Beutel Goodman & Co LTD Lowered Its Rogers Communication (RCI) Position; Venor Capital Management LP Has Raised Assured Guaranty LTD (AGO) Holding By $5.74 Million

Beutel Goodman & Co Ltd decreased Rogers Communication (RCI) stake by 3.41% reported in 2016Q4 SEC filing. Beutel Goodman & Co Ltd sold 792,507 shares as Rogers Communication (RCI)’s stock rose 4.17%. The Beutel Goodman & Co Ltd holds 22.46 million shares with $866.26 million value, down from 23.25M last quarter. Rogers Communication now has $22.98B valuation. It closed at $44.66 lastly. It is down 0.61% since September 6, 2016 and is uptrending. It has underperformed by 7.04% the S&P500.

Venor Capital Management Lp increased Assured Guaranty Ltd (AGO) stake by 23.59% reported in 2016Q4 SEC filing. Venor Capital Management Lp acquired 155,064 shares as Assured Guaranty Ltd (AGO)’s stock rose 36.80%. The Venor Capital Management Lp holds 812,529 shares with $30.69 million value, up from 657,465 last quarter. Assured Guaranty Ltd now has $4.75B valuation. It closed at $38.24 lastly. It is down 39.11% since September 6, 2016 and is uptrending. It has outperformed by 31.45% the S&P500.

Since November 7, 2016, it had 0 insider buys, and 1 sale for $512,000 activity. On Monday, November 7 the insider Albert Howard sold $512,000.

Among 5 analysts covering Assured Guaranty (NYSE:AGO), 3 have Buy rating, 0 Sell and 2 Hold. Therefore 60% are positive. Assured Guaranty had 6 analyst reports since August 12, 2015 according to SRatingsIntel. Keefe Bruyette & Woods downgraded the shares of AGO in report on Tuesday, February 28 to “Mkt Perform” rating. The rating was maintained by M Partners on Monday, November 16 with “Buy”. The rating was maintained by Wood with “Hold” on Friday, April 7. The rating was downgraded by Zacks on Wednesday, August 12 to “Buy”. Macquarie Research maintained the shares of AGO in report on Monday, November 9 with “Outperform” rating. The stock of Assured Guaranty Ltd. (NYSE:AGO) has “Buy” rating given on Tuesday, November 10 by UBS.

Investors sentiment increased to 1.24 in Q4 2016. Its up 0.26, from 0.98 in 2016Q3. It increased, as 30 investors sold AGO shares while 84 reduced holdings. 50 funds opened positions while 91 raised stakes. 119.74 million shares or 2.02% less from 122.20 million shares in 2016Q3 were reported. First Republic Investment Mgmt reported 0.01% stake. Ngam LP invested 0.01% in Assured Guaranty Ltd. (NYSE:AGO). Victory Management invested 0.09% of its portfolio in Assured Guaranty Ltd. (NYSE:AGO). Neuberger Berman Gru Lc invested 0.01% in Assured Guaranty Ltd. (NYSE:AGO). Ny State Common Retirement Fund owns 465,667 shares for 0.02% of their portfolio. Tiaa Cref Fsb Mo holds 0.02% or 82,197 shares in its portfolio. Los Angeles Mngmt And Equity Rech has invested 0.17% in Assured Guaranty Ltd. (NYSE:AGO). Venor Cap Lp holds 20.64% or 812,529 shares in its portfolio. 397,436 are owned by Wells Fargo Mn. Massachusetts-based Highvista Strategies Lc has invested 0.19% in Assured Guaranty Ltd. (NYSE:AGO). Goldman Sachs Group Inc Inc Inc has invested 0.02% of its portfolio in Assured Guaranty Ltd. (NYSE:AGO). Nationwide Fund Advsr holds 107,445 shares. Reilly Advsr Limited Liability Company invested 0% in Assured Guaranty Ltd. (NYSE:AGO). Kanaly Trust invested in 140 shares or 0% of the stock. Moreover, Fmr Ltd Liability Co has 0% invested in Assured Guaranty Ltd. (NYSE:AGO).

Beutel Goodman & Co Ltd increased Oracle Corp (NYSE:ORCL) stake by 153,892 shares to 3.74 million valued at $107.20M in 2016Q4. It also upped Brookfield Asset Mgt (NYSE:BAM) stake by 626,235 shares and now owns 16.02 million shares. American Express Co (NYSE:AXP) was raised too.

Investors sentiment increased to 0.97 in 2016 Q4. Its up 0.08, from 0.89 in 2016Q3. It is positive, as 27 investors sold RCI shares while 75 reduced holdings. 22 funds opened positions while 77 raised stakes. 248.10 million shares or 2.87% less from 255.42 million shares in 2016Q3 were reported. Nikko Asset Mngmt Americas reported 0.11% of its portfolio in Rogers Communications Inc. (USA) (NYSE:RCI). Ontario Teachers Pension Plan Board accumulated 113,475 shares or 0.05% of the stock. Jpmorgan Chase reported 373,406 shares. Walleye Trading Lc reported 1,681 shares stake. Mckinley Mgmt Delaware stated it has 767,550 shares. Hsbc Plc accumulated 0.05% or 570,871 shares. Thompson Siegel Walmsley Limited Co accumulated 1,125 shares. Gradient Investments Limited Liability Corp reported 15 shares. Creative Planning has 0% invested in Rogers Communications Inc. (USA) (NYSE:RCI). Valley National Advisers Incorporated owns 22,113 shares. Cibc World Markets Incorporated reported 5.84 million shares or 0.93% of all its holdings. Symons Cap Management, a Pennsylvania-based fund reported 565,280 shares. Central Retail Bank Comm invested in 100 shares or 0% of the stock. Winfield Associates holds 0% or 130 shares. Pub Sector Pension Board has invested 0.27% in Rogers Communications Inc. (USA) (NYSE:RCI).