As Southwest Airlines Co (LUV) Market Valuation Rose, Shareholder Daiwa Sb Investments LTD Trimmed Its Position by $494,760; Johnson Control (JCI) Stock Value Rose While Cutler Capital Management Upped Position

November 15, 2017 - By Richard Conner

Cutler Capital Management Llc increased its stake in Johnson Control (JCI) by 127.13% based on its latest 2017Q2 regulatory filing with the SEC. Cutler Capital Management Llc bought 10,075 shares as the company’s stock rose 1.65% with the market. The institutional investor held 18,000 shares of the consumer durables company at the end of 2017Q2, valued at $780,000, up from 7,925 at the end of the previous reported quarter. Cutler Capital Management Llc who had been investing in Johnson Control for a number of months, seems to be bullish on the $33.31B market cap company. It closed at $35.89 lastly. It is down 13.24% since November 15, 2016 and is uptrending. It has underperformed by 3.46% the S&P500.

Daiwa Sb Investments Ltd decreased its stake in Southwest Airlines Co (LUV) by 51.22% based on its latest 2017Q2 regulatory filing with the SEC. Daiwa Sb Investments Ltd sold 7,980 shares as the company’s stock rose 1.26% with the market. The institutional investor held 7,600 shares of the air freight and delivery services company at the end of 2017Q2, valued at $472,000, down from 15,580 at the end of the previous reported quarter. Daiwa Sb Investments Ltd who had been investing in Southwest Airlines Co for a number of months, seems to be less bullish one the $31.89B market cap company. The stock declined 0.09% or $0.05 reaching $53.7 per share. About 15,754 shares traded. Southwest Airlines Co (NYSE:LUV) has risen 37.63% since November 15, 2016 and is uptrending. It has outperformed by 20.93% the S&P500.




Investors sentiment decreased to 0.5 in Q2 2017. Its down 0.25, from 0.75 in 2017Q1. It dropped, as 9 investors sold JCI shares while 5 reduced holdings. 1 funds opened positions while 6 raised stakes. 1.80 million shares or 18.07% less from 2.20 million shares in 2017Q1 were reported. Altfest L J & Incorporated holds 6,252 shares or 0.16% of its portfolio. Edge Wealth Ltd Liability Co stated it has 0% of its portfolio in Johnson Controls International plc Ordinary Share (NYSE:JCI). Moreover, Cutler Cap Mngmt Llc has 0.38% invested in Johnson Controls International plc Ordinary Share (NYSE:JCI). Aspen Invest stated it has 11,165 shares or 0.36% of all its holdings. Schwartz Counsel invested 1.88% of its portfolio in Johnson Controls International plc Ordinary Share (NYSE:JCI). Cullinan Assoc has 0.45% invested in Johnson Controls International plc Ordinary Share (NYSE:JCI) for 131,900 shares. Marquette Asset invested in 5,283 shares. 132,567 were reported by Cibc. Alphamark Advisors Ltd Liability Corporation reported 95 shares or 0% of all its holdings. Farmers Fincl Bank invested in 3,797 shares. Moreover, Cleararc Capital Incorporated has 0.17% invested in Johnson Controls International plc Ordinary Share (NYSE:JCI) for 23,855 shares. The Massachusetts-based American & has invested 0.01% in Johnson Controls International plc Ordinary Share (NYSE:JCI). Gemmer Asset Mgmt Ltd Com holds 0.01% or 337 shares in its portfolio. Vantage Invest Ltd Liability Corporation owns 0.01% invested in Johnson Controls International plc Ordinary Share (NYSE:JCI) for 1,141 shares. Covington Cap Mngmt holds 0.31% or 88,254 shares.

Cutler Capital Management Llc, which manages about $356.71M and $205.30M US Long portfolio, decreased its stake in Ttm Tech (Prn) by 3.67 million shares to 225,000 shares, valued at $422,000 in 2017Q2, according to the filing. It also reduced its holding in Lexington Pty by 41,187 shares in the quarter, leaving it with 31,763 shares, and cut its stake in Apple Inc (NASDAQ:AAPL).

More recent Johnson Controls International plc Ordinary Share (NYSE:JCI) news were published by: Fool.com which released: “Tyco International plc (Ireland) Ordinary Share up 11% on Merger With Johnson …” on January 25, 2016. Also Marketwatch.com published the news titled: “Adient Completes Separation from Johnson Controls International; Begins …” on October 31, 2016. Benzinga.com‘s news article titled: “Stuck In A Bearish Trend, Johnson Controls Shares Would Look More Attractive …” with publication date: February 14, 2017 was also an interesting one.

Among 25 analysts covering Johnson Controls Inc. (NYSE:JCI), 16 have Buy rating, 0 Sell and 9 Hold. Therefore 64% are positive. Johnson Controls Inc. had 72 analyst reports since July 28, 2015 according to SRatingsIntel. On Wednesday, December 2 the stock rating was downgraded by William Blair to “Market Perform”. Barclays Capital maintained Johnson Controls International plc Ordinary Share (NYSE:JCI) on Monday, January 25 with “Overweight” rating. The stock of Johnson Controls International plc Ordinary Share (NYSE:JCI) has “Buy” rating given on Tuesday, October 10 by Cowen & Co. The rating was upgraded by Susquehanna to “Positive” on Monday, March 20. The firm has “Overweight” rating given on Monday, October 2 by Morgan Stanley. RBC Capital Markets maintained the stock with “Hold” rating in Monday, June 5 report. The stock of Johnson Controls International plc Ordinary Share (NYSE:JCI) has “Hold” rating given on Thursday, September 28 by RBC Capital Markets. The firm has “Buy” rating by HSBC given on Monday, April 3. The firm has “Hold” rating given on Friday, November 10 by Vertical Group. Atlantic Securities reinitiated the shares of JCI in report on Friday, September 9 with “Overweight” rating.

Daiwa Sb Investments Ltd, which manages about $47.22 billion and $365.98M US Long portfolio, upped its stake in Nvidia Corp (NASDAQ:NVDA) by 6,230 shares to 6,630 shares, valued at $958,000 in 2017Q2, according to the filing. It also increased its holding in Apple Inc (NASDAQ:AAPL) by 3,480 shares in the quarter, for a total of 69,000 shares, and has risen its stake in Unitedhealth Group Inc (NYSE:UNH).

Since May 17, 2017, it had 0 insider buys, and 4 insider sales for $2.84 million activity. $872,769 worth of Southwest Airlines Co (NYSE:LUV) shares were sold by Van de Ven Michael G. $492,238 worth of Southwest Airlines Co (NYSE:LUV) shares were sold by Romo Tammy. Lamb Jeff sold 19,800 shares worth $1.21 million. Jordan Robert E had sold 15,273 shares worth $912,148 on Tuesday, May 23. The insider KELLY GARY C sold 1,427 shares worth $81,648. 3,823 Southwest Airlines Co (NYSE:LUV) shares with value of $226,035 were sold by Shaw Mark R.

More notable recent Southwest Airlines Co (NYSE:LUV) news were published by: Prnewswire.com which released: “Southwest AirlinesĀ® Publishes Summer 2018 Flight Schedule” on November 02, 2017, also Prnewswire.com with their article: “Southwest Airlines Demonstrates Continued Commitment To Equality By Earning …” published on November 09, 2017, Dallasnews.com published: “Southwest Airline’s new 737 Max lags in on-time flights in first month” on November 13, 2017. More interesting news about Southwest Airlines Co (NYSE:LUV) were released by: Prnewswire.com and their article: “Southwest Airlines Reports October Traffic” published on November 08, 2017 as well as Moodys.com‘s news article titled: “Moody’s assigns A3 rating to Southwest Airlines’ new unsecured notes” with publication date: November 14, 2017.

Investors sentiment decreased to 0.83 in Q2 2017. Its down 0.07, from 0.9 in 2017Q1. It fall, as 48 investors sold LUV shares while 291 reduced holdings. 94 funds opened positions while 186 raised stakes. 463.31 million shares or 1.17% less from 468.79 million shares in 2017Q1 were reported. Citigroup owns 200,525 shares for 0.01% of their portfolio. Tributary Capital Mgmt Ltd reported 13,700 shares stake. Apg Asset Mngmt Nv accumulated 3.93 million shares. State Street holds 22.32M shares. Hartline Corp has invested 0.4% in Southwest Airlines Co (NYSE:LUV). Stevens Cap Mgmt Ltd Partnership reported 0.34% stake. Tillar has invested 2.2% of its portfolio in Southwest Airlines Co (NYSE:LUV). Ontario Teachers Pension Plan Board accumulated 0.03% or 40,618 shares. Amica Pension Fund Board Of Trustees accumulated 42,070 shares. Edge Wealth Mngmt Limited stated it has 0.01% in Southwest Airlines Co (NYSE:LUV). Davenport And Limited Liability holds 0% or 986,529 shares. Point72 Asia (Hong Kong) Limited invested in 0.32% or 4,946 shares. Gam Holdings Ag invested 0.04% of its portfolio in Southwest Airlines Co (NYSE:LUV). Everence Capital has invested 0.2% in Southwest Airlines Co (NYSE:LUV). 6,012 were accumulated by Checchi Advisers Ltd Llc.

Among 18 analysts covering Southwest Airlines Co. (NYSE:LUV), 15 have Buy rating, 0 Sell and 3 Hold. Therefore 83% are positive. Southwest Airlines Co. had 57 analyst reports since July 30, 2015 according to SRatingsIntel. J.P. Morgan upgraded it to “Buy” rating and $66.0 target in Friday, September 15 report. Imperial Capital maintained the stock with “Outperform” rating in Tuesday, November 22 report. The rating was maintained by JP Morgan with “Overweight” on Wednesday, November 1. The firm has “Outperform” rating given on Friday, September 9 by Imperial Capital. The rating was upgraded by JP Morgan to “Overweight” on Thursday, July 30. The firm earned “Overweight” rating on Friday, September 15 by JP Morgan. The rating was maintained by Cowen & Co with “Buy” on Friday, October 27. Cowen & Co maintained Southwest Airlines Co (NYSE:LUV) on Friday, July 28 with “Buy” rating. Cowen & Co maintained Southwest Airlines Co (NYSE:LUV) rating on Friday, July 22. Cowen & Co has “Outperform” rating and $47 target. As per Wednesday, September 20, the company rating was upgraded by Raymond James.

Analysts await Southwest Airlines Co (NYSE:LUV) to report earnings on January, 25. They expect $0.83 EPS, up 12.16% or $0.09 from last year’s $0.74 per share. LUV’s profit will be $492.90 million for 16.17 P/E if the $0.83 EPS becomes a reality. After $0.88 actual EPS reported by Southwest Airlines Co for the previous quarter, Wall Street now forecasts -5.68% negative EPS growth.

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