Rothschild Investment Increased Starwood Ppty Tr Com (STWD) Position by $852,600; Shares Declined; Morgan Stanley (MS) Share Value Rose While Barometer Capital Management Has Boosted Holding by $4.05 Million

May 23, 2018 - By Ellis Scott

Morgan Stanley (NYSE:MS) Logo

Rothschild Investment Corp increased its stake in Starwood Ppty Tr Inc Com (STWD) by 14.46% based on its latest 2017Q4 regulatory filing with the SEC. Rothschild Investment Corp bought 40,600 shares as the company’s stock declined 2.39% with the market. The institutional investor held 321,410 shares of the consumer services company at the end of 2017Q4, valued at $6.86M, up from 280,810 at the end of the previous reported quarter. Rothschild Investment Corp who had been investing in Starwood Ppty Tr Inc Com for a number of months, seems to be bullish on the $5.71B market cap company. The stock increased 0.14% or $0.03 during the last trading session, reaching $21.81. About 255,052 shares traded. Starwood Property Trust, Inc. (NYSE:STWD) has declined 7.26% since May 23, 2017 and is downtrending. It has underperformed by 18.81% the S&P500.

Barometer Capital Management Inc increased its stake in Morgan Stanley (MS) by 21.67% based on its latest 2017Q4 regulatory filing with the SEC. Barometer Capital Management Inc bought 77,942 shares as the company’s stock rose 0.82% while stock markets declined. The hedge fund held 437,642 shares of the investment bankers and brokers and service company at the end of 2017Q4, valued at $22.96 million, up from 359,700 at the end of the previous reported quarter. Barometer Capital Management Inc who had been investing in Morgan Stanley for a number of months, seems to be bullish on the $95.36 billion market cap company. The stock decreased 1.85% or $1.015 during the last trading session, reaching $53.865. About 2.61M shares traded. Morgan Stanley (NYSE:MS) has risen 27.83% since May 23, 2017 and is uptrending. It has outperformed by 16.28% the S&P500.

Barometer Capital Management Inc, which manages about $2.58B and $1.11 billion US Long portfolio, decreased its stake in Ishares Us Broker (IAI) by 5,300 shares to 90,800 shares, valued at $5.70 million in 2017Q4, according to the filing. It also reduced its holding in Unitedhealth Group Inc (NYSE:UNH) by 5,550 shares in the quarter, leaving it with 85,880 shares, and cut its stake in Suncor Energy Inc (NYSE:SU).

Another recent and important Morgan Stanley (NYSE:MS) news was published by Seekingalpha.com which published an article titled: “Tracking Jeffrey Ubben’s ValueAct Portfolio – Q1 2018 Update” on May 22, 2018.

Among 30 analysts covering Morgan Stanley (NYSE:MS), 19 have Buy rating, 1 Sell and 10 Hold. Therefore 63% are positive. Morgan Stanley had 102 analyst reports since July 21, 2015 according to SRatingsIntel. BMO Capital Markets maintained Morgan Stanley (NYSE:MS) rating on Friday, October 6. BMO Capital Markets has “Buy” rating and $61.0 target. Barclays Capital maintained it with “Equal Weight” rating and $48 target in Tuesday, January 3 report. The rating was maintained by Argus Research on Friday, September 4 with “Buy”. The firm earned “Outperform” rating on Thursday, October 8 by JMP Securities. The rating was maintained by RBC Capital Markets on Tuesday, June 6 with “Buy”. The rating was maintained by Barclays Capital with “Equal-Weight” on Wednesday, October 18. The company was maintained on Tuesday, October 20 by RBC Capital Markets. The rating was initiated by Berenberg on Wednesday, July 13 with “Hold”. The firm has “Buy” rating given on Thursday, December 21 by Keefe Bruyette & Woods. The firm has “Equalweight” rating given on Wednesday, April 6 by Barclays Capital.

Investors sentiment increased to 1.1 in 2017 Q4. Its up 0.16, from 0.94 in 2017Q3. It increased, as 38 investors sold MS shares while 295 reduced holdings. 111 funds opened positions while 255 raised stakes. 1.51 billion shares or 1.16% less from 1.53 billion shares in 2017Q3 were reported. Farmers Merchants reported 497 shares. Fulton Natl Bank Na owns 26,895 shares or 0.1% of their US portfolio. Berkshire Asset Management Ltd Llc Pa holds 0.03% or 5,329 shares. Cullen Frost Bankers invested in 150,763 shares. Employees Retirement System Of Ohio accumulated 990,506 shares or 0.25% of the stock. Thrivent Fincl For Lutherans reported 0.01% of its portfolio in Morgan Stanley (NYSE:MS). Cibc Asset Management Inc has invested 0.05% in Morgan Stanley (NYSE:MS). Acadian Asset Ltd Liability Corporation reported 1,821 shares. Buckingham Inc invested 1.75% in Morgan Stanley (NYSE:MS). 12,636 were accumulated by Mitchell Mcleod Pugh Williams. Essex Investment Mngmt Com Ltd Com reported 2.16% of its portfolio in Morgan Stanley (NYSE:MS). Crawford Investment Counsel Inc has 6,306 shares. Dorsey Whitney Tru Ltd stated it has 0.06% in Morgan Stanley (NYSE:MS). Raymond James Financial Ser Advsr holds 0.02% or 70,502 shares in its portfolio. Captrust Fincl owns 4,875 shares for 0.02% of their portfolio.

Among 11 analysts covering Starwood Property Trust Inc. (NYSE:STWD), 8 have Buy rating, 0 Sell and 3 Hold. Therefore 73% are positive. Starwood Property Trust Inc. had 26 analyst reports since August 5, 2015 according to SRatingsIntel. As per Friday, August 7, the company rating was maintained by Deutsche Bank. The stock of Starwood Property Trust, Inc. (NYSE:STWD) has “Outperform” rating given on Tuesday, December 1 by JMP Securities. The firm has “Buy” rating by FBR Capital given on Thursday, January 4. The stock has “Market Perform” rating by Wells Fargo on Wednesday, August 5. The stock has “Buy” rating by Compass Point on Wednesday, October 25. The stock of Starwood Property Trust, Inc. (NYSE:STWD) has “Neutral” rating given on Wednesday, January 13 by Goldman Sachs. The stock has “Outperform” rating by Credit Suisse on Monday, September 26. On Thursday, September 14 the stock rating was maintained by Keefe Bruyette & Woods with “Buy”. The stock has “Buy” rating by Keefe Bruyette & Woods on Wednesday, August 9. The rating was upgraded by Compass Point to “Buy” on Thursday, December 3.

Investors sentiment increased to 1.41 in Q4 2017. Its up 0.32, from 1.09 in 2017Q3. It improved, as 35 investors sold STWD shares while 84 reduced holdings. 59 funds opened positions while 109 raised stakes. 171.72 million shares or 20.77% less from 216.73 million shares in 2017Q3 were reported. Parkside Fincl Bank And holds 0.01% or 1,830 shares in its portfolio. Moreover, Parametric Associate Limited Liability Com has 0.02% invested in Starwood Property Trust, Inc. (NYSE:STWD) for 719,972 shares. Hallmark Capital Management holds 660,367 shares. Vident Advisory Limited Liability reported 11,567 shares. Global X Mngmt Ltd reported 503,663 shares or 0.25% of all its holdings. Brown Brothers Harriman Company reported 20 shares. Fincl Bank Of Montreal Can has invested 0.02% in Starwood Property Trust, Inc. (NYSE:STWD). 73,458 were reported by Lazard Asset Management Ltd Limited Liability Company. Northwestern Mutual Wealth Mngmt invested 0% of its portfolio in Starwood Property Trust, Inc. (NYSE:STWD). Acadian Asset Mngmt Limited Com has 0.05% invested in Starwood Property Trust, Inc. (NYSE:STWD) for 552,209 shares. Lord Abbett And Limited Co reported 0.1% stake. Staley Capital Advisers Incorporated has invested 0.06% in Starwood Property Trust, Inc. (NYSE:STWD). Telemus Ltd, Michigan-based fund reported 25 shares. Wells Fargo And Communication Mn holds 1.05 million shares. 102,692 were accumulated by Atlantic Tru Grp Inc Ltd Liability Com.

Rothschild Investment Corp, which manages about $1.10 billion and $920.50 million US Long portfolio, decreased its stake in Spider Gold Tr Shs (GLD) by 2,650 shares to 2,150 shares, valued at $266,000 in 2017Q4, according to the filing. It also reduced its holding in Ford Motor Company (NYSE:F) by 26,400 shares in the quarter, leaving it with 203,626 shares, and cut its stake in Exxon Mobil Corp Com (NYSE:XOM).

More recent Starwood Property Trust, Inc. (NYSE:STWD) news were published by: Seekingalpha.com which released: “Starwood Property Trust’s (STWD) CEO Barry Sternlicht on Q1 2018 Results – Earnings Call Transcript” on May 04, 2018. Also Investorplace.com published the news titled: “3 High-Yield Dividend Stocks You Probably Overlooked” on May 02, 2018. Seekingalpha.com‘s news article titled: “Starwood Property Trust: Strong Q1 Results And Cheap Valuation Scream For A Buy” with publication date: May 05, 2018 was also an interesting one.

Starwood Property Trust, Inc. (NYSE:STWD) Institutional Positions Chart

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By1 Ellis Scott

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