Davidson Kempner Capital Management LP Stake in Dynegy New Del (DYN) Increased by $19.47 Million; Madison Investment Holdings Has Upped Its Analog Devices (ADI) Holding

April 22, 2018 - By Nellie Frank

Analog Devices, Inc. (NASDAQ:ADI) Logo

Madison Investment Holdings Inc increased its stake in Analog Devices Inc (ADI) by 12.16% based on its latest 2017Q4 regulatory filing with the SEC. Madison Investment Holdings Inc bought 24,267 shares as the company’s stock rose 2.48% while stock markets declined. The institutional investor held 223,814 shares of the technology company at the end of 2017Q4, valued at $19.93 million, up from 199,547 at the end of the previous reported quarter. Madison Investment Holdings Inc who had been investing in Analog Devices Inc for a number of months, seems to be bullish on the $33.19 billion market cap company. The stock decreased 0.10% or $0.09 during the last trading session, reaching $89.76. About 4.01M shares traded or 31.16% up from the average. Analog Devices, Inc. (NASDAQ:ADI) has risen 11.86% since April 22, 2017 and is uptrending. It has outperformed by 0.31% the S&P500.

Thomas Lenox Kempner increased its stake in Dynegy Inc New Del (DYN) by 251.88% based on its latest 2017Q4 regulatory filing with the SEC. Davidson Kempner Capital Management Lp bought 1.77M shares as the company’s stock rose 17.03% while stock markets declined. The hedge fund run by Thomas Lenox Kempner held 2.47M shares of the central company at the end of 2017Q4, valued at $29.30 million, up from 702,715 at the end of the previous reported quarter. Davidson Kempner Capital Management Lp who had been investing in Dynegy Inc New Del for a number of months, seems to be bullish on the $1.85B market cap company. The stock decreased 2.51% or $0.33 during the last trading session, reaching $12.81. About 22.18M shares traded or Infinity% up from the average. Dynegy Inc. (NYSE:DYN) has risen 79.34% since April 22, 2017 and is uptrending. It has outperformed by 67.79% the S&P500.

Among 33 analysts covering Analog Devices (NASDAQ:ADI), 23 have Buy rating, 0 Sell and 10 Hold. Therefore 70% are positive. Analog Devices had 130 analyst reports since July 22, 2015 according to SRatingsIntel. The company was maintained on Wednesday, May 31 by Oppenheimer. On Thursday, August 6 the stock rating was initiated by Susquehanna with “Neutral”. As per Monday, May 29, the company rating was maintained by BMO Capital Markets. The stock of Analog Devices, Inc. (NASDAQ:ADI) earned “Buy” rating by RBC Capital Markets on Monday, October 2. SunTrust maintained the stock with “Buy” rating in Wednesday, May 31 report. The firm earned “Buy” rating on Thursday, August 24 by Oppenheimer. The stock of Analog Devices, Inc. (NASDAQ:ADI) earned “Neutral” rating by UBS on Wednesday, August 19. BMO Capital Markets maintained it with “Buy” rating and $100.0 target in Tuesday, November 21 report. The firm has “Buy” rating given on Wednesday, August 30 by B. Riley & Co. The rating was upgraded by Citigroup to “Buy” on Wednesday, September 30.

Madison Investment Holdings Inc, which manages about $5.86B US Long portfolio, decreased its stake in Chubb Ltd by 4,371 shares to 87,892 shares, valued at $12.84 million in 2017Q4, according to the filing. It also reduced its holding in Ishares Msci Eurozone Etf (EZU) by 95,090 shares in the quarter, leaving it with 1.02 million shares, and cut its stake in Travelers Cos Inc (NYSE:TRV).

Investors sentiment increased to 1.28 in Q4 2017. Its up 0.07, from 1.21 in 2017Q3. It improved, as 46 investors sold ADI shares while 224 reduced holdings. 92 funds opened positions while 253 raised stakes. 319.40 million shares or 1.26% more from 315.41 million shares in 2017Q3 were reported. 349,300 were accumulated by Ardevora Asset Management Limited Liability Partnership. Laffer Investments invested 0.66% of its portfolio in Analog Devices, Inc. (NASDAQ:ADI). Renaissance Investment Grp Ltd Company has 2,423 shares. Savings Bank Of Ny Mellon reported 3.18M shares. Robecosam Ag, a Switzerland-based fund reported 170,000 shares. Dimensional Fund Ltd Partnership has invested 0.04% in Analog Devices, Inc. (NASDAQ:ADI). Tirschwell And Loewy holds 328,271 shares. Amica Mutual stated it has 15,135 shares or 0.13% of all its holdings. Morgan Stanley invested in 6.61 million shares or 0.16% of the stock. Wellington Mngmt Group Incorporated Llp invested in 12.57M shares. Sei Communications stated it has 0.07% of its portfolio in Analog Devices, Inc. (NASDAQ:ADI). 9,983 were reported by Connor Clark & Lunn Mgmt Ltd. Citigroup accumulated 351,592 shares or 0.03% of the stock. Pineno Levin & Ford Asset Mngmt Inc reported 6,160 shares. Cadence Capital Mngmt Ltd Liability Corporation owns 33,462 shares or 0.19% of their US portfolio.

Since October 23, 2017, it had 0 insider buys, and 17 insider sales for $11.75 million activity. On Friday, January 5 the insider SEIF MARGARET K sold $640,640. Another trade for 4,000 shares valued at $366,080 was sold by Henderson Gregory N.. Another trade for 3,847 shares valued at $359,329 was sold by Cotter Martin. $685,905 worth of Analog Devices, Inc. (NASDAQ:ADI) was sold by SICCHITANO KENTON J on Friday, January 12. Shares for $921,300 were sold by STATA RAY. $402,882 worth of Analog Devices, Inc. (NASDAQ:ADI) was sold by Real Peter on Monday, October 23.

Among 14 analysts covering Dynegy (NYSE:DYN), 8 have Buy rating, 1 Sell and 5 Hold. Therefore 57% are positive. Dynegy had 50 analyst reports since August 9, 2015 according to SRatingsIntel. The rating was maintained by Barclays Capital with “Overweight” on Friday, May 20. The firm has “Buy” rating by Ladenburg Thalmann given on Friday, April 8. Deutsche Bank maintained Dynegy Inc. (NYSE:DYN) on Friday, November 6 with “Buy” rating. The stock has “Buy” rating by Suntrust Robinson on Wednesday, June 29. As per Friday, October 27, the company rating was downgraded by SunTrust. The firm earned “Buy” rating on Tuesday, October 24 by Bank of America. On Tuesday, October 31 the stock rating was upgraded by Deutsche Bank to “Hold”. The stock has “Hold” rating by SunTrust on Monday, January 22. Suntrust Robinson initiated Dynegy Inc. (NYSE:DYN) on Friday, October 16 with “Neutral” rating. Suntrust Robinson maintained the shares of DYN in report on Wednesday, August 24 with “Buy” rating.

Investors sentiment decreased to 1.13 in 2017 Q4. Its down 0.39, from 1.52 in 2017Q3. It fall, as 48 investors sold DYN shares while 39 reduced holdings. 45 funds opened positions while 53 raised stakes. 135.98 million shares or 10.68% more from 122.86 million shares in 2017Q3 were reported. State Bank Of Montreal Can owns 48,856 shares or 0% of their US portfolio. Ny State Common Retirement Fund invested 0.01% of its portfolio in Dynegy Inc. (NYSE:DYN). Swiss Commercial Bank holds 217,750 shares or 0% of its portfolio. Neuberger Berman Limited Liability Com accumulated 2.00 million shares or 0.03% of the stock. Raffles Associates Lp holds 1.93% of its portfolio in Dynegy Inc. (NYSE:DYN) for 154,600 shares. 1.10 million are owned by Schwab Charles Management. Blackrock Inc accumulated 0% or 7.67 million shares. Susquehanna Gp Ltd Liability Partnership has invested 0% of its portfolio in Dynegy Inc. (NYSE:DYN). 5.17M were reported by Jpmorgan Chase And. Wells Fargo & Mn reported 1.21 million shares. 1.11M are owned by Gardner Lewis Asset L P. Morgan Stanley holds 1.40 million shares or 0% of its portfolio. 1 are held by Atlantic Trust Gru Ltd. 815,766 were accumulated by Bain Cap Credit Limited Partnership. Tiaa Cref Investment Mgmt Limited Liability invested 0% of its portfolio in Dynegy Inc. (NYSE:DYN).

Davidson Kempner Capital Management Lp, which manages about $26.13 billion and $3.12 billion US Long portfolio, decreased its stake in Carmax Inc (NYSE:KMX) by 200,000 shares to 150,000 shares, valued at $9.62M in 2017Q4, according to the filing. It also reduced its holding in Beacon Roofing Supply Inc (NASDAQ:BECN) by 50,000 shares in the quarter, leaving it with 450,000 shares, and cut its stake in Kayne Anderson Acquisition.

Dynegy Inc. (NYSE:DYN) Institutional Positions Chart

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