Schneider Capital Management Trimmed Utstarcom Holdings (UTSI) Position by $1.35 Million as Valuation Declined; Interocean Capital Stake In Walt Disney Co (DIS) Was Has Boosted

May 18, 2018 - By Nellie Frank

The Walt Disney Company (NYSE:DIS) Logo

Schneider Capital Management Corp decreased its stake in Utstarcom Holdings Corporation (UTSI) by 52.36% based on its latest 2017Q4 regulatory filing with the SEC. Schneider Capital Management Corp sold 270,453 shares as the company’s stock declined 16.89% with the market. The institutional investor held 246,037 shares of the telecommunications equipment company at the end of 2017Q4, valued at $1.39 million, down from 516,490 at the end of the previous reported quarter. Schneider Capital Management Corp who had been investing in Utstarcom Holdings Corporation for a number of months, seems to be less bullish one the $173.51M market cap company. The stock decreased 0.94% or $0.046 during the last trading session, reaching $4.834. About 4,629 shares traded. UTStarcom Holdings Corp. (NASDAQ:UTSI) has risen 180.11% since May 18, 2017 and is uptrending. It has outperformed by 168.56% the S&P500.




Interocean Capital Llc increased its stake in Walt Disney Co (DIS) by 11.27% based on its latest 2017Q4 regulatory filing with the SEC. Interocean Capital Llc bought 17,128 shares as the company’s stock declined 8.57% with the market. The hedge fund held 169,132 shares of the television services company at the end of 2017Q4, valued at $18.18 million, up from 152,004 at the end of the previous reported quarter. Interocean Capital Llc who had been investing in Walt Disney Co for a number of months, seems to be bullish on the $155.30B market cap company. The stock decreased 0.14% or $0.15 during the last trading session, reaching $104.19. About 1.90M shares traded. The Walt Disney Company (NYSE:DIS) has declined 11.59% since May 18, 2017 and is downtrending. It has underperformed by 23.14% the S&P500.

More notable recent The Walt Disney Company (NYSE:DIS) news were published by: Bizjournals.com which released: “Disney, Universal see bumps in Orlando theme park attendance” on May 17, 2018, also Seekingalpha.com with their article: “‘Avengers: Infinity War’ makes history” published on April 30, 2018, Bizjournals.com published: “We’re No. 1: Orlando hits record 72 million visitors in 2017” on May 10, 2018. More interesting news about The Walt Disney Company (NYSE:DIS) were released by: Thestreet.com and their article: “Disney Is Facing a Brutal Reality” published on May 08, 2018 as well as Seekingalpha.com‘s news article titled: “Big opening for ‘Infinity War’ in China” with publication date: May 14, 2018.

Investors sentiment increased to 0.9 in Q4 2017. Its up 0.01, from 0.89 in 2017Q3. It improved, as 58 investors sold DIS shares while 690 reduced holdings. 162 funds opened positions while 508 raised stakes. 896.07 million shares or 0.31% less from 898.84 million shares in 2017Q3 were reported. 2,886 were accumulated by Blue Edge Cap Lc. Cibc Ww Mkts has 0.1% invested in The Walt Disney Company (NYSE:DIS). Williams Jones Assocs Lc, a New York-based fund reported 256,428 shares. State Common Retirement Fund holds 0.59% or 4.59 million shares. Oak Ridge Ltd Liability invested in 0.04% or 8,598 shares. Glob Endowment Mgmt Lp reported 0.5% of its portfolio in The Walt Disney Company (NYSE:DIS). Rfg Advisory Group Inc Ltd Liability Company holds 0.3% or 5,839 shares. Sheets Smith Wealth holds 0.18% or 7,242 shares. Ahl Llp has 0.06% invested in The Walt Disney Company (NYSE:DIS). Barr E S &, Kentucky-based fund reported 36,229 shares. Morgan Stanley accumulated 26.32 million shares. 28,939 were reported by Atria Invests Limited Liability. Wetherby Asset invested in 0.94% or 62,708 shares. 7,400 were reported by Saybrook Cap Nc. Alpha Windward Ltd Liability has invested 0.15% in The Walt Disney Company (NYSE:DIS).

Since February 26, 2018, it had 0 insider purchases, and 1 insider sale for $194,780 activity.

Interocean Capital Llc, which manages about $885.53 million and $745.54 million US Long portfolio, decreased its stake in Gugge Cur British Pound Sterli (FXB) by 2,524 shares to 15,766 shares, valued at $2.07 million in 2017Q4, according to the filing. It also reduced its holding in Phillips 66 (NYSE:PSX) by 28,662 shares in the quarter, leaving it with 122,024 shares, and cut its stake in Spdr S&P 500 Etf (SPY).

Among 39 analysts covering The Walt Disney Company (NYSE:DIS), 24 have Buy rating, 1 Sell and 14 Hold. Therefore 62% are positive. The Walt Disney Company had 156 analyst reports since July 24, 2015 according to SRatingsIntel. The firm earned “Hold” rating on Monday, August 10 by Deutsche Bank. The rating was maintained by GBH Insights on Wednesday, February 7 with “Buy”. Loop Capital downgraded the shares of DIS in report on Monday, April 24 to “Hold” rating. As per Monday, May 15, the company rating was maintained by BMO Capital Markets. Needham maintained the shares of DIS in report on Thursday, September 7 with “Hold” rating. The firm has “Equal-Weight” rating by Barclays Capital given on Friday, October 13. The firm has “Buy” rating by Credit Suisse given on Friday, September 8. The stock of The Walt Disney Company (NYSE:DIS) earned “Hold” rating by Loop Capital on Friday, November 10. The rating was downgraded by Guggenheim to “Neutral” on Thursday, October 12. The company was maintained on Tuesday, August 25 by Cowen & Co.

Investors sentiment increased to 2.43 in 2017 Q4. Its up 1.43, from 1 in 2017Q3. It increased, as 4 investors sold UTSI shares while 3 reduced holdings. 12 funds opened positions while 5 raised stakes. 2.08 million shares or 2.80% more from 2.02 million shares in 2017Q3 were reported. Ameriprise Fincl invested in 12,075 shares or 0% of the stock. Trexquant Invest LP accumulated 16,613 shares. Deutsche Bancorporation Ag reported 0% stake. Wells Fargo Mn holds 0% or 2 shares in its portfolio. California Public Employees Retirement holds 0% of its portfolio in UTStarcom Holdings Corp. (NASDAQ:UTSI) for 65,655 shares. Manufacturers Life Insur The holds 215 shares or 0% of its portfolio. Millennium Management Ltd, a New York-based fund reported 41,735 shares. Thompson Davis Inc invested in 750 shares or 0.01% of the stock. Barclays Public Ltd Llc holds 0% or 17 shares in its portfolio. Tower Capital Limited Liability (Trc) owns 3,128 shares. Bridgeway Cap Mngmt reported 0% of its portfolio in UTStarcom Holdings Corp. (NASDAQ:UTSI). Jpmorgan Chase owns 0% invested in UTStarcom Holdings Corp. (NASDAQ:UTSI) for 29,921 shares. 1.18 million were reported by Renaissance Ltd Llc. Schneider Cap Mngmt reported 246,037 shares or 0.3% of all its holdings. Northern Trust holds 24,539 shares.

More important recent UTStarcom Holdings Corp. (NASDAQ:UTSI) news were published by: Globenewswire.com which released: “UTStarcom Announces SRv6 Router Product Line” on April 19, 2018, also Globenewswire.com published article titled: “UTStarcom Reports Unaudited Financial Results for First Quarter 2018”, Seekingalpha.com published: “UTStarcom, Inc. 2018 Q1 – Results – Earnings Call Slides” on May 11, 2018. More interesting news about UTStarcom Holdings Corp. (NASDAQ:UTSI) was released by: Seekingalpha.com and their article: “UTStarcom returns to profit in Q1” with publication date: May 11, 2018.

Schneider Capital Management Corp, which manages about $456.04 million US Long portfolio, upped its stake in Keycorp (NYSE:KEY) by 134,716 shares to 1.38M shares, valued at $27.88M in 2017Q4, according to the filing. It also increased its holding in Alexander & Baldwin Inc (NYSE:ALEX) by 102,505 shares in the quarter, for a total of 329,630 shares, and has risen its stake in Veeco Instruments Inc (NASDAQ:VECO).

The Walt Disney Company (NYSE:DIS) Institutional Positions Chart

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