Avista (AVA) Shareholder Dean Investment Associates Decreased Holding by $1.79 Million; Saratoga Research & Investment Management Raised Coca (KO) Stake by $29.19 Million; Stock Declined

May 18, 2018 - By Adrian Erickson

The Coca-Cola Company (NYSE:KO) Logo

Dean Investment Associates Llc decreased its stake in Avista Corp (AVA) by 27.73% based on its latest 2017Q4 regulatory filing with the SEC. Dean Investment Associates Llc sold 35,070 shares as the company’s stock rose 0.91% while stock markets declined. The institutional investor held 91,386 shares of the power generation company at the end of 2017Q4, valued at $4.71M, down from 126,456 at the end of the previous reported quarter. Dean Investment Associates Llc who had been investing in Avista Corp for a number of months, seems to be less bullish one the $3.44B market cap company. It closed at $52.44 lastly. It is down 32.16% since May 18, 2017 and is uptrending. It has outperformed by 20.61% the S&P500.

Saratoga Research & Investment Management increased its stake in Coca (KO) by 111632.36% based on its latest 2017Q4 regulatory filing with the SEC. Saratoga Research & Investment Management bought 648,584 shares as the company’s stock declined 5.92% with the market. The institutional investor held 649,165 shares of the beverages (production and distribution) company at the end of 2017Q4, valued at $29.78 million, up from 581 at the end of the previous reported quarter. Saratoga Research & Investment Management who had been investing in Coca for a number of months, seems to be bullish on the $180.00 billion market cap company. The stock increased 1.81% or $0.75 during the last trading session, reaching $42.3. About 14.86M shares traded or 18.67% up from the average. The Coca-Cola Company (NYSE:KO) has risen 1.35% since May 18, 2017 and is uptrending. It has underperformed by 10.20% the S&P500.

More recent Avista Corporation (NYSE:AVA) news were published by: Streetinsider.com which released: “Avista (AVA) Announces Commission decision in Washington electric and natural gas rate cases” on April 27, 2018. Also Globenewswire.com published the news titled: “Hydro One and Avista receive Federal Communications Commission approval for proposed merger” on May 07, 2018. Globenewswire.com‘s news article titled: “Avista Corp. Board Declares Common Stock Dividend” with publication date: May 10, 2018 was also an interesting one.

Dean Investment Associates Llc, which manages about $548.42 million and $654.94 million US Long portfolio, upped its stake in Dominion Res Inc Va (NYSE:D) by 4,866 shares to 33,032 shares, valued at $2.68M in 2017Q4, according to the filing. It also increased its holding in Western Asset Corporation Fd I by 42,085 shares in the quarter, for a total of 629,965 shares, and has risen its stake in Dst Systems Inc (NYSE:DST).

Among 5 analysts covering Avista (NYSE:AVA), 0 have Buy rating, 1 Sell and 4 Hold. Therefore 0 are positive. Avista had 7 analyst reports since March 18, 2016 according to SRatingsIntel. Williams Capital Group maintained Avista Corporation (NYSE:AVA) rating on Thursday, September 22. Williams Capital Group has “Hold” rating and $40 target. UBS downgraded the stock to “Sell” rating in Friday, March 18 report. The stock of Avista Corporation (NYSE:AVA) has “Neutral” rating given on Thursday, February 23 by Mizuho. The rating was initiated by Mizuho with “Neutral” on Thursday, March 31. The firm has “Hold” rating by KeyBanc Capital Markets given on Wednesday, October 18. The stock of Avista Corporation (NYSE:AVA) has “Hold” rating given on Thursday, February 23 by Williams Capital Group. The firm has “Hold” rating given on Thursday, July 20 by BMO Capital Markets.

Investors sentiment increased to 1.15 in Q4 2017. Its up 0.40, from 0.75 in 2017Q3. It increased, as 16 investors sold AVA shares while 63 reduced holdings. 34 funds opened positions while 57 raised stakes. 48.37 million shares or 3.34% more from 46.81 million shares in 2017Q3 were reported. Parkside Commercial Bank & Tru, Missouri-based fund reported 44 shares. Suntrust Banks owns 45,313 shares or 0.01% of their US portfolio. Hsbc Holding Public Limited Liability Corp holds 18,364 shares or 0% of its portfolio. Deutsche Bank & Trust Ag, Germany-based fund reported 917,935 shares. Old Republic Intl Corporation, Illinois-based fund reported 257,400 shares. Strs Ohio stated it has 0.01% of its portfolio in Avista Corporation (NYSE:AVA). State Of Wisconsin Inv Board has 0.07% invested in Avista Corporation (NYSE:AVA) for 530,300 shares. Employees Retirement Systems Of Ohio stated it has 0.02% in Avista Corporation (NYSE:AVA). Legg Mason Asset Mngmt (Japan) has invested 0.27% in Avista Corporation (NYSE:AVA). Qs Invsts Ltd holds 7,649 shares. Massmutual Company Fsb Adv has invested 0% in Avista Corporation (NYSE:AVA). Citigroup reported 0.03% of its portfolio in Avista Corporation (NYSE:AVA). Bluecrest Management stated it has 0.01% of its portfolio in Avista Corporation (NYSE:AVA). Pinebridge Limited Partnership holds 90,613 shares or 0.12% of its portfolio. Interest Gru Inc holds 0.01% of its portfolio in Avista Corporation (NYSE:AVA) for 51,204 shares.

Since December 13, 2017, it had 0 insider purchases, and 1 insider sale for $77,370 activity.

More notable recent The Coca-Cola Company (NYSE:KO) news were published by: 247Wallst.com which released: “What to Look For in Coca-Cola Earnings Tuesday Morning” on April 23, 2018, also Streetinsider.com with their article: “Wall Street slips as Cisco drags, bond yields rise” published on May 17, 2018, Livetradingnews.com published: “The Coca-Cola Company (NYSE:KO) Bullish Divergence” on May 03, 2018. More interesting news about The Coca-Cola Company (NYSE:KO) were released by: Bizjournals.com and their article: “Former Coca-Cola, ESPN marketing executive on making the shift to health care with Cambia” published on May 02, 2018 as well as Livetradingnews.com‘s news article titled: “The Coca-Cola Company (NYSE:KO) Stock Worth Watching” with publication date: April 26, 2018.

Saratoga Research & Investment Management, which manages about $1.40 billion and $1.43 billion US Long portfolio, decreased its stake in Altria Group (NYSE:MO) by 469,388 shares to 5,300 shares, valued at $378,000 in 2017Q4, according to the filing.

Among 22 analysts covering Coca-Cola (NYSE:KO), 13 have Buy rating, 0 Sell and 9 Hold. Therefore 59% are positive. Coca-Cola had 78 analyst reports since July 21, 2015 according to SRatingsIntel. The firm earned “Sell” rating on Monday, January 9 by Goldman Sachs. BMO Capital Markets maintained the stock with “Hold” rating in Wednesday, September 6 report. Stifel Nicolaus upgraded the stock to “Buy” rating in Tuesday, January 12 report. The company was maintained on Thursday, October 26 by Credit Suisse. BMO Capital Markets maintained the stock with “Hold” rating in Wednesday, July 12 report. As per Thursday, September 29, the company rating was downgraded by Stifel Nicolaus. The stock of The Coca-Cola Company (NYSE:KO) has “Hold” rating given on Tuesday, August 22 by Cowen & Co. Jefferies maintained it with “Hold” rating and $47.0 target in Friday, October 6 report. RBC Capital Markets maintained The Coca-Cola Company (NYSE:KO) rating on Tuesday, August 1. RBC Capital Markets has “Buy” rating and $4900 target. The stock has “Outperform” rating by Credit Suisse on Tuesday, February 20.

Since January 16, 2018, it had 0 buys, and 5 sales for $6.52 million activity. 14,129 shares valued at $631,572 were sold by MURPHY JOHN on Tuesday, March 13. MANN JENNIFER K also sold $84,735 worth of The Coca-Cola Company (NYSE:KO) shares. Another trade for 84,400 shares valued at $4.01M was sold by HAYS ED. 15,000 The Coca-Cola Company (NYSE:KO) shares with value of $719,250 were sold by LONG ROBERT EDWARD.

Investors sentiment increased to 0.91 in Q4 2017. Its up 0.11, from 0.8 in 2017Q3. It increased, as 51 investors sold KO shares while 623 reduced holdings. 124 funds opened positions while 492 raised stakes. 2.73 billion shares or 0.05% less from 2.73 billion shares in 2017Q3 were reported. Delaware-based Reliance Tru Of Delaware has invested 0.43% in The Coca-Cola Company (NYSE:KO). Terril Brothers holds 0.13% of its portfolio in The Coca-Cola Company (NYSE:KO) for 8,953 shares. Coastline Trust stated it has 0.08% in The Coca-Cola Company (NYSE:KO). Hendershot Investments Inc owns 5,587 shares. Sumitomo Mitsui Asset Mgmt stated it has 555,319 shares or 0.38% of all its holdings. Moreover, Verition Fund Management Limited Liability has 0.08% invested in The Coca-Cola Company (NYSE:KO). Crawford Counsel accumulated 1.26% or 883,192 shares. Broderick Brian C holds 0.37% in The Coca-Cola Company (NYSE:KO) or 22,100 shares. Pggm Invests holds 0.46% of its portfolio in The Coca-Cola Company (NYSE:KO) for 1.79 million shares. Private Advisor Limited Company reported 164,548 shares. Roof Eidam & Maycock Adv owns 6,596 shares or 0.15% of their US portfolio. Boston Private Wealth Limited Company invested in 0.73% or 423,467 shares. Boyd Watterson Asset Mngmt Lc Oh holds 0.66% in The Coca-Cola Company (NYSE:KO) or 29,695 shares. Asset Mgmt has 0.67% invested in The Coca-Cola Company (NYSE:KO). Cap Int Ca reported 0.28% stake.

The Coca-Cola Company (NYSE:KO) Institutional Positions Chart

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