Rockefeller Financial Services Stake in American Water Works Co. (AWK) Has Boosted by $1.26 Million as Shares Rose; Bennicas & Associates Has Trimmed Csx Corp. (CSX) Stake by $421,200 as Shares Rose

February 20, 2018 - By Nellie Frank

Rockefeller Financial Services Inc increased its stake in American Water Works Co. Inc. (AWK) by 2.47% based on its latest 2017Q3 regulatory filing with the SEC. Rockefeller Financial Services Inc bought 15,720 shares as the company’s stock rose 2.78% with the market. The institutional investor held 652,704 shares of the water supply company at the end of 2017Q3, valued at $52.81 million, up from 636,984 at the end of the previous reported quarter. Rockefeller Financial Services Inc who had been investing in American Water Works Co. Inc. for a number of months, seems to be bullish on the $14.36B market cap company. The stock increased 0.99% or $0.79 during the last trading session, reaching $80.5. About 1.01M shares traded. American Water Works Company, Inc. (NYSE:AWK) has risen 3.35% since February 20, 2017 and is uptrending. It has underperformed by 13.35% the S&P500.

Bennicas & Associates Inc decreased its stake in Csx Corp. (CSX) by 10.41% based on its latest 2017Q3 regulatory filing with the SEC. Bennicas & Associates Inc sold 7,800 shares as the company’s stock rose 3.79% with the market. The institutional investor held 67,150 shares of the railroads company at the end of 2017Q3, valued at $3.64M, down from 74,950 at the end of the previous reported quarter. Bennicas & Associates Inc who had been investing in Csx Corp. for a number of months, seems to be less bullish one the $49.77B market cap company. The stock increased 0.97% or $0.54 during the last trading session, reaching $56.1. About 7.60M shares traded. CSX Corporation (NYSE:CSX) has risen 97.18% since February 20, 2017 and is uptrending. It has outperformed by 80.48% the S&P500.




Among 31 analysts covering CSX Corporation (NYSE:CSX), 19 have Buy rating, 3 Sell and 9 Hold. Therefore 61% are positive. CSX Corporation had 104 analyst reports since August 13, 2015 according to SRatingsIntel. The stock of CSX Corporation (NASDAQ:CSX) has “Buy” rating given on Tuesday, February 13 by Bank of America. The company was downgraded on Thursday, November 10 by BMO Capital Markets. On Wednesday, January 13 the stock rating was maintained by UBS with “Neutral”. The company was upgraded on Monday, April 24 by Aegis Capital. The firm has “Buy” rating given on Monday, December 18 by J.P. Morgan. The stock of CSX Corporation (NASDAQ:CSX) has “Buy” rating given on Wednesday, January 17 by UBS. The stock of CSX Corporation (NASDAQ:CSX) earned “Buy” rating by UBS on Wednesday, January 25. On Monday, October 5 the stock rating was maintained by Barclays Capital with “Equal-Weight”. Credit Suisse maintained CSX Corporation (NASDAQ:CSX) on Thursday, January 14 with “Outperform” rating. The rating was maintained by RBC Capital Markets with “Outperform” on Thursday, January 14.

Investors sentiment decreased to 0.66 in 2017 Q3. Its down 0.17, from 0.83 in 2017Q2. It turned negative, as 56 investors sold CSX shares while 351 reduced holdings. 65 funds opened positions while 204 raised stakes. 612.12 million shares or 2.65% less from 628.79 million shares in 2017Q2 were reported. Ingalls & Snyder Ltd Limited Liability Company reported 4,377 shares stake. South State accumulated 23,419 shares. 4,580 are owned by Cullen Frost Bankers. The South Dakota-based South Dakota Investment Council has invested 0.06% in CSX Corporation (NASDAQ:CSX). Raymond James Na reported 19,173 shares. St Johns Investment Mgmt Lc invested in 425 shares or 0.02% of the stock. Baldwin Brothers Ma has 980 shares for 0.01% of their portfolio. Sumitomo Life holds 0.14% in CSX Corporation (NASDAQ:CSX) or 20,271 shares. Argi Invest Svcs Ltd Llc holds 0.01% or 3,811 shares. Argent Tru Company invested in 20,127 shares or 0.3% of the stock. Parametric Associates Ltd, a Washington-based fund reported 2.64M shares. Shelton Cap Mgmt holds 0.4% or 94,793 shares in its portfolio. Utd Advisers Ltd Liability Com reported 62,743 shares. Fiduciary Trust Comm holds 27,168 shares or 0.05% of its portfolio. Ameritas Investment Ptnrs reported 0.09% stake.

Rockefeller Financial Services Inc, which manages about $5.25 billion US Long portfolio, decreased its stake in Spdr S&P 500 Etf Trust (SPY) by 7,307 shares to 408,090 shares, valued at $102.53 million in 2017Q3, according to the filing. It also reduced its holding in Synchrony Financial (NYSE:SYF) by 26,154 shares in the quarter, leaving it with 2.26 million shares, and cut its stake in Wells Fargo Company (NYSE:WFC).

Since August 21, 2017, it had 0 insider buys, and 1 insider sale for $273,626 activity.

Among 12 analysts covering American Water Works (NYSE:AWK), 2 have Buy rating, 0 Sell and 10 Hold. Therefore 17% are positive. American Water Works had 27 analyst reports since October 15, 2015 according to SRatingsIntel. The rating was maintained by Barclays Capital on Tuesday, September 6 with “Overweight”. The stock of American Water Works Company, Inc. (NYSE:AWK) has “Neutral” rating given on Wednesday, January 18 by Macquarie Research. The rating was maintained by Robert W. Baird with “Hold” on Friday, August 25. Argus Research initiated the shares of AWK in report on Friday, June 24 with “Buy” rating. The firm earned “Outperform” rating on Friday, October 14 by Robert W. Baird. The stock has “Neutral” rating by Boenning & Scattergood on Monday, June 6. Wells Fargo maintained American Water Works Company, Inc. (NYSE:AWK) rating on Thursday, October 19. Wells Fargo has “Hold” rating and $89.0 target. The firm earned “Neutral” rating on Thursday, May 25 by Northcoast. The rating was downgraded by Robert W. Baird on Wednesday, April 26 to “Neutral”. The rating was maintained by Boenning & Scattergood on Thursday, August 3 with “Hold”.

Investors sentiment increased to 1.05 in Q3 2017. Its up 0.05, from 1 in 2017Q2. It increased, as 35 investors sold AWK shares while 185 reduced holdings. 46 funds opened positions while 186 raised stakes. 139.87 million shares or 0.09% less from 140.00 million shares in 2017Q2 were reported. Hermes Invest Management Limited owns 1.06M shares for 1.28% of their portfolio. Conning holds 0.01% of its portfolio in American Water Works Company, Inc. (NYSE:AWK) for 3,720 shares. Rathbone Brothers Public Ltd Co holds 0.01% in American Water Works Company, Inc. (NYSE:AWK) or 3,150 shares. Commonwealth Of Pennsylvania Pub School Empls Retrmt holds 0.02% or 14,499 shares in its portfolio. Stock Yards Bank Tru invested in 131,638 shares or 1.25% of the stock. Cognios Capital Limited Company reported 3,683 shares stake. Amalgamated State Bank has invested 0.05% in American Water Works Company, Inc. (NYSE:AWK). Ibm Retirement Fund reported 2,664 shares. First National Tru invested 0.02% in American Water Works Company, Inc. (NYSE:AWK). California-based Franklin has invested 0.11% in American Water Works Company, Inc. (NYSE:AWK). Bb&T Secs Lc holds 134,803 shares. Private Advisor Grp Lc holds 0.04% of its portfolio in American Water Works Company, Inc. (NYSE:AWK) for 18,284 shares. Alliancebernstein Lp holds 0.08% in American Water Works Company, Inc. (NYSE:AWK) or 1.39M shares. 20,000 were accumulated by Teachers Retirement Of The State Of Kentucky. Moreover, Tiverton Asset Mngmt Limited Liability has 0.01% invested in American Water Works Company, Inc. (NYSE:AWK).

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