Hsbc Holdings Plc (HSBC) Shareholder D L Carlson Investment Group Increased Stake; Financial Partners Capital Management Upped General Electric (GE) Position by $2.16 Million; Shares Declined

April 17, 2018 - By Stephen Andrade

HSBC Holdings plc (NYSE:HSBC) Logo

Financial Partners Capital Management Llc increased its stake in General Electric (GE) by 70.24% based on its latest 2017Q4 regulatory filing with the SEC. Financial Partners Capital Management Llc bought 127,259 shares as the company’s stock declined 23.20% with the market. The institutional investor held 308,446 shares of the consumer electronics and appliances company at the end of 2017Q4, valued at $5.38M, up from 181,187 at the end of the previous reported quarter. Financial Partners Capital Management Llc who had been investing in General Electric for a number of months, seems to be bullish on the $119.88B market cap company. The stock increased 3.56% or $0.48 during the last trading session, reaching $13.81. About 48.52M shares traded. General Electric Company (NYSE:GE) has declined 54.35% since April 17, 2017 and is downtrending. It has underperformed by 65.90% the S&P500.

D L Carlson Investment Group Inc increased its stake in Hsbc Holdings Plc (HSBC) by 18.35% based on its latest 2017Q4 regulatory filing with the SEC. D L Carlson Investment Group Inc bought 9,079 shares as the company’s stock declined 7.84% with the market. The institutional investor held 58,559 shares of the savings institutions company at the end of 2017Q4, valued at $3.02 million, up from 49,480 at the end of the previous reported quarter. D L Carlson Investment Group Inc who had been investing in Hsbc Holdings Plc for a number of months, seems to be bullish on the $190.57B market cap company. The stock increased 0.23% or $0.11 during the last trading session, reaching $48.85. About 696,269 shares traded. HSBC Holdings plc (NYSE:HSBC) has risen 17.01% since April 17, 2017 and is uptrending. It has outperformed by 5.46% the S&P500.

Since January 26, 2018, it had 1 insider purchase, and 0 insider sales for $43,446 activity.

Financial Partners Capital Management Llc, which manages about $519.21M and $541.72M US Long portfolio, decreased its stake in General Motors Co (NYSE:GM) by 9,303 shares to 184,657 shares, valued at $7.57 million in 2017Q4, according to the filing. It also reduced its holding in Oakmark International Fund Cla (OAKIX) by 13,472 shares in the quarter, leaving it with 380,210 shares, and cut its stake in Facebook Inc. (NASDAQ:FB).

Investors sentiment decreased to 0.5 in 2017 Q4. Its down 0.19, from 0.69 in 2017Q3. It worsened, as 153 investors sold GE shares while 921 reduced holdings. 151 funds opened positions while 383 raised stakes. 4.69 billion shares or 0.29% less from 4.70 billion shares in 2017Q3 were reported. Logan Cap accumulated 0.6% or 493,327 shares. Bailard reported 28,839 shares or 0.03% of all its holdings. Moreover, Moneta Invest Advisors Limited Company has 0.13% invested in General Electric Company (NYSE:GE). 463,061 were accumulated by Gotham Asset Mngmt Limited Liability Com. 125,984 were accumulated by Graybill Bartz And Associate Ltd. Moreover, Farr Miller & Washington Dc has 0.16% invested in General Electric Company (NYSE:GE). Vaughan Nelson Investment Management Limited Partnership, a Texas-based fund reported 47,825 shares. Canada Pension Plan Inv Board invested in 7.85 million shares or 0.26% of the stock. Halsey Associate Ct holds 0.63% or 212,868 shares in its portfolio. Berson And Corrado Inv Advisors Ltd Llc invested in 0.19% or 18,540 shares. Spark Invest Ltd reported 98,800 shares. 89,805 are held by Diversified Inv Strategies Llc. Fincl Engines Advisors Ltd Limited Liability Company reported 0% stake. Enterprise invested in 0.62% or 72,582 shares. Oakworth has 54,401 shares.

Among 28 analysts covering General Electric Company (NYSE:GE), 8 have Buy rating, 6 Sell and 14 Hold. Therefore 29% are positive. General Electric Company had 99 analyst reports since July 21, 2015 according to SRatingsIntel. On Wednesday, March 28 the stock rating was downgraded by DZ Bank to “Sell”. The rating was initiated by Cowen & Co on Tuesday, June 7 with “Market Perform”. DZ Bank downgraded the stock to “Hold” rating in Friday, January 26 report. The firm has “Sector Perform” rating by RBC Capital Markets given on Tuesday, November 14. As per Wednesday, August 26, the company rating was downgraded by TheStreet. The firm has “Buy” rating by Argus Research given on Wednesday, December 23. Cowen & Co maintained the stock with “Hold” rating in Thursday, October 19 report. The stock of General Electric Company (NYSE:GE) has “Equal-Weight” rating given on Monday, October 2 by Morgan Stanley. Cowen & Co maintained it with “Hold” rating and $2700 target in Monday, July 17 report. The stock has “Buy” rating by Bank of America on Tuesday, November 14.

Among 11 analysts covering HSBC Holdings (NYSE:HSBC), 3 have Buy rating, 2 Sell and 6 Hold. Therefore 27% are positive. HSBC Holdings had 19 analyst reports since September 30, 2015 according to SRatingsIntel. Morgan Stanley downgraded the stock to “Underweight” rating in Monday, February 8 report. As per Monday, June 27, the company rating was upgraded by JP Morgan. The stock of HSBC Holdings plc (NYSE:HSBC) has “Neutral” rating given on Thursday, January 14 by Macquarie Research. Bernstein upgraded HSBC Holdings plc (NYSE:HSBC) on Monday, November 21 to “Market Perform” rating. On Wednesday, September 14 the stock rating was downgraded by UBS to “Neutral”. The firm has “Neutral” rating by Natixis given on Thursday, November 17. The stock of HSBC Holdings plc (NYSE:HSBC) earned “Underperform” rating by Bank of America on Thursday, March 24. Credit Suisse initiated the stock with “Neutral” rating in Tuesday, November 29 report. The firm has “Neutral” rating given on Monday, June 27 by BNP Paribas. On Thursday, January 19 the stock rating was upgraded by BNP Paribas to “Outperform”.

General Electric Company (NYSE:GE) Institutional Positions Chart

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