As Halliburton Co (HAL) Share Value Declined, Holder Skylands Capital Trimmed Its Holding; As Comcast New (CMCSA) Share Value Rose, Southpoint Capital Advisors LP Raised Holding by $19.00 Million

February 15, 2018 - By Winifred Garcia

Charles Paquelet decreased its stake in Halliburton Co (HAL) by 27.5% based on its latest 2017Q3 regulatory filing with the SEC. Skylands Capital Llc sold 33,100 shares as the company’s stock declined 11.04% while stock markets rallied. The hedge fund run by Charles Paquelet held 87,275 shares of the oilfield services and equipment company at the end of 2017Q3, valued at $4.02 million, down from 120,375 at the end of the previous reported quarter. Skylands Capital Llc who had been investing in Halliburton Co for a number of months, seems to be less bullish one the $40.81B market cap company. The stock decreased 2.57% or $1.23 during the last trading session, reaching $46.64. About 7.68M shares traded. Halliburton Company (NYSE:HAL) has risen 19.03% since February 15, 2017 and is uptrending. It has outperformed by 2.33% the S&P500.

Rob Butts increased its stake in Comcast Corp New (CMCSA) by 14.29% based on its latest 2017Q3 regulatory filing with the SEC. Southpoint Capital Advisors Lp bought 500,000 shares as the company’s stock rose 3.16% with the market. The hedge fund run by Rob Butts held 4.00M shares of the television services company at the end of 2017Q3, valued at $153.92 million, up from 3.50M at the end of the previous reported quarter. Southpoint Capital Advisors Lp who had been investing in Comcast Corp New for a number of months, seems to be bullish on the $185.71B market cap company. The stock increased 1.41% or $0.56 during the last trading session, reaching $39.99. About 10.85M shares traded. Comcast Corporation (NASDAQ:CMCSA) has risen 28.96% since February 15, 2017 and is uptrending. It has outperformed by 12.26% the S&P500.

Investors sentiment decreased to 0.85 in Q3 2017. Its down 0.09, from 0.94 in 2017Q2. It is negative, as 84 investors sold HAL shares while 297 reduced holdings. 71 funds opened positions while 254 raised stakes. 679.57 million shares or 0.21% less from 681.00 million shares in 2017Q2 were reported. Oppenheimer Asset Mngmt reported 60,630 shares. Creative Planning stated it has 131,282 shares or 0.03% of all its holdings. Northwestern Mutual Wealth holds 242,408 shares or 0.08% of its portfolio. Us Bancorporation De reported 179,323 shares. Weiss Multi holds 0.02% of its portfolio in Halliburton Company (NYSE:HAL) for 9,476 shares. Eagle Limited Liability Corporation has 0.01% invested in Halliburton Company (NYSE:HAL) for 4,355 shares. Capital International holds 3.76 million shares. Texas Yale has invested 0.06% of its portfolio in Halliburton Company (NYSE:HAL). Counselors Inc reported 99,584 shares. New Jersey-based Mercer Cap Advisers has invested 0.01% in Halliburton Company (NYSE:HAL). 13,808 were reported by Gotham Asset Mngmt Ltd Limited Liability Company. Boltwood Capital Mngmt reported 18,850 shares stake. State Bank Pictet And Cie (Asia) Ltd has invested 1.07% of its portfolio in Halliburton Company (NYSE:HAL). 722,928 were accumulated by Eagle Asset Mngmt Incorporated. 480,623 were reported by Ngam Lp.

Among 41 analysts covering Halliburton Company (NYSE:HAL), 37 have Buy rating, 0 Sell and 4 Hold. Therefore 90% are positive. Halliburton Company had 149 analyst reports since July 21, 2015 according to SRatingsIntel. Bernstein maintained Halliburton Company (NYSE:HAL) on Tuesday, January 23 with “Buy” rating. The company was downgraded on Tuesday, January 26 by HSBC. The stock has “Buy” rating by RBC Capital Markets on Friday, June 23. The stock has “Buy” rating by Tudor Pickering on Friday, March 24. As per Friday, October 13, the company rating was maintained by RBC Capital Markets. Cowen & Co maintained Halliburton Company (NYSE:HAL) on Friday, July 7 with “Hold” rating. KLR Group upgraded the stock to “Buy” rating in Thursday, January 28 report. The rating was initiated by DA Davidson with “Buy” on Friday, February 19. BMO Capital Markets maintained Halliburton Company (NYSE:HAL) on Monday, January 15 with “Buy” rating. The rating was maintained by Jefferies on Thursday, January 4 with “Buy”.

Since September 5, 2017, it had 0 insider buys, and 11 insider sales for $10.10 million activity. 12,977 shares were sold by Brown James S, worth $713,475 on Monday, January 22. The insider Pope Lawrence J sold 43,000 shares worth $1.71 million. 28,653 Halliburton Company (NYSE:HAL) shares with value of $1.58M were sold by Carre Eric. McKeon Timothy had sold 4,583 shares worth $251,835. Another trade for 29,025 shares valued at $1.60M was sold by Miller Jeffrey Allen. 5,953 shares were sold by Voyles Robb L., worth $297,650.

Skylands Capital Llc, which manages about $986.41 million and $752.20M US Long portfolio, upped its stake in Apogee Enterprises Inc (NASDAQ:APOG) by 109,650 shares to 191,050 shares, valued at $9.22 million in 2017Q3, according to the filing. It also increased its holding in Bloomin Brands Inc (NASDAQ:BLMN) by 30,200 shares in the quarter, for a total of 198,200 shares, and has risen its stake in Dineequity Inc (NYSE:DIN).

Among 31 analysts covering Comcast Corporation (NASDAQ:CMCSA), 24 have Buy rating, 1 Sell and 6 Hold. Therefore 77% are positive. Comcast Corporation had 79 analyst reports since July 27, 2015 according to SRatingsIntel. Oppenheimer maintained the shares of CMCSA in report on Thursday, July 27 with “Buy” rating. The company was maintained on Thursday, April 28 by RBC Capital Markets. Macquarie Research maintained Comcast Corporation (NASDAQ:CMCSA) rating on Tuesday, September 29. Macquarie Research has “Neutral” rating and $65 target. The company was maintained on Thursday, February 4 by RBC Capital Markets. Pivotal Research maintained the stock with “Buy” rating in Thursday, July 23 report. RBC Capital Markets maintained the shares of CMCSA in report on Friday, July 7 with “Buy” rating. The firm has “Buy” rating given on Tuesday, December 8 by Nomura. Guggenheim maintained the shares of CMCSA in report on Tuesday, December 19 with “Buy” rating. The firm has “Buy” rating by Pivotal Research given on Thursday, January 26. The rating was initiated by HSBC with “Buy” on Thursday, January 19.

Investors sentiment increased to 1.03 in 2017 Q3. Its up 0.02, from 1.01 in 2017Q2. It is positive, as 53 investors sold CMCSA shares while 517 reduced holdings. 115 funds opened positions while 470 raised stakes. 3.65 billion shares or 1.23% less from 3.69 billion shares in 2017Q2 were reported. Harvey Cap Management Incorporated has invested 1.61% in Comcast Corporation (NASDAQ:CMCSA). Lumbard And Kellner Limited Company has 0.3% invested in Comcast Corporation (NASDAQ:CMCSA) for 14,442 shares. Asset Management invested in 565,063 shares. Magnetar Fin Limited Liability invested in 0.16% or 179,500 shares. Parthenon Limited Liability Corp holds 0.07% of its portfolio in Comcast Corporation (NASDAQ:CMCSA) for 7,682 shares. Cohen Lawrence B has 86,968 shares for 2.18% of their portfolio. Van Cleef Asset Managementinc reported 0.13% in Comcast Corporation (NASDAQ:CMCSA). Gofen & Glossberg Ltd Il stated it has 1.26M shares. Oxbow Advsr Limited Liability Corp reported 5,496 shares. Drexel Morgan And holds 0.2% of its portfolio in Comcast Corporation (NASDAQ:CMCSA) for 5,210 shares. 350 are held by Kessler Investment Gp Lc. Oak Ridge Invs Lc has 0.59% invested in Comcast Corporation (NASDAQ:CMCSA) for 376,915 shares. 4.60M were reported by Hs Mgmt Partners Limited Liability Com. Strs Ohio holds 0.8% or 4.84M shares in its portfolio. Hap Trading Ltd invested in 0.94% or 515,970 shares.

Since September 15, 2017, it had 0 buys, and 5 selling transactions for $31.15 million activity. Shares for $156,931 were sold by BLOCK ARTHUR R on Thursday, September 28. BURKE STEPHEN B sold $8.11 million worth of stock or 190,756 shares. Another trade for 583,835 shares valued at $22.57M was made by ROBERTS BRIAN L on Thursday, December 14.

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