advisory Research Inc, which manages about $11.47B and $6.28 billion US Long portfolio, decreased its stake in Range Resources (NYSE:RRC) by 90,526 shares to 1.71 million shares, valued at $33.52M in 2017Q3, according to the filing. It also reduced its holding in Addus Homecare Corp. (NASDAQ:ADUS) by 213,101 shares in the quarter, leaving it with 11,925 shares, and cut its stake in Penumbra Incorporated.

Among 17 analysts covering Apollo Investment (NASDAQ:AINV), 8 have Buy rating, 1 Sell and 8 Hold. Therefore 47% are positive. Apollo Investment had 32 analyst reports since July 22, 2015 according to SRatingsIntel. Wood downgraded Apollo Investment Corporation (NASDAQ:AINV) on Friday, May 20 to “Market Perform” rating. The stock of Apollo Investment Corporation (NASDAQ:AINV) has “Equal Weight” rating given on Wednesday, July 22 by Barclays Capital. Jefferies maintained it with “Buy” rating and $7.0 target in Tuesday, August 15 report. The stock of Apollo Investment Corporation (NASDAQ:AINV) earned “Buy” rating by Raymond James on Tuesday, November 7. Citigroup downgraded Apollo Investment Corporation (NASDAQ:AINV) on Thursday, February 11 to “Sell” rating. The firm earned “Hold” rating on Friday, August 4 by BMO Capital Markets. The stock of Apollo Investment Corporation (NASDAQ:AINV) earned “Hold” rating by Keefe Bruyette & Woods on Wednesday, February 7. Cantor Fitzgerald maintained Apollo Investment Corporation (NASDAQ:AINV) rating on Sunday, August 9. Cantor Fitzgerald has “Buy” rating and $8 target. BMO Capital Markets maintained the shares of AINV in report on Tuesday, November 14 with “Hold” rating. The stock has “Buy” rating by UBS on Monday, September 14.

Among 36 analysts covering American Express Company (NYSE:AXP), 11 have Buy rating, 4 Sell and 21 Hold. Therefore 31% are positive. American Express Company has $130.0 highest and $54 lowest target. $94.73’s average target is -1.56% below currents $96.23 stock price. American Express Company had 107 analyst reports since July 23, 2015 according to SRatingsIntel. Goldman Sachs maintained American Express Company (NYSE:AXP) on Friday, April 21 with “Neutral” rating. As per Thursday, September 17, the company rating was maintained by Janney Capital. The firm has “Neutral” rating by Goldman Sachs given on Wednesday, January 13. The firm has “” rating by Guggenheim given on Wednesday, April 26. The company was maintained on Monday, December 18 by Bank of America. Morgan Stanley maintained American Express Company (NYSE:AXP) rating on Thursday, April 21. Morgan Stanley has “Equal-Weight” rating and $68 target. The rating was downgraded by Keefe Bruyette & Woods on Friday, January 22 to “Market Perform”. Jefferies maintained American Express Company (NYSE:AXP) rating on Tuesday, May 30. Jefferies has “Hold” rating and $8500 target. RBC Capital Markets maintained American Express Company (NYSE:AXP) on Thursday, July 20 with “Sell” rating. The firm has “Hold” rating given on Monday, May 1 by Jefferies.

Since September 7, 2017, it had 0 buys, and 11 selling transactions for $35.65 million activity. On Friday, October 27 the insider Zukauckas Linda sold $304,962. O’Neill Michael John also sold $4.32 million worth of American Express Company (NYSE:AXP) on Monday, December 11. $322,145 worth of American Express Company (NYSE:AXP) was sold by Bush James Peter. On Thursday, December 14 the insider CHENAULT KENNETH I sold $9.38M. $8.79M worth of American Express Company (NYSE:AXP) shares were sold by Buckminster Douglas E.. Gupta Ashwini also sold $5.63M worth of American Express Company (NYSE:AXP) on Tuesday, December 12.

Semper Augustus Investments Group Llc, which manages about $202.17M and $135.22 million US Long portfolio, upped its stake in Seacor Marine Hldgs Inc by 157,478 shares to 239,829 shares, valued at $3.75 million in 2017Q3, according to the filing.

Investors sentiment increased to 0.83 in 2017 Q3. Its up 0.01, from 0.82 in 2017Q2. It increased, as 47 investors sold AXP shares while 434 reduced holdings. 100 funds opened positions while 297 raised stakes. 709.03 million shares or 0.92% less from 715.61 million shares in 2017Q2 were reported. Pittenger & Anderson Inc has 500 shares for 0% of their portfolio. Fincl Cap Mngmt Ltd Liability Corp has 0.13% invested in American Express Company (NYSE:AXP) for 7,753 shares. Skba Capital Mngmt Ltd Liability Company reported 3,250 shares. Advisors Asset Mngmt holds 143,134 shares or 0.22% of its portfolio. Ontario – Canada-based Ontario Teachers Pension Plan Board has invested 0.15% in American Express Company (NYSE:AXP). Oxbow Advsrs Ltd Liability invested in 2,740 shares or 0.05% of the stock. Hbk Sorce Advisory Limited Liability invested 0.14% of its portfolio in American Express Company (NYSE:AXP). Dupont Management Corporation owns 0.03% invested in American Express Company (NYSE:AXP) for 16,201 shares. D Scott Neal Incorporated holds 125 shares. American Co Tx reported 130,525 shares stake. California State Teachers Retirement Systems accumulated 1.30 million shares or 0.26% of the stock. Deutsche Bankshares Ag invested in 0.11% or 1.75 million shares. Horan Cap Advsr Ltd invested 0.03% in American Express Company (NYSE:AXP). Whitnell And Com stated it has 2,787 shares or 0.11% of all its holdings. Tiaa Cref Inv Mgmt Limited Liability Corporation invested in 3.62M shares or 0.22% of the stock.

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