As Skyworks Solutions (SWKS) Market Value Rose, Vertex One Asset Management Has Cut Holding; Tesla (Put) (TSLA) Stake Raised by Theleme Partners Llp

January 14, 2018 - By Kurt Siggers

Patrick Degorce increased its stake in Tesla Inc (Put) (TSLA) by 28.07% based on its latest 2017Q3 regulatory filing with the SEC. Theleme Partners Llp bought 80,000 shares as the company’s stock rose 14.18% with the market. The hedge fund run by Patrick Degorce held 365,000 shares of the capital goods company at the end of 2017Q3, valued at $124.50 million, up from 285,000 at the end of the previous reported quarter. Theleme Partners Llp who had been investing in Tesla Inc (Put) for a number of months, seems to be bullish on the $56.51B market cap company. The stock decreased 0.51% or $1.73 during the last trading session, reaching $336.22. About 4.83M shares traded. Tesla, Inc. (NASDAQ:TSLA) has risen 44.43% since January 14, 2017 and is uptrending. It has outperformed by 27.73% the S&P500.

John Thiessen decreased its stake in Skyworks Solutions Inc (SWKS) by 21.93% based on its latest 2017Q3 regulatory filing with the SEC. Vertex One Asset Management Inc sold 20,690 shares as the company’s stock rose 7.80% with the market. The hedge fund run by John Thiessen held 73,657 shares of the technology company at the end of 2017Q3, valued at $7.51 million, down from 94,347 at the end of the previous reported quarter. Vertex One Asset Management Inc who had been investing in Skyworks Solutions Inc for a number of months, seems to be less bullish one the $18.60B market cap company. The stock increased 1.29% or $1.29 during the last trading session, reaching $101.21. About 1.75M shares traded. Skyworks Solutions, Inc. (NASDAQ:SWKS) has risen 65.40% since January 14, 2017 and is uptrending. It has outperformed by 48.70% the S&P500.

Investors sentiment increased to 1.3 in Q3 2017. Its up 0.03, from 1.27 in 2017Q2. It is positive, as 93 investors sold TSLA shares while 134 reduced holdings. 73 funds opened positions while 223 raised stakes. 93.25 million shares or 1.29% more from 92.06 million shares in 2017Q2 were reported. Horan Cap Advsr Llc invested in 0% or 14 shares. Sumitomo Mitsui Holdings holds 0.2% or 419,866 shares in its portfolio. Fifth Third Comml Bank holds 0.02% or 8,452 shares. Jnba Fin Advsrs accumulated 49 shares. Sns Financial Grp Inc Inc Ltd Limited Liability Company holds 763 shares. Rockefeller Financial Ser Inc holds 100 shares or 0% of its portfolio. First Manhattan Co accumulated 2,400 shares. Invesco Ltd owns 1.36M shares. Northeast Investment Mngmt invested in 848 shares. Advsr Asset Mgmt Inc invested in 0.01% or 896 shares. The New York-based Bnp Paribas Arbitrage has invested 0.24% in Tesla, Inc. (NASDAQ:TSLA). Sii Investments Inc Wi holds 1,280 shares. Nelson Roberts Investment Limited Liability Co owns 121 shares for 0.01% of their portfolio. Stratos Wealth Prtnrs Ltd has invested 0.04% in Tesla, Inc. (NASDAQ:TSLA). 137 are owned by Tradewinds Capital Management Ltd Liability Co.

Among 34 analysts covering Tesla Motors Inc (NASDAQ:TSLA), 11 have Buy rating, 10 Sell and 13 Hold. Therefore 32% are positive. Tesla Motors Inc had 118 analyst reports since July 21, 2015 according to SRatingsIntel. The stock has “Sell” rating by Cascend Securities on Tuesday, December 5. As per Wednesday, November 25, the company rating was maintained by Credit Suisse. The stock of Tesla, Inc. (NASDAQ:TSLA) earned “Strong-Buy” rating by Vetr on Friday, August 28. The stock of Tesla, Inc. (NASDAQ:TSLA) has “Overweight” rating given on Tuesday, September 22 by Global Equities Research. The rating was maintained by CFRA on Wednesday, November 1 with “Sell”. The rating was initiated by JMP Securities on Monday, December 14 with “Market Perform”. Piper Jaffray initiated it with “Neutral” rating and $223 target in Friday, June 10 report. The firm has “Hold” rating by Oppenheimer given on Wednesday, August 9. Standpoint Research downgraded the stock to “Sell” rating in Wednesday, October 4 report. The stock has “Underperform” rating by Bank of America on Friday, August 7.

Since August 1, 2017, it had 0 buys, and 8 insider sales for $19.84 million activity. 2,190 shares were sold by Musk Kimbal, worth $777,887. 1,400 shares valued at $476,944 were sold by FIELD JOHN DOUGLAS on Wednesday, December 13. Another trade for 44,777 shares valued at $15.24 million was made by Jurvetson Stephen T on Tuesday, August 22.

Vertex One Asset Management Inc, which manages about $613.15 million US Long portfolio, upped its stake in Noble Corp Plc (NYSE:NE) by 287,558 shares to 2.20M shares, valued at $10.12 million in 2017Q3, according to the filing. It also increased its holding in Rice Energy Inc (NYSE:RICE) by 88,200 shares in the quarter, for a total of 167,815 shares, and has risen its stake in Precision Drilling Corp.

Since August 29, 2017, it had 0 insider buys, and 5 insider sales for $4.21 million activity. On Wednesday, September 6 KING CHRISTINE sold $395,768 worth of Skyworks Solutions, Inc. (NASDAQ:SWKS) or 3,705 shares. GAMMEL PETER L also sold $704,929 worth of Skyworks Solutions, Inc. (NASDAQ:SWKS) shares.

Investors sentiment increased to 1.09 in 2017 Q3. 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. Bp Public Lc has invested 0.08% in Skyworks Solutions, Inc. (NASDAQ:SWKS). Moreover, Marshall Sullivan Wa has 2.11% invested in Skyworks Solutions, Inc. (NASDAQ:SWKS) for 20,059 shares. Lodestar Inv Counsel Ltd Llc Il holds 0.08% or 6,300 shares in its portfolio. Comerica National Bank holds 0.05% of its portfolio in Skyworks Solutions, Inc. (NASDAQ:SWKS) for 56,423 shares. Dreman Value Mgmt L L C, Florida-based fund reported 12,667 shares. Zacks Investment Mgmt stated it has 0.02% of its portfolio in Skyworks Solutions, Inc. (NASDAQ:SWKS). Legal & General Plc stated it has 0.07% in Skyworks Solutions, Inc. (NASDAQ:SWKS). Johnson stated it has 4,657 shares or 0.06% of all its holdings. Diversified Tru Com reported 14,757 shares stake. Conning has 3,900 shares. Winslow Cap Mngmt Limited Liability Company holds 0.9% or 1.64 million shares in its portfolio. Thrivent For Lutherans holds 7,310 shares or 0% of its portfolio. The Illinois-based Guggenheim Cap Ltd Liability has invested 0.19% in Skyworks Solutions, Inc. (NASDAQ:SWKS). Robecosam Ag accumulated 50,000 shares. Girard Partners Limited reported 6,322 shares.

Analysts await Skyworks Solutions, Inc. (NASDAQ:SWKS) to report earnings on January, 18. They expect $1.79 earnings per share, up 16.23% or $0.25 from last year’s $1.54 per share. SWKS’s profit will be $328.89M for 14.14 P/E if the $1.79 EPS becomes a reality. After $1.69 actual earnings per share reported by Skyworks Solutions, Inc. for the previous quarter, Wall Street now forecasts 5.92% EPS growth.

Among 36 analysts covering Skyworks Solutions Inc. (NASDAQ:SWKS), 30 have Buy rating, 1 Sell and 5 Hold. Therefore 83% are positive. Skyworks Solutions Inc. had 97 analyst reports since July 27, 2015 according to SRatingsIntel. The company was maintained on Friday, January 8 by Canaccord Genuity. The firm earned “Buy” rating on Thursday, September 21 by Craig Hallum. The rating was maintained by Charter Equity on Friday, June 30 with “Buy”. The stock has “Buy” rating by M Partners on Friday, July 21. The stock of Skyworks Solutions, Inc. (NASDAQ:SWKS) has “Buy” rating given on Friday, January 20 by Drexel Hamilton. The firm earned “Hold” rating on Monday, June 12 by BMO Capital Markets. As per Tuesday, October 6, the company rating was maintained by Topeka Capital Markets. The rating was upgraded by CLSA to “Outperform” on Tuesday, August 9. The rating was maintained by Cowen & Co on Friday, January 20 with “Market Perform”. Drexel Hamilton initiated it with “Buy” rating and $110 target in Tuesday, October 20 report.

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