Highfields Capital Management LP Has Boosted Monsanto Co New (MON) Holding by $147.00 Million; Share Value Rose; Aflac Com (AFL) Position Has Increased by Catawba Capital Management

June 20, 2018 - By whatsonthorold

Monsanto Company (NYSE:MON) Logo

Jonathon Jacobson increased its stake in Monsanto Co New (MON) by 21.2% based on its latest 2018Q1 regulatory filing with the SEC. Highfields Capital Management Lp bought 1.27M shares as the company’s stock rose 2.93% while stock markets declined. The hedge fund run by Jonathon Jacobson held 7.25M shares of the agricultural chemicals company at the end of 2018Q1, valued at $845.44 million, up from 5.98M at the end of the previous reported quarter. Highfields Capital Management Lp who had been investing in Monsanto Co New for a number of months, seems to be bullish on the $56.46 billion market cap company. The stock increased 0.02% or $0.02 during the last trading session, reaching $127.95. About 7.06 million shares traded or 74.97% up from the average. Monsanto Company (NYSE:MON) has risen 8.56% since June 20, 2017 and is uptrending. It has underperformed by 4.01% the S&P500. Some Historical MON News: 29/05/2018 – US clears Bayer to acquire Monsanto but demands record $9bn divestiture; 22/03/2018 – CORRECT: BAYER WON’T SEEK QUICK DOJ DECISION ON MONSANTO: NYP; 03/05/2018 – ♫ Reuters Insider – Bayer cuts full-year earnings guidance on strong euro; 21/03/2018 – Bayer wins EU backing for Monsanto deal; 11/05/2018 – SOUTH AFRICA COMPETITION TRIBUNAL COMMENTS ON BAYER, MONSANTO; 07/03/2018 – Yahoo! Finance: Govt Set to Cut Monsanto’s GM Cotton Seed Royalties by 20 Percent; 26/04/2018 – Yahoo! UK: Bayer, Monsanto deal on track for U.S. approval by end-May; 21/03/2018 – Bayer wins EU approval for $62.5 bln Monsanto buy; 21/03/2018 – MONSANTO HAS OPTION TO BUY EXCLUSIVE COMMERCIAL RIGHTS; 21/03/2018 – MONSANTO- DEAL INCLUDES EXCLUSIVE GLOBAL LICENSE FROM AGRIMETIS TO CO FOR AGRICULTURAL RESEARCH IN ROW, VEGETABLE, OTHER CROPS FOR THREE-YEAR PERIOD

Catawba Capital Management increased its stake in Aflac Inc Com (AFL) by 94.26% based on its latest 2018Q1 regulatory filing with the SEC. Catawba Capital Management bought 14,772 shares as the company’s stock declined 0.09% with the market. The institutional investor held 30,444 shares of the accident &health insurance company at the end of 2018Q1, valued at $1.33M, up from 15,672 at the end of the previous reported quarter. Catawba Capital Management who had been investing in Aflac Inc Com for a number of months, seems to be bullish on the $34.71 billion market cap company. The stock decreased 0.38% or $0.17 during the last trading session, reaching $44.83. About 384,915 shares traded. Aflac Incorporated (NYSE:AFL) has risen 21.38% since June 20, 2017 and is uptrending. It has outperformed by 8.81% the S&P500.

Among 22 analysts covering Aflac Incorporated (NYSE:AFL), 5 have Buy rating, 2 Sell and 15 Hold. Therefore 23% are positive. Aflac Incorporated had 60 analyst reports since August 12, 2015 according to SRatingsIntel. The firm has “Hold” rating given on Tuesday, January 9 by Wells Fargo. The firm has “Hold” rating by Keefe Bruyette & Woods given on Thursday, December 21. The firm has “Hold” rating given on Monday, May 23 by Sandler O’Neill. Bank of America downgraded the stock to “Underperform” rating in Wednesday, August 19 report. The firm earned “Sell” rating on Monday, October 9 by RBC Capital Markets. As per Tuesday, September 5, the company rating was maintained by RBC Capital Markets. On Tuesday, February 2 the stock rating was maintained by RBC Capital Markets with “Sector Perform”. The stock has “Mkt Perform” rating by Keefe Bruyette & Woods on Friday, May 20. As per Thursday, January 26, the company rating was initiated by Citigroup. The stock of Aflac Incorporated (NYSE:AFL) has “Underperform” rating given on Friday, September 8 by Bank of America.

Investors sentiment increased to 7.76 in 2018 Q1. Its up 6.70, from 1.06 in 2017Q4. It increased, as 56 investors sold AFL shares while 35 reduced holdings. 82 funds opened positions while 624 raised stakes. 1.00 billion shares or 291.45% more from 256.45 million shares in 2017Q4 were reported. Walter & Keenan Financial Consulting Mi Adv has 0.19% invested in Aflac Incorporated (NYSE:AFL) for 9,864 shares. First Republic Mgmt stated it has 282,739 shares or 0.1% of all its holdings. Palisade Asset Management holds 298,254 shares. National Bank Of Hawaii reported 5,310 shares. Ifrah Services has 5,014 shares. Amundi Pioneer Asset Mgmt reported 418,080 shares or 0.03% of all its holdings. Fort Washington Investment Advisors Oh reported 114,649 shares. Cape Cod Five Cents Bankshares owns 0.26% invested in Aflac Incorporated (NYSE:AFL) for 38,191 shares. Rand Wealth Limited Liability Corporation reported 0.09% in Aflac Incorporated (NYSE:AFL). Laffer Invs holds 0% or 56,992 shares. 27,470 are owned by Intrust Financial Bank Na. Hussman Strategic stated it has 1.12% in Aflac Incorporated (NYSE:AFL). Ghp Inv Advisors Inc owns 6,789 shares for 0.04% of their portfolio. Winslow Evans And Crocker owns 0% invested in Aflac Incorporated (NYSE:AFL) for 372 shares. Fdx Advsrs holds 35,545 shares.

Catawba Capital Management, which manages about $997.47M and $416.80 million US Long portfolio, decreased its stake in Anthem Inc Com (NYSE:ANTM) by 1,943 shares to 26,646 shares, valued at $5.85M in 2018Q1, according to the filing. It also reduced its holding in Borgwarner Inc (NYSE:BWA) by 6,125 shares in the quarter, leaving it with 147,835 shares, and cut its stake in Intel Corp (NASDAQ:INTC).

Since February 16, 2018, it had 2 insider purchases, and 4 sales for $2.81 million activity. Shares for $49,022 were bought by MOSKOWITZ JOSEPH L. AMOS DANIEL P sold $2.24 million worth of stock or 24,983 shares. 2,648 Aflac Incorporated (NYSE:AFL) shares with value of $239,194 were sold by HOWARD JUNE P. On Wednesday, February 28 TILLMAN AUDREY B sold $117,123 worth of Aflac Incorporated (NYSE:AFL) or 1,300 shares. Lloyd Karole bought $178,090 worth of stock or 2,000 shares.

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

Highfields Capital Management Lp, which manages about $22.71 billion and $11.05B US Long portfolio, decreased its stake in Herc Hldgs Inc by 8,930 shares to 1.29M shares, valued at $83.99 million in 2018Q1, according to the filing. It also reduced its holding in Marriott Intl Inc New (NASDAQ:MAR) by 3.07 million shares in the quarter, leaving it with 1.94 million shares, and cut its stake in Dollar Tree Inc (NASDAQ:DLTR).

Investors sentiment decreased to 0.75 in Q1 2018. Its down 0.06, from 0.81 in 2017Q4. It worsened, as 70 investors sold MON shares while 339 reduced holdings. 72 funds opened positions while 233 raised stakes. 311.73 million shares or 1.80% less from 317.44 million shares in 2017Q4 were reported. Daiwa Grp Inc owns 0.01% invested in Monsanto Company (NYSE:MON) for 14,836 shares. Alphaone Invest Lc holds 923 shares or 0.03% of its portfolio. Synovus Financial Corp owns 3,318 shares for 0.01% of their portfolio. Quantitative Systematic Strategies Lc holds 0.06% or 2,370 shares. Falcon Edge Limited Partnership invested in 11.03% or 517,600 shares. Tru Of Vermont holds 0.06% of its portfolio in Monsanto Company (NYSE:MON) for 5,193 shares. Segall Bryant And Hamill Limited has 0.02% invested in Monsanto Company (NYSE:MON). National Bank Of The Ozarks invested in 0.38% or 8,169 shares. Tdam Usa has 0.04% invested in Monsanto Company (NYSE:MON) for 5,545 shares. Wells Fargo Mn holds 1.02 million shares. Mai Cap Mngmt accumulated 8,139 shares. Cap Fund Mngmt holds 5,973 shares or 0% of its portfolio. Two Sigma Secs Llc invested in 0% or 4,968 shares. Df Dent And Company holds 1,950 shares. Moody Comml Bank Tru Division, Texas-based fund reported 3,563 shares.

More important recent Monsanto Company (NYSE:MON) news were published by: Streetinsider.com which released: “Bayer Closes Acquisition of Monsanto (MON)” on June 07, 2018, also Finance.Yahoo.com published article titled: “Warren Buffett’s Cash “Problem” Just Got $2.4 Billion Worse”, Seekingalpha.com published: “Sell Twitter On The S&P 500 Inclusion Pop” on June 06, 2018. More interesting news about Monsanto Company (NYSE:MON) was released by: Seekingalpha.com and their article: “Market Needs More Leaders – Cramer’s Mad Money (6/5/18)” with publication date: June 06, 2018.

Monsanto Company (NYSE:MON) Institutional Positions Chart

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