1832 Asset Management LP Has Upped Apple (AAPL) Stake; Lincoln National Increases Stake in Mastercard (MA)

May 21, 2018 - By Kurt Siggers

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1832 Asset Management Lp increased its stake in Apple Inc (AAPL) by 15.49% based on its latest 2017Q4 regulatory filing with the SEC. 1832 Asset Management Lp bought 265,488 shares as the company’s stock declined 3.81% with the market. The institutional investor held 1.98M shares of the computer manufacturing company at the end of 2017Q4, valued at $336.49 million, up from 1.71 million at the end of the previous reported quarter. 1832 Asset Management Lp who had been investing in Apple Inc for a number of months, seems to be bullish on the $922.23 billion market cap company. The stock increased 0.71% or $1.32 during the last trading session, reaching $187.63. About 16.71 million shares traded. Apple Inc. (NASDAQ:AAPL) has risen 19.49% since May 21, 2017 and is uptrending. It has outperformed by 7.94% the S&P500.

Lincoln National Corp increased its stake in Mastercard Incorporated (MA) by 105.8% based on its latest 2017Q4 regulatory filing with the SEC. Lincoln National Corp bought 6,624 shares as the company’s stock rose 14.37% while stock markets declined. The institutional investor held 12,885 shares of the business services company at the end of 2017Q4, valued at $1.95 million, up from 6,261 at the end of the previous reported quarter. Lincoln National Corp who had been investing in Mastercard Incorporated for a number of months, seems to be bullish on the $199.61 billion market cap company. The stock increased 0.42% or $0.8 during the last trading session, reaching $191.2. About 2.63M shares traded. Mastercard Incorporated (NYSE:MA) has risen 54.12% since May 21, 2017 and is uptrending. It has outperformed by 42.57% the S&P500.

Since December 7, 2017, it had 0 insider purchases, and 8 insider sales for $42.88 million activity. $6.83 million worth of stock was sold by Maestri Luca on Thursday, April 12. $6.51 million worth of stock was sold by LEVINSON ARTHUR D on Wednesday, May 9. On Thursday, May 3 AHRENDTS ANGELA J sold $6.75M worth of Apple Inc. (NASDAQ:AAPL) or 38,228 shares. $11.56M worth of Apple Inc. (NASDAQ:AAPL) was sold by SCHILLER PHILIP W on Tuesday, April 3. WILLIAMS JEFFREY E sold $2.90 million worth of stock or 15,653 shares.

Among 56 analysts covering Apple Inc. (NASDAQ:AAPL), 37 have Buy rating, 1 Sell and 18 Hold. Therefore 66% are positive. Apple Inc. had 414 analyst reports since July 21, 2015 according to SRatingsIntel. The firm has “Buy” rating by Canaccord Genuity given on Friday, February 2. The firm earned “Buy” rating on Friday, June 2 by Robert W. Baird. The firm has “Outperform” rating by RBC Capital Markets given on Thursday, August 11. Goldman Sachs maintained the stock with “Buy” rating in Monday, February 13 report. The firm has “Buy” rating given on Wednesday, October 25 by HSBC. The rating was maintained by Needham on Tuesday, June 6 with “Buy”. Stifel Nicolaus maintained Apple Inc. (NASDAQ:AAPL) rating on Wednesday, October 28. Stifel Nicolaus has “Buy” rating and $150 target. Nomura maintained the shares of AAPL in report on Tuesday, August 25 with “Buy” rating. The stock of Apple Inc. (NASDAQ:AAPL) has “Buy” rating given on Tuesday, January 2 by Piper Jaffray. Macquarie Research maintained it with “Outperform” rating and $148 target in Friday, January 20 report.

Investors sentiment increased to 0.73 in Q4 2017. Its up 0.03, from 0.7 in 2017Q3. It increased, as 50 investors sold AAPL shares while 1023 reduced holdings. 151 funds opened positions while 637 raised stakes. 2.98 billion shares or 0.18% more from 2.97 billion shares in 2017Q3 were reported. Somerville Kurt F stated it has 4.04% of its portfolio in Apple Inc. (NASDAQ:AAPL). Gardner Lewis Asset Mgmt LP holds 0.75% or 52,157 shares. Aqr Ltd invested in 7.64 million shares or 1.36% of the stock. Bridges Incorporated has invested 4.27% in Apple Inc. (NASDAQ:AAPL). Thompson owns 0.4% invested in Apple Inc. (NASDAQ:AAPL) for 13,318 shares. D Scott Neal has invested 0.12% of its portfolio in Apple Inc. (NASDAQ:AAPL). 453,047 are held by Bartlett And Ltd Limited Liability Company. Stralem Company stated it has 4,600 shares. Beacon Fin holds 0.95% of its portfolio in Apple Inc. (NASDAQ:AAPL) for 32,218 shares. Tru Of Toledo Na Oh holds 58,335 shares. Salient Lta holds 2.36% or 124,495 shares. Archford Strategies Ltd Liability Corporation accumulated 20,887 shares. Force Capital Mngmt Lc holds 5.66% or 32,145 shares in its portfolio. Webster Financial Bank N A holds 92,881 shares or 2.16% of its portfolio. Birmingham Capital Mgmt Comm Al holds 0.43% in Apple Inc. (NASDAQ:AAPL) or 6,564 shares.

More notable recent Apple Inc. (NASDAQ:AAPL) news were published by: Seekingalpha.com which released: “6 Reasons Apple Could Keep Crushing The Market Over The Next Decade” on May 20, 2018, also Seekingalpha.com with their article: “Don’t Sell Micron Technology Because Of Trade War” published on May 21, 2018, Seekingalpha.com published: “Apple’s Dividend: An Opportunity Wasted” on May 15, 2018. More interesting news about Apple Inc. (NASDAQ:AAPL) were released by: Livetradingnews.com and their article: “Apple Inc. (NASDAQ:AAPL) Upward Trend” published on May 17, 2018 as well as Seekingalpha.com‘s news article titled: “Apple’s HomePod ranks fourth in smart speaker market” with publication date: May 18, 2018.

1832 Asset Management Lp, which manages about $36.47 billion and $30.77 billion US Long portfolio, decreased its stake in Morgan Stanley (NYSE:MS) by 54,181 shares to 1.39M shares, valued at $72.68M in 2017Q4, according to the filing. It also reduced its holding in Cenovus Energy Inc (NYSE:CVE) by 7.63 million shares in the quarter, leaving it with 2.24M shares, and cut its stake in Citigroup Inc (NYSE:C).

Investors sentiment increased to 0.91 in 2017 Q4. Its up 0.02, from 0.89 in 2017Q3. It improved, as 46 investors sold MA shares while 492 reduced holdings. 131 funds opened positions while 356 raised stakes. 764.78 million shares or 1.94% less from 779.91 million shares in 2017Q3 were reported. First Republic Mngmt invested in 0.11% or 114,755 shares. 4,533 were accumulated by Waldron Lp. Cannell Peter B stated it has 7,400 shares. Moreover, Uss Investment has 3.42% invested in Mastercard Incorporated (NYSE:MA) for 1.94M shares. Cetera Advisor Ltd Liability Corporation has invested 0.06% of its portfolio in Mastercard Incorporated (NYSE:MA). Martingale Asset Mngmt Ltd Partnership holds 0.5% of its portfolio in Mastercard Incorporated (NYSE:MA) for 249,886 shares. Pensionfund Dsm Netherlands invested in 48,900 shares. Prelude Cap Mngmt Limited Liability Com, a New York-based fund reported 2,625 shares. Beck Mack & Oliver Limited Liability Co invested in 1,609 shares. Roundview Cap Lc holds 1.23% in Mastercard Incorporated (NYSE:MA) or 31,390 shares. Academy Cap Mngmt Tx has 191,864 shares. High Pointe Cap Mgmt reported 7,650 shares. Capital Financial Advisers has 0.27% invested in Mastercard Incorporated (NYSE:MA). Moreover, Parsons Cap Incorporated Ri has 0.47% invested in Mastercard Incorporated (NYSE:MA). Twin Mngmt Inc invested 0.3% in Mastercard Incorporated (NYSE:MA).

Among 40 analysts covering Mastercard Incorporated (NYSE:MA), 35 have Buy rating, 0 Sell and 5 Hold. Therefore 88% are positive. Mastercard Incorporated had 131 analyst reports since July 21, 2015 according to SRatingsIntel. The company was maintained on Thursday, July 27 by Cowen & Co. The stock of Mastercard Incorporated (NYSE:MA) earned “Buy” rating by Oppenheimer on Thursday, July 27. The stock of Mastercard Incorporated (NYSE:MA) earned “Buy” rating by Wedbush on Wednesday, September 6. The rating was maintained by Piper Jaffray on Thursday, December 31 with “Overweight”. Wells Fargo initiated it with “Buy” rating and $160.0 target in Wednesday, October 11 report. The firm has “Buy” rating given on Thursday, February 1 by SunTrust. FBR Capital maintained Mastercard Incorporated (NYSE:MA) rating on Thursday, July 30. FBR Capital has “Mkt Perform” rating and $103 target. Oppenheimer maintained it with “Outperform” rating and $182 target in Thursday, January 25 report. Citigroup maintained the shares of MA in report on Wednesday, October 18 with “Buy” rating. As per Thursday, February 1, the company rating was maintained by BMO Capital Markets.

Lincoln National Corp, which manages about $3.29B US Long portfolio, decreased its stake in Horizons Etf Tr I by 961,944 shares to 30,356 shares, valued at $1.53M in 2017Q4, according to the filing. It also reduced its holding in First Tr Exchange Traded Fd (FTSL) by 82,241 shares in the quarter, leaving it with 6,756 shares, and cut its stake in Ishares Tr (ISTB).

Since January 2, 2018, it had 0 buys, and 8 insider sales for $59.23 million activity. $2.61 million worth of stock was sold by McLaughlin Edward Grunde on Tuesday, January 2. The insider BANGA AJAY sold $44.45 million. Another trade for 5,950 shares valued at $1.09M was sold by CARLUCCI DAVID R. On Monday, April 9 the insider Fraccaro Michael sold $692,252. Another trade for 5,000 shares valued at $866,104 was sold by Haythornthwaite Richard. Another trade for 17,496 shares valued at $3.25M was made by Vosburg Craig on Thursday, May 3.

More notable recent Mastercard Incorporated (NYSE:MA) news were published by: Seekingalpha.com which released: “Oakmark Global Select Fund: Q1 2018” on April 23, 2018, also Seekingalpha.com with their article: “Mastercard jumps after revenue guidance lift” published on May 02, 2018, Seekingalpha.com published: “Mastercard’s Network Effect Insurmountable” on April 24, 2018. More interesting news about Mastercard Incorporated (NYSE:MA) were released by: Seekingalpha.com and their article: “Mastercard: Is It Overvalued?” published on May 16, 2018 as well as Seekingalpha.com‘s news article titled: “By The Numbers: Should You Buy Mastercard Stock?” with publication date: April 26, 2018.

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