Equifax (EFX) Holder Cantillon Capital Management Has Raised Holding by $123.23 Million as Market Valuation Rose; Cushing Asset Management LP Has Increased Its Valero Energy Partners LP (VLP) Stake by $11.54 Million as Valuation Declined

January 15, 2018 - By Linda Rogers

William Von Mueffling increased its stake in Equifax Inc (EFX) by 128.99% based on its latest 2017Q3 regulatory filing with the SEC. Cantillon Capital Management Llc bought 1.17 million shares as the company’s stock rose 4.79% with the market. The hedge fund run by William Von Mueffling held 2.08M shares of the finance company at the end of 2017Q3, valued at $220.84M, up from 909,901 at the end of the previous reported quarter. Cantillon Capital Management Llc who had been investing in Equifax Inc for a number of months, seems to be bullish on the $14.75B market cap company. The stock increased 1.12% or $1.36 during the last trading session, reaching $122.85. About 1.12M shares traded. Equifax Inc. (NYSE:EFX) has risen 11.28% since January 15, 2017 and is uptrending. It has underperformed by 5.42% the S&P500.

Cushing Asset Management Lp increased its stake in Valero Energy Partners Lp (VLP) by 34.14% based on its latest 2017Q3 regulatory filing with the SEC. Cushing Asset Management Lp bought 268,347 shares as the company’s stock declined 7.37% while stock markets rallied. The hedge fund held 1.05M shares of the natural gas distribution company at the end of 2017Q3, valued at $46.10 million, up from 786,071 at the end of the previous reported quarter. Cushing Asset Management Lp who had been investing in Valero Energy Partners Lp for a number of months, seems to be bullish on the $3.30 billion market cap company. The stock increased 1.52% or $0.7 during the last trading session, reaching $46.69. About 58,448 shares traded. Valero Energy Partners LP (NYSE:VLP) has risen 4.06% since January 15, 2017 and is uptrending. It has underperformed by 12.64% the S&P500.

Investors sentiment decreased to 0.71 in 2017 Q3. Its down 0.33, from 1.04 in 2017Q2. It is negative, as 131 investors sold EFX shares while 158 reduced holdings. 87 funds opened positions while 118 raised stakes. 108.40 million shares or 3.06% more from 105.18 million shares in 2017Q2 were reported. Caisse De Depot Et Placement Du Quebec invested in 0% or 15,771 shares. Atria Investments Lc holds 4,113 shares or 0.02% of its portfolio. Northwest Counselors Limited Liability Corp owns 4,836 shares. Blair William Il accumulated 169,065 shares or 0.13% of the stock. The Illinois-based Alyeska Inv Grp LP has invested 0.22% in Equifax Inc. (NYSE:EFX). Great West Life Assurance Co Can holds 0.04% or 153,440 shares in its portfolio. Barrington Strategic Wealth Management Grp Inc Ltd Liability Corporation reported 0.72% in Equifax Inc. (NYSE:EFX). Peoples holds 41 shares or 0% of its portfolio. 6,020 are held by Verition Fund Mgmt Ltd Company. Salem Inv Counselors, North Carolina-based fund reported 700 shares. Thompson Siegel Walmsley Lc, Virginia-based fund reported 328 shares. State Treasurer State Of Michigan has 0.03% invested in Equifax Inc. (NYSE:EFX) for 36,546 shares. Moreover, Axon Limited Partnership has 11.67% invested in Equifax Inc. (NYSE:EFX). Moreover, Rocky Mountain Advisers Ltd Company has 0.02% invested in Equifax Inc. (NYSE:EFX) for 42 shares. Jefferies Group Inc reported 169 shares stake.

Among 17 analysts covering Equifax Inc (NYSE:EFX), 9 have Buy rating, 0 Sell and 8 Hold. Therefore 53% are positive. Equifax Inc had 56 analyst reports since July 24, 2015 according to SRatingsIntel. RBC Capital Markets maintained Equifax Inc. (NYSE:EFX) on Monday, November 13 with “Hold” rating. The firm has “Sector Perform” rating given on Monday, October 23 by RBC Capital Markets. The firm has “Buy” rating by Stifel Nicolaus given on Friday, February 10. Evercore maintained it with “Buy” rating and $174.0 target in Friday, September 8 report. As per Tuesday, August 4, the company rating was initiated by RBC Capital Markets. The stock of Equifax Inc. (NYSE:EFX) has “Equal Weight” rating given on Monday, May 1 by Stephens. On Friday, July 14 the stock rating was maintained by Cowen & Co with “Buy”. As per Wednesday, January 18, the company rating was downgraded by Morgan Stanley. On Friday, January 12 the stock rating was maintained by Cowen & Co with “Buy”. The rating was maintained by Cowen & Co on Thursday, July 27 with “Buy”.

Since August 1, 2017, it had 0 buys, and 3 sales for $1.78 million activity. GAMBLE JOHN W JR also sold $946,374 worth of Equifax Inc. (NYSE:EFX) shares. $584,099 worth of Equifax Inc. (NYSE:EFX) shares were sold by Loughran Joseph Michael III.

Cantillon Capital Management Llc, which manages about $12.49 billion and $8.60B US Long portfolio, decreased its stake in Zoetis Inc (NYSE:ZTS) by 156,387 shares to 5.36 million shares, valued at $341.57 million in 2017Q3, according to the filing. It also reduced its holding in Willis Towers Watson Pub Ltd by 89,292 shares in the quarter, leaving it with 2.94M shares, and cut its stake in Primerica Inc (NYSE:PRI).

Cushing Asset Management Lp, which manages about $4.99 billion and $3.13B US Long portfolio, decreased its stake in Plains All Amern Pipeline L (NYSE:PAA) by 520,957 shares to 1.37 million shares, valued at $29.13 million in 2017Q3, according to the filing. It also reduced its holding in Weatherford Intl Plc (NYSE:WFT) by 287,673 shares in the quarter, leaving it with 440,626 shares, and cut its stake in Enable Midstream Partners Lp (NYSE:ENBL).

Investors sentiment increased to 0.89 in Q3 2017. Its up 0.17, from 0.72 in 2017Q2. It increased, as 10 investors sold VLP shares while 26 reduced holdings. 7 funds opened positions while 25 raised stakes. 20.12 million shares or 2.93% less from 20.72 million shares in 2017Q2 were reported. Stephens Inc Ar stated it has 8,900 shares. Bank & Trust Of America De holds 289,010 shares or 0% of its portfolio. Country Club Com Na accumulated 10,758 shares. Illinois-based Botty Ltd Liability Com has invested 0.08% in Valero Energy Partners LP (NYSE:VLP). Entrustpermal Mgmt Ltd, New York-based fund reported 71,826 shares. Macquarie Group Inc Ltd, a Australia-based fund reported 29,700 shares. Ftb Inc stated it has 0% in Valero Energy Partners LP (NYSE:VLP). Alliancebernstein Limited Partnership invested in 0% or 5,587 shares. 2,870 were reported by Pnc Fincl Services Group. Raymond James Finance Ser Advsrs invested in 0.01% or 41,353 shares. Metropolitan Life Insur Commerce reported 120,036 shares. Rr Advisors Llc has 0.13% invested in Valero Energy Partners LP (NYSE:VLP) for 22,000 shares. Mai Capital holds 151,289 shares or 0.4% of its portfolio. Deutsche Bancorp Ag invested in 0.01% or 226,436 shares. Comml Bank Of New York Mellon Corporation has 0% invested in Valero Energy Partners LP (NYSE:VLP) for 12,383 shares.

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