Country Club Trust Company Has Cut Boeing Co (BA) Position as Market Valuation Rose; Monsanto Co New (MON) Holding Boosted by Twin Securities Inc

February 22, 2018 - By Marguerite Chambers

Country Club Trust Company decreased its stake in Boeing Co (BA) by 9.33% based on its latest 2017Q3 regulatory filing with the SEC. Country Club Trust Company sold 6,487 shares as the company’s stock rose 4.66% with the market. The institutional investor held 63,027 shares of the aerospace company at the end of 2017Q3, valued at $16.02 million, down from 69,514 at the end of the previous reported quarter. Country Club Trust Company who had been investing in Boeing Co for a number of months, seems to be less bullish one the $209.24 billion market cap company. The stock increased 0.91% or $3.19 during the last trading session, reaching $355.56. About 2.11 million shares traded. The Boeing Company (NYSE:BA) has risen 41.13% since February 22, 2017 and is uptrending. It has outperformed by 24.43% the S&P500.

Twin Securities Inc increased its stake in Monsanto Co New (MON) by 31.69% based on its latest 2017Q3 regulatory filing with the SEC. Twin Securities Inc bought 94,159 shares as the company’s stock rose 6.51% with the market. The hedge fund held 391,280 shares of the agricultural chemicals company at the end of 2017Q3, valued at $46.88M, up from 297,121 at the end of the previous reported quarter. Twin Securities Inc who had been investing in Monsanto Co New for a number of months, seems to be bullish on the $53.44 billion market cap company. The stock increased 0.87% or $1.05 during the last trading session, reaching $121.24. About 1.57M shares traded. Monsanto Company (NYSE:MON) has risen 15.46% since February 22, 2017 and is uptrending. It has underperformed by 1.24% the S&P500.

Among 25 analysts covering Boeing (NYSE:BA), 17 have Buy rating, 1 Sell and 7 Hold. Therefore 68% are positive. Boeing had 103 analyst reports since August 26, 2015 according to SRatingsIntel. As per Wednesday, April 20, the company rating was downgraded by Bank of America. RBC Capital Markets maintained the shares of BA in report on Friday, June 2 with “Sell” rating. Credit Suisse maintained the shares of BA in report on Friday, April 28 with “Hold” rating. The firm has “Sector Perform” rating by RBC Capital Markets given on Thursday, October 22. The stock has “Hold” rating by RBC Capital Markets on Thursday, October 26. The firm has “Buy” rating by Cowen & Co given on Friday, December 1. The stock has “Buy” rating by Berenberg on Monday, January 29. Robert W. Baird maintained it with “Buy” rating and $325.0 target in Monday, October 9 report. RBC Capital Markets maintained The Boeing Company (NYSE:BA) rating on Thursday, September 3. RBC Capital Markets has “Sector Perform” rating and $145.0 target. The stock has “Buy” rating by Jefferies on Monday, October 23.

Since February 8, 2018, it had 0 insider purchases, and 1 insider sale for $12.17 million activity.

Analysts await The Boeing Company (NYSE:BA) to report earnings on April, 25. They expect $2.73 earnings per share, up 35.82% or $0.72 from last year’s $2.01 per share. BA’s profit will be $1.61B for 32.56 P/E if the $2.73 EPS becomes a reality. After $4.80 actual earnings per share reported by The Boeing Company for the previous quarter, Wall Street now forecasts -43.13% negative EPS growth.

Country Club Trust Company, which manages about $729.76M US Long portfolio, upped its stake in Ishares Tr (IWR) by 2,165 shares to 8,490 shares, valued at $1.67M in 2017Q3, according to the filing. It also increased its holding in Nike Inc (NYSE:NKE) by 14,460 shares in the quarter, for a total of 30,526 shares, and has risen its stake in Medtronic Plc (NYSE:MDT).

Investors sentiment decreased to 0.81 in 2017 Q3. Its down 0.05, from 0.86 in 2017Q2. It fall, as 50 investors sold BA shares while 609 reduced holdings. 165 funds opened positions while 367 raised stakes. 411.79 million shares or 1.95% less from 419.99 million shares in 2017Q2 were reported. Dimensional Fund Advsrs Ltd Partnership reported 0.16% of its portfolio in The Boeing Company (NYSE:BA). Quantbot Technology LP holds 19,386 shares or 0.47% of its portfolio. Condor Management has 9,470 shares. Caisse De Depot Et Placement Du Quebec reported 290,750 shares stake. Mitchell Cap Management has 948 shares for 0.09% of their portfolio. 123,775 are held by Sector Pension Invest Board. Argent, a Tennessee-based fund reported 5,354 shares. Amundi Pioneer Asset Management Inc holds 0.01% or 8,683 shares in its portfolio. Wedgewood Incorporated Pa reported 2,099 shares. Renaissance Investment Gru Limited Liability Com has 32,800 shares. Wells Fargo And Mn invested 0.39% in The Boeing Company (NYSE:BA). Sigma Inv Counselors has 25,915 shares. 1,801 are held by American Asset. Foster & Motley Incorporated reported 3,338 shares. Qci Asset holds 3,479 shares.

Investors sentiment decreased to 0.84 in 2017 Q3. Its down 0.14, from 0.98 in 2017Q2. It worsened, as 48 investors sold MON shares while 342 reduced holdings. 84 funds opened positions while 244 raised stakes. 321.42 million shares or 4.04% more from 308.94 million shares in 2017Q2 were reported. Fincl Bank Of Nova Scotia Tru stated it has 0% in Monsanto Company (NYSE:MON). City has invested 0.01% in Monsanto Company (NYSE:MON). Farallon Capital Limited Liability Corp reported 0.1% stake. Thornburg Incorporated holds 87,649 shares. Integral Derivatives Ltd Liability Corp holds 17,010 shares or 0.04% of its portfolio. Plancorp Limited Company invested in 2.47% or 69,894 shares. Dorsey And Whitney Trust Company Limited Company reported 0.04% stake. Atria Invests Lc holds 0.04% of its portfolio in Monsanto Company (NYSE:MON) for 5,415 shares. Covington Capital owns 333 shares for 0% of their portfolio. Sumitomo Life Ins holds 0.22% in Monsanto Company (NYSE:MON) or 14,090 shares. Oppenheimer reported 80,903 shares or 0.26% of all its holdings. First Foundation Advsr has 49,125 shares for 0.33% of their portfolio. Bridges Investment Mgmt has 9,472 shares. Penobscot Management reported 3,707 shares stake. Moreover, Hap Trading Limited Liability Company has 0.76% invested in Monsanto Company (NYSE:MON).

Among 23 analysts covering Monsanto Company (NYSE:MON), 12 have Buy rating, 0 Sell and 11 Hold. Therefore 52% are positive. Monsanto Company had 61 analyst reports since August 25, 2015 according to SRatingsIntel. The firm has “Equal Weight” rating given on Thursday, January 7 by Barclays Capital. Wells Fargo maintained the stock with “Market Perform” rating in Tuesday, October 10 report. As per Friday, October 9, the company rating was maintained by Argus Research. As per Monday, April 11, the company rating was maintained by Goldman Sachs. The stock has “Sector Perform” rating by RBC Capital Markets on Thursday, February 23. The rating was upgraded by OTR Global on Friday, November 18 to “Mixed”. On Thursday, June 29 the stock rating was maintained by Barclays Capital with “Hold”. The firm earned “Hold” rating on Monday, November 13 by RBC Capital Markets. The company was upgraded on Wednesday, May 25 by Jefferies. The stock of Monsanto Company (NYSE:MON) earned “Hold” rating by Jefferies on Wednesday, July 12.

Twin Securities Inc, which manages about $752.99 million and $740.15 million US Long portfolio, decreased its stake in Altaba Inc by 691,554 shares to 2.76M shares, valued at $182.61M in 2017Q3, according to the filing.

Since September 25, 2017, it had 0 insider purchases, and 6 insider sales for $6.90 million activity. Courduroux Pierre sold $527,040 worth of Monsanto Company (NYSE:MON) on Thursday, October 19. 2,860 shares were sold by Narain Duraiswami, worth $343,200 on Monday, September 25. Another trade for 22,640 shares valued at $2.72M was made by BEGEMANN BRETT D on Monday, September 25. 7,890 shares valued at $964,553 were sold by Ringenberg Nicole M on Monday, October 16.

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