Hennessy Advisors Has Boosted By $19.52 Million Its Duke Energy New (DUK) Stake; American Capital Management Lowered Quaker Chemical (KWR) Stake By $1.02 Million

June 20, 2017 - By Hazel Jackson

Hennessy Advisors Inc increased Duke Energy Corp New (DUK) stake by 209.96% reported in 2016Q4 SEC filing. Hennessy Advisors Inc acquired 253,500 shares as Duke Energy Corp New (DUK)’s stock rose 6.39%. The Hennessy Advisors Inc holds 374,237 shares with $29.05 million value, up from 120,737 last quarter. Duke Energy Corp New now has $60.95 billion valuation. The stock decreased 0.29% or $0.25 during the last trading session, reaching $86.89. About shares traded. Duke Energy Corp (NYSE:DUK) has risen 8.31% since June 20, 2016 and is uptrending. It has underperformed by 8.39% the S&P500.

American Capital Management Inc decreased Quaker Chemical (KWR) stake by 23.53% reported in 2016Q4 SEC filing. American Capital Management Inc sold 8,000 shares as Quaker Chemical (KWR)’s stock rose 3.33%. The American Capital Management Inc holds 26,000 shares with $3.33M value, down from 34,000 last quarter. Quaker Chemical now has $1.91 billion valuation. The stock increased 0.19% or $0.27 during the last trading session, reaching $144.48. About shares traded. Quaker Chemical Corp (NYSE:KWR) has risen 66.07% since June 20, 2016 and is uptrending. It has outperformed by 49.37% the S&P500.

Investors sentiment decreased to 1.1 in 2016 Q4. Its down 0.09, from 1.19 in 2016Q3. It is negative, as 54 investors sold DUK shares while 359 reduced holdings. 90 funds opened positions while 365 raised stakes. 376.96 million shares or 0.31% less from 378.15 million shares in 2016Q3 were reported. Parametric Port Assocs Limited Company owns 1.66M shares. Dupont Capital Management holds 0.07% or 42,278 shares. Highstreet Asset Incorporated holds 0.31% or 11,608 shares. First National Bank & Trust Of Omaha, a Nebraska-based fund reported 47,657 shares. Chevy Chase Trust Holdings accumulated 584,467 shares. Davenport And Company invested in 0.11% or 102,092 shares. Moody Financial Bank Trust Division holds 15,813 shares. Princeton Port Strategies Group Inc Ltd has invested 0.25% in Duke Energy Corp (NYSE:DUK). Prudential Inc accumulated 2.59 million shares or 0.32% of the stock. Cap Advisors Ltd Liability Com stated it has 0.29% in Duke Energy Corp (NYSE:DUK). State Common Retirement Fund has invested 0.19% in Duke Energy Corp (NYSE:DUK). Bank & Trust Of America Corporation De holds 0.11% or 6.29 million shares in its portfolio. Advisers Lc has invested 0.03% in Duke Energy Corp (NYSE:DUK). Phocas Financial owns 72,582 shares or 0.37% of their US portfolio. Nationwide Fund Advsrs accumulated 190,227 shares or 0.06% of the stock.

Hennessy Advisors Inc decreased Tech Data Corp (NASDAQ:TECD) stake by 440,400 shares to 54,500 valued at $4.62 million in 2016Q4. It also reduced Mastercard Incorporated (NYSE:MA) stake by 136,670 shares and now owns 9,775 shares. Ugi Corp New (NYSE:UGI) was reduced too.

Among 15 analysts covering Duke Energy (NYSE:DUK), 1 have Buy rating, 3 Sell and 11 Hold. Therefore 7% are positive. Duke Energy had 43 analyst reports since August 7, 2015 according to SRatingsIntel. The company was maintained on Wednesday, July 20 by Citigroup. The rating was initiated by Howard Weil on Tuesday, November 17 with “Sector Perform”. SunTrust maintained the stock with “Neutral” rating in Monday, March 7 report. On Friday, March 18 the stock rating was maintained by Barclays Capital with “Equal-Weight”. The rating was maintained by Suntrust Robinson with “Neutral” on Monday, October 19. The company was downgraded on Friday, February 19 by JP Morgan. The stock of Duke Energy Corp (NYSE:DUK) earned “Buy” rating by UBS on Monday, February 22. The stock of Duke Energy Corp (NYSE:DUK) has “Hold” rating given on Friday, August 7 by Deutsche Bank. The stock of Duke Energy Corp (NYSE:DUK) earned “Buy” rating by Zacks on Friday, August 7. The firm earned “Hold” rating on Thursday, May 11 by BMO Capital Markets.

Analysts await Quaker Chemical Corp (NYSE:KWR) to report earnings on July, 26. They expect $1.19 earnings per share, up 7.21% or $0.08 from last year’s $1.11 per share. KWR’s profit will be $15.73M for 30.35 P/E if the $1.19 EPS becomes a reality. After $1.18 actual earnings per share reported by Quaker Chemical Corp for the previous quarter, Wall Street now forecasts 0.85% EPS growth.

Investors sentiment decreased to 1.21 in Q4 2016. Its down 0.19, from 1.4 in 2016Q3. It dived, as 9 investors sold KWR shares while 54 reduced holdings. 26 funds opened positions while 50 raised stakes. 11.10 million shares or 2.47% more from 10.83 million shares in 2016Q3 were reported. Stifel owns 2,865 shares or 0% of their US portfolio. Sensato Invsts has 3,702 shares for 0.08% of their portfolio. Tower Ltd Llc (Trc) has invested 0% of its portfolio in Quaker Chemical Corp (NYSE:KWR). Blackrock Incorporated reported 1,908 shares stake. Proshare Advsr Ltd Limited Liability Company has invested 0% of its portfolio in Quaker Chemical Corp (NYSE:KWR). Pnc Svcs Gru holds 0% or 15,684 shares. Aperio Ltd Liability Company holds 5,034 shares or 0% of its portfolio. Strs Ohio reported 7,900 shares. Moreover, Granahan Invest Mngmt Ma has 0.91% invested in Quaker Chemical Corp (NYSE:KWR). Blackrock Fund Advsrs owns 0.02% invested in Quaker Chemical Corp (NYSE:KWR) for 1.02 million shares. The Ontario – Canada-based Royal Bancshares Of Canada has invested 0% in Quaker Chemical Corp (NYSE:KWR). Jacobs Levy Equity Mgmt Inc has 0.02% invested in Quaker Chemical Corp (NYSE:KWR). Raymond James Assoc stated it has 0.01% in Quaker Chemical Corp (NYSE:KWR). Citigroup Inc has invested 0% of its portfolio in Quaker Chemical Corp (NYSE:KWR). International Grp Incorporated holds 0% or 9,527 shares.

Among 4 analysts covering Quaker Chemical Corp (NYSE:KWR), 0 have Buy rating, 0 Sell and 4 Hold. Therefore 0 are positive. Quaker Chemical Corp had 8 analyst reports since August 6, 2015 according to SRatingsIntel. The firm has “Hold” rating by Jefferies given on Friday, April 7. Seaport Global upgraded Quaker Chemical Corp (NYSE:KWR) on Wednesday, January 13 to “Accumulate” rating. The company was maintained on Thursday, October 27 by Wunderlich. The stock of Quaker Chemical Corp (NYSE:KWR) has “Hold” rating given on Tuesday, February 16 by Jefferies. The firm has “Neutral” rating by Seaport Global given on Monday, May 2. The rating was downgraded by Zacks on Thursday, August 6 to “Buy”.

American Capital Management Inc increased Factset Research System (NYSE:FDS) stake by 28,049 shares to 262,729 valued at $42.94M in 2016Q4. It also upped Fortinet (NASDAQ:FTNT) stake by 130,800 shares and now owns 782,715 shares. Sei Investments (NASDAQ:SEIC) was raised too.

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