Wendell David Associates Has Raised Its Us Bancorp (USB) Position; Mdlz (Put) (MDLZ) Holder Integral Derivatives Upped Its Holding

November 14, 2017 - By Darrin Black

Wendell David Associates Inc increased its stake in Us Bancorp (USB) by 15.88% based on its latest 2017Q2 regulatory filing with the SEC. Wendell David Associates Inc bought 14,117 shares as the company’s stock declined 6.89% while stock markets rallied. The institutional investor held 103,015 shares of the major banks company at the end of 2017Q2, valued at $5.35 million, up from 88,898 at the end of the previous reported quarter. Wendell David Associates Inc who had been investing in Us Bancorp for a number of months, seems to be bullish on the $85.80B market cap company. The stock rose 0.06% or $0.03 reaching $51.7 per share. About 1.04 million shares traded. U.S. Bancorp (NYSE:USB) has risen 23.07% since November 14, 2016 and is uptrending. It has outperformed by 6.37% the S&P500.

Integral Derivatives Llc increased its stake in Mdlz (Put) (MDLZ) by 136.86% based on its latest 2017Q2 regulatory filing with the SEC. Integral Derivatives Llc bought 42,700 shares as the company’s stock rose 7.60% with the market. The institutional investor held 73,900 shares of the consumer non-durables company at the end of 2017Q2, valued at $3.19M, up from 31,200 at the end of the previous reported quarter. Integral Derivatives Llc who had been investing in Mdlz (Put) for a number of months, seems to be bullish on the $63.19 billion market cap company. The stock rose 0.56% or $0.24 reaching $42.28 per share. About 1.57M shares traded. Mondelez International Inc (NASDAQ:MDLZ) has risen 5.69% since November 14, 2016 and is uptrending. It has underperformed by 11.01% the S&P500.

Investors sentiment increased to 0.99 in Q2 2017. Its up 0.09, from 0.9 in 2017Q1. It is positive, as 48 investors sold MDLZ shares while 407 reduced holdings. 91 funds opened positions while 359 raised stakes. 1.11 billion shares or 2.02% less from 1.13 billion shares in 2017Q1 were reported. 151,272 are held by Grandfield Dodd Limited Co. Wells Fargo & Company Mn, a California-based fund reported 11.85 million shares. Us Retail Bank De, a Minnesota-based fund reported 958,093 shares. Tealwood Asset Mgmt has 0.53% invested in Mondelez International Inc (NASDAQ:MDLZ) for 32,995 shares. Eqis Capital Mngmt reported 18,883 shares. Wendell David Associates Inc accumulated 7,963 shares. Palisade Cap Management Limited Company Nj holds 0.31% of its portfolio in Mondelez International Inc (NASDAQ:MDLZ) for 194,159 shares. Engineers Gate Manager Limited Partnership reported 89,529 shares or 0.35% of all its holdings. Community Financial Bank Na invested in 0% or 760 shares. 4,747 are owned by Folger Nolan Fleming Douglas Capital Mgmt. Profund Advisors Limited Liability Corporation stated it has 0.24% of its portfolio in Mondelez International Inc (NASDAQ:MDLZ). Wg Shaheen And Assoc Dba Whitney And Company invested in 108,672 shares. Cap Ww Invsts invested in 825,000 shares or 0.01% of the stock. State Of New Jersey Common Pension Fund D reported 0.19% of its portfolio in Mondelez International Inc (NASDAQ:MDLZ). Jfs Wealth Advsrs Lc stated it has 1,284 shares or 0.02% of all its holdings.

Integral Derivatives Llc, which manages about $4.85 billion US Long portfolio, decreased its stake in Slv (SLV) by 66,612 shares to 65,188 shares, valued at $1.02 million in 2017Q2, according to the filing. It also reduced its holding in Cvx (Call) (NYSE:CVX) by 34,300 shares in the quarter, leaving it with 38,300 shares, and cut its stake in Fcx (NYSE:FCX).

Among 21 analysts covering Mondelez International Inc (NASDAQ:MDLZ), 16 have Buy rating, 1 Sell and 4 Hold. Therefore 76% are positive. Mondelez International Inc had 54 analyst reports since July 31, 2015 according to SRatingsIntel. The rating was reinitiated by Deutsche Bank with “Hold” on Thursday, November 10. RBC Capital Markets maintained the stock with “Buy” rating in Tuesday, October 3 report. The rating was maintained by Piper Jaffray with “Buy” on Monday, September 18. The firm has “Buy” rating by UBS given on Friday, October 13. BMO Capital Markets maintained it with “Buy” rating and $4800 target in Wednesday, August 2 report. As per Friday, July 7, the company rating was maintained by Stifel Nicolaus. The rating was maintained by RBC Capital Markets with “Outperform” on Thursday, April 28. Susquehanna initiated the shares of MDLZ in report on Monday, October 26 with “Positive” rating. The firm earned “Hold” rating on Wednesday, February 15 by Deutsche Bank. The firm has “Neutral” rating by Susquehanna given on Wednesday, February 8.

More important recent Mondelez International Inc (NASDAQ:MDLZ) news were published by: Nasdaq.com which released: “Mondelez International Names Glen Walter EVP and President, North America” on October 25, 2017, also Nasdaq.com published article titled: “Stoneridge Investment Partners Llc Buys Altria Group Inc, Mondelez …”, Wsj.com published: “Mondelez Reports Sales Increase, Profit Up” on October 30, 2017. More interesting news about Mondelez International Inc (NASDAQ:MDLZ) was released by: Seekingalpha.com and their article: “Credit Suisse chimes in on Mondelez International” with publication date: October 23, 2017.

Among 29 analysts covering U.S. Bancorp (NYSE:USB), 7 have Buy rating, 2 Sell and 20 Hold. Therefore 24% are positive. U.S. Bancorp had 72 analyst reports since August 6, 2015 according to SRatingsIntel. The firm has “Buy” rating by Guggenheim given on Friday, August 28. Nomura downgraded it to “Hold” rating and $55.0 target in Thursday, September 28 report. The stock of U.S. Bancorp (NYSE:USB) earned “Sector Perform” rating by Portales Partners on Tuesday, August 25. On Wednesday, December 21 the stock rating was downgraded by Atlantic Securities to “Neutral”. The stock of U.S. Bancorp (NYSE:USB) has “Market Perform” rating given on Thursday, August 10 by Wells Fargo. PiperJaffray downgraded U.S. Bancorp (NYSE:USB) on Wednesday, November 16 to “Neutral” rating. UBS initiated U.S. Bancorp (NYSE:USB) on Wednesday, January 11 with “Buy” rating. The stock has “Neutral” rating by Piper Jaffray on Wednesday, November 16. Deutsche Bank upgraded U.S. Bancorp (NYSE:USB) on Wednesday, January 13 to “Buy” rating. The rating was maintained by RBC Capital Markets on Tuesday, January 19 with “Outperform”.

More notable recent U.S. Bancorp (NYSE:USB) news were published by: Seekingalpha.com which released: “US Bancorp’s (USB) CEO Andy Cecere on Q3 2017 Results – Earnings Call Transcript” on October 18, 2017, also Seekingalpha.com with their article: “Renewed Operating Leverage From US Bancorp Nice To See” published on October 20, 2017, Businesswire.com published: “US Bancorp to Speak at the Bank of America Merrill Lynch Future of Financials …” on November 06, 2017. More interesting news about U.S. Bancorp (NYSE:USB) were released by: Fool.com and their article: “US Bancorp is now in a class all by itself” published on October 19, 2017 as well as Startribune.com‘s news article titled: “US Bancorp further greens the business” with publication date: November 08, 2017.

Wendell David Associates Inc, which manages about $664.31 million and $530.75 million US Long portfolio, decreased its stake in Apple (NASDAQ:AAPL) by 2,095 shares to 111,882 shares, valued at $16.11M in 2017Q2, according to the filing. It also reduced its holding in Mastercard (NYSE:MA) by 3,485 shares in the quarter, leaving it with 178,392 shares, and cut its stake in Qualcomm (NASDAQ:QCOM).

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