As Allison Transmission Hldgs I (ALSN) Share Value Rose, Sq Advisors Increased by $83.69 Million Its Holding; Stratos Wealth Partners LTD Has Increased Grainger W W (GWW) Position by $2.12 Million

January 14, 2018 - By Vivian Park

Lou Simpson increased its stake in Allison Transmission Hldgs I (ALSN) by 46.03% based on its latest 2017Q3 regulatory filing with the SEC. Sq Advisors Llc bought 2.26M shares as the company’s stock rose 0.35% with the market. The hedge fund run by Lou Simpson held 7.18 million shares of the capital goods company at the end of 2017Q3, valued at $269.29M, up from 4.91M at the end of the previous reported quarter. Sq Advisors Llc who had been investing in Allison Transmission Hldgs I for a number of months, seems to be bullish on the $6.29B market cap company. The stock decreased 0.83% or $0.37 during the last trading session, reaching $44.39. About 1.90 million shares traded or 13.90% up from the average. Allison Transmission Holdings, Inc. (NYSE:ALSN) has risen 38.35% since January 14, 2017 and is uptrending. It has outperformed by 21.65% the S&P500.

Stratos Wealth Partners Ltd increased its stake in Grainger W W Inc (GWW) by 939.06% based on its latest 2017Q3 regulatory filing with the SEC. Stratos Wealth Partners Ltd bought 11,851 shares as the company’s stock declined 31.42% while stock markets rallied. The institutional investor held 13,113 shares of the consumer services company at the end of 2017Q3, valued at $2.36M, up from 1,262 at the end of the previous reported quarter. Stratos Wealth Partners Ltd who had been investing in Grainger W W Inc for a number of months, seems to be bullish on the $13.43B market cap company. The stock decreased 0.86% or $2.05 during the last trading session, reaching $235.67. About 932,861 shares traded. W.W. Grainger, Inc. (NYSE:GWW) has declined 21.15% since January 14, 2017 and is downtrending. It has underperformed by 37.85% the S&P500.

Since August 1, 2017, it had 0 insider purchases, and 11 selling transactions for $37.06 million activity. 7,541 shares were sold by Kirk Randall R., worth $258,401 on Tuesday, September 5. $295,425 worth of Allison Transmission Holdings, Inc. (NYSE:ALSN) was sold by Dick Michael on Tuesday, January 9. 640,835 shares were sold by STAR JAMES A, worth $28.45 million on Wednesday, January 3. 4,330 shares were sold by Scroggins Eric C., worth $190,533 on Wednesday, January 3.

Among 20 analysts covering Allison Transmission Holdings (NYSE:ALSN), 8 have Buy rating, 3 Sell and 9 Hold. Therefore 40% are positive. Allison Transmission Holdings had 66 analyst reports since July 30, 2015 according to SRatingsIntel. The rating was maintained by Stifel Nicolaus on Monday, September 4 with “Hold”. The firm has “Neutral” rating by Goldman Sachs given on Monday, February 27. As per Tuesday, March 15, the company rating was initiated by RBC Capital Markets. The company was maintained on Monday, July 31 by Oppenheimer. The rating was upgraded by Citigroup on Tuesday, January 24 to “Buy”. The rating was downgraded by Deutsche Bank to “Sell” on Tuesday, September 5. The rating was maintained by Robert W. Baird with “Buy” on Tuesday, September 5. The firm has “Neutral” rating by JP Morgan given on Monday, October 30. The stock has “Overweight” rating by JP Morgan on Friday, December 9. The firm has “Buy” rating by Robert W. Baird given on Wednesday, November 1.

Investors sentiment decreased to 1.06 in 2017 Q3. Its down 0.33, from 1.39 in 2017Q2. It worsened, as 39 investors sold ALSN shares while 84 reduced holdings. 50 funds opened positions while 80 raised stakes. 151.84 million shares or 0.94% less from 153.29 million shares in 2017Q2 were reported. Moreover, Commonwealth Fincl Bank Of Aus has 0% invested in Allison Transmission Holdings, Inc. (NYSE:ALSN) for 867 shares. Nationwide Fund Advsrs invested in 209,522 shares or 0.03% of the stock. Pinebridge Investments Lp invested 0.09% in Allison Transmission Holdings, Inc. (NYSE:ALSN). Jacobs Levy Equity Mgmt Incorporated reported 356,582 shares. Cambridge Advsr holds 5,398 shares or 0% of its portfolio. Riverhead Cap Ltd Co has invested 0.11% of its portfolio in Allison Transmission Holdings, Inc. (NYSE:ALSN). Omers Administration owns 114,800 shares. Schwab Charles Invest reported 0.07% of its portfolio in Allison Transmission Holdings, Inc. (NYSE:ALSN). 417,431 are held by Massachusetts Financial Svcs Ma. Tocqueville Asset Mngmt LP reported 76,259 shares or 0.03% of all its holdings. Vanguard Gru owns 13.27 million shares. Meeder Asset holds 0.21% in Allison Transmission Holdings, Inc. (NYSE:ALSN) or 51,683 shares. Fmr Ltd Liability Com has invested 0.09% of its portfolio in Allison Transmission Holdings, Inc. (NYSE:ALSN). Raymond James Associate reported 0.01% stake. 2.37M are held by Bancorporation Of Montreal Can.

Stratos Wealth Partners Ltd, which manages about $2.15B and $2.12 billion US Long portfolio, decreased its stake in Ishares Tr (CSJ) by 4,532 shares to 2,288 shares, valued at $241,000 in 2017Q3, according to the filing. It also reduced its holding in Vanguard World Fds (VHT) by 9,854 shares in the quarter, leaving it with 67,399 shares, and cut its stake in Ishares Tr (USMV).

Since October 20, 2017, it had 0 insider buys, and 2 sales for $109,569 activity. Robbins Paige K sold $70,000 worth of stock.

Among 18 analysts covering W.W. Grainger (NYSE:GWW), 2 have Buy rating, 5 Sell and 11 Hold. Therefore 11% are positive. W.W. Grainger had 92 analyst reports since July 21, 2015 according to SRatingsIntel. RBC Capital Markets maintained the stock with “Sell” rating in Monday, July 10 report. The firm has “Sell” rating by RBC Capital Markets given on Monday, November 13. Oppenheimer maintained the stock with “Hold” rating in Wednesday, July 19 report. The stock of W.W. Grainger, Inc. (NYSE:GWW) has “Hold” rating given on Thursday, January 26 by Deutsche Bank. Robert W. Baird downgraded W.W. Grainger, Inc. (NYSE:GWW) on Monday, August 24 to “Neutral” rating. RBC Capital Markets maintained the stock with “Underperform” rating in Monday, May 15 report. The firm has “Buy” rating given on Monday, August 31 by William Blair. As per Monday, October 19, the company rating was downgraded by Stephens. BMO Capital Markets initiated it with “Outperform” rating and $300 target in Tuesday, April 5 report. The firm earned “Sell” rating on Thursday, October 5 by RBC Capital Markets.

Investors sentiment increased to 0.98 in 2017 Q3. Its up 0.18, from 0.8 in 2017Q2. It is positive, as 62 investors sold GWW shares while 157 reduced holdings. 62 funds opened positions while 153 raised stakes. 47.96 million shares or 3.15% more from 46.50 million shares in 2017Q2 were reported. 59 were reported by Northwest Counselors Ltd Liability Corporation. Williams Jones & Assocs Limited Liability Co invested 0.07% in W.W. Grainger, Inc. (NYSE:GWW). 6,278 are owned by Mutual Of America Mgmt Ltd. United Kingdom-based Hsbc Public Limited Com has invested 0.02% in W.W. Grainger, Inc. (NYSE:GWW). Gotham Asset Mgmt Lc reported 98,655 shares or 0.26% of all its holdings. Prudential has 0.03% invested in W.W. Grainger, Inc. (NYSE:GWW). Neuberger Berman Group Limited Com holds 0.2% of its portfolio in W.W. Grainger, Inc. (NYSE:GWW) for 904,416 shares. Thrivent Finance For Lutherans has invested 0% of its portfolio in W.W. Grainger, Inc. (NYSE:GWW). Rockefeller Financial Svcs holds 2,000 shares. Bartlett Com Ltd Com has 0.01% invested in W.W. Grainger, Inc. (NYSE:GWW) for 1,137 shares. First Trust Advsr Limited Partnership holds 238,463 shares. Massachusetts Fincl Ma invested 0.08% in W.W. Grainger, Inc. (NYSE:GWW). National Bank & Trust holds 5,749 shares or 0.01% of its portfolio. Panagora Asset Management Inc invested 0% in W.W. Grainger, Inc. (NYSE:GWW). Td Asset Mngmt holds 0.13% or 476,761 shares in its portfolio.

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