Coca Cola Co (KO) Shares Rose While Diversified Trust Co Has Trimmed Its Holding; Hollow Brook Wealth Management Stake in Oaktree Cap Group (OAK) Lifted by $2.27 Million as Market Value Rose

October 12, 2017 - By Winifred Garcia

Diversified Trust Co decreased its stake in Coca Cola Co (KO) by 3.7% based on its latest 2017Q2 regulatory filing with the SEC. Diversified Trust Co sold 22,999 shares as the company’s stock rose 6.48% with the market. The institutional investor held 598,903 shares of the beverages (production and distribution) company at the end of 2017Q2, valued at $26.86M, down from 621,902 at the end of the previous reported quarter. Diversified Trust Co who had been investing in Coca Cola Co for a number of months, seems to be less bullish one the $196.74B market cap company. The stock declined 0.05% or $0.02 reaching $46.08 per share. About 1.35 million shares traded. The Coca-Cola Co (NYSE:KO) has declined 0.95% since October 12, 2016 and is downtrending. It has underperformed by 17.65% the S&P500.

Hollow Brook Wealth Management Llc increased its stake in Oaktree Cap Group Llc (OAK) by 265.9% based on its latest 2017Q2 regulatory filing with the SEC. Hollow Brook Wealth Management Llc bought 49,401 shares as the company’s stock rose 0.33% with the market. The institutional investor held 67,980 shares of the finance company at the end of 2017Q2, valued at $3.17 million, up from 18,579 at the end of the previous reported quarter. Hollow Brook Wealth Management Llc who had been investing in Oaktree Cap Group Llc for a number of months, seems to be bullish on the $7.23B market cap company. The stock declined 1.91% or $0.9 reaching $46.2 on the news. About 51,080 shares traded. Oaktree Capital Group LLC (NYSE:OAK) has risen 0.83% since October 12, 2016 and is uptrending. It has underperformed by 15.87% the S&P500.




Investors sentiment decreased to 1.23 in Q2 2017. Its down 0.17, from 1.4 in 2017Q1. It worsened, as 17 investors sold OAK shares while 45 reduced holdings. 22 funds opened positions while 54 raised stakes. 33.59 million shares or 2.00% more from 32.94 million shares in 2017Q1 were reported. Brown Advisory reported 42,117 shares. Minnesota-based Us Commercial Bank De has invested 0% in Oaktree Capital Group LLC (NYSE:OAK). 47,936 were reported by Salem Invest Counselors. New York-based Evercore Wealth Management Llc has invested 0% in Oaktree Capital Group LLC (NYSE:OAK). Telemus Cap Limited Liability Corp accumulated 6,154 shares. Pekin Singer Strauss Asset Il holds 335,915 shares or 2.47% of its portfolio. First Foundation Advsrs invested 0.17% of its portfolio in Oaktree Capital Group LLC (NYSE:OAK). Teton Incorporated reported 0.06% of its portfolio in Oaktree Capital Group LLC (NYSE:OAK). Architects Inc reported 0.03% stake. Amg National Bank & Trust owns 60,115 shares. Guyasuta Advsr reported 0.15% in Oaktree Capital Group LLC (NYSE:OAK). Iconiq Limited Liability Corp reported 0.15% in Oaktree Capital Group LLC (NYSE:OAK). Texas Yale accumulated 0.17% or 41,099 shares. River Road Asset Management Limited Liability Co stated it has 0.18% of its portfolio in Oaktree Capital Group LLC (NYSE:OAK). Hollow Brook Wealth Management Lc owns 67,980 shares for 2.18% of their portfolio.

More notable recent Oaktree Capital Group LLC (NYSE:OAK) news were published by: Nasdaq.com which released: “Oaktree Capital Group Becomes Oversold” on August 24, 2017, also Nasdaq.com with their article: “Oaktree Capital Group, LLC (OAK) Ex-Dividend Date Scheduled for August 03, 2017” published on August 02, 2017, Seekingalpha.com published: “Oaktree Capital Group LLC (OAK) Q1 2017 Results – Earnings Call Transcript” on April 27, 2017. More interesting news about Oaktree Capital Group LLC (NYSE:OAK) were released by: Seekingalpha.com and their article: “Oaktree Capital Group LLC (OAK) Q2 2017 Results – Earnings Call Transcript” published on July 27, 2017 as well as Reuters.com‘s news article titled: “BRIEF-Oaktree to assume management of Fifth Street Finance and Fifth Street …” with publication date: July 14, 2017.

Among 9 analysts covering Oaktree Capital Group (NYSE:OAK), 2 have Buy rating, 1 Sell and 6 Hold. Therefore 22% are positive. Oaktree Capital Group had 26 analyst reports since July 30, 2015 according to SRatingsIntel. The firm has “Buy” rating by Deutsche Bank given on Friday, January 8. The rating was maintained by Keefe Bruyette & Woods on Wednesday, September 20 with “Buy”. As per Tuesday, December 20, the company rating was downgraded by Deutsche Bank. The firm has “Hold” rating by Oppenheimer given on Thursday, June 29. Deutsche Bank maintained the shares of OAK in report on Friday, September 18 with “Buy” rating. Deutsche Bank maintained Oaktree Capital Group LLC (NYSE:OAK) on Thursday, June 16 with “Buy” rating. Keefe Bruyette & Woods maintained it with “Buy” rating and $5300 target in Monday, May 29 report. The firm has “Buy” rating by Keefe Bruyette & Woods given on Friday, August 11. The stock of Oaktree Capital Group LLC (NYSE:OAK) has “Buy” rating given on Friday, March 11 by Deutsche Bank. The rating was maintained by Barclays Capital with “Equal Weight” on Tuesday, August 11.

Hollow Brook Wealth Management Llc, which manages about $366.00 million and $145.57M US Long portfolio, decreased its stake in Pfizer Inc (NYSE:PFE) by 139,491 shares to 11,741 shares, valued at $394,000 in 2017Q2, according to the filing.

Investors sentiment increased to 0.94 in 2017 Q2. Its up 0.15, from 0.79 in 2017Q1. It is positive, as 49 investors sold KO shares while 618 reduced holdings. 123 funds opened positions while 504 raised stakes. 2.70 billion shares or 1.07% more from 2.67 billion shares in 2017Q1 were reported. Moreover, Boys Arnold & has 0.85% invested in The Coca-Cola Co (NYSE:KO) for 147,219 shares. Lenox Wealth Mngmt invested in 0.05% or 2,638 shares. Keating Invest Counselors Inc reported 124,839 shares or 2.45% of all its holdings. Grandfield & Dodd Ltd Llc holds 46,494 shares or 0.25% of its portfolio. Wellington Shields Cap Mgmt Ltd Liability Company reported 42,961 shares. Mckinley Capital Management Ltd Llc Delaware holds 0% or 2,420 shares in its portfolio. Brick And Kyle owns 6,776 shares for 0.26% of their portfolio. Taylor Asset owns 17,600 shares. Annex Advisory Services Ltd Liability Corporation holds 0.05% of its portfolio in The Coca-Cola Co (NYSE:KO) for 4,771 shares. 1.16M are held by Kornitzer Incorporated Ks. The Oregon-based Becker Cap has invested 0.01% in The Coca-Cola Co (NYSE:KO). 14.13 million were reported by Tiaa Cref Invest Management Ltd Com. Regions Financial Corporation reported 3.10 million shares stake. Davenport & Co Limited Com reported 0% stake. Aqr Cap Management Ltd Liability Com stated it has 0.13% of its portfolio in The Coca-Cola Co (NYSE:KO).

Since May 3, 2017, it had 0 buys, and 4 selling transactions for $22.03 million activity. Shares for $1.32 million were sold by Perez Beatriz R. On Wednesday, May 3 DOUGLAS J ALEXANDER JR sold $951,500 worth of The Coca-Cola Co (NYSE:KO) or 22,000 shares. $15.94M worth of The Coca-Cola Co (NYSE:KO) was sold by Finan Irial on Wednesday, May 24.

Diversified Trust Co, which manages about $1.23 billion US Long portfolio, upped its stake in Barclays Bk Plc by 31,860 shares to 234,702 shares, valued at $3.00 million in 2017Q2, according to the filing. It also increased its holding in Ishares Tr (TLT) by 5,505 shares in the quarter, for a total of 21,905 shares, and has risen its stake in Stanley Black & Decker Inc (NYSE:SWK).

Among 21 analysts covering Coca-Cola (NYSE:KO), 9 have Buy rating, 1 Sell and 11 Hold. Therefore 43% are positive. Coca-Cola had 57 analyst reports since July 21, 2015 according to SRatingsIntel. The company was maintained on Monday, October 9 by Bank of America. RBC Capital Markets maintained the stock with “Buy” rating in Tuesday, August 1 report. The firm has “Buy” rating given on Tuesday, September 5 by RBC Capital Markets. The rating was maintained by Jefferies with “Hold” on Friday, October 6. The stock of The Coca-Cola Co (NYSE:KO) has “Neutral” rating given on Friday, September 15 by Macquarie Research. HSBC maintained The Coca-Cola Co (NYSE:KO) rating on Wednesday, September 27. HSBC has “Buy” rating and $52 target. The firm has “Market Perform” rating by Wells Fargo given on Thursday, January 19. As per Thursday, April 21, the company rating was maintained by Citigroup. The company was initiated on Friday, September 16 by Credit Suisse. The company was initiated on Tuesday, July 21 by Sterne Agee CRT.

Analysts await The Coca-Cola Co (NYSE:KO) to report earnings on October, 25. They expect $0.49 earnings per share, 0.00% or $0.00 from last year’s $0.49 per share. KO’s profit will be $2.09 billion for 23.51 P/E if the $0.49 EPS becomes a reality. After $0.59 actual earnings per share reported by The Coca-Cola Co for the previous quarter, Wall Street now forecasts -16.95% negative EPS growth.

More notable recent The Coca-Cola Co (NYSE:KO) news were published by: Fool.com which released: “Better Buy: The Coca-Cola Co vs. PepsiCo, Inc.” on September 13, 2017, also Fool.com with their article: “Best Buy: The Coca-Cola Co vs. PepsiCo, Inc. vs. Procter & Gamble Co” published on September 24, 2017, Globenewswire.com published: “Coca-Cola Bottling Co. Consolidated Acquires Distribution Territories and …” on October 02, 2017. More interesting news about The Coca-Cola Co (NYSE:KO) were released by: Fool.com and their article: “Better Buy: Coca-Cola vs. Anheuser-Busch InBev” published on October 04, 2017 as well as Bloomberg.com‘s news article titled: “Coca-Cola Nigeria Will Spend $600 Million on New Products” with publication date: September 27, 2017.

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