Amphenol New (APH) Shareholder Wcm Investment Management Increased Its Stake by $2.76 Million; Semper Augustus Investments Group Has Upped Mercury Genl New (MCY) Stake by $4.11 Million as Share Price Rose

June 10, 2018 - By Vivian Currie

Amphenol Corporation (NYSE:APH) Logo

Wcm Investment Management increased its stake in Amphenol Corp New (APH) by 3.19% based on its latest 2018Q1 regulatory filing with the SEC. Wcm Investment Management bought 32,043 shares as the company’s stock declined 5.56% with the market. The institutional investor held 1.04M shares of the electrical products company at the end of 2018Q1, valued at $89.34 million, up from 1.01 million at the end of the previous reported quarter. Wcm Investment Management who had been investing in Amphenol Corp New for a number of months, seems to be bullish on the $27.40B market cap company. The stock increased 0.11% or $0.1 during the last trading session, reaching $90.91. About 1.09 million shares traded. Amphenol Corporation (NYSE:APH) has risen 17.03% since June 10, 2017 and is uptrending. It has outperformed by 4.46% the S&P500. Some Historical APH News: 25/04/2018 – AMPHENOL BOOSTS QTR DIV TO 23C-SHR FROM 19C, EST. 19C; 02/04/2018 – Amphenol Names BofA Merrill’s Anne Clarke Wolff to Board; 25/04/2018 – Amphenol 1Q Net Income Rises 18%, Exceeds Guidance; 25/04/2018 – Amphenol 1Q Net $265.6M; 02/04/2018 – Anne Clarke Wolff Appointed to Board of Directors of Amphenol Corporation; 25/04/2018 – Amphenol Sees FY Sales $7.63B-$7.75B; 20/04/2018 – DJ Amphenol Corporation Class A, Inst Holders, 1Q 2018 (APH); 25/04/2018 – AMPHENOL 1Q ADJ EPS 83C, EST. 80C; 03/04/2018 – Amphenol at Field Trip Hosted By SunTrust Today; 25/04/2018 – AMPHENOL CORP – OVERALL DEMAND ENVIRONMENT HAS IMPROVED

Semper Augustus Investments Group Llc increased its stake in Mercury Genl Corp New (MCY) by 141.11% based on its latest 2018Q1 regulatory filing with the SEC. Semper Augustus Investments Group Llc bought 91,387 shares as the company’s stock rose 5.57% while stock markets declined. The hedge fund held 156,148 shares of the property-casualty insurers company at the end of 2018Q1, valued at $7.16 million, up from 64,761 at the end of the previous reported quarter. Semper Augustus Investments Group Llc who had been investing in Mercury Genl Corp New for a number of months, seems to be bullish on the $2.69 billion market cap company. The stock increased 0.79% or $0.38 during the last trading session, reaching $48.66. About 198,769 shares traded. Mercury General Corporation (NYSE:MCY) has declined 13.79% since June 10, 2017 and is downtrending. It has underperformed by 26.36% the S&P500. Some Historical MCY News: 19/04/2018 – DJ Mercury General Corporation, Inst Holders, 1Q 2018 (MCY); 30/04/2018 – Mercury General 1Q Loss/Shr 77c; 02/05/2018 – Mercury General Chief Information Officer Allan Lubitz Resigns; 30/04/2018 – Mercury General 1Q Loss $42.6M; 30/04/2018 – Mercury General 1Q Rev $783.2M; 12/03/2018 Mercury General Volume Jumps More Than Five Times 20 Day Average; 30/04/2018 – MERCURY GENERAL 1Q OPER EPS 7C, EST. 48C (2 EST.); 30/04/2018 – MERCURY GENERAL 1Q NET PREMIUMS WRITTEN $861.3M

Investors sentiment decreased to 1.56 in Q1 2018. Its down 0.57, from 2.13 in 2017Q4. It turned negative, as 21 investors sold MCY shares while 49 reduced holdings. 33 funds opened positions while 76 raised stakes. 23.92 million shares or 2.92% less from 24.64 million shares in 2017Q4 were reported. Schwab Charles Invest Inc owns 0.01% invested in Mercury General Corporation (NYSE:MCY) for 301,999 shares. Art Advsrs accumulated 0.02% or 11,900 shares. Moreover, Martingale Asset Mngmt Limited Partnership has 0.02% invested in Mercury General Corporation (NYSE:MCY). Dimensional Fund Advisors Limited Partnership reported 1.76 million shares. Envestnet Asset Management reported 397 shares stake. Washington-based Parametric Port Associate Lc has invested 0% in Mercury General Corporation (NYSE:MCY). Ny State Teachers Retirement Systems holds 0.01% or 61,134 shares. Royal Retail Bank Of Canada reported 9,121 shares. Northern Corp stated it has 368,763 shares or 0% of all its holdings. Bessemer Grp stated it has 0% in Mercury General Corporation (NYSE:MCY). Ameritas Investment Prtnrs invested in 0.04% or 17,952 shares. Citigroup holds 0.01% or 241,012 shares. Credit Suisse Ag invested 0% in Mercury General Corporation (NYSE:MCY). Citadel Llc holds 77,274 shares. 60,300 are owned by State Common Retirement Fund.

Semper Augustus Investments Group Llc, which manages about $202.17 million and $143.76M US Long portfolio, decreased its stake in Newmont Mining Corp (NYSE:NEM) by 15,450 shares to 175,761 shares, valued at $6.87 million in 2018Q1, according to the filing.

Since February 8, 2018, it had 1 insider purchase, and 0 insider sales for $21,338 activity.

Among 2 analysts covering Mercury General (NYSE:MCY), 0 have Buy rating, 0 Sell and 2 Hold. Therefore 0 are positive. Mercury General had 3 analyst reports since August 26, 2015 according to SRatingsIntel. On Wednesday, August 26 the stock rating was upgraded by Zacks to “Sell”. The rating was maintained by Compass Point with “Neutral” on Tuesday, May 3. Raymond James upgraded Mercury General Corporation (NYSE:MCY) on Friday, February 19 to “Mkt Perform” rating.

Investors sentiment decreased to 0.9 in Q1 2018. Its down 0.01, from 0.91 in 2017Q4. It dropped, as 34 investors sold APH shares while 211 reduced holdings. 65 funds opened positions while 155 raised stakes. 283.17 million shares or 2.03% less from 289.04 million shares in 2017Q4 were reported. Penobscot Investment owns 16,625 shares for 0.34% of their portfolio. San Francisco Sentry Invest Gru (Ca) invested in 314 shares. Aperio Group Limited Liability Company has invested 0.07% in Amphenol Corporation (NYSE:APH). Ls Advsrs Ltd Liability Co holds 0.12% or 23,952 shares in its portfolio. Royal Commercial Bank Of Canada has invested 0.06% in Amphenol Corporation (NYSE:APH). Cipher Cap Ltd Partnership owns 6,045 shares. Barrett Asset Management Ltd Liability Corp owns 2,200 shares. Raymond James & Assoc invested 0.01% in Amphenol Corporation (NYSE:APH). Bank & Trust Of Montreal Can owns 235,713 shares or 0.02% of their US portfolio. Cibc Asset Mgmt holds 31,115 shares or 0.02% of its portfolio. Brinker, a Pennsylvania-based fund reported 98,893 shares. Exxonmobil Mgmt Inc Tx reported 46,766 shares stake. Moreover, Zeke Capital Ltd Co has 0.05% invested in Amphenol Corporation (NYSE:APH). 489,281 were reported by Asset Mgmt One Limited. Virginia Retirement System Et Al has 0.27% invested in Amphenol Corporation (NYSE:APH) for 261,000 shares.

Another recent and important Amphenol Corporation (NYSE:APH) news was published by 247Wallst.com which published an article titled: “Deutsche Bank Has 4 Safer Tech Stocks to Buy Now for Summer Trading” on June 07, 2018.

Among 11 analysts covering Amphenol (NYSE:APH), 5 have Buy rating, 0 Sell and 6 Hold. Therefore 45% are positive. Amphenol had 47 analyst reports since July 23, 2015 according to SRatingsIntel. The rating was maintained by SunTrust on Wednesday, October 11 with “Hold”. The company was maintained on Thursday, July 23 by RBC Capital Markets. The firm has “Equal-Weight” rating by Morgan Stanley given on Thursday, January 25. The stock has “Hold” rating by Stifel Nicolaus on Friday, March 2. The stock has “Neutral” rating by Suntrust Robinson on Thursday, January 21. RBC Capital Markets maintained Amphenol Corporation (NYSE:APH) on Tuesday, August 29 with “Buy” rating. The rating was maintained by RBC Capital Markets on Thursday, March 2 with “Top Pick”. The firm has “Buy” rating given on Friday, September 29 by Bank of America. Goldman Sachs upgraded the shares of APH in report on Monday, November 16 to “Buy” rating. As per Thursday, October 12, the company rating was maintained by RBC Capital Markets.

Since February 2, 2018, it had 0 insider buys, and 1 insider sale for $920,699 activity.

Wcm Investment Management, which manages about $10.69 billion US Long portfolio, decreased its stake in Dycom Inds Inc (NYSE:DY) by 21,114 shares to 61,511 shares, valued at $6.62 million in 2018Q1, according to the filing. It also reduced its holding in Sun Hydraulics Corp (NASDAQ:SNHY) by 32,667 shares in the quarter, leaving it with 95,193 shares, and cut its stake in Nic Inc (NASDAQ:EGOV).

Mercury General Corporation (NYSE:MCY) Institutional Positions Chart

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