Lodge Hill Capital Has Upped Martin Marietta Matls (MLM) Stake; Echo Street Capital Management Has Cut Smucker J M Co (SJM) Holding By $4.51 Million

February 18, 2018 - By reb123z

Lodge Hill Capital Llc increased Martin Marietta Matls Inc (MLM) stake by 8.5% reported in 2017Q3 SEC filing. Lodge Hill Capital Llc acquired 27,710 shares as Martin Marietta Matls Inc (MLM)’s stock rose 4.98%. The Lodge Hill Capital Llc holds 353,810 shares with $72.97 million value, up from 326,100 last quarter. Martin Marietta Matls Inc now has $13.59 billion valuation. The stock decreased 2.85% or $6.34 during the last trading session, reaching $216.25. About 720,248 shares traded or 4.40% up from the average. Martin Marietta Materials, Inc. (NYSE:MLM) has risen 23.49% since February 18, 2017 and is uptrending. It has outperformed by 6.79% the S&P500.

Echo Street Capital Management Llc decreased Smucker J M Co (SJM) stake by 40% reported in 2017Q3 SEC filing. Echo Street Capital Management Llc sold 43,370 shares as Smucker J M Co (SJM)’s stock declined 7.31%. The Echo Street Capital Management Llc holds 65,060 shares with $6.83M value, down from 108,430 last quarter. Smucker J M Co now has $14.14 billion valuation. The stock increased 1.48% or $1.81 during the last trading session, reaching $124.46. About 1.51 million shares traded or 43.86% up from the average. The J. M. Smucker Company (NYSE:SJM) has declined 0.84% since February 18, 2017 and is downtrending. It has underperformed by 17.54% the S&P500.

Among 19 analysts covering J. M. Smucker Company (NYSE:SJM), 6 have Buy rating, 3 Sell and 10 Hold. Therefore 32% are positive. J. M. Smucker Company had 67 analyst reports since August 19, 2015 according to SRatingsIntel. The rating was downgraded by J.P. Morgan on Thursday, August 24 to “Hold”. The firm earned “Buy” rating on Friday, August 25 by Citigroup. The stock has “Hold” rating by Jefferies on Friday, June 10. JP Morgan maintained The J. M. Smucker Company (NYSE:SJM) rating on Monday, June 20. JP Morgan has “Sell” rating and $128 target. The rating was maintained by Jefferies with “Hold” on Wednesday, October 12. The stock of The J. M. Smucker Company (NYSE:SJM) earned “Buy” rating by Jefferies on Tuesday, October 3. The firm has “Equal-Weight” rating by Morgan Stanley given on Friday, June 3. The firm earned “Hold” rating on Wednesday, June 7 by Susquehanna. The rating was upgraded by Hilliard Lyons to “Neutral” on Thursday, September 22. On Thursday, January 4 the stock rating was maintained by Wells Fargo with “Hold”.

Investors sentiment decreased to 0.89 in 2017 Q3. Its down 0.08, from 0.97 in 2017Q2. It worsened, as 71 investors sold SJM shares while 231 reduced holdings. 80 funds opened positions while 189 raised stakes. 83.48 million shares or 2.45% more from 81.49 million shares in 2017Q2 were reported. Sheets Smith Wealth invested 0.33% of its portfolio in The J. M. Smucker Company (NYSE:SJM). Twin Incorporated reported 0.03% in The J. M. Smucker Company (NYSE:SJM). 13,706 were reported by Dupont Cap Mngmt. 1,963 were accumulated by Eagle Ridge Investment Mngmt. Cornerstone Advsr Inc invested 0% of its portfolio in The J. M. Smucker Company (NYSE:SJM). Manchester Cap Mngmt Lc owns 50 shares for 0% of their portfolio. New York State Common Retirement Fund reported 372,600 shares. Credit Suisse Ag has 276,502 shares. Baldwin Brothers Inc Ma accumulated 0% or 300 shares. Polaris Capital Limited Liability Corp holds 1.57% of its portfolio in The J. M. Smucker Company (NYSE:SJM) for 267,104 shares. The Massachusetts-based Foster Dykema Cabot Ma has invested 0.11% in The J. M. Smucker Company (NYSE:SJM). Beese Fulmer Investment has invested 0.18% in The J. M. Smucker Company (NYSE:SJM). Engineers Gate Manager LP owns 13,718 shares or 0.12% of their US portfolio. Regions Fincl Corporation, Alabama-based fund reported 5,880 shares. Nuance Investments Limited Liability Company holds 0.48% in The J. M. Smucker Company (NYSE:SJM) or 65,355 shares.

Echo Street Capital Management Llc increased Newell Brands Inc (NYSE:NWL) stake by 338,182 shares to 609,581 valued at $26.01M in 2017Q3. It also upped Tripadvisor Inc (NASDAQ:TRIP) stake by 34,973 shares and now owns 626,464 shares. Colgate Palmolive Co (NYSE:CL) was raised too.

Lodge Hill Capital Llc decreased Ishares Tr (Put) (IGV) stake by 375,000 shares to 225,000 valued at $32.91 million in 2017Q3. It also reduced Colfax Corp (Call) (NYSE:CFX) stake by 1.24 million shares and now owns 780,000 shares. Facebook Inc (NASDAQ:FB) was reduced too.

Investors sentiment increased to 1.28 in 2017 Q3. Its up 0.30, from 0.98 in 2017Q2. It increased, as 40 investors sold MLM shares while 130 reduced holdings. 53 funds opened positions while 165 raised stakes. 59.73 million shares or 1.72% more from 58.73 million shares in 2017Q2 were reported. Alps Advisors holds 0% or 2,294 shares in its portfolio. State Teachers Retirement System accumulated 104,409 shares. Peak6 Investments Lp holds 9,760 shares or 0.01% of its portfolio. Adage Capital Ptnrs Group Limited Liability reported 0.06% stake. Princeton Capital Mngmt Inc reported 30,294 shares stake. Bessemer Group Inc has invested 0% in Martin Marietta Materials, Inc. (NYSE:MLM). Mastrapasqua Asset stated it has 1.42% of its portfolio in Martin Marietta Materials, Inc. (NYSE:MLM). Federated Investors Pa holds 533,779 shares or 0.32% of its portfolio. L & S Advisors has 0.07% invested in Martin Marietta Materials, Inc. (NYSE:MLM). Cambridge Inv Research holds 0.01% of its portfolio in Martin Marietta Materials, Inc. (NYSE:MLM) for 5,130 shares. Zurcher Kantonalbank (Zurich Cantonalbank) reported 13,194 shares stake. Winslow Evans And Crocker accumulated 200 shares. Korea holds 34,293 shares. Peapack Gladstone has 0.02% invested in Martin Marietta Materials, Inc. (NYSE:MLM) for 1,901 shares. Trexquant Invest LP holds 0.07% or 1,370 shares.

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