Monsanto Co New (Call) (MON) Stock Value Rose While Polygon Management LTD Has Raised Position by $34.80 Million; Perella Weinberg Partners Capital Management LP Upped Its Position in Lennar (LEN) by $2.92 Million as Shares Declined

May 24, 2018 - By Michael Collier

Lennar Corporation (NYSE:LEN) Logo

Polygon Management Ltd increased its stake in Monsanto Co New (Call) (MON) by 300% based on its latest 2017Q4 regulatory filing with the SEC. Polygon Management Ltd bought 300,000 shares as the company’s stock rose 1.12% while stock markets declined. The institutional investor held 400,000 shares of the agricultural chemicals company at the end of 2017Q4, valued at $46.71 million, up from 100,000 at the end of the previous reported quarter. Polygon Management Ltd who had been investing in Monsanto Co New (Call) for a number of months, seems to be bullish on the $55.33 billion market cap company. The stock increased 0.06% or $0.08 during the last trading session, reaching $125.39. About 1.76 million shares traded. Monsanto Company (NYSE:MON) has risen 3.06% since May 24, 2017 and is uptrending. It has underperformed by 8.49% the S&P500.

Daniel Arbess increased its stake in Lennar Corp (LEN) by 98.84% based on its latest 2017Q4 regulatory filing with the SEC. Perella Weinberg Partners Capital Management Lp bought 46,370 shares as the company’s stock declined 8.33% with the market. The hedge fund run by Daniel Arbess held 93,282 shares of the homebuilding company at the end of 2017Q4, valued at $5.90M, up from 46,912 at the end of the previous reported quarter. Perella Weinberg Partners Capital Management Lp who had been investing in Lennar Corp for a number of months, seems to be bullish on the $16.53B market cap company. The stock decreased 0.81% or $0.42 during the last trading session, reaching $51.33. About 1.96 million shares traded. Lennar Corporation (NYSE:LEN) has risen 17.08% since May 24, 2017 and is uptrending. It has outperformed by 5.53% the S&P500.

More recent Lennar Corporation (NYSE:LEN) news were published by: Seekingalpha.com which released: “Tracking Alex Roepers’ Atlantic Investment Management Portfolio – Q1 2018 Update” on May 24, 2018. Also Bizjournals.com published the news titled: “SF startup Opendoor works with more homebuilders to make it easier for buyers to trade-in houses” on May 23, 2018. Schaeffersresearch.com‘s news article titled: “Toll Brothers Profit Miss Sends Sector Peers Spiraling” with publication date: May 22, 2018 was also an interesting one.

Among 26 analysts covering Lennar (NYSE:LEN), 23 have Buy rating, 0 Sell and 3 Hold. Therefore 88% are positive. Lennar had 74 analyst reports since September 22, 2015 according to SRatingsIntel. On Thursday, January 11 the stock rating was maintained by Credit Suisse with “Hold”. As per Friday, April 7, the company rating was maintained by Wood. The rating was maintained by RBC Capital Markets on Sunday, August 20 with “Buy”. The rating was maintained by KeyBanc Capital Markets with “Hold” on Tuesday, October 31. The firm has “Buy” rating by Mizuho given on Thursday, January 18. The stock of Lennar Corporation (NYSE:LEN) has “Overweight” rating given on Thursday, April 7 by Barclays Capital. The firm has “Buy” rating given on Thursday, December 21 by Keefe Bruyette & Woods. The rating was maintained by RBC Capital Markets on Wednesday, June 21 with “Outperform”. The company was maintained on Wednesday, January 17 by UBS. The firm has “Neutral” rating by Credit Suisse given on Wednesday, March 30.

Since January 2, 2018, it had 0 buys, and 15 sales for $19.70 million activity. GROSS BRUCE E sold $1.30M worth of stock. $157,450 worth of Lennar Corporation (NYSE:LEN) shares were sold by GERARD STEVEN L. BOLOTIN IRVING sold $131,565 worth of stock. JAFFE JONATHAN M had sold 20,000 shares worth $1.28 million on Tuesday, January 2. The insider SUSTANA MARK sold 125,000 shares worth $8.69M. 50,888 shares were sold by McCall Jeffrey Joseph, worth $2.74M.

Perella Weinberg Partners Capital Management Lp, which manages about $9.69 billion and $1.05B US Long portfolio, decreased its stake in Sherwin Williams Co (NYSE:SHW) by 5,596 shares to 14,974 shares, valued at $6.14M in 2017Q4, according to the filing. It also reduced its holding in Wal (NYSE:WMT) by 11,884 shares in the quarter, leaving it with 79,380 shares, and cut its stake in Vaneck Vectors Etf Tr.

Investors sentiment increased to 1.25 in Q4 2017. Its up 0.33, from 0.92 in 2017Q3. It improved, as 41 investors sold LEN shares while 139 reduced holdings. 85 funds opened positions while 140 raised stakes. 207.37 million shares or 10.41% more from 187.83 million shares in 2017Q3 were reported. Advisory Svcs Network holds 0% of its portfolio in Lennar Corporation (NYSE:LEN) for 391 shares. Tiaa Cref Inv Management Ltd Co reported 624,951 shares. 147,900 are held by Crystal Rock Capital Mngmt. Mu Limited holds 0.02% of its portfolio in Lennar Corporation (NYSE:LEN) for 530 shares. Gam Holdings Ag owns 93,482 shares. Koch Industries reported 5,939 shares stake. Morgan Stanley invested in 3.31 million shares. Pitcairn accumulated 3,392 shares or 0.02% of the stock. Bancorp Of Montreal Can invested 0.01% in Lennar Corporation (NYSE:LEN). Millennium Management Limited Liability Company holds 0.19% in Lennar Corporation (NYSE:LEN) or 2.22 million shares. Amalgamated Bancorp has 25,169 shares for 0.04% of their portfolio. Shell Asset Company owns 0.01% invested in Lennar Corporation (NYSE:LEN) for 9,754 shares. Liberty Mutual Group Inc Asset Mngmt owns 8,098 shares. Manufacturers Life Company The reported 6.95M shares. Arizona State Retirement Sys holds 120,589 shares or 0.07% of its portfolio.

Since January 9, 2018, it had 0 insider purchases, and 1 insider sale for $966,720 activity.

Among 23 analysts covering Monsanto Company (NYSE:MON), 10 have Buy rating, 1 Sell and 12 Hold. Therefore 43% are positive. Monsanto Company had 63 analyst reports since August 25, 2015 according to SRatingsIntel. Citigroup maintained Monsanto Company (NYSE:MON) rating on Thursday, April 7. Citigroup has “Neutral” rating and $94 target. The rating was maintained by Argus Research with “Buy” on Friday, October 9. The firm has “Hold” rating given on Tuesday, September 5 by RBC Capital Markets. Canaccord Genuity maintained Monsanto Company (NYSE:MON) on Tuesday, August 25 with “Buy” rating. The stock has “Buy” rating by BMO Capital Markets on Wednesday, June 28. The firm earned “Neutral” rating on Monday, August 22 by Citigroup. Atlantic Securities upgraded the stock to “Overweight” rating in Tuesday, December 1 report. The stock of Monsanto Company (NYSE:MON) has “Hold” rating given on Monday, November 13 by RBC Capital Markets. The company was downgraded on Wednesday, July 12 by Jefferies. Barclays Capital maintained it with “Hold” rating and $12000 target in Thursday, June 29 report.

Monsanto Company (NYSE:MON) Institutional Positions Chart

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