As Comcast New (CMCSA) Stock Price Rose, Shareholder Tsp Capital Management Group Trimmed Its Holding; Penn Mutual Life Insurance Company Holding in Starwood Property Trust (STWD) Has Lowered by $735,000

December 23, 2017 - By Clifton Ray

Tsp Capital Management Group Llc decreased its stake in Comcast Corp New (CMCSA) by 16.48% based on its latest 2017Q3 regulatory filing with the SEC. Tsp Capital Management Group Llc sold 32,260 shares as the company’s stock rose 3.16% with the market. The institutional investor held 163,516 shares of the television services company at the end of 2017Q3, valued at $6.29M, down from 195,776 at the end of the previous reported quarter. Tsp Capital Management Group Llc who had been investing in Comcast Corp New for a number of months, seems to be less bullish one the $190.60 billion market cap company. The stock decreased 0.07% or $0.03 during the last trading session, reaching $40.78. About 13.57M shares traded. Comcast Corporation (NASDAQ:CMCSA) has risen 28.96% since December 23, 2016 and is uptrending. It has outperformed by 12.26% the S&P500.

Penn Mutual Life Insurance Company decreased its stake in Starwood Property Trust (STWD) by 28% based on its latest 2017Q3 regulatory filing with the SEC. Penn Mutual Life Insurance Company sold 35,000 shares as the company’s stock declined 5.55% while stock markets rallied. The institutional investor held 90,000 shares of the consumer services company at the end of 2017Q3, valued at $1.96 million, down from 125,000 at the end of the previous reported quarter. Penn Mutual Life Insurance Company who had been investing in Starwood Property Trust for a number of months, seems to be less bullish one the $5.66B market cap company. It closed at $21.73 lastly. It is down 8.65% since December 23, 2016 and is uptrending. It has underperformed by 8.05% the S&P500.

Among 29 analysts covering Comcast Corporation (NASDAQ:CMCSA), 24 have Buy rating, 1 Sell and 4 Hold. Therefore 83% are positive. Comcast Corporation had 67 analyst reports since July 27, 2015 according to SRatingsIntel. The firm has “Neutral” rating by SunTrust given on Wednesday, November 11. The firm has “Buy” rating given on Friday, August 4 by Argus Research. UBS maintained the stock with “Buy” rating in Friday, July 24 report. The stock of Comcast Corporation (NASDAQ:CMCSA) earned “Hold” rating by KeyBanc Capital Markets on Monday, October 16. The rating was maintained by RBC Capital Markets with “Buy” on Friday, July 7. The stock of Comcast Corporation (NASDAQ:CMCSA) earned “Buy” rating by Moffett Nathanson on Wednesday, August 19. Jefferies maintained Comcast Corporation (NASDAQ:CMCSA) rating on Monday, December 19. Jefferies has “Buy” rating and $80.0 target. RBC Capital Markets maintained the shares of CMCSA in report on Thursday, February 4 with “Outperform” rating. The stock of Comcast Corporation (NASDAQ:CMCSA) has “Buy” rating given on Friday, February 5 by Argus Research. Telsey Advisory Group maintained Comcast Corporation (NASDAQ:CMCSA) rating on Tuesday, January 24. Telsey Advisory Group has “Outperform” rating and $84 target.

Since August 7, 2017, it had 0 insider buys, and 5 insider sales for $23.18 million activity. Shares for $83,175 were sold by BACON KENNETH J. 583,835 Comcast Corporation (NASDAQ:CMCSA) shares with value of $22.57 million were sold by ROBERTS BRIAN L. Murdock Daniel C. sold 3,659 shares worth $144,915.

Analysts await Comcast Corporation (NASDAQ:CMCSA) to report earnings on January, 24 before the open. They expect $0.48 EPS, up 9.09% or $0.04 from last year’s $0.44 per share. CMCSA’s profit will be $2.24B for 21.24 P/E if the $0.48 EPS becomes a reality. After $0.52 actual EPS reported by Comcast Corporation for the previous quarter, Wall Street now forecasts -7.69% negative EPS growth.

Investors sentiment increased to 1.03 in 2017 Q3. Its up 0.02, from 1.01 in 2017Q2. It is positive, as 53 investors sold CMCSA shares while 517 reduced holdings. 115 funds opened positions while 470 raised stakes. 3.65 billion shares or 1.23% less from 3.69 billion shares in 2017Q2 were reported. Nuveen Asset Management Limited Liability holds 0.39% or 1.56 million shares in its portfolio. Northern Management Ltd has 0.6% invested in Comcast Corporation (NASDAQ:CMCSA) for 50,862 shares. Compton Cap Mgmt Ri has invested 0.46% in Comcast Corporation (NASDAQ:CMCSA). Heritage Invsts Management reported 148,204 shares. Texas-based Patriot Wealth Management has invested 1.06% in Comcast Corporation (NASDAQ:CMCSA). Brave Warrior Advsr Lc holds 32,194 shares or 0.06% of its portfolio. Mason Street Advsrs Limited Company reported 0.62% of its portfolio in Comcast Corporation (NASDAQ:CMCSA). Bridges Invest Counsel Incorporated holds 0.64% or 30,092 shares. Croft stated it has 2.72% in Comcast Corporation (NASDAQ:CMCSA). First Mercantile has 0.54% invested in Comcast Corporation (NASDAQ:CMCSA) for 77,021 shares. Comerica Bancorp owns 1.44M shares. Bahl And Gaynor Inc holds 1.20M shares. Northstar Investment Limited Liability Company reported 6,568 shares or 0.05% of all its holdings. Livforsakringsbolaget Skandia Omsesidigt accumulated 0.55% or 159,312 shares. Natl Bank Of Nova Scotia owns 1.54M shares.

Investors sentiment is 1.09 in Q3 2017. Its the same as in 2017Q2. It is the same, as 47 investors sold STWD shares while 82 reduced holdings. only 41 funds opened positions while 100 raised stakes. 216.73 million shares or 2.27% more from 211.91 million shares in 2017Q2 were reported. Avenir Corp holds 0.14% or 73,781 shares in its portfolio. Northside Cap Mgmt Limited Company accumulated 14,170 shares or 0.13% of the stock. 12,991 are held by Stephens Ar. 1,339 were reported by Allsquare Wealth Mgmt Ltd Liability Corp. Winslow Evans And Crocker has 0.1% invested in Starwood Property Trust, Inc. (NYSE:STWD) for 13,676 shares. 71,425 were reported by Voya Management Ltd. Cambridge Inv Advisors has 19,428 shares for 0.01% of their portfolio. First Foundation Advsr invested in 1.07 million shares. Amer Financial Gru Inc invested 0.07% in Starwood Property Trust, Inc. (NYSE:STWD). Fmr Llc has invested 0% of its portfolio in Starwood Property Trust, Inc. (NYSE:STWD). Lord Abbett & Ltd Liability reported 1.64M shares or 0.1% of all its holdings. Salem Inv Counselors holds 0% or 1,000 shares in its portfolio. Smithfield Co accumulated 7,930 shares. Citigroup reported 60,279 shares or 0% of all its holdings. Central State Bank And Trust, Kentucky-based fund reported 250 shares.

Since September 19, 2017, it had 0 insider purchases, and 2 sales for $398,066 activity. 6,867 shares were sold by Paniry Rina, worth $150,799 on Tuesday, September 19.

Among 10 analysts covering Starwood Property Trust Inc. (NYSE:STWD), 7 have Buy rating, 0 Sell and 3 Hold. Therefore 70% are positive. Starwood Property Trust Inc. had 23 analyst reports since August 5, 2015 according to SRatingsIntel. The firm has “Outperform” rating by Credit Suisse given on Monday, September 26. The stock has “Buy” rating by Deutsche Bank on Friday, August 7. The rating was downgraded by Bank of America to “Neutral” on Thursday, December 15. As per Tuesday, November 21, the company rating was maintained by FBR Capital. The stock has “Buy” rating by Keefe Bruyette & Woods on Thursday, July 6. Goldman Sachs downgraded the stock to “Neutral” rating in Wednesday, January 13 report. The firm has “Buy” rating by Keefe Bruyette & Woods given on Monday, May 29. The stock of Starwood Property Trust, Inc. (NYSE:STWD) has “Buy” rating given on Thursday, December 3 by Compass Point. Deutsche Bank maintained Starwood Property Trust, Inc. (NYSE:STWD) rating on Friday, August 7. Deutsche Bank has “Buy” rating and $28.0 target. The rating was maintained by FBR Capital with “Buy” on Thursday, November 9.

Analysts await Starwood Property Trust, Inc. (NYSE:STWD) to report earnings on February, 22. They expect $0.49 EPS, up 6.52% or $0.03 from last year’s $0.46 per share. STWD’s profit will be $127.52 million for 11.09 P/E if the $0.49 EPS becomes a reality. After $0.64 actual EPS reported by Starwood Property Trust, Inc. for the previous quarter, Wall Street now forecasts -23.44% negative EPS growth.