Carlson Capital Management Maintains Stake in Lilly Eli Co (LLY); Grantham Mayo Van Otterloo & Co Position in T Mobile Us (TMUS) Lowered as Stock Price Rose

January 21, 2018 - By Maria Brooks

Grantham Mayo Van Otterloo & Co Llc decreased its stake in T Mobile Us Inc (TMUS) by 63.78% based on its latest 2017Q3 regulatory filing with the SEC. Grantham Mayo Van Otterloo & Co Llc sold 172,206 shares as the company’s stock rose 3.83% with the market. The institutional investor held 97,794 shares of the public utilities company at the end of 2017Q3, valued at $6.03 million, down from 270,000 at the end of the previous reported quarter. Grantham Mayo Van Otterloo & Co Llc who had been investing in T Mobile Us Inc for a number of months, seems to be less bullish one the $53.00B market cap company. The stock increased 1.32% or $0.83 during the last trading session, reaching $63.71. About 4.77M shares traded. T-Mobile US, Inc. (NYSE:TMUS) has risen 62.63% since January 21, 2017 and is uptrending. It has outperformed by 45.93% the S&P500.

Carlson Capital Management increased its stake in Lilly Eli Co (LLY) by 138.75% based on its latest 2017Q3 regulatory filing with the SEC. Carlson Capital Management bought 3,899 shares as the company’s stock declined 3.22% while stock markets rallied. The institutional investor held 6,709 shares of the major pharmaceuticals company at the end of 2017Q3, valued at $574,000, up from 2,810 at the end of the previous reported quarter. Carlson Capital Management who had been investing in Lilly Eli Co for a number of months, seems to be bullish on the $89.52B market cap company. The stock decreased 0.38% or $0.33 during the last trading session, reaching $85.49. About 5.83 million shares traded or 77.62% up from the average. Eli Lilly and Company (NYSE:LLY) has risen 4.70% since January 21, 2017 and is uptrending. It has underperformed by 12.00% the S&P500.

Investors sentiment decreased to 1.06 in 2017 Q3. Its down 0.30, from 1.36 in 2017Q2. It fall, as 62 investors sold TMUS shares while 161 reduced holdings. 67 funds opened positions while 169 raised stakes. 279.18 million shares or 0.29% more from 278.36 million shares in 2017Q2 were reported. Magnetar Fincl holds 33,855 shares. Moreover, Pinebridge Invests Limited Partnership has 0.15% invested in T-Mobile US, Inc. (NASDAQ:TMUS). First Natl Tru has 0.04% invested in T-Mobile US, Inc. (NASDAQ:TMUS). Gsa Capital Llp invested 0.08% in T-Mobile US, Inc. (NASDAQ:TMUS). The New York-based Etrade Management has invested 0.02% in T-Mobile US, Inc. (NASDAQ:TMUS). Massachusetts-based Baystate Wealth Lc has invested 0% in T-Mobile US, Inc. (NASDAQ:TMUS). Arrowgrass Cap Prns (Us) Lp holds 1.08% of its portfolio in T-Mobile US, Inc. (NASDAQ:TMUS) for 2.38M shares. Oppenheimer & Communication has invested 0.04% in T-Mobile US, Inc. (NASDAQ:TMUS). Acadian Asset Management Ltd Liability reported 0% stake. Sg Americas Secs Llc has invested 0.03% in T-Mobile US, Inc. (NASDAQ:TMUS). Highstreet Asset holds 0.13% of its portfolio in T-Mobile US, Inc. (NASDAQ:TMUS) for 21,909 shares. Washington Tru Financial Bank holds 0% or 136 shares. Robeco Institutional Asset Mgmt Bv holds 0.21% in T-Mobile US, Inc. (NASDAQ:TMUS) or 538,144 shares. Reaves W H And has 1.38% invested in T-Mobile US, Inc. (NASDAQ:TMUS). Private Advisor Gp Ltd Liability accumulated 7,462 shares or 0.01% of the stock.

Among 32 analysts covering T-Mobile US (NYSE:TMUS), 26 have Buy rating, 1 Sell and 5 Hold. Therefore 81% are positive. T-Mobile US had 73 analyst reports since August 3, 2015 according to SRatingsIntel. As per Monday, October 23, the company rating was maintained by Cowen & Co. The rating was maintained by Bernstein on Monday, March 28 with “Market Perform”. Moffett Nathanson upgraded the shares of TMUS in report on Monday, November 27 to “Buy” rating. The firm has “Buy” rating given on Tuesday, October 31 by Goldman Sachs. On Friday, July 7 the stock rating was maintained by RBC Capital Markets with “Buy”. The company was initiated on Thursday, March 24 by FBR Capital. KeyBanc Capital Markets maintained it with “Buy” rating and $72.0 target in Wednesday, October 11 report. The firm has “Outperform” rating given on Wednesday, February 15 by RBC Capital Markets. The stock has “Hold” rating by Deutsche Bank on Thursday, April 6. The firm has “Buy” rating by Oppenheimer given on Thursday, July 20.

Analysts await T-Mobile US, Inc. (NASDAQ:TMUS) to report earnings on February, 13. They expect $0.33 earnings per share, down 26.67% or $0.12 from last year’s $0.45 per share. TMUS’s profit will be $274.55M for 48.27 P/E if the $0.33 EPS becomes a reality. After $0.63 actual earnings per share reported by T-Mobile US, Inc. for the previous quarter, Wall Street now forecasts -47.62% negative EPS growth.

Grantham Mayo Van Otterloo & Co Llc, which manages about $17.10 billion US Long portfolio, upped its stake in Scientific Games Corp (NASDAQ:SGMS) by 56,700 shares to 69,600 shares, valued at $3.19 million in 2017Q3, according to the filing. It also increased its holding in Te Connectivity Ltd (NYSE:TEL) by 176,400 shares in the quarter, for a total of 183,600 shares, and has risen its stake in Royal Caribbean Cruises Ltd (NYSE:RCL).

Investors sentiment decreased to 0.89 in 2017 Q3. Its down 0.01, from 0.9 in 2017Q2. It dropped, as 66 investors sold LLY shares while 386 reduced holdings. 79 funds opened positions while 325 raised stakes. 827.83 million shares or 0.59% more from 823.00 million shares in 2017Q2 were reported. The Texas-based Dimensional Fund Advsr Lp has invested 0.07% in Eli Lilly and Company (NYSE:LLY). 636 were reported by Exane Derivatives. Wells Fargo Mn holds 0.13% of its portfolio in Eli Lilly and Company (NYSE:LLY) for 5.00M shares. Bank Of New York Mellon Corp holds 11.31 million shares. Natixis has 0.3% invested in Eli Lilly and Company (NYSE:LLY) for 378,112 shares. Old Second Bancorporation Of Aurora holds 11,467 shares. West Oak Capital Limited Liability Com owns 6,465 shares or 0.33% of their US portfolio. Trust Of Vermont has invested 0.08% in Eli Lilly and Company (NYSE:LLY). Next Group Inc holds 0.31% of its portfolio in Eli Lilly and Company (NYSE:LLY) for 12,990 shares. Kcm Ltd Liability Corp has invested 0.27% in Eli Lilly and Company (NYSE:LLY). 13,141 were reported by Acadian Asset Mngmt Ltd Limited Liability Company. California-based Rice Hall James & Associates Limited Liability Company has invested 0.01% in Eli Lilly and Company (NYSE:LLY). Sumitomo Mitsui Asset Limited reported 75,636 shares. Envestnet Asset Mgmt holds 217,695 shares or 0.04% of its portfolio. Veritable LP has invested 0.1% in Eli Lilly and Company (NYSE:LLY).

Carlson Capital Management, which manages about $1.18B and $340.82 million US Long portfolio, decreased its stake in Vanguard Index Fds (VV) by 10,735 shares to 565,145 shares, valued at $65.22 million in 2017Q3, according to the filing. It also reduced its holding in Schwab Strategic Tr (SCHO) by 6,865 shares in the quarter, leaving it with 27,399 shares, and cut its stake in Apple Inc (NASDAQ:AAPL).

Among 20 analysts covering Eli Lilly and Company (NYSE:LLY), 12 have Buy rating, 1 Sell and 7 Hold. Therefore 60% are positive. Eli Lilly and Company had 91 analyst reports since July 23, 2015 according to SRatingsIntel. As per Wednesday, September 6, the company rating was maintained by BMO Capital Markets. The rating was maintained by Deutsche Bank with “Buy” on Monday, July 17. On Monday, November 13 the stock rating was maintained by BMO Capital Markets with “Sell”. The rating was downgraded by Argus Research on Thursday, April 27 to “Hold”. SunTrust maintained Eli Lilly and Company (NYSE:LLY) rating on Friday, October 27. SunTrust has “Buy” rating and $101.0 target. The stock has “Buy” rating by Jefferies on Friday, September 18. On Thursday, July 13 the stock rating was maintained by Jefferies with “Buy”. On Tuesday, January 16 the stock rating was maintained by Jefferies with “Buy”. The company was upgraded on Tuesday, September 27 by Goldman Sachs. The stock of Eli Lilly and Company (NYSE:LLY) earned “Hold” rating by Societe Generale on Wednesday, April 6.

Receive News & Ratings Via Email - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings with our FREE daily email newsletter.

Free Email Newsletter

Enter your email address below to get the latest news and analysts' ratings for your stocks with our free daily email newsletter: