Lenox Wealth Management Lifted International Business Machines (IBM) Holding; Fiduciary Management Upped Its Casey’s General Stores (CASY) Position

February 20, 2018 - By Richard Conner

Lenox Wealth Management Inc increased International Business Machines Corp (IBM) stake by 3577.5% reported in 2017Q3 SEC filing. Lenox Wealth Management Inc acquired 5,724 shares as International Business Machines Corp (IBM)’s stock declined 15.88%. The Lenox Wealth Management Inc holds 5,884 shares with $853,000 value, up from 160 last quarter. International Business Machines Corp now has $143.45 billion valuation. The stock decreased 0.79% or $1.23 during the last trading session, reaching $154.95. About 2.19 million shares traded. International Business Machines Corporation (NYSE:IBM) has risen 4.86% since February 20, 2017 and is uptrending. It has underperformed by 11.84% the S&P500.

Fiduciary Management Inc increased Casey’s General Stores (CASY) stake by 73.35% reported in 2017Q3 SEC filing. Fiduciary Management Inc acquired 194,935 shares as Casey’s General Stores (CASY)’s stock declined 2.30%. The Fiduciary Management Inc holds 460,686 shares with $50.42M value, up from 265,751 last quarter. Casey’s General Stores now has $4.34B valuation. The stock decreased 0.98% or $1.15 during the last trading session, reaching $115.64. About 162,518 shares traded. Casey's General Stores, Inc. (NASDAQ:CASY) has risen 0.79% since February 20, 2017 and is uptrending. It has underperformed by 15.91% the S&P500.

Since September 22, 2017, it had 0 insider buys, and 1 insider sale for $108,010 activity. Johnson Brian Joseph sold 1,000 shares worth $108,010.

Investors sentiment decreased to 0.78 in 2017 Q3. Its down 0.34, from 1.12 in 2017Q2. It is negative, as 33 investors sold CASY shares while 97 reduced holdings. 29 funds opened positions while 72 raised stakes. 35.50 million shares or 4.61% less from 37.22 million shares in 2017Q2 were reported. Alliancebernstein Lp stated it has 0% in Casey's General Stores, Inc. (NASDAQ:CASY). Strategy Asset Managers Limited Com invested in 0.08% or 3,533 shares. Liberty Mutual Grp Inc Asset Management Inc holds 10,248 shares or 0.06% of its portfolio. Ngam LP holds 0.05% in Casey's General Stores, Inc. (NASDAQ:CASY) or 45,952 shares. Jpmorgan Chase And owns 581,000 shares. Mutual Of America Cap Mngmt Ltd Liability Corporation reported 31,322 shares or 0.06% of all its holdings. 100,604 are owned by Paragon Mngmt Limited. Northern Tru reported 470,311 shares. 4,816 are held by Advantus Cap Inc. Sit Assocs Inc has invested 0.05% of its portfolio in Casey's General Stores, Inc. (NASDAQ:CASY). State Street holds 1.08M shares. Credit Agricole S A owns 1,185 shares. Susquehanna Intll Grp Llp invested in 0% or 2,223 shares. Adirondack Trust Communications holds 70 shares. Hodges Cap Mgmt reported 3,112 shares.

Among 14 analysts covering Casey’s General Stores (NASDAQ:CASY), 8 have Buy rating, 0 Sell and 6 Hold. Therefore 57% are positive. Casey’s General Stores had 53 analyst reports since August 18, 2015 according to SRatingsIntel. The firm has “Buy” rating given on Thursday, August 31 by Jefferies. On Friday, September 23 the stock rating was initiated by Barclays Capital with “Equal-Weight”. The firm has “Buy” rating by Deutsche Bank given on Monday, September 12. The firm earned “Buy” rating on Friday, July 21 by Jefferies. The firm has “Hold” rating by BMO Capital Markets given on Wednesday, January 24. Jefferies upgraded Casey's General Stores, Inc. (NASDAQ:CASY) on Friday, September 30 to “Buy” rating. The firm has “Hold” rating given on Tuesday, June 6 by RBC Capital Markets. As per Wednesday, March 9, the company rating was upgraded by RBC Capital Markets. The stock of Casey's General Stores, Inc. (NASDAQ:CASY) has “Hold” rating given on Friday, July 7 by RBC Capital Markets. The firm earned “Sector Perform” rating on Tuesday, March 7 by RBC Capital Markets.

Fiduciary Management Inc decreased Arrow Electronics Inc. (NYSE:ARW) stake by 287,240 shares to 1.09 million valued at $87.56 million in 2017Q3. It also reduced Eplus Inc. (NASDAQ:PLUS) stake by 224,377 shares and now owns 838,669 shares. Cable One Inc. was reduced too.

Since January 31, 2018, it had 1 insider purchase, and 0 sales for $99,659 activity. Shares for $99,659 were bought by WADDELL FREDERICK H on Wednesday, January 31.

Investors sentiment increased to 0.74 in 2017 Q3. Its up 0.02, from 0.72 in 2017Q2. It is positive, as 70 investors sold IBM shares while 676 reduced holdings. 100 funds opened positions while 451 raised stakes. 519.10 million shares or 2.22% less from 530.91 million shares in 2017Q2 were reported. Golub Limited Liability Com accumulated 8,100 shares. Moreover, Cincinnati has 1.65% invested in International Business Machines Corporation (NYSE:IBM). Korea Inv Corporation invested in 0.29% or 427,316 shares. Arrowgrass Cap (Us) LP reported 160,785 shares stake. Moreover, Geode Limited Company has 0.52% invested in International Business Machines Corporation (NYSE:IBM). Payden Rygel holds 0.31% or 21,600 shares. Cap One Natl Association, a New York-based fund reported 11,703 shares. Lombard Odier Asset Management (Usa) Corp has invested 0.8% in International Business Machines Corporation (NYSE:IBM). Legg Mason Asset (Japan) Communication owns 1.71% invested in International Business Machines Corporation (NYSE:IBM) for 20,000 shares. Cantab Prns Llp holds 0.37% in International Business Machines Corporation (NYSE:IBM) or 17,846 shares. Marietta Investment Prtnrs Ltd Co reported 5,840 shares. First Amer Bank & Trust reported 11,629 shares. Van Den Berg Mgmt I Inc reported 1.33% of its portfolio in International Business Machines Corporation (NYSE:IBM). Marble Harbor Counsel Lc invested 0.28% of its portfolio in International Business Machines Corporation (NYSE:IBM). Schaller Inv Inc owns 46,550 shares.

Among 33 analysts covering International Business Machines (NYSE:IBM), 13 have Buy rating, 4 Sell and 16 Hold. Therefore 39% are positive. International Business Machines had 123 analyst reports since July 21, 2015 according to SRatingsIntel. The firm earned “Underperform” rating on Wednesday, October 12 by Credit Suisse. Credit Suisse maintained International Business Machines Corporation (NYSE:IBM) on Tuesday, July 19 with “Underperform” rating. The firm has “Hold” rating given on Wednesday, January 20 by Deutsche Bank. Citigroup maintained it with “Neutral” rating and $165 target in Wednesday, October 18 report. The stock of International Business Machines Corporation (NYSE:IBM) earned “Hold” rating by KeyBanc Capital Markets on Wednesday, July 19. Bernstein maintained the stock with “Market Perform” rating in Wednesday, April 12 report. The stock has “Buy” rating by GBH Insights on Thursday, January 18. Deutsche Bank maintained the shares of IBM in report on Tuesday, July 19 with “Hold” rating. Morgan Stanley maintained the shares of IBM in report on Tuesday, October 18 with “Overweight” rating. The stock of International Business Machines Corporation (NYSE:IBM) earned “Hold” rating by Guggenheim on Thursday, July 13.

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