Ledyard National Bank Has Cut Its Whirlpool (WHR) Stake; Pax World Management Has Lifted By $460,782 Its Sempra Energy (SRE) Position

April 18, 2018 - By Michael Collier

Sempra Energy (NYSE:SRE) Logo

Ledyard National Bank decreased Whirlpool Corp (WHR) stake by 44.37% reported in 2017Q4 SEC filing. Ledyard National Bank sold 9,836 shares as Whirlpool Corp (WHR)’s stock declined 11.00%. The Ledyard National Bank holds 12,331 shares with $2.08 million value, down from 22,167 last quarter. Whirlpool Corp now has $10.85B valuation. The stock decreased 0.03% or $0.04 during the last trading session, reaching $153.53. About 835,001 shares traded. Whirlpool Corporation (NYSE:WHR) has declined 10.04% since April 18, 2017 and is downtrending. It has underperformed by 21.59% the S&P500.

Pax World Management Llc increased Sempra Energy (SRE) stake by 217.02% reported in 2017Q4 SEC filing. Pax World Management Llc acquired 4,347 shares as Sempra Energy (SRE)’s stock rose 2.65%. The Pax World Management Llc holds 6,350 shares with $679,000 value, up from 2,003 last quarter. Sempra Energy now has $29.72 billion valuation. The stock increased 0.72% or $0.81 during the last trading session, reaching $112.6. About 1.74 million shares traded. Sempra Energy (NYSE:SRE) has declined 0.38% since April 18, 2017 and is downtrending. It has underperformed by 11.93% the S&P500.

Investors sentiment increased to 1.27 in Q4 2017. Its up 0.08, from 1.19 in 2017Q3. It improved, as 34 investors sold SRE shares while 165 reduced holdings. 67 funds opened positions while 185 raised stakes. 192.21 million shares or 2.89% less from 197.93 million shares in 2017Q3 were reported. Ameriprise Inc stated it has 134,622 shares. State Of New Jersey Common Pension Fund D, a New Jersey-based fund reported 120,000 shares. Moreover, Employees Retirement System Of Texas has 0.02% invested in Sempra Energy (NYSE:SRE). Kelly Lawrence W & Ca holds 0.08% of its portfolio in Sempra Energy (NYSE:SRE) for 4,024 shares. Magnetar Fincl Ltd Limited Liability Company accumulated 2,185 shares. 17,866 were reported by Cognios Capital Limited Liability Company. Paloma Prns has invested 0.02% in Sempra Energy (NYSE:SRE). Asset Management One Co Limited, Japan-based fund reported 413,523 shares. Janney Montgomery Scott Ltd Co holds 0.02% in Sempra Energy (NYSE:SRE) or 14,205 shares. Td Asset Management Inc has invested 0.03% of its portfolio in Sempra Energy (NYSE:SRE). Cohen Capital Mngmt Inc holds 0.11% or 4,400 shares in its portfolio. Intact Inv Mgmt Incorporated reported 2,500 shares. Martin Currie Limited reported 100,638 shares or 0.76% of all its holdings. Moneta Gru Advisors Ltd Liability Co owns 836 shares. Graham Capital Mngmt LP has 0.06% invested in Sempra Energy (NYSE:SRE).

Among 9 analysts covering Sempra Energy (NYSE:SRE), 5 have Buy rating, 0 Sell and 4 Hold. Therefore 56% are positive. Sempra Energy had 21 analyst reports since September 15, 2015 according to SRatingsIntel. JP Morgan maintained it with “Neutral” rating and $124 target in Wednesday, November 1 report. The firm has “Hold” rating given on Thursday, May 11 by BMO Capital Markets. As per Thursday, October 12, the company rating was maintained by JP Morgan. The stock of Sempra Energy (NYSE:SRE) has “Equal-Weight” rating given on Thursday, June 8 by Barclays Capital. Wells Fargo maintained the shares of SRE in report on Wednesday, January 3 with “Buy” rating. The firm has “Buy” rating by RBC Capital Markets given on Sunday, August 27. Goldman Sachs upgraded the shares of SRE in report on Wednesday, October 11 to “Buy” rating. Wells Fargo maintained it with “Outperform” rating and $128 target in Tuesday, October 10 report. The firm has “Neutral” rating by JP Morgan given on Tuesday, March 6. Wells Fargo maintained Sempra Energy (NYSE:SRE) rating on Wednesday, February 28. Wells Fargo has “Outperform” rating and $120 target.

Since April 5, 2018, it had 0 insider purchases, and 2 sales for $5.94 million activity. Another trade for 49,909 shares valued at $5.51 million was sold by REED DEBRA L. On Thursday, April 5 the insider ROWLAND G JOYCE sold $433,530.

Pax World Management Llc decreased Thermon Group Holdings Inc. (NYSE:THR) stake by 75,000 shares to 232,230 valued at $5.50 million in 2017Q4. It also reduced Weyerhaeuser Co. Reit (NYSE:WY) stake by 31,322 shares and now owns 149,417 shares. Genpact Ltd. (NYSE:G) was reduced too.

Among 10 analysts covering Whirlpool (NYSE:WHR), 3 have Buy rating, 1 Sell and 6 Hold. Therefore 30% are positive. Whirlpool had 32 analyst reports since August 13, 2015 according to SRatingsIntel. The stock of Whirlpool Corporation (NYSE:WHR) has “Buy” rating given on Friday, January 26 by Raymond James. The stock of Whirlpool Corporation (NYSE:WHR) earned “Neutral” rating by M Partners on Monday, October 17. The stock of Whirlpool Corporation (NYSE:WHR) earned “Buy” rating by KeyBanc Capital Markets on Friday, November 17. On Monday, October 26 the stock rating was maintained by RBC Capital Markets with “Top Pick”. Goldman Sachs upgraded Whirlpool Corporation (NYSE:WHR) on Thursday, February 4 to “Buy” rating. The firm earned “Buy” rating on Thursday, October 12 by KeyBanc Capital Markets. Goldman Sachs downgraded Whirlpool Corporation (NYSE:WHR) on Wednesday, April 4 to “Sell” rating. As per Friday, January 26, the company rating was downgraded by KeyBanc Capital Markets. The firm has “Buy” rating given on Friday, April 1 by M Partners. The firm has “Neutral” rating given on Tuesday, October 6 by Goldman Sachs.

Ledyard National Bank increased Ishares Floating Rate Bond Etf (FLOT) stake by 10,050 shares to 20,490 valued at $1.04M in 2017Q4. It also upped Templeton Global Income Fund Etf (GIM) stake by 75,000 shares and now owns 225,000 shares. Total S.A. Spon Adr (NYSE:TOT) was raised too.

Analysts await Whirlpool Corporation (NYSE:WHR) to report earnings on April, 23 after the close. They expect $3.02 EPS, up 20.80% or $0.52 from last year’s $2.5 per share. WHR’s profit will be $213.48 million for 12.71 P/E if the $3.02 EPS becomes a reality. After $4.10 actual EPS reported by Whirlpool Corporation for the previous quarter, Wall Street now forecasts -26.34% negative EPS growth.

Investors sentiment decreased to 0.93 in 2017 Q4. Its down 0.09, from 1.02 in 2017Q3. It is negative, as 58 investors sold WHR shares while 199 reduced holdings. 78 funds opened positions while 160 raised stakes. 60.28 million shares or 7.26% less from 65.00 million shares in 2017Q3 were reported. Quantbot Technologies LP invested in 9,750 shares or 0.15% of the stock. Regions Financial holds 0.01% of its portfolio in Whirlpool Corporation (NYSE:WHR) for 2,869 shares. Df Dent & Co invested in 0.01% or 2,166 shares. Spinnaker Trust invested 0.09% in Whirlpool Corporation (NYSE:WHR). Mirae Asset Investments Ltd reported 1,548 shares stake. Fort Washington Inv Advsr Inc Oh holds 0.02% or 11,282 shares. 7,430 were reported by Telos Mngmt Inc. Tiaa Cref Management Limited Liability Company holds 0.03% or 297,829 shares. Abner Herrman Brock Limited Liability Company reported 30,964 shares. Lyrical Asset Mgmt LP holds 2.76% in Whirlpool Corporation (NYSE:WHR) or 1.34M shares. Arrowstreet LP reported 0% stake. Cubic Asset Management Limited Com stated it has 1,625 shares or 0.08% of all its holdings. Dupont Capital Mgmt has 546 shares. Orrstown owns 4,291 shares for 0.83% of their portfolio. Groesbeck Management Nj reported 18,011 shares.

Whirlpool Corporation (NYSE:WHR) Institutional Positions Chart

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