Windacre Partnership Increased Its Stake in Transdigm Group (TDG) by $33.41 Million as Valuation Rose; Norfolk Southern (NSC) Shareholder Brandywine Global Investment Management Has Raised Stake

January 14, 2018 - By Neil V. Hobbs

Brandywine Global Investment Management Llc increased its stake in Norfolk Southern Corp (NSC) by 221.33% based on its latest 2017Q3 regulatory filing with the SEC. Brandywine Global Investment Management Llc bought 166,803 shares as the company’s stock declined 7.75% while stock markets rallied. The institutional investor held 242,168 shares of the railroads company at the end of 2017Q3, valued at $32.03 million, up from 75,365 at the end of the previous reported quarter. Brandywine Global Investment Management Llc who had been investing in Norfolk Southern Corp for a number of months, seems to be bullish on the $44.16 billion market cap company. The stock increased 0.20% or $0.31 during the last trading session, reaching $154.34. About 1.85M shares traded or 25.94% up from the average. Norfolk Southern Corporation (NYSE:NSC) has risen 34.32% since January 14, 2017 and is uptrending. It has outperformed by 17.62% the S&P500.

Windacre Partnership Llc increased its stake in Transdigm Group Inc (TDG) by 20.4% based on its latest 2017Q3 regulatory filing with the SEC. Windacre Partnership Llc bought 131,000 shares as the company’s stock rose 2.33% with the market. The institutional investor held 773,100 shares of the military and government and technical company at the end of 2017Q3, valued at $197.64M, up from 642,100 at the end of the previous reported quarter. Windacre Partnership Llc who had been investing in Transdigm Group Inc for a number of months, seems to be bullish on the $15.20B market cap company. The stock increased 1.74% or $4.99 during the last trading session, reaching $292.5. About 392,970 shares traded. TransDigm Group Incorporated (NYSE:TDG) has risen 12.77% since January 14, 2017 and is uptrending. It has underperformed by 3.93% the S&P500.

Investors sentiment increased to 0.93 in 2017 Q3. Its up 0.30, from 0.63 in 2017Q2. It is positive, as 30 investors sold TDG shares while 129 reduced holdings. 42 funds opened positions while 106 raised stakes. 56.62 million shares or 1.72% less from 57.61 million shares in 2017Q2 were reported. Arizona State Retirement System has 0.06% invested in TransDigm Group Incorporated (NYSE:TDG). Horan Capital Advisors Ltd Limited Liability Company owns 200 shares for 0.03% of their portfolio. Conning holds 0.01% of its portfolio in TransDigm Group Incorporated (NYSE:TDG) for 980 shares. Mar Vista Inv Prtnrs Ltd Co holds 2.37% of its portfolio in TransDigm Group Incorporated (NYSE:TDG) for 222,853 shares. Select Equity Gru Ltd Partnership owns 585,045 shares or 1.13% of their US portfolio. Plancorp Limited accumulated 792 shares. Brown Advisory Incorporated, Maryland-based fund reported 10,733 shares. Kentucky Retirement Trust Fund, a Kentucky-based fund reported 1,293 shares. The New York-based Rafferty Asset Lc has invested 0.02% in TransDigm Group Incorporated (NYSE:TDG). Profund Advsrs Ltd Limited Liability Company stated it has 0.01% in TransDigm Group Incorporated (NYSE:TDG). Van Eck, a New York-based fund reported 124,262 shares. Farmers Merchants Invs Incorporated invested 0% of its portfolio in TransDigm Group Incorporated (NYSE:TDG). Tesuji Partners Limited Liability Company accumulated 18.65% or 749,664 shares. Rice Hall James And Associate Limited Liability Company holds 0.06% or 5,251 shares. Fred Alger Mgmt reported 18,012 shares.

Among 19 analysts covering Transdigm Group Incorporated (NYSE:TDG), 10 have Buy rating, 2 Sell and 7 Hold. Therefore 53% are positive. Transdigm Group Incorporated had 64 analyst reports since August 4, 2015 according to SRatingsIntel. The firm has “Buy” rating by Jefferies given on Tuesday, June 6. As per Monday, January 8, the company rating was maintained by Jefferies. RBC Capital Markets maintained TransDigm Group Incorporated (NYSE:TDG) rating on Friday, September 1. RBC Capital Markets has “Buy” rating and $316.0 target. J.P. Morgan downgraded TransDigm Group Incorporated (NYSE:TDG) rating on Tuesday, December 12. J.P. Morgan has “Sell” rating and $290.0 target. As per Thursday, March 23, the company rating was downgraded by Cowen & Co. The company was maintained on Thursday, August 10 by Credit Suisse. The rating was initiated by SunTrust with “Buy” on Thursday, January 19. The firm has “Buy” rating given on Thursday, November 9 by RBC Capital Markets. Canaccord Genuity maintained it with “Buy” rating and $265.0 target in Wednesday, January 6 report. As per Wednesday, August 26, the company rating was downgraded by Zacks.

Since August 15, 2017, it had 0 buys, and 4 insider sales for $8.73 million activity. $3.96M worth of stock was sold by Henderson Robert S on Monday, October 16.

Investors sentiment decreased to 0.83 in 2017 Q3. Its down 0.04, from 0.87 in 2017Q2. It dropped, as 44 investors sold NSC shares while 341 reduced holdings. 79 funds opened positions while 239 raised stakes. 201.79 million shares or 1.34% more from 199.13 million shares in 2017Q2 were reported. 29,036 were accumulated by Northwestern Mutual Wealth Mngmt Communication. Strategy Asset Managers Ltd Liability Corp holds 3,200 shares or 0.09% of its portfolio. Brinker Cap reported 0.08% of its portfolio in Norfolk Southern Corporation (NYSE:NSC). 8,304 were reported by X Mgmt Communication Limited Com. Utah-based Utah Retirement has invested 0.16% in Norfolk Southern Corporation (NYSE:NSC). Patten Gp reported 55,343 shares or 0.46% of all its holdings. Credit Agricole S A holds 0.11% or 235,884 shares. Strs Ohio accumulated 191,010 shares or 0.11% of the stock. Bokf Na reported 0.1% stake. Provident Invest Mgmt has invested 0.08% in Norfolk Southern Corporation (NYSE:NSC). Saturna Capital Corporation has 1.3% invested in Norfolk Southern Corporation (NYSE:NSC). Mitchell Mcleod Pugh And Williams Inc invested in 4,162 shares. Whitnell, Illinois-based fund reported 7,181 shares. 39,766 are held by Nomura Asset Mngmt. Maryland-based Wagner Bowman Mngmt Corporation has invested 0.37% in Norfolk Southern Corporation (NYSE:NSC).

Among 28 analysts covering Norfolk Southern Corp. (NYSE:NSC), 5 have Buy rating, 6 Sell and 17 Hold. Therefore 18% are positive. Norfolk Southern Corp. had 84 analyst reports since July 28, 2015 according to SRatingsIntel. The firm earned “Neutral” rating on Friday, October 2 by Citigroup. The company was maintained on Tuesday, July 28 by RBC Capital Markets. The stock of Norfolk Southern Corporation (NYSE:NSC) earned “Sell” rating by RBC Capital Markets on Thursday, June 1. As per Wednesday, March 15, the company rating was downgraded by Wolfe Research. The stock of Norfolk Southern Corporation (NYSE:NSC) earned “Outperform” rating by CLSA on Thursday, May 19. As per Monday, August 7, the company rating was upgraded by Wolfe Research. Barclays Capital upgraded the shares of NSC in report on Monday, December 7 to “Equal-Weight” rating. Cowen & Co maintained Norfolk Southern Corporation (NYSE:NSC) rating on Thursday, January 28. Cowen & Co has “Outperform” rating and $89 target. As per Friday, April 28, the company rating was maintained by TD Securities. The firm has “Hold” rating by Scotia Capital given on Tuesday, July 28.

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