Take (TTWO) Position Held by Yorktown Management & Research Co Inc; Skyworks Solutions (SWKS) Shareholder Edgestream Partners LP Has Decreased Its Position by $598,930 as Share Value Rose

February 21, 2018 - By Michael Collier

Yorktown Management & Research Co Inc increased its stake in Take (TTWO) by 165.38% based on its latest 2017Q3 regulatory filing with the SEC. Yorktown Management & Research Co Inc bought 8,600 shares as the company’s stock rose 13.22% with the market. The institutional investor held 13,800 shares of the technology company at the end of 2017Q3, valued at $1.41M, up from 5,200 at the end of the previous reported quarter. Yorktown Management & Research Co Inc who had been investing in Take for a number of months, seems to be bullish on the $12.55 billion market cap company. The stock increased 2.12% or $2.28 during the last trading session, reaching $109.76. About 829,317 shares traded. Take-Two Interactive Software, Inc. (NASDAQ:TTWO) has risen 81.23% since February 21, 2017 and is uptrending. It has outperformed by 64.53% the S&P500.

Edgestream Partners Lp decreased its stake in Skyworks Solutions Inc (SWKS) by 75.04% based on its latest 2017Q3 regulatory filing with the SEC. Edgestream Partners Lp sold 5,930 shares as the company’s stock rose 7.80% with the market. The hedge fund held 1,972 shares of the technology company at the end of 2017Q3, valued at $201,000, down from 7,902 at the end of the previous reported quarter. Edgestream Partners Lp who had been investing in Skyworks Solutions Inc for a number of months, seems to be less bullish one the $19.33 billion market cap company. The stock decreased 0.16% or $0.17 during the last trading session, reaching $105.92. About 444,489 shares traded. Skyworks Solutions, Inc. (NASDAQ:SWKS) has risen 65.40% since February 21, 2017 and is uptrending. It has outperformed by 48.70% the S&P500.




Yorktown Management & Research Co Inc, which manages about $931.40M and $381.53M US Long portfolio, decreased its stake in Compass Diversified Hldgs (NYSE:CODI) by 45,000 shares to 55,000 shares, valued at $976,000 in 2017Q3, according to the filing. It also reduced its holding in Schwab Strategic Tr (SCHB) by 25,000 shares in the quarter, leaving it with 25,000 shares, and cut its stake in Carnival Corp (NYSE:CCL).

Investors sentiment decreased to 1.18 in Q3 2017. Its down 0.10, from 1.28 in 2017Q2. It dropped, as 40 investors sold TTWO shares while 124 reduced holdings. 72 funds opened positions while 122 raised stakes. 100.22 million shares or 0.81% more from 99.42 million shares in 2017Q2 were reported. Ing Groep Nv reported 2,148 shares. Investec Asset owns 104,059 shares or 0.05% of their US portfolio. Cwm Ltd Limited Liability Company owns 15 shares for 0% of their portfolio. Ameriprise Fincl Incorporated invested in 652,329 shares or 0.03% of the stock. Ranger Inv Management Lp accumulated 4,630 shares. Cornerstone Capital Holdings Lc, New York-based fund reported 192,450 shares. Levin Cap Strategies Ltd Partnership holds 0.01% of its portfolio in Take-Two Interactive Software, Inc. (NASDAQ:TTWO) for 3,425 shares. State Of Wisconsin Invest Board owns 21,246 shares. California Pub Employees Retirement holds 0.03% or 225,234 shares in its portfolio. 25,587 were reported by Profit Management Lc. Quantitative Systematic Strategies Ltd Llc holds 8,047 shares. Connecticut-based Cubist Systematic Strategies Limited Liability Company has invested 0.46% in Take-Two Interactive Software, Inc. (NASDAQ:TTWO). 11,472 were reported by Creative Planning. 2,255 were reported by Sigma Planning. Ubs Asset Americas stated it has 601,886 shares or 0.06% of all its holdings.

Among 20 analysts covering Take-Two Interactive Software (NASDAQ:TTWO), 16 have Buy rating, 0 Sell and 4 Hold. Therefore 80% are positive. Take-Two Interactive Software had 76 analyst reports since July 28, 2015 according to SRatingsIntel. Jefferies maintained it with “Buy” rating and $145.0 target in Wednesday, February 7 report. Jefferies maintained Take-Two Interactive Software, Inc. (NASDAQ:TTWO) rating on Sunday, September 10. Jefferies has “Buy” rating and $108.0 target. Hilliard Lyons downgraded Take-Two Interactive Software, Inc. (NASDAQ:TTWO) on Friday, June 2 to “Sell” rating. The firm has “Buy” rating given on Friday, September 8 by Piper Jaffray. The company was maintained on Wednesday, November 8 by KeyBanc Capital Markets. As per Wednesday, January 11, the company rating was maintained by Stifel Nicolaus. The company was maintained on Thursday, February 4 by Wedbush. The rating was initiated by BTIG Research with “Buy” on Monday, December 18. The company was maintained on Tuesday, August 11 by Brean Capital. BMO Capital Markets maintained the stock with “Outperform” rating in Monday, November 13 report.

Since February 15, 2018, it had 0 insider purchases, and 1 sale for $46,271 activity.

Investors sentiment increased to 1.09 in Q3 2017. Its up 0.12, from 0.97 in 2017Q2. It is positive, as 34 investors sold SWKS shares while 220 reduced holdings. 63 funds opened positions while 214 raised stakes. 146.42 million shares or 0.03% less from 146.46 million shares in 2017Q2 were reported. First Interstate Bankshares reported 79,681 shares. Frontier Cap Limited Liability Company has 463,224 shares for 0.34% of their portfolio. Summit Securities Group Inc Llc owns 4,200 shares. Jane Street Gp Lc holds 55,337 shares. Green Square Capital Ltd Limited Liability Company accumulated 0.21% or 11,664 shares. Montag A Assocs Inc holds 0.1% or 9,108 shares in its portfolio. Fiduciary Tru has 16,425 shares for 0.05% of their portfolio. The Arizona-based Tci Wealth Inc has invested 0.03% in Skyworks Solutions, Inc. (NASDAQ:SWKS). Orrstown Finance Services holds 15,798 shares. Oregon-based Oregon Employees Retirement Fund has invested 0.08% in Skyworks Solutions, Inc. (NASDAQ:SWKS). Vident Advisory Ltd reported 0.14% of its portfolio in Skyworks Solutions, Inc. (NASDAQ:SWKS). Moreover, Stifel Financial has 0.02% invested in Skyworks Solutions, Inc. (NASDAQ:SWKS) for 43,671 shares. Nomura Incorporated invested in 0% or 12,219 shares. Sigma Inv Counselors holds 0.39% of its portfolio in Skyworks Solutions, Inc. (NASDAQ:SWKS) for 26,892 shares. Horan Capital Advisors Ltd owns 160 shares.

Among 36 analysts covering Skyworks Solutions Inc. (NASDAQ:SWKS), 31 have Buy rating, 1 Sell and 4 Hold. Therefore 86% are positive. Skyworks Solutions Inc. had 105 analyst reports since July 27, 2015 according to SRatingsIntel. The firm has “Buy” rating by Mizuho given on Friday, April 29. The stock of Skyworks Solutions, Inc. (NASDAQ:SWKS) earned “Buy” rating by Mizuho on Sunday, October 8. Mizuho maintained it with “Neutral” rating and $80 target in Friday, January 20 report. The stock of Skyworks Solutions, Inc. (NASDAQ:SWKS) earned “Buy” rating by Citigroup on Thursday, June 9. The firm has “Neutral” rating given on Monday, October 24 by JP Morgan. The firm has “Market Perform” rating by Cowen & Co given on Friday, January 20. The firm has “Buy” rating by KeyBanc Capital Markets given on Friday, July 21. On Wednesday, June 28 the stock rating was maintained by Northland Capital with “Buy”. The firm has “Buy” rating by Citigroup given on Tuesday, September 5. The stock of Skyworks Solutions, Inc. (NASDAQ:SWKS) earned “Buy” rating by Oppenheimer on Monday, July 17.

Edgestream Partners Lp, which manages about $182.85M and $187.71 million US Long portfolio, upped its stake in American Tower Corp New (NYSE:AMT) by 15,203 shares to 18,682 shares, valued at $2.55 million in 2017Q3, according to the filing. It also increased its holding in Facebook Inc (NASDAQ:FB) by 17,105 shares in the quarter, for a total of 52,972 shares, and has risen its stake in Marriott Intl Inc New (NASDAQ:MAR).

Analysts await Skyworks Solutions, Inc. (NASDAQ:SWKS) to report earnings on April, 26. They expect $1.47 earnings per share, up 10.53% or $0.14 from last year’s $1.33 per share. SWKS’s profit will be $268.26M for 18.01 P/E if the $1.47 EPS becomes a reality. After $1.86 actual earnings per share reported by Skyworks Solutions, Inc. for the previous quarter, Wall Street now forecasts -20.97% negative EPS growth.

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