Unilever Plc (UL) Shareholder Forward Management Has Lifted Holding by $806,436 as Shares Rose; Financial Advisory Group Upped Stake in Baxter International (BAX) by $1.53 Million

February 21, 2018 - By Michael Collier

Financial Advisory Group increased its stake in Baxter International Inc (BAX) by 174.68% based on its latest 2017Q3 regulatory filing with the SEC. Financial Advisory Group bought 9,946 shares as the company’s stock rose 15.04% with the market. The institutional investor held 15,640 shares of the medical and dental instruments company at the end of 2017Q3, valued at $2.41 million, up from 5,694 at the end of the previous reported quarter. Financial Advisory Group who had been investing in Baxter International Inc for a number of months, seems to be bullish on the $36.54B market cap company. The stock increased 0.03% or $0.02 during the last trading session, reaching $67.06. About 2.23M shares traded. Baxter International Inc. (NYSE:BAX) has risen 32.55% since February 21, 2017 and is uptrending. It has outperformed by 15.85% the S&P500.

Forward Management Llc increased its stake in Unilever Plc (UL) by 32% based on its latest 2017Q3 regulatory filing with the SEC. Forward Management Llc bought 14,148 shares as the company’s stock rose 11.00% with the market. The institutional investor held 58,354 shares of the package goods and cosmetics company at the end of 2017Q3, valued at $3.38M, up from 44,206 at the end of the previous reported quarter. Forward Management Llc who had been investing in Unilever Plc for a number of months, seems to be bullish on the $128.26B market cap company. The stock decreased 1.44% or $0.76 during the last trading session, reaching $51.63. About 1.36 million shares traded. Unilever PLC (NYSE:UL) has risen 20.68% since February 21, 2017 and is uptrending. It has outperformed by 3.98% the S&P500.

Investors sentiment increased to 0.97 in 2017 Q3. Its up 0.05, from 0.92 in 2017Q2. It improved, as 38 investors sold BAX shares while 300 reduced holdings. 76 funds opened positions while 253 raised stakes. 439.80 million shares or 0.96% less from 444.08 million shares in 2017Q2 were reported. Arrowstreet Capital Lp has invested 0.03% of its portfolio in Baxter International Inc. (NYSE:BAX). Cetera Advsr Ltd Company stated it has 4,658 shares. Northcoast Asset Lc has invested 2.55% in Baxter International Inc. (NYSE:BAX). 1.64 million are held by Citadel Advsr Limited Liability Company. First Financial Bank Of Omaha has 0.35% invested in Baxter International Inc. (NYSE:BAX). Neuberger Berman Ltd Llc, New York-based fund reported 55,935 shares. Glenview Bancorp Dept owns 5,223 shares for 0.16% of their portfolio. Alpha Windward Ltd Liability holds 4,641 shares. Moreover, Warren Averett Asset Management has 0.11% invested in Baxter International Inc. (NYSE:BAX). Teachers Retirement Sys Of The State Of Kentucky accumulated 157,752 shares. Employees Retirement System Of Texas has invested 0.07% in Baxter International Inc. (NYSE:BAX). Moreover, Kings Point Cap Management has 0.01% invested in Baxter International Inc. (NYSE:BAX). Moreover, Nomura Asset Mngmt Limited has 0.1% invested in Baxter International Inc. (NYSE:BAX) for 123,294 shares. Wetherby Asset Management holds 0.09% or 9,785 shares. Crestpoint Mgmt Ltd invested in 0.25% or 8,800 shares.

Since August 24, 2017, it had 0 insider purchases, and 1 sale for $555,538 activity. FORSYTH JOHN D sold $583,014 worth of Baxter International Inc. (NYSE:BAX) on Friday, August 25. Shapazian Carole J sold $247,672 worth of Baxter International Inc. (NYSE:BAX) on Thursday, August 24.

Among 20 analysts covering Baxter International (NYSE:BAX), 12 have Buy rating, 0 Sell and 8 Hold. Therefore 60% are positive. Baxter International had 56 analyst reports since July 30, 2015 according to SRatingsIntel. Barclays Capital initiated Baxter International Inc. (NYSE:BAX) on Thursday, September 15 with “Overweight” rating. The stock of Baxter International Inc. (NYSE:BAX) earned “Neutral” rating by Citigroup on Tuesday, February 6. The firm has “Equal-Weight” rating by Morgan Stanley given on Thursday, October 26. On Monday, June 6 the stock rating was reinitiated by JP Morgan with “Neutral”. The firm earned “Hold” rating on Friday, September 1 by RBC Capital Markets. The stock of Baxter International Inc. (NYSE:BAX) earned “Overweight” rating by Barclays Capital on Thursday, July 27. BMO Capital Markets maintained the stock with “Buy” rating in Tuesday, December 12 report. UBS maintained the shares of BAX in report on Friday, July 28 with “Neutral” rating. The stock has “Overweight” rating by Barclays Capital on Friday, February 2. Stifel Nicolaus maintained the stock with “Hold” rating in Monday, February 5 report.

Financial Advisory Group, which manages about $294.95 million US Long portfolio, decreased its stake in Centerstate Banks Inc (NASDAQ:CSFL) by 11,994 shares to 3,922 shares, valued at $997,000 in 2017Q3, according to the filing. It also reduced its holding in Wal (NYSE:WMT) by 4,807 shares in the quarter, leaving it with 8,475 shares, and cut its stake in Mc Donalds Corp (NYSE:MCD).

Forward Management Llc, which manages about $5.17B and $893.11M US Long portfolio, decreased its stake in Ubs Group Ag (NYSE:UBS) by 32,309 shares to 97,266 shares, valued at $1.67 million in 2017Q3, according to the filing. It also reduced its holding in Cbl & Assoc Pptys Inc (NYSE:CBL) by 2.37 million shares in the quarter, leaving it with 615,000 shares, and cut its stake in Select Sector Spdr Tr (XLF).

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By1 Michael Collier

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