Northside Capital Management Position in Mastercard (MA) Has Upped by $494,375 as Share Price Rose; As Comcast New (CMCSA) Shares Declined, Lakewood Capital Management LP Upped Holding by $186.11 Million

June 14, 2018 - By Winifred Garcia

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Northside Capital Management Llc increased its stake in Mastercard Incorporated (MA) by 12.28% based on its latest 2018Q1 regulatory filing with the SEC. Northside Capital Management Llc bought 2,825 shares as the company’s stock rose 7.48% while stock markets declined. The institutional investor held 25,825 shares of the business services company at the end of 2018Q1, valued at $4.52 million, up from 23,000 at the end of the previous reported quarter. Northside Capital Management Llc who had been investing in Mastercard Incorporated for a number of months, seems to be bullish on the $207.81 billion market cap company. The stock decreased 0.18% or $0.35 during the last trading session, reaching $199.06. About 1.89 million shares traded. Mastercard Incorporated (NYSE:MA) has risen 56.80% since June 14, 2017 and is uptrending. It has outperformed by 44.23% the S&P500. Some Historical MA News: 15/05/2018 – Mastercard Presenting at JPMorgan Conference Tomorrow; 09/04/2018 – Mastercard and Phillips 66 Drive Easier Payments with Masterpass; 24/05/2018 – Merchants Discussed Shared Payment Button Limiting Debit-Card Routing Options; 02/05/2018 – Mastercard 1Q Adj EPS $1.50; 12/04/2018 – Mastercard and BJ’s Wholesale Club Enhance Checkout Experience for Shoppers with Masterpass; 05/04/2018 – MASTERCARD INC – GILBERTO CALDART APPOINTED PRESIDENT, INTERNATIONAL; 05/04/2018 – MASTERCARD INC – CAIRNS SITS ON GROUP BOARD OF INTERCONTINENTAL EXCHANGE (ICE) AND IS CHAIR OF ICE CLEAR EUROPE; 16/04/2018 – MASTERCARD: FORMER USTR REP MICHAEL FROMAN JOINS COMPANY; 23/05/2018 – SIMEX (OTC:ARGB) introduces the Prepaid Black MasterCard; 19/04/2018 – Mastercard Presenting at JPMorgan Conference May 16

Anthony Bozza increased its stake in Comcast Corp New (CMCSA) by 480.16% based on its latest 2018Q1 regulatory filing with the SEC. Lakewood Capital Management Lp bought 5.47 million shares as the company’s stock declined 19.78% with the market. The hedge fund run by Anthony Bozza held 6.61M shares of the television services company at the end of 2018Q1, valued at $225.99M, up from 1.14M at the end of the previous reported quarter. Lakewood Capital Management Lp who had been investing in Comcast Corp New for a number of months, seems to be bullish on the $155.95B market cap company. The stock increased 4.86% or $1.57 during the last trading session, reaching $33.89. About 35.34 million shares traded or 29.86% up from the average. Comcast Corporation (NASDAQ:CMCSA) has declined 21.29% since June 14, 2017 and is downtrending. It has underperformed by 33.86% the S&P500. Some Historical CMCSA News: 07/05/2018 – The Edge Markets: M&A: Comcast prepares all-cash bid to gate-crash Disney-Fox deal – sources – The Edge Markets; 10/05/2018 – Comcast’s proposed break-up fee would be payable if the deal runs into regulatory trouble; 23/05/2018 – BREAKING: Comcast says it is in the advanced stages of preparing all-cash bid for Fox assets; 13/04/2018 – Comcast to Offer New and Innovative Xfinity Packages Including Netflix Subscription; 15/05/2018 – ♫ Reuters Insider – Comcast cash bid may spark Fox shareholder revolt; 23/05/2018 – CNBC Now: BREAKING: Comcast says it is in the advanced stages of preparing all-cash bid for Fox assets; 08/05/2018 – ♫ Reuters Insider – Trading at Noon: Comcast prepares all-cash offer for Fox assets; 12/03/2018 – Texas Southern University Partners with Comcast to Provide Xfinity On Campus to Students; 18/04/2018 – More Than 40 Boys & Girls Clubs Nationwide To Benefit From 17th Annual Comcast Cares Day; 07/05/2018 – Comcast also plans to acquire 100% of Sky as part of an improved all-cash $60B bid. Together, a bid for all of Sky and Fox’s assets could be close to $100B, sources also said

Investors sentiment decreased to 0.86 in 2018 Q1. Its down 0.05, from 0.91 in 2017Q4. It turned negative, as 47 investors sold MA shares while 533 reduced holdings. 121 funds opened positions while 378 raised stakes. 750.68 million shares or 1.84% less from 764.78 million shares in 2017Q4 were reported. Legal & General Group Public Limited Company accumulated 0.58% or 4.36M shares. Norman Fields Gottscho Ltd Liability Com holds 19,235 shares. Coho Prns Ltd reported 1,600 shares or 0.01% of all its holdings. Generation Invest Management Llp accumulated 831,834 shares. Moreover, Optimum has 1.34% invested in Mastercard Incorporated (NYSE:MA). Greystone Managed Invests holds 0.53% of its portfolio in Mastercard Incorporated (NYSE:MA) for 70,517 shares. Tokio Marine Asset Limited reported 88,204 shares. Lincoln Capital Limited Liability invested in 6.73% or 70,991 shares. Bkd Wealth Advisors Ltd Llc holds 0.08% of its portfolio in Mastercard Incorporated (NYSE:MA) for 4,722 shares. Liberty Mutual Gru Asset has invested 0.2% in Mastercard Incorporated (NYSE:MA). Lombard Odier Asset Mgmt (Europe) Limited holds 0.11% of its portfolio in Mastercard Incorporated (NYSE:MA) for 9,324 shares. 1,142 are owned by First Personal Svcs. Savings Bank Of The Ozarks reported 0.89% stake. 5,223 were accumulated by Fincl Counselors. Jupiter Asset Management Ltd stated it has 0.65% of its portfolio 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 rating was maintained by Piper Jaffray with “Buy” on Thursday, September 7. Deutsche Bank maintained it with “Buy” rating and $124 target in Friday, May 26 report. The stock of Mastercard Incorporated (NYSE:MA) has “Hold” rating given on Thursday, May 17 by UBS. The stock of Mastercard Incorporated (NYSE:MA) earned “Buy” rating by Piper Jaffray on Thursday, February 1. Evercore maintained the stock with “Buy” rating in Monday, September 7 report. The rating was maintained by Piper Jaffray with “Buy” on Thursday, January 18. KeyBanc Capital Markets maintained it with “Buy” rating and $165.0 target in Wednesday, October 18 report. The rating was maintained by Keefe Bruyette & Woods on Thursday, February 1 with “Buy”. Cowen & Co maintained Mastercard Incorporated (NYSE:MA) on Tuesday, October 31 with “Buy” rating. The stock has “Overweight” rating by PiperJaffray on Friday, February 2.

Northside Capital Management Llc, which manages about $4.41B and $304.85M US Long portfolio, decreased its stake in Berkshire Hathaway Inc Del (BRKA) by 5 shares to 22 shares, valued at $6.58 million in 2018Q1, according to the filing. It also reduced its holding in Tcw Strategic Income Fund In (TSI) by 67,578 shares in the quarter, leaving it with 1.45 million shares, and cut its stake in Ishares Tr (DVY).

Since January 2, 2018, it had 0 insider purchases, and 8 insider sales for $59.23 million activity. Shares for $3.25M were sold by Vosburg Craig. Haythornthwaite Richard sold $866,104 worth of stock or 5,000 shares. 30,628 shares valued at $5.53M were sold by Murphy Timothy H on Monday, March 19. McLaughlin Edward Grunde also sold $2.61 million worth of Mastercard Incorporated (NYSE:MA) on Tuesday, January 2. Shares for $1.09M were sold by CARLUCCI DAVID R on Friday, March 9. $741,960 worth of Mastercard Incorporated (NYSE:MA) shares were sold by Fraccaro Michael.

More notable recent Mastercard Incorporated (NYSE:MA) news were published by: Seekingalpha.com which released: “Mastercard – Priceless” on May 29, 2018, also Seekingalpha.com with their article: “Mastercard, Inc. (MA) Management Presents at William Blair Growth Stock Brokers Conference (Transcript)” published on June 13, 2018, Seekingalpha.com published: “Why I Would Still Choose Mastercard Over Visa” on May 28, 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 Streetinsider.com‘s news article titled: “First Data (FDC) Announces Collaboration with Mastercard (MA) to Provide Digital Disbursements to Clients” with publication date: June 13, 2018.

Lakewood Capital Management Lp, which manages about $3.08 billion US Long portfolio, decreased its stake in Intercontinental Exchange In (NYSE:ICE) by 262,000 shares to 1.34 million shares, valued at $97.18 million in 2018Q1, according to the filing. It also reduced its holding in Triple (NYSE:GTS) by 170,000 shares in the quarter, leaving it with 231,498 shares, and cut its stake in Mastercard Incorporated (NYSE:MA).

More notable recent Comcast Corporation (NASDAQ:CMCSA) news were published by: Nasdaq.com which released: “3 Reasons Disney Should Just Walk Away” on June 14, 2018, also Benzinga.com with their article: “More Central Bank News As ECB Follows Fed Rate Hike With Tapering Plans” published on June 14, 2018, Seekingalpha.com published: “Comcast: Here To Stay, Diversified Or Not” on June 05, 2018. More interesting news about Comcast Corporation (NASDAQ:CMCSA) were released by: Bizjournals.com and their article: “Rumor confirmed: Universal Orlando unveils details on new lagoon show” published on June 14, 2018 as well as Investorplace.com‘s news article titled: “Confidently Rush into Comcast Corporation — Fears Are Overblown” with publication date: June 14, 2018.

Since December 18, 2017, it had 0 insider purchases, and 10 sales for $40.01 million activity. $67,320 worth of stock was sold by Murdock Daniel C. on Friday, March 16. The insider BURKE STEPHEN B sold 190,756 shares worth $8.11 million. ROBERTS BRIAN L sold $25.24 million worth of stock. WATSON DAVID N also sold $4.84M worth of Comcast Corporation (NASDAQ:CMCSA) on Tuesday, March 6.

Mastercard Incorporated (NYSE:MA) Institutional Positions Chart

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