As Alliance Data System (ADS) Share Value Rose, Golden Gate Private Equity Upped Stake; As Viper Energy Partners LP (VNOM) Stock Rose, Lombard Odier Asset Management Usa Has Decreased Its Position by $1.64 Million

January 24, 2018 - By Hazel Jackson

Lombard Odier Asset Management Usa Corp decreased its stake in Viper Energy Partners Lp (VNOM) by 35.12% based on its latest 2017Q3 regulatory filing with the SEC. Lombard Odier Asset Management Usa Corp sold 91,223 shares as the company’s stock rose 2.39% with the market. The institutional investor held 168,543 shares of the oil & gas production company at the end of 2017Q3, valued at $3.14M, down from 259,766 at the end of the previous reported quarter. Lombard Odier Asset Management Usa Corp who had been investing in Viper Energy Partners Lp for a number of months, seems to be less bullish one the $2.92 billion market cap company. The stock decreased 0.50% or $0.13 during the last trading session, reaching $25.62. About 644,149 shares traded or 88.71% up from the average. Viper Energy Partners LP (NASDAQ:VNOM) has declined 0.22% since January 24, 2017 and is downtrending. It has underperformed by 16.92% the S&P500.

Golden Gate Private Equity Inc increased its stake in Alliance Data System Corporation (ADS) by 68.99% based on its latest 2017Q3 regulatory filing with the SEC. Golden Gate Private Equity Inc bought 5,975 shares as the company’s stock rose 0.06% with the market. The institutional investor held 14,636 shares of the business services company at the end of 2017Q3, valued at $3.24M, up from 8,661 at the end of the previous reported quarter. Golden Gate Private Equity Inc who had been investing in Alliance Data System Corporation for a number of months, seems to be bullish on the $14.41B market cap company. The stock decreased 0.41% or $1.07 during the last trading session, reaching $260.78. About 430,503 shares traded. Alliance Data Systems Corporation (NYSE:ADS) has risen 14.47% since January 24, 2017 and is uptrending. It has underperformed by 2.23% the S&P500.

Among 32 analysts covering Alliance Data Systems (NYSE:ADS), 18 have Buy rating, 3 Sell and 11 Hold. Therefore 56% are positive. Alliance Data Systems had 74 analyst reports since August 9, 2015 according to SRatingsIntel. RBC Capital Markets maintained Alliance Data Systems Corporation (NYSE:ADS) rating on Sunday, October 1. RBC Capital Markets has “Buy” rating and $280.0 target. The rating was maintained by Deutsche Bank on Sunday, August 9 with “Buy”. The rating was maintained by Piper Jaffray on Thursday, January 18 with “Buy”. BMO Capital Markets maintained Alliance Data Systems Corporation (NYSE:ADS) rating on Wednesday, May 31. BMO Capital Markets has “Hold” rating and $23500 target. The stock has “Market Perform” rating by BMO Capital Markets on Friday, July 22. As per Tuesday, August 29, the company rating was maintained by RBC Capital Markets. RBC Capital Markets maintained it with “Buy” rating and $28000 target in Friday, May 26 report. Cowen & Co maintained Alliance Data Systems Corporation (NYSE:ADS) on Friday, January 12 with “Buy” rating. The company was maintained on Friday, July 28 by RBC Capital Markets. Atlantic Securities initiated Alliance Data Systems Corporation (NYSE:ADS) on Wednesday, October 5 with “Overweight” rating.

Investors sentiment increased to 0.93 in 2017 Q3. Its up 0.08, from 0.85 in 2017Q2. It increased, as 46 investors sold ADS shares while 163 reduced holdings. 48 funds opened positions while 146 raised stakes. 50.97 million shares or 2.32% less from 52.18 million shares in 2017Q2 were reported. Hartford Mgmt Company has invested 0.04% in Alliance Data Systems Corporation (NYSE:ADS). Comerica holds 906 shares. Korea Inv Corporation stated it has 0.02% in Alliance Data Systems Corporation (NYSE:ADS). Bessemer Grp reported 0% of its portfolio in Alliance Data Systems Corporation (NYSE:ADS). Kbc Gp Nv, a Belgium-based fund reported 203,750 shares. 5,000 were reported by Gabelli Funds Ltd Liability Corp. Wellington Llp has 1.84M shares. Johnson Fincl Grp owns 60 shares or 0% of their US portfolio. American Century Cos Incorporated reported 1.18 million shares. Hbk Limited Partnership holds 0.03% or 18,902 shares. Credit Suisse Ag holds 85,337 shares or 0.02% of its portfolio. Tradewinds Cap Management Limited Liability Company has invested 0% in Alliance Data Systems Corporation (NYSE:ADS). Kirr Marbach & Limited Liability Corporation In has 79,968 shares for 3.87% of their portfolio. Aviva Public Limited Co has invested 0.04% in Alliance Data Systems Corporation (NYSE:ADS). Amp Cap Investors owns 35,276 shares.

Among 14 analysts covering Viper Energy Partners (NASDAQ:VNOM), 14 have Buy rating, 0 Sell and 0 Hold. Therefore 100% are positive. Viper Energy Partners had 36 analyst reports since August 7, 2015 according to SRatingsIntel. The company was initiated on Thursday, October 6 by Mizuho. The rating was maintained by Northland Capital on Thursday, August 3 with “Buy”. The stock of Viper Energy Partners LP (NASDAQ:VNOM) earned “Outperform” rating by Credit Suisse on Tuesday, January 31. On Monday, October 16 the stock rating was maintained by Barclays Capital with “Overweight”. The firm has “Buy” rating by UBS given on Tuesday, December 5. The stock has “Buy” rating by Stifel Nicolaus on Thursday, July 13. The firm has “Buy” rating given on Wednesday, August 2 by Stifel Nicolaus. Mizuho maintained Viper Energy Partners LP (NASDAQ:VNOM) rating on Tuesday, January 16. Mizuho has “Buy” rating and $29.0 target. The company was maintained on Monday, September 18 by PiperJaffray. The firm has “Overweight” rating by Barclays Capital given on Wednesday, September 30.

Analysts await Viper Energy Partners LP (NASDAQ:VNOM) to report earnings on February, 13. They expect $0.28 EPS, up 47.37% or $0.09 from last year’s $0.19 per share. VNOM’s profit will be $31.89 million for 22.88 P/E if the $0.28 EPS becomes a reality. After $0.24 actual EPS reported by Viper Energy Partners LP for the previous quarter, Wall Street now forecasts 16.67% EPS growth.

Lombard Odier Asset Management Usa Corp, which manages about $3.79B and $1.41B US Long portfolio, upped its stake in Kraton Corporation (NYSE:KRA) by 173,337 shares to 223,337 shares, valued at $9.03 million in 2017Q3, according to the filing. It also increased its holding in Monsanto Co New (NYSE:MON) by 5,000 shares in the quarter, for a total of 15,000 shares, and has risen its stake in Golar Lng Ltd Bermuda (Call) (NASDAQ:GLNG).