Disney Walt Co (DIS) Holder Saratoga Research & Investment Management Has Lifted Position by $26.90 Million as Shares Declined; Microsoft (MSFT) Share Price Rose While Roosevelt Investment Group Raised by $1.18 Million Its Position

February 23, 2018 - By Stephen Andrade

Saratoga Research & Investment Management increased its stake in Disney Walt Co (DIS) by 520.63% based on its latest 2017Q3 regulatory filing with the SEC. Saratoga Research & Investment Management bought 274,519 shares as the company’s stock declined 2.31% while stock markets rallied. The institutional investor held 327,247 shares of the television services company at the end of 2017Q3, valued at $32.26M, up from 52,728 at the end of the previous reported quarter. Saratoga Research & Investment Management who had been investing in Disney Walt Co for a number of months, seems to be bullish on the $158.25B market cap company. The stock increased 0.18% or $0.19 during the last trading session, reaching $105.24. About 4.46 million shares traded. The Walt Disney Company (NYSE:DIS) has risen 9.26% since February 23, 2017 and is uptrending. It has underperformed by 7.44% the S&P500.

Roosevelt Investment Group Inc increased its stake in Microsoft Corp (MSFT) by 10.95% based on its latest 2017Q3 regulatory filing with the SEC. Roosevelt Investment Group Inc bought 16,000 shares as the company’s stock rose 4.75% with the market. The institutional investor held 162,129 shares of the prepackaged software company at the end of 2017Q3, valued at $12.08M, up from 146,129 at the end of the previous reported quarter. Roosevelt Investment Group Inc who had been investing in Microsoft Corp for a number of months, seems to be bullish on the $706.30 billion market cap company. The stock increased 0.26% or $0.24 during the last trading session, reaching $91.73. About 24.39 million shares traded. Microsoft Corporation (NASDAQ:MSFT) has risen 34.52% since February 23, 2017 and is uptrending. It has outperformed by 17.82% the S&P500.




Investors sentiment decreased to 0.89 in 2017 Q3. Its down 0.20, from 1.09 in 2017Q2. It dived, as 90 investors sold DIS shares while 649 reduced holdings. 95 funds opened positions while 563 raised stakes. 898.84 million shares or 2.35% less from 920.44 million shares in 2017Q2 were reported. Whalerock Point Prtn Lc holds 0.52% or 14,839 shares in its portfolio. Mu Invs has invested 0.04% of its portfolio in The Walt Disney Company (NYSE:DIS). Lau Assoc Llc stated it has 1% in The Walt Disney Company (NYSE:DIS). First Long Island Investors Lc holds 0.03% in The Walt Disney Company (NYSE:DIS) or 2,174 shares. Sprucegrove Management Limited accumulated 0.29% or 52,200 shares. Motco stated it has 54,410 shares or 0.55% of all its holdings. Alethea Mgmt Ltd Liability accumulated 3,726 shares. Naples Global Advsr Ltd Liability Corp reported 18,984 shares stake. Veritable LP holds 87,008 shares. Prentiss Smith & invested 0.54% in The Walt Disney Company (NYSE:DIS). First Commonwealth Fincl Corp Pa, Pennsylvania-based fund reported 15,372 shares. Twin Tree Limited Partnership accumulated 4,668 shares or 0% of the stock. Checchi Capital Advisers Ltd Liability reported 27,293 shares or 0.27% of all its holdings. Lvw Advisors Ltd Liability has 0.14% invested in The Walt Disney Company (NYSE:DIS) for 3,676 shares. Aimz Invest Advsr Ltd Com has invested 0.18% in The Walt Disney Company (NYSE:DIS).

Among 39 analysts covering The Walt Disney Company (NYSE:DIS), 23 have Buy rating, 3 Sell and 13 Hold. Therefore 59% are positive. The Walt Disney Company had 152 analyst reports since July 24, 2015 according to SRatingsIntel. Morgan Stanley maintained The Walt Disney Company (NYSE:DIS) rating on Wednesday, January 31. Morgan Stanley has “Overweight” rating and $130 target. The rating was maintained by FBR Capital with “Outperform” on Wednesday, August 5. The firm earned “Market Perform” rating on Thursday, August 20 by Bernstein. As per Tuesday, September 1, the company rating was maintained by Macquarie Research. The stock of The Walt Disney Company (NYSE:DIS) has “Buy” rating given on Friday, September 8 by J.P. Morgan. The stock of The Walt Disney Company (NYSE:DIS) has “Hold” rating given on Friday, July 7 by Cowen & Co. The rating was maintained by Argus Research with “Buy” on Monday, November 9. Goldman Sachs maintained the shares of DIS in report on Friday, November 10 with “Buy” rating. The stock of The Walt Disney Company (NYSE:DIS) earned “Outperform” rating by RBC Capital Markets on Monday, August 3. The stock has “Buy” rating by Piper Jaffray on Sunday, August 6.

Saratoga Research & Investment Management, which manages about $1.40 billion and $1.31 billion US Long portfolio, decreased its stake in Coca (NYSE:KO) by 30,380 shares to 667,448 shares, valued at $30.04M in 2017Q3, according to the filing. It also reduced its holding in Becton Dickinson & Co (NYSE:BDX) by 3,636 shares in the quarter, leaving it with 120,336 shares, and cut its stake in Total System Services (NYSE:TSS).

Since August 29, 2017, it had 0 insider purchases, and 4 selling transactions for $6.58 million activity. Another trade for 55,000 shares valued at $4.00 million was made by Hood Amy on Tuesday, August 29. $1.98 million worth of Microsoft Corporation (NASDAQ:MSFT) was sold by COURTOIS JEAN PHILIPPE.

Among 37 analysts covering Microsoft Corporation (NASDAQ:MSFT), 29 have Buy rating, 2 Sell and 6 Hold. Therefore 78% are positive. Microsoft Corporation had 167 analyst reports since July 22, 2015 according to SRatingsIntel. The stock of Microsoft Corporation (NASDAQ:MSFT) earned “Market Perform” rating by William Blair on Tuesday, July 19. The firm earned “Buy” rating on Wednesday, July 20 by Stifel Nicolaus. The rating was maintained by Credit Suisse on Monday, July 17 with “Outperform”. Global Equities Research maintained Microsoft Corporation (NASDAQ:MSFT) rating on Friday, August 28. Global Equities Research has “Overweight” rating and $50 target. The rating was maintained by Oppenheimer on Friday, July 21 with “Buy”. The stock has “Hold” rating by Vetr on Friday, August 21. The stock of Microsoft Corporation (NASDAQ:MSFT) earned “Buy” rating by Deutsche Bank on Wednesday, December 16. Piper Jaffray maintained Microsoft Corporation (NASDAQ:MSFT) on Sunday, August 27 with “Buy” rating. On Thursday, July 6 the stock rating was maintained by Canaccord Genuity with “Hold”. The company was upgraded on Wednesday, September 2 by Vetr.

Investors sentiment increased to 0.83 in 2017 Q3. Its up 0.01, from 0.82 in 2017Q2. It is positive, as 40 investors sold MSFT shares while 952 reduced holdings. 114 funds opened positions while 708 raised stakes. 5.51 billion shares or 0.32% less from 5.53 billion shares in 2017Q2 were reported. Altfest L J & Company Incorporated invested 2.06% in Microsoft Corporation (NASDAQ:MSFT). Croft invested in 2.22% or 125,698 shares. Riverbridge Prtn Limited Liability Company reported 1.34% in Microsoft Corporation (NASDAQ:MSFT). Mig Capital Ltd Llc invested 0.03% of its portfolio in Microsoft Corporation (NASDAQ:MSFT). Northern Trust invested in 1.86% or 95.82 million shares. Private Wealth Partners Lc invested in 4.05% or 270,524 shares. Fic Cap reported 68,353 shares. Alabama-based Notis has invested 2.74% in Microsoft Corporation (NASDAQ:MSFT). Indiana-based Spectrum Mgmt Gru has invested 1.21% in Microsoft Corporation (NASDAQ:MSFT). Jane Street Grp Lc stated it has 152,008 shares. Cincinnati Com holds 3.17% of its portfolio in Microsoft Corporation (NASDAQ:MSFT) for 1.43M shares. Farallon Mgmt Ltd Liability Com accumulated 2.58M shares. Suntrust Banks stated it has 1.1% in Microsoft Corporation (NASDAQ:MSFT). Moreover, Hudock Group Ltd Liability Corporation has 0.33% invested in Microsoft Corporation (NASDAQ:MSFT) for 9,406 shares. Huntington Steele Ltd owns 8.6% invested in Microsoft Corporation (NASDAQ:MSFT) for 391,048 shares.

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