Stieven Capital Advisors LP Boosted By $7.69 Million Its Bank Of The Ozarks (OZRK) Holding; Vident Investment Advisory Has Trimmed Wells Fargo Co New (WFC) Stake By $1.05 Million

December 6, 2017 - By Marguerite Chambers

Vident Investment Advisory Llc decreased Wells Fargo Co New (WFC) stake by 71.03% reported in 2017Q2 SEC filing. Vident Investment Advisory Llc sold 10,331 shares as Wells Fargo Co New (WFC)’s stock declined 8.66%. The Vident Investment Advisory Llc holds 4,213 shares with $432,000 value, down from 14,544 last quarter. Wells Fargo Co New now has $288.88 billion valuation. The stock increased 0.20% or $0.115 during the last trading session, reaching $58.665. About 16.51M shares traded. Wells Fargo & Company (NYSE:WFC) has risen 9.67% since December 6, 2016 and is uptrending. It has underperformed by 7.03% the S&P500.

Stieven Capital Advisors Lp increased Bank Of The Ozarks Inc (OZRK) stake by 168.89% reported in 2017Q2 SEC filing. Stieven Capital Advisors Lp acquired 167,199 shares as Bank Of The Ozarks Inc (OZRK)’s stock declined 14.66%. The Stieven Capital Advisors Lp holds 266,199 shares with $12.48 million value, up from 99,000 last quarter. Bank Of The Ozarks Inc now has $5.99B valuation. The stock decreased 0.35% or $0.16 during the last trading session, reaching $46.35. About 454,774 shares traded. Bank of the Ozarks (NASDAQ:OZRK) has risen 26.77% since December 6, 2016 and is uptrending. It has outperformed by 10.07% the S&P500.

Investors sentiment increased to 1.31 in Q2 2017. Its up 0.24, from 1.07 in 2017Q1. It improved, as 37 investors sold OZRK shares while 93 reduced holdings. 49 funds opened positions while 121 raised stakes. 106.85 million shares or 1.30% more from 105.48 million shares in 2017Q1 were reported. Commonwealth Of Pennsylvania School Empls Retrmt System holds 0.01% or 17,722 shares in its portfolio. Balyasny Asset Ltd Liability Corporation invested in 18,700 shares or 0% of the stock. Stifel Financial reported 186,774 shares or 0.03% of all its holdings. 281,158 are owned by Credit Suisse Ag. Schafer Cullen Mgmt Inc stated it has 4,430 shares or 0% of all its holdings. Texas Permanent School Fund invested in 0.05% or 88,658 shares. Exane Derivatives holds 2,532 shares or 0% of its portfolio. Citigroup owns 83,572 shares for 0% of their portfolio. The Utah-based Utah Retirement has invested 0.02% in Bank of the Ozarks (NASDAQ:OZRK). Clifford Swan Inv Counsel Ltd Llc has invested 0.04% in Bank of the Ozarks (NASDAQ:OZRK). Cap Financial Advisers Ltd Liability Co holds 0% of its portfolio in Bank of the Ozarks (NASDAQ:OZRK) for 8,615 shares. 10,747 are owned by Raymond James Tru Na. The Ohio-based Fifth Third Savings Bank has invested 0.03% in Bank of the Ozarks (NASDAQ:OZRK). 53,654 are held by Nicholas Investment L P. Deroy And Devereaux Private Counsel reported 0.15% stake.

Among 10 analysts covering Bank of the Ozarks (NASDAQ:OZRK), 8 have Buy rating, 0 Sell and 2 Hold. Therefore 80% are positive. Bank of the Ozarks had 26 analyst reports since August 25, 2015 according to SRatingsIntel. The rating was upgraded by Sandler O’Neill on Wednesday, August 26 to “Hold”. On Thursday, October 12 the stock rating was maintained by Keefe Bruyette & Woods with “Buy”. The firm has “Buy” rating given on Monday, September 11 by Keefe Bruyette & Woods. Brean Capital maintained Bank of the Ozarks (NASDAQ:OZRK) on Wednesday, August 2 with “Buy” rating. The stock of Bank of the Ozarks (NASDAQ:OZRK) has “Overweight” rating given on Thursday, October 5 by PiperJaffray. The firm earned “Buy” rating on Friday, December 1 by Brean Capital. As per Wednesday, July 12, the company rating was maintained by Stephens. Merion Capital Group upgraded Bank of the Ozarks (NASDAQ:OZRK) rating on Thursday, December 24. Merion Capital Group has “Outperform” rating and $50 target. The company was maintained on Friday, June 24 by Wood. The stock has “Buy” rating by Brean Capital on Wednesday, November 30.

Vident Investment Advisory Llc increased Qiagen Nv stake by 87,999 shares to 226,374 valued at $7.59M in 2017Q2. It also upped Faro Technologies Inc (NASDAQ:FARO) stake by 140,677 shares and now owns 347,185 shares. Irobot Corp (NASDAQ:IRBT) was raised too.

Investors sentiment increased to 0.88 in Q2 2017. Its up 0.12, from 0.76 in 2017Q1. It improved, as 85 investors sold WFC shares while 685 reduced holdings. 110 funds opened positions while 566 raised stakes. 3.66 billion shares or 1.73% less from 3.73 billion shares in 2017Q1 were reported. Daily Journal Corp invested in 58.07% or 1.59M shares. Burt Wealth has invested 0.17% in Wells Fargo & Company (NYSE:WFC). Atria Investments Ltd invested 0.16% in Wells Fargo & Company (NYSE:WFC). Mitsubishi Ufj Secs Co Limited stated it has 510 shares. Reliance Tru Of Delaware owns 97,189 shares or 0.82% of their US portfolio. Kentucky Retirement Systems Insur Fund reported 1.21% of its portfolio in Wells Fargo & Company (NYSE:WFC). Mitchell Capital Mgmt holds 4,106 shares or 0.09% of its portfolio. Saybrook Nc reported 5,500 shares stake. 152,738 are held by Grand Jean. Kessler Invest Group Inc Limited Company invested 0% of its portfolio in Wells Fargo & Company (NYSE:WFC). Tarbox Family Office holds 0.29% or 10,776 shares. Hermes Inv Limited accumulated 0.71% or 789,392 shares. Barrett Asset Ltd Liability reported 17,975 shares or 0.08% of all its holdings. Sterling Management Limited Liability Co invested 0.94% of its portfolio in Wells Fargo & Company (NYSE:WFC). Supplemental Annuity Collective Tru Of Nj has 65,766 shares for 1.63% of their portfolio.

Since June 8, 2017, it had 0 insider purchases, and 1 sale for $1.34 million activity. 38,988 shares valued at $2.05M were sold by Mack Mary T on Thursday, June 8. Pelos Petros G also sold $1.34M worth of Wells Fargo & Company (NYSE:WFC) shares.

Analysts await Wells Fargo & Company (NYSE:WFC) to report earnings on January, 12. They expect $1.04 earnings per share, up 0.97% or $0.01 from last year’s $1.03 per share. WFC’s profit will be $5.12B for 14.10 P/E if the $1.04 EPS becomes a reality. After $1.04 actual earnings per share reported by Wells Fargo & Company for the previous quarter, Wall Street now forecasts 0.00% EPS growth.

Among 32 analysts covering Wells Fargo & Company (NYSE:WFC), 13 have Buy rating, 5 Sell and 14 Hold. Therefore 41% are positive. Wells Fargo & Company had 103 analyst reports since July 29, 2015 according to SRatingsIntel. The stock of Wells Fargo & Company (NYSE:WFC) earned “Neutral” rating by UBS on Wednesday, January 11. As per Friday, July 7, the company rating was maintained by Jefferies. Jefferies maintained the shares of WFC in report on Friday, August 11 with “Hold” rating. The rating was maintained by Robert W. Baird on Friday, October 6 with “Buy”. JP Morgan downgraded Wells Fargo & Company (NYSE:WFC) on Wednesday, September 21 to “Neutral” rating. The firm has “Sell” rating given on Thursday, September 15 by UBS. The rating was downgraded by Jefferies to “Hold” on Monday, November 28. The stock has “Outperform” rating by Robert W. Baird on Monday, September 19. Guggenheim maintained it with “Buy” rating and $60 target in Thursday, October 15 report. Evercore maintained the stock with “Outperform” rating in Wednesday, April 19 report.

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By1 Marguerite Chambers




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