As Realogy Hldgs (RLGY) Share Price Rose, Lakewood Capital Management LP Has Increased Stake by $25.48 Million; As Cisco Sys (CSCO) Shares Rose, Artisan Partners Limited Partnership Has Decreased Position by $4.77 Million

April 20, 2018 - By Winifred Garcia

Cisco Systems, Inc. (NASDAQ:CSCO) Logo

Artisan Partners Limited Partnership decreased its stake in Cisco Sys Inc (CSCO) by 1.25% based on its latest 2017Q4 regulatory filing with the SEC. Artisan Partners Limited Partnership sold 125,437 shares as the company’s stock rose 10.71% while stock markets declined. The institutional investor held 9.93 million shares of the technology company at the end of 2017Q4, valued at $380.18 million, down from 10.05M at the end of the previous reported quarter. Artisan Partners Limited Partnership who had been investing in Cisco Sys Inc for a number of months, seems to be less bullish one the $213.71 billion market cap company. The stock decreased 0.45% or $0.2 during the last trading session, reaching $44.36. About 2.61M shares traded. Cisco Systems, Inc. (NASDAQ:CSCO) has risen 25.57% since April 20, 2017 and is uptrending. It has outperformed by 14.02% the S&P500.

Anthony Bozza increased its stake in Realogy Hldgs Corp (RLGY) by 32.76% based on its latest 2017Q4 regulatory filing with the SEC. Lakewood Capital Management Lp bought 980,000 shares as the company’s stock rose 2.84% while stock markets declined. The hedge fund run by Anthony Bozza held 3.97M shares of the real estate company at the end of 2017Q4, valued at $105.25 million, up from 2.99M at the end of the previous reported quarter. Lakewood Capital Management Lp who had been investing in Realogy Hldgs Corp for a number of months, seems to be bullish on the $3.40 billion market cap company. The stock increased 0.78% or $0.2 during the last trading session, reaching $25.99. About 26,341 shares traded. Realogy Holdings Corp. (NYSE:RLGY) has declined 5.43% since April 20, 2017 and is downtrending. It has underperformed by 16.98% the S&P500.

Among 38 analysts covering Cisco Systems Inc. (NASDAQ:CSCO), 26 have Buy rating, 0 Sell and 12 Hold. Therefore 68% are positive. Cisco Systems Inc. had 155 analyst reports since August 4, 2015 according to SRatingsIntel. The rating was maintained by Wells Fargo with “Buy” on Wednesday, August 5. The firm has “Equal Weight” rating given on Monday, August 17 by Morgan Stanley. Bank of America downgraded the stock to “Neutral” rating in Tuesday, April 5 report. The stock of Cisco Systems, Inc. (NASDAQ:CSCO) earned “Hold” rating by Stifel Nicolaus on Thursday, February 15. UBS maintained Cisco Systems, Inc. (NASDAQ:CSCO) on Thursday, August 18 with “Buy” rating. As per Monday, October 9, the company rating was maintained by RBC Capital Markets. The firm earned “Buy” rating on Wednesday, June 21 by Credit Suisse. The stock of Cisco Systems, Inc. (NASDAQ:CSCO) earned “Outperform” rating by Oppenheimer on Friday, February 12. RBC Capital Markets maintained the shares of CSCO in report on Friday, November 13 with “Outperform” rating. Drexel Hamilton initiated Cisco Systems, Inc. (NASDAQ:CSCO) on Friday, October 9 with “Buy” rating.

Analysts await Cisco Systems, Inc. (NASDAQ:CSCO) to report earnings on May, 16. They expect $0.59 EPS, up 9.26% or $0.05 from last year’s $0.54 per share. CSCO’s profit will be $2.84 billion for 18.80 P/E if the $0.59 EPS becomes a reality. After $0.58 actual EPS reported by Cisco Systems, Inc. for the previous quarter, Wall Street now forecasts 1.72% EPS growth.

Investors sentiment increased to 1.03 in 2017 Q4. Its up 0.01, from 1.02 in 2017Q3. It is positive, as 51 investors sold CSCO shares while 660 reduced holdings. 145 funds opened positions while 589 raised stakes. 3.54 billion shares or 1.52% less from 3.60 billion shares in 2017Q3 were reported. Hexavest Inc reported 1.94% of its portfolio in Cisco Systems, Inc. (NASDAQ:CSCO). 3.00M are owned by State Of Tennessee Treasury Department. Manchester Cap Management holds 0.03% or 4,776 shares. Clark Mngmt Gp has 1.1% invested in Cisco Systems, Inc. (NASDAQ:CSCO) for 940,880 shares. Penn Davis Mcfarland invested in 5,600 shares or 0.06% of the stock. Avalon Advsr Limited Liability Corporation accumulated 1.47M shares. Sns Financial Grp Ltd Limited Liability Company accumulated 0.6% or 65,560 shares. Honeywell Int Incorporated has 1.14% invested in Cisco Systems, Inc. (NASDAQ:CSCO). Bragg Financial Advsrs Inc holds 1.35% or 246,264 shares. First Long Island Limited Co accumulated 5,320 shares. Beacon Capital Mngmt Inc holds 0% or 27 shares. Artisan Prns Ltd Partnership has invested 0.72% in Cisco Systems, Inc. (NASDAQ:CSCO). At Bancshares has 0.2% invested in Cisco Systems, Inc. (NASDAQ:CSCO) for 49,774 shares. Deutsche Bancorp Ag invested in 1.28% or 52.20 million shares. 15,435 were reported by Raab & Moskowitz Asset Mgmt Ltd Liability Corp.

Since December 14, 2017, it had 0 buys, and 5 insider sales for $10.28 million activity. 20,671 shares valued at $940,559 were sold by Goeckeler David on Thursday, March 15. SARIN ARUN also sold $625,751 worth of Cisco Systems, Inc. (NASDAQ:CSCO) on Tuesday, February 20. 200,000 Cisco Systems, Inc. (NASDAQ:CSCO) shares with value of $7.59M were sold by BARTZ CAROL. MCGEARY RODERICK C sold $578,740 worth of Cisco Systems, Inc. (NASDAQ:CSCO) on Thursday, December 14.

Artisan Partners Limited Partnership, which manages about $52.81B US Long portfolio, upped its stake in Acceleron Pharma Inc (NASDAQ:XLRN) by 52,567 shares to 372,438 shares, valued at $15.81M in 2017Q4, according to the filing. It also increased its holding in Canada Goose Holdings Inc by 322,343 shares in the quarter, for a total of 1.10 million shares, and has risen its stake in Hdfc Bank Ltd (NYSE:HDB).

Lakewood Capital Management Lp, which manages about $2.87B US Long portfolio, decreased its stake in Lithia Mtrs Inc (NYSE:LAD) by 140,000 shares to 209,169 shares, valued at $23.76M in 2017Q4, according to the filing. It also reduced its holding in Cit Group Inc (NYSE:CIT) by 967,104 shares in the quarter, leaving it with 3.32 million shares, and cut its stake in Intercontinental Exchange In (NYSE:ICE).

Realogy Holdings Corp. (NYSE:RLGY) Institutional Positions Chart

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