As Williams Sonoma (WSM) Stock Value Declined, Valley National Advisers Has Upped Stake; Mc Donalds (MCD) Holder American Money Management Decreased Its Stake

April 17, 2018 - By Vivian Park

McDonald's Corporation (NYSE:MCD) Logo

Valley National Advisers Inc increased its stake in Williams Sonoma Inc (WSM) by 6220.24% based on its latest 2017Q4 regulatory filing with the SEC. Valley National Advisers Inc bought 15,675 shares as the company’s stock declined 2.11% with the market. The institutional investor held 15,927 shares of the consumer services company at the end of 2017Q4, valued at $823,000, up from 252 at the end of the previous reported quarter. Valley National Advisers Inc who had been investing in Williams Sonoma Inc for a number of months, seems to be bullish on the $4.05B market cap company. The stock increased 0.35% or $0.17 during the last trading session, reaching $48.59. About 626,844 shares traded. Williams-Sonoma, Inc. (NYSE:WSM) has risen 5.72% since April 17, 2017 and is uptrending. It has underperformed by 5.83% the S&P500.

American Money Management Llc decreased its stake in Mc Donalds Corp (MCD) by 12.38% based on its latest 2017Q4 regulatory filing with the SEC. American Money Management Llc sold 2,563 shares as the company’s stock declined 8.13% with the market. The institutional investor held 18,143 shares of the restaurants company at the end of 2017Q4, valued at $3.12M, down from 20,706 at the end of the previous reported quarter. American Money Management Llc who had been investing in Mc Donalds Corp for a number of months, seems to be less bullish one the $128.07B market cap company. The stock increased 0.80% or $1.29 during the last trading session, reaching $162.92. About 1.29 million shares traded. McDonald's Corporation (NYSE:MCD) has risen 21.62% since April 17, 2017 and is uptrending. It has outperformed by 10.07% the S&P500.

Investors sentiment decreased to 1.01 in 2017 Q4. Its down 0.09, from 1.1 in 2017Q3. It worsened, as 41 investors sold WSM shares while 112 reduced holdings. 53 funds opened positions while 102 raised stakes. 85.72 million shares or 0.66% more from 85.15 million shares in 2017Q3 were reported. Laurion LP has invested 0% in Williams-Sonoma, Inc. (NYSE:WSM). Moreover, Metropolitan Life Insur Com New York has 0.02% invested in Williams-Sonoma, Inc. (NYSE:WSM). Moreover, Schnieders Cap Management Lc has 0.09% invested in Williams-Sonoma, Inc. (NYSE:WSM) for 4,000 shares. Schroder Investment Group Inc reported 618,296 shares. Stifel Financial invested in 0.08% or 492,566 shares. Linscomb & Williams owns 0.23% invested in Williams-Sonoma, Inc. (NYSE:WSM) for 55,270 shares. Schwab Charles Inv Mngmt accumulated 448,832 shares. Brown Brothers Harriman invested 0% in Williams-Sonoma, Inc. (NYSE:WSM). Robeco Institutional Asset Mngmt Bv reported 32,564 shares or 0.01% of all its holdings. Qs Invsts Llc invested in 5,940 shares or 0% of the stock. Aristotle Capital Mngmt Llc has invested 1.67% in Williams-Sonoma, Inc. (NYSE:WSM). Northern Tru holds 735,556 shares or 0.01% of its portfolio. Blackhill accumulated 4.06M shares. Moreover, Parametric Ltd Co has 0.01% invested in Williams-Sonoma, Inc. (NYSE:WSM) for 151,129 shares. Price T Rowe Associates Md holds 0% or 145,301 shares in its portfolio.

Among 34 analysts covering Williams-Sonoma (NYSE:WSM), 5 have Buy rating, 5 Sell and 24 Hold. Therefore 15% are positive. Williams-Sonoma had 106 analyst reports since July 29, 2015 according to SRatingsIntel. Citigroup maintained the stock with “Buy” rating in Thursday, August 25 report. The company was initiated on Tuesday, May 24 by Topeka Capital Markets. The firm has “Hold” rating by Deutsche Bank given on Sunday, August 30. The stock has “Neutral” rating by Wedbush on Thursday, August 25. The firm earned “Neutral” rating on Sunday, August 30 by Sterne Agee CRT. As per Thursday, September 28, the company rating was maintained by Jefferies. The stock of Williams-Sonoma, Inc. (NYSE:WSM) has “Buy” rating given on Tuesday, August 25 by SunTrust. The stock of Williams-Sonoma, Inc. (NYSE:WSM) has “Buy” rating given on Thursday, March 17 by Citigroup. Credit Suisse maintained it with “Neutral” rating and $54 target in Thursday, March 17 report. Guggenheim initiated the stock with “Neutral” rating in Thursday, December 17 report.

Since March 19, 2018, it had 0 insider buys, and 2 selling transactions for $5.78 million activity. $5.31 million worth of Williams-Sonoma, Inc. (NYSE:WSM) shares were sold by ALBER LAURA.

American Money Management Llc, which manages about $201.60 million and $164.98M US Long portfolio, upped its stake in Disney Walt Co (NYSE:DIS) by 3,345 shares to 32,577 shares, valued at $3.50M in 2017Q4, according to the filing. It also increased its holding in Gilead Sciences Inc (NASDAQ:GILD) by 41,972 shares in the quarter, for a total of 60,787 shares, and has risen its stake in Pfizer Incorporated (NYSE:PFE).

Among 35 analysts covering McDonald’s Corporation (NYSE:MCD), 24 have Buy rating, 1 Sell and 10 Hold. Therefore 69% are positive. McDonald’s Corporation had 146 analyst reports since September 29, 2015 according to SRatingsIntel. The firm earned “Buy” rating on Wednesday, January 31 by BMO Capital Markets. Piper Jaffray upgraded the shares of MCD in report on Friday, October 23 to “Overweight” rating. The firm has “Buy” rating by Nomura given on Tuesday, October 17. The stock of McDonald's Corporation (NYSE:MCD) has “Neutral” rating given on Wednesday, June 29 by Robert W. Baird. As per Tuesday, December 19, the company rating was maintained by Credit Suisse. Telsey Advisory Group maintained it with “Outperform” rating and $165 target in Thursday, June 1 report. The firm has “Neutral” rating by UBS given on Friday, January 6. The firm has “Neutral” rating given on Monday, October 17 by Nomura. The firm earned “Buy” rating on Wednesday, January 27 by Argus Research. The firm earned “Neutral” rating on Tuesday, January 26 by Robert W. Baird.

Analysts await McDonald's Corporation (NYSE:MCD) to report earnings on April, 30 before the open. They expect $1.67 earnings per share, up 13.61% or $0.20 from last year’s $1.47 per share. MCD’s profit will be $1.31 billion for 24.39 P/E if the $1.67 EPS becomes a reality. After $1.71 actual earnings per share reported by McDonald's Corporation for the previous quarter, Wall Street now forecasts -2.34% negative EPS growth.

Investors sentiment increased to 0.88 in Q4 2017. Its up 0.11, from 0.77 in 2017Q3. It improved, as 54 investors sold MCD shares while 601 reduced holdings. 125 funds opened positions while 451 raised stakes. 518.42 million shares or 0.36% less from 520.27 million shares in 2017Q3 were reported. Ifc Hldg Incorporated Fl accumulated 9,213 shares or 0.11% of the stock. 37,248 are held by Victory Cap Inc. New York-based Mufg Americas has invested 0.88% in McDonald's Corporation (NYSE:MCD). Nikko Asset Mgmt Americas owns 126,900 shares. Point72 Asia (Hong Kong) Ltd invested 0.15% in McDonald's Corporation (NYSE:MCD). Gam Holdg Ag holds 0.05% or 9,905 shares. Navellier & Assoc Incorporated, a Nevada-based fund reported 6,200 shares. Aviance Partners Limited Liability invested in 0.21% or 3,623 shares. Bnp Paribas Arbitrage Sa has 801,432 shares. Wealthtrust accumulated 0.02% or 260 shares. First Bancshares accumulated 2,680 shares. Fayez Sarofim Company accumulated 2.19 million shares. Ubs Asset Mgmt Americas holds 0.41% or 2.82 million shares in its portfolio. First Foundation Advsrs holds 8,509 shares. British Columbia Inv Corporation holds 518,452 shares.

McDonald's Corporation (NYSE:MCD) Institutional Positions Chart

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