Van Hulzen Asset Management Lifted By $5.31 Million Its Southwest Airlines (LUV) Position; Clinton Group Has Boosted Caterpillar Del (CAT) Stake By $3.61 Million

January 14, 2018 - By Peter Kolinski

Van Hulzen Asset Management Llc increased Southwest Airlines (LUV) stake by 2097.07% reported in 2017Q3 SEC filing. Van Hulzen Asset Management Llc acquired 96,465 shares as Southwest Airlines (LUV)’s stock rose 1.26%. The Van Hulzen Asset Management Llc holds 101,065 shares with $5.66M value, up from 4,600 last quarter. Southwest Airlines now has $38.78B valuation. The stock increased 0.80% or $0.52 during the last trading session, reaching $65.36. About 3.81 million shares traded. Southwest Airlines Co. (NYSE:LUV) has risen 37.63% since January 14, 2017 and is uptrending. It has outperformed by 20.93% the S&P500.

Clinton Group Inc increased Caterpillar Inc Del (CAT) stake by 146.21% reported in 2017Q3 SEC filing. Clinton Group Inc acquired 29,085 shares as Caterpillar Inc Del (CAT)’s stock rose 3.62%. The Clinton Group Inc holds 48,977 shares with $6.11 million value, up from 19,892 last quarter. Caterpillar Inc Del now has $101.32 billion valuation. The stock increased 0.65% or $1.1 during the last trading session, reaching $170.3. About 4.13M shares traded or 5.50% up from the average. Caterpillar Inc. (NYSE:CAT) has risen 47.53% since January 14, 2017 and is uptrending. It has outperformed by 30.83% the S&P500.

Investors sentiment increased to 0.89 in 2017 Q3. Its up 0.06, from 0.83 in 2017Q2. It is positive, as 69 investors sold LUV shares while 249 reduced holdings. 70 funds opened positions while 213 raised stakes. 441.14 million shares or 4.78% less from 463.31 million shares in 2017Q2 were reported. Robeco Institutional Asset Management Bv, a Netherlands-based fund reported 69,475 shares. Srb Corporation reported 3,302 shares stake. 2,100 are owned by Pittenger & Anderson Inc. Raymond James Trust Na, a Florida-based fund reported 5,985 shares. Los Angeles Cap Mgmt And Equity Research accumulated 0.07% or 212,169 shares. Hartford Investment Mgmt Co, Connecticut-based fund reported 137,042 shares. Moreover, Bp Public Limited has 0.04% invested in Southwest Airlines Co. (NYSE:LUV) for 18,000 shares. Selz Capital Ltd Liability Corporation reported 99,206 shares or 1.11% of all its holdings. State Of Tennessee Treasury Department holds 0.16% of its portfolio in Southwest Airlines Co. (NYSE:LUV) for 577,034 shares. Panagora Asset Mngmt stated it has 958,148 shares. Canada Pension Plan Investment Board owns 1.30 million shares. Ubs Oconnor Ltd Liability Corp reported 476,926 shares stake. Advantus Management Inc has 55,936 shares for 0.08% of their portfolio. 35,198 are owned by Franklin Resource. Provident Trust holds 2.67M shares or 6.62% of its portfolio.

Since October 17, 2017, it had 0 insider purchases, and 3 selling transactions for $2.23 million activity. 32 shares were sold by BIGGINS J VERONICA, worth $1,886 on Tuesday, October 17. 32,931 shares were sold by Jordan Robert E, worth $2.12 million on Thursday, December 14. Shares for $107,240 were sold by MONTFORD JOHN T on Wednesday, December 13.

Van Hulzen Asset Management Llc decreased Accenture Limited (NYSE:ACN) stake by 16,965 shares to 18,056 valued at $2.44M in 2017Q3. It also reduced Walmart (NYSE:WMT) stake by 67,226 shares and now owns 25,386 shares. Abbvie Inc (NYSE:ABBV) was reduced too.

Among 19 analysts covering Southwest Airlines Co. (NYSE:LUV), 16 have Buy rating, 0 Sell and 3 Hold. Therefore 84% are positive. Southwest Airlines Co. had 61 analyst reports since July 30, 2015 according to SRatingsIntel. The company was maintained on Friday, January 22 by Credit Suisse. The firm has “Equal-Weight” rating given on Friday, April 15 by Barclays Capital. JP Morgan maintained it with “Overweight” rating and $67 target in Wednesday, November 1 report. On Thursday, May 25 the stock rating was maintained by Stifel Nicolaus with “Buy”. The rating was upgraded by Evercore on Tuesday, July 26 to “Buy”. On Wednesday, January 25 the stock rating was downgraded by JP Morgan to “Neutral”. The rating was upgraded by Atlantic Securities to “Overweight” on Thursday, December 14. JP Morgan downgraded Southwest Airlines Co. (NYSE:LUV) on Wednesday, July 27 to “Neutral” rating. On Monday, May 29 the stock rating was maintained by Stifel Nicolaus with “Buy”. As per Monday, November 13, the company rating was maintained by Morgan Stanley.

Investors sentiment increased to 1.1 in Q3 2017. Its up 0.14, from 0.96 in 2017Q2. It is positive, as 50 investors sold CAT shares while 377 reduced holdings. 125 funds opened positions while 344 raised stakes. 401.83 million shares or 0.39% less from 403.41 million shares in 2017Q2 were reported. 15,168 were reported by Cleararc Cap. Caisse De Depot Et Placement Du Quebec holds 0.17% or 592,700 shares. The Montana-based Da Davidson And Com has invested 0.1% in Caterpillar Inc. (NYSE:CAT). Chem Bank & Trust has 0.48% invested in Caterpillar Inc. (NYSE:CAT). Alphamark Ltd Liability Com owns 366 shares. Mader And Shannon Wealth Mgmt has 13,989 shares for 1.12% of their portfolio. Warren Averett Asset Llc holds 0.2% or 7,224 shares in its portfolio. Thompson Rubinstein Inv Management Or owns 10,123 shares for 0.44% of their portfolio. Cypress Cap Mngmt Ltd (Wy) holds 0.05% or 331 shares in its portfolio. Beech Hill Advisors holds 0.14% or 2,050 shares. Schroder Inv Group Inc holds 0.16% or 715,819 shares. Beddow Mgmt stated it has 36,470 shares. Texas Permanent School Fund stated it has 163,776 shares or 0.26% of all its holdings. Westpac reported 0.14% of its portfolio in Caterpillar Inc. (NYSE:CAT). Envestnet Asset Management stated it has 19,469 shares.

Clinton Group Inc decreased Citizens Finl Group Inc (NYSE:CFG) stake by 84,334 shares to 20,956 valued at $794,000 in 2017Q3. It also reduced Goldman Sachs Group Inc (NYSE:GS) stake by 3,406 shares and now owns 17,000 shares. Zimmer Biomet Hldgs Inc (ZMH) was reduced too.

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