As Disney Walt Co. (DIS) Market Value Declined, Jacobs & Co Has Upped Its Stake by $376,516; Tim Participacoes S A (TSU) Stake Has Boosted by Permian Investment Partners Lp

January 14, 2018 - By Louis Casey

Permian Investment Partners Lp increased its stake in Tim Participacoes S A (TSU) by 2.81% based on its latest 2017Q3 regulatory filing with the SEC. Permian Investment Partners Lp bought 76,155 shares as the company’s stock declined 8.89% while stock markets rallied. The institutional investor held 2.79M shares of the telecommunications equipment company at the end of 2017Q3, valued at $50.98 million, up from 2.71M at the end of the previous reported quarter. Permian Investment Partners Lp who had been investing in Tim Participacoes S A for a number of months, seems to be bullish on the $10.01B market cap company. The stock increased 0.45% or $0.09 during the last trading session, reaching $19.96. About 537,309 shares traded. TIM Participações S.A. (NYSE:TSU) has risen 48.97% since January 14, 2017 and is uptrending. It has outperformed by 32.27% the S&P500.

Jacobs & Co increased its stake in Disney Walt Co. (DIS) by 4.43% based on its latest 2017Q3 regulatory filing with the SEC. Jacobs & Co bought 3,842 shares as the company’s stock declined 2.31% while stock markets rallied. The institutional investor held 90,616 shares of the television services company at the end of 2017Q3, valued at $8.93M, up from 86,774 at the end of the previous reported quarter. Jacobs & Co who had been investing in Disney Walt Co. for a number of months, seems to be bullish on the $169.52B market cap company. The stock increased 1.33% or $1.48 during the last trading session, reaching $112.47. About 5.90 million shares traded. The Walt Disney Company (NYSE:DIS) has risen 9.26% since January 14, 2017 and is uptrending. It has underperformed by 7.44% the S&P500.

Investors sentiment decreased to 0.89 in 2017 Q3. Its down 0.20, from 1.09 in 2017Q2. It is negative, as 90 investors sold DIS shares while 649 reduced holdings. 95 funds opened positions while 563 raised stakes. 898.84 million shares or 2.35% less from 920.44 million shares in 2017Q2 were reported. Pnc Finance Gp holds 0.37% or 3.60 million shares in its portfolio. Citigroup holds 0.08% or 1.02 million shares. 40,000 were reported by Advent Capital Mgmt De. Foster & Motley Inc holds 0.17% or 9,965 shares in its portfolio. Old Second Bancorp Of Aurora invested in 0.97% or 23,542 shares. Fairview Capital Mgmt Lc holds 0.05% in The Walt Disney Company (NYSE:DIS) or 8,463 shares. Rodgers Brothers holds 0.76% of its portfolio in The Walt Disney Company (NYSE:DIS) for 21,807 shares. Northeast Consultants Inc has 12,755 shares. 7,000 are owned by First Eagle Investment Mngmt Lc. Destination Wealth has invested 1.25% of its portfolio in The Walt Disney Company (NYSE:DIS). Bollard Grp Inc owns 0.12% invested in The Walt Disney Company (NYSE:DIS) for 22,288 shares. 48,243 were reported by Penobscot Investment Management Company Inc. Edgestream Prtn Limited Partnership holds 4,516 shares. Wealth Enhancement Advisory Svcs Llc holds 20,894 shares or 0.17% of its portfolio. First Mercantile has 9,250 shares.

Jacobs & Co, which manages about $521.56 million and $531.91 million US Long portfolio, decreased its stake in Boeing (NYSE:BA) by 1,247 shares to 54,909 shares, valued at $13.96 million in 2017Q3, according to the filing.

Among 38 analysts covering The Walt Disney Company (NYSE:DIS), 22 have Buy rating, 3 Sell and 13 Hold. Therefore 58% are positive. The Walt Disney Company has $144.0 highest and $10.55 lowest target. $114.34’s average target is 1.66% above currents $112.47 stock price. The Walt Disney Company had 145 analyst reports since July 24, 2015 according to SRatingsIntel. The firm has “Market Perform” rating given on Tuesday, July 26 by FBR Capital. As per Friday, November 10, the company rating was maintained by RBC Capital Markets. Loop Capital downgraded the stock to “Hold” rating in Monday, April 24 report. Atlantic Securities downgraded the shares of DIS in report on Tuesday, January 26 to “Neutral” rating. The firm has “Outperform” rating given on Friday, November 6 by FBR Capital. On Tuesday, August 25 the stock rating was downgraded by Wells Fargo to “Hold”. The firm has “Hold” rating by Loop Capital given on Monday, May 15. The rating was maintained by Cowen & Co with “Hold” on Thursday, September 14. Credit Suisse maintained the stock with “Outperform” rating in Tuesday, November 10 report. The stock of The Walt Disney Company (NYSE:DIS) earned “Outperform” rating by RBC Capital Markets on Monday, August 3.

Permian Investment Partners Lp, which manages about $823.32M and $628.15M US Long portfolio, decreased its stake in Sherwin Williams Co (NYSE:SHW) by 184,647 shares to 50,813 shares, valued at $18.19M in 2017Q3, according to the filing. It also reduced its holding in Aon Plc (NYSE:AON) by 640,151 shares in the quarter, leaving it with 283,587 shares, and cut its stake in Csx Corp (NYSE:CSX).

Among 6 analysts covering TIM Participacoes (NYSE:TSU), 4 have Buy rating, 1 Sell and 1 Hold. Therefore 67% are positive. TIM Participacoes had 22 analyst reports since August 5, 2015 according to SRatingsIntel. The rating was maintained by Barclays Capital on Monday, October 16 with “Overweight”. The firm has “Overweight” rating given on Thursday, November 9 by Barclays Capital. The firm earned “Equalweight” rating on Wednesday, July 27 by Barclays Capital. The stock of TIM Participações S.A. (NYSE:TSU) earned “Overweight” rating by Morgan Stanley on Monday, January 23. The rating was maintained by RBC Capital Markets on Monday, July 31 with “Hold”. On Wednesday, August 5 the stock rating was downgraded by JP Morgan to “Neutral”. Barclays Capital upgraded TIM Participações S.A. (NYSE:TSU) on Monday, October 17 to “Overweight” rating. The stock of TIM Participações S.A. (NYSE:TSU) earned “Overweight” rating by Barclays Capital on Thursday, July 27. Goldman Sachs downgraded TIM Participações S.A. (NYSE:TSU) on Friday, December 18 to “Sell” rating. The firm earned “Overweight” rating on Friday, May 26 by JP Morgan.

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