Barclays Plc Holds Stake in Thermon Group Hldgs (THR); As Nxp Semiconductor Nv Com (NXPI) Stock Price Declined, Shareholder Alexandria Capital Lowered Position by $2.74 Million

June 22, 2018 - By Nellie Frank

NXP Semiconductors N.V. (NASDAQ:NXPI) Logo

Barclays Plc increased its stake in Thermon Group Hldgs Inc (THR) by 225.46% based on its latest 2018Q1 regulatory filing with the SEC. Barclays Plc bought 21,673 shares as the company’s stock declined 1.07% with the market. The institutional investor held 31,286 shares of the energy company at the end of 2018Q1, valued at $701,000, up from 9,613 at the end of the previous reported quarter. Barclays Plc who had been investing in Thermon Group Hldgs Inc for a number of months, seems to be bullish on the $765.33 million market cap company. The stock increased 0.81% or $0.19 during the last trading session, reaching $23.55. About 336,268 shares traded or 296.89% up from the average. Thermon Group Holdings, Inc. (NYSE:THR) has risen 23.80% since June 22, 2017 and is uptrending. It has outperformed by 11.23% the S&P500. Some Historical THR News: 21/04/2018 – DJ Thermon Group Holdings Inc, Inst Holders, 1Q 2018 (THR); 22/03/2018 – THERMON GROUP HOLDINGS INC – FOLLOWING DALGETTY’S APPOINTMENT, THERMON’S BOARD WILL BE COMPRISED OF 9 DIRECTORS; 03/04/2018 – New Research: Key Drivers of Growth for UNITIL, EMCORE, Thermon Group, John B. Sanfilippo & Son, Hyster-Yale Materials Handling; 30/04/2018 – Thermon Closes Below 50-Day Moving Average: Technicals; 24/05/2018 – THERMON GROUP HOLDINGS – SEES TOTAL REVENUE FOR COMBINED BUSINESS TO REACH $360 MLN – $370 MLN FOR FISCAL 2019; 24/05/2018 – THERMON GROUP HOLDINGS SAYS QTRLY ADJ SHR $0.34 – SEC FILING; 24/05/2018 – THERMON GROUP HOLDINGS – EXPECT THERMON HEATING SYSTEMS REVENUE CONTRIBUTION FROM $85.0 MLN TO $90.0 MLN FOR FISCAL 2019; 22/03/2018 Thermon Appoints Linda Dalgetty to Its Board of Directors; 22/03/2018 – Thermon: With Dalgetty’s Appointment, Board Will Be Comprised of 9 Directors

Alexandria Capital Llc decreased its stake in Nxp Semiconductor Nv Com (NXPI) by 42.59% based on its latest 2018Q1 regulatory filing with the SEC. Alexandria Capital Llc sold 23,413 shares as the company’s stock declined 6.16% with the market. The institutional investor held 31,555 shares of the semiconductors company at the end of 2018Q1, valued at $3.69 million, down from 54,968 at the end of the previous reported quarter. Alexandria Capital Llc who had been investing in Nxp Semiconductor Nv Com for a number of months, seems to be less bullish one the $39.58B market cap company. The stock increased 1.98% or $2.23 during the last trading session, reaching $115.07. About 4.78M shares traded. NXP Semiconductors N.V. (NASDAQ:NXPI) has risen 8.19% since June 22, 2017 and is uptrending. It has underperformed by 4.38% the S&P500. Some Historical NXPI News: 29/05/2018 – Qualcomm is expecting to meet this week with China’s antitrust regulators in a final push to secure clearance for its proposed $44 billion acquisition of NXP Semiconductors; 13/04/2018 – QUALCOMM INC – TENDER OFFER IS NOW SCHEDULED TO EXPIRE AT 5:00 P.M., NEW YORK CITY TIME, ON APRIL 20, 2018; 18/04/2018 – China Commerce Ministry: Reviewing Deal Between Qualcomm, NXP Semiconductors; 14/03/2018 – NXP and Kumbaya Collaborate to Connect the Last Billion; 16/04/2018 – Globe Technology: Qualcomm to refile China antitrust application for $44-billion NXP takeover; 14/05/2018 – WHITE HOUSE SAYS ZTE RESTRICTIONS AN ISSUE OF HIGH CONCERN FOR CHINA; 20/03/2018 – Bloomberg Asia: China is pushing Qualcomm to protect local companies before approving its purchase of NXP, sources say…; 25/04/2018 – The semiconductor company also took steps to refile a takeover bid for Dutch semiconductor company NXP Semiconductors; 19/04/2018 – China demands Qualcomm concessions over NXP deal; 27/05/2018 – SCMP News: Qualcomm to meet Chinese regulators in bid to clear US$44 billion NXP deal, sources sa

Among 7 analysts covering Thermon Group Holdings (NYSE:THR), 4 have Buy rating, 0 Sell and 3 Hold. Therefore 57% are positive. Thermon Group Holdings had 25 analyst reports since September 18, 2015 according to SRatingsIntel. The firm has “Buy” rating given on Wednesday, October 4 by BMO Capital Markets. BMO Capital Markets initiated the stock with “Market Perform” rating in Tuesday, April 5 report. The stock of Thermon Group Holdings, Inc. (NYSE:THR) has “Neutral” rating given on Thursday, August 4 by SunTrust. The firm has “Outperform” rating given on Wednesday, November 29 by William Blair. As per Tuesday, June 27, the company rating was maintained by BMO Capital Markets. BMO Capital Markets maintained it with “Outperform” rating and $21 target in Thursday, August 3 report. BMO Capital Markets maintained the shares of THR in report on Tuesday, October 24 with “Outperform” rating. The company was maintained on Friday, September 18 by Jefferies. BMO Capital Markets maintained Thermon Group Holdings, Inc. (NYSE:THR) on Thursday, February 8 with “Buy” rating. Johnson Rice upgraded Thermon Group Holdings, Inc. (NYSE:THR) on Thursday, April 26 to “Buy” rating.

More recent Thermon Group Holdings, Inc. (NYSE:THR) news were published by: Seekingalpha.com which released: “Thermon Group (THR) CEO Bruce Thames on Q4 2018 Results – Earnings Call Transcript” on May 24, 2018. Also Gurufocus.com published the news titled: “Thermon Group Holdings Inc (THR) Files 10-K for the Fiscal Year Ended on March 31, 2018” on May 30, 2018. Globenewswire.com‘s news article titled: “Report: Exploring Fundamental Drivers Behind Opiant Pharmaceuticals, American Railcar Industries, Omega Flex …” with publication date: May 25, 2018 was also an interesting one.

Barclays Plc, which manages about $130.90B US Long portfolio, decreased its stake in Ollies Bargain Outlt Hldgs I (Put) by 5,737 shares to 2,000 shares, valued at $121,000 in 2018Q1, according to the filing. It also reduced its holding in Nvidia Corp (Put) (NASDAQ:NVDA) by 23,000 shares in the quarter, leaving it with 747,700 shares, and cut its stake in Mgp Ingredients Inc New (NASDAQ:MGPI).

Investors sentiment decreased to 0.95 in 2018 Q1. Its down 0.42, from 1.37 in 2017Q4. It worsened, as 6 investors sold THR shares while 36 reduced holdings. 8 funds opened positions while 32 raised stakes. 32.04 million shares or 0.82% less from 32.30 million shares in 2017Q4 were reported. Bnp Paribas Arbitrage invested 0% in Thermon Group Holdings, Inc. (NYSE:THR). Comml Bank Of Montreal Can reported 1,807 shares or 0% of all its holdings. Wcm Investment Mngmt Ca has 507,509 shares. New York-based Jpmorgan Chase & Communications has invested 0% in Thermon Group Holdings, Inc. (NYSE:THR). Cwm Lc invested 0% of its portfolio in Thermon Group Holdings, Inc. (NYSE:THR). New South Capital Mngmt reported 0.36% of its portfolio in Thermon Group Holdings, Inc. (NYSE:THR). 5,938 were accumulated by Legal And General Group Inc Public Lc. Morgan Stanley reported 91,771 shares. Ameritas Partners Inc stated it has 2,669 shares or 0% of all its holdings. Renaissance Technologies Limited Liability holds 550,400 shares or 0.01% of its portfolio. Susquehanna Intll Grp Llp reported 0% of its portfolio in Thermon Group Holdings, Inc. (NYSE:THR). Kennedy Capital Mngmt Incorporated owns 416,210 shares for 0.18% of their portfolio. Old Natl Retail Bank In stated it has 0.02% of its portfolio in Thermon Group Holdings, Inc. (NYSE:THR). 16,777 were accumulated by Voya Mngmt Limited Liability. D E Shaw And stated it has 0% of its portfolio in Thermon Group Holdings, Inc. (NYSE:THR).

Alexandria Capital Llc, which manages about $427.81M and $673.75M US Long portfolio, upped its stake in Vanguard Index Fds Vanguard Mid (VO) by 3,934 shares to 40,507 shares, valued at $6.25M in 2018Q1, according to the filing. It also increased its holding in Wisdomtree Continuous Commod by 16,859 shares in the quarter, for a total of 283,352 shares, and has risen its stake in Microsemi Corp Com (NASDAQ:MSCC).

More notable recent NXP Semiconductors N.V. (NASDAQ:NXPI) news were published by: Benzinga.com which released: “NXP Semiconductors’ Standalone Value Is $119, SunTrust Says In Downgrade” on June 11, 2018, also Seekingalpha.com with their article: “China still reviewing Qualcomm-NXP deal” published on June 01, 2018, Seekingalpha.com published: “NXP Semiconductors -1.8% after Senate pushback on ZTE ban lift” on June 12, 2018. More interesting news about NXP Semiconductors N.V. (NASDAQ:NXPI) were released by: Seekingalpha.com and their article: “NXP +8.3% on report China has OK’d Qualcomm deal” published on June 14, 2018 as well as Seekingalpha.com‘s news article titled: “Merger Arbitrage Mondays – June 18, 2018” with publication date: June 19, 2018.

Analysts await NXP Semiconductors N.V. (NASDAQ:NXPI) to report earnings on August, 1. They expect $1.43 EPS, up 30.00% or $0.33 from last year’s $1.1 per share. NXPI’s profit will be $491.91M for 20.12 P/E if the $1.43 EPS becomes a reality. After $0.95 actual EPS reported by NXP Semiconductors N.V. for the previous quarter, Wall Street now forecasts 50.53% EPS growth.

Thermon Group Holdings, Inc. (NYSE:THR) Institutional Positions Chart

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