As Assurant (AIZ) Share Price Rose, Jefferies Group Has Upped Position; Ahl Partners Llp Has Lowered National Beverage (FIZZ) Position by $1.69 Million; Market Value Rose

February 15, 2018 - By Ellis Scott

Ahl Partners Llp decreased its stake in National Beverage Corp (FIZZ) by 51.56% based on its latest 2017Q3 regulatory filing with the SEC. Ahl Partners Llp sold 13,637 shares as the company’s stock rose 51.62% with the market. The institutional investor held 12,813 shares of the beverages (production and distribution) company at the end of 2017Q3, valued at $1.59M, down from 26,450 at the end of the previous reported quarter. Ahl Partners Llp who had been investing in National Beverage Corp for a number of months, seems to be less bullish one the $4.61 billion market cap company. The stock increased 2.13% or $2.06 during the last trading session, reaching $98.98. About 170,756 shares traded. National Beverage Corp. (NASDAQ:FIZZ) has risen 75.22% since February 15, 2017 and is uptrending. It has outperformed by 58.52% the S&P500.

Jefferies Group Llc increased its stake in Assurant Inc (AIZ) by 44% based on its latest 2017Q3 regulatory filing with the SEC. Jefferies Group Llc bought 14,874 shares as the company’s stock rose 2.87% with the market. The institutional investor held 48,675 shares of the finance company at the end of 2017Q3, valued at $4.65M, up from 33,801 at the end of the previous reported quarter. Jefferies Group Llc who had been investing in Assurant Inc for a number of months, seems to be bullish on the $4.72 billion market cap company. The stock increased 0.45% or $0.4 during the last trading session, reaching $90.04. About 200,016 shares traded. Assurant, Inc. (NYSE:AIZ) has risen 14.19% since February 15, 2017 and is uptrending. It has underperformed by 2.51% the S&P500.

Among 7 analysts covering Assurant (NYSE:AIZ), 2 have Buy rating, 1 Sell and 4 Hold. Therefore 29% are positive. Assurant had 10 analyst reports since July 30, 2015 according to SRatingsIntel. The rating was maintained by SunTrust on Wednesday, October 11 with “Buy”. The company was upgraded on Monday, August 3 by Bank of America. Bank of America downgraded the stock to “Underperform” rating in Monday, January 9 report. The firm earned “Neutral” rating on Friday, October 7 by Credit Suisse. Piper Jaffray maintained Assurant, Inc. (NYSE:AIZ) on Wednesday, October 21 with “Neutral” rating. The stock of Assurant, Inc. (NYSE:AIZ) earned “Hold” rating by Jefferies on Friday, August 14. The company was upgraded on Thursday, July 30 by SunTrust. Bank of America downgraded the shares of AIZ in report on Thursday, October 20 to “Neutral” rating.

Jefferies Group Llc, which manages about $15.15B US Long portfolio, decreased its stake in Amazon Com Inc (Put) (NASDAQ:AMZN) by 3,300 shares to 1,500 shares, valued at $1.44M in 2017Q3, according to the filing. It also reduced its holding in Centurylink Inc (Call) (NYSE:CTL) by 877,600 shares in the quarter, leaving it with 20,000 shares, and cut its stake in Texas Instrs Inc (NASDAQ:TXN).

Investors sentiment increased to 1.01 in Q3 2017. Its up 0.04, from 0.97 in 2017Q2. It is positive, as 20 investors sold AIZ shares while 122 reduced holdings. 48 funds opened positions while 96 raised stakes. 46.94 million shares or 1.23% less from 47.53 million shares in 2017Q2 were reported. Advantus holds 5,377 shares. Massachusetts-based Fmr Ltd Liability has invested 0.04% in Assurant, Inc. (NYSE:AIZ). 3,398 were accumulated by Balasa Dinverno Foltz Lc. Moreover, Tobam has 0.66% invested in Assurant, Inc. (NYSE:AIZ). Canada Pension Plan Investment Board holds 0% or 10,800 shares in its portfolio. Ny State Common Retirement Fund has 116,100 shares for 0.01% of their portfolio. Andra Ap owns 0.08% invested in Assurant, Inc. (NYSE:AIZ) for 36,600 shares. 62,175 were reported by First Manhattan Co. Natl Bank Of New York Mellon accumulated 1.40M shares. Alpha Windward Limited Liability Company, Massachusetts-based fund reported 262 shares. Asset Mngmt Inc, Michigan-based fund reported 5,343 shares. Tower Ltd Liability Com (Trc) reported 40 shares. Federated Invsts Incorporated Pa holds 21,848 shares or 0.01% of its portfolio. Davis R M Inc reported 4,905 shares stake. Parametric Assocs Ltd Liability Com reported 401,344 shares.

Investors sentiment decreased to 0.83 in 2017 Q3. Its down 0.33, from 1.16 in 2017Q2. It dropped, as 25 investors sold FIZZ shares while 51 reduced holdings. 24 funds opened positions while 39 raised stakes. 9.82 million shares or 2.04% less from 10.02 million shares in 2017Q2 were reported. California-based Aperio Ltd Limited Liability Company has invested 0% in National Beverage Corp. (NASDAQ:FIZZ). Raymond James Associates reported 0% of its portfolio in National Beverage Corp. (NASDAQ:FIZZ). Gamco Investors Et Al stated it has 296,610 shares or 0.23% of all its holdings. Cambridge Investment reported 3,057 shares. Principal Fin Group Inc Inc owns 10,860 shares for 0% of their portfolio. Texas-based Dimensional Fund Advsrs Ltd Partnership has invested 0.04% in National Beverage Corp. (NASDAQ:FIZZ). Moreover, Swiss Financial Bank has 0% invested in National Beverage Corp. (NASDAQ:FIZZ). Federated Invsts Pa holds 0.01% in National Beverage Corp. (NASDAQ:FIZZ) or 16,336 shares. Alliancebernstein LP owns 33,650 shares. Stifel Fincl holds 0% or 3,699 shares in its portfolio. Ahl Prns Llp, United Kingdom-based fund reported 12,813 shares. Virginia Retirement Sys Et Al invested 0.02% in National Beverage Corp. (NASDAQ:FIZZ). Paloma Partners Mgmt holds 2,910 shares or 0% of its portfolio. Neuberger Berman Grp Ltd Liability, a New York-based fund reported 1,973 shares. Ubs Asset Mngmt Americas invested in 6,537 shares or 0% of the stock.

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