Xerium Technologies (XRM) Shareholder Skylands Capital Decreased Stake by $562,506; Aercap Holdings Nv (AER) Stock Value Rose While Ativo Capital Management Cut Its Holding

June 14, 2018 - By Michael Collier

AerCap Holdings N.V. (NYSE:AER) Logo

Charles Paquelet decreased its stake in Xerium Technologies Inc (XRM) by 77.8% based on its latest 2018Q1 regulatory filing with the SEC. Skylands Capital Llc sold 93,751 shares as the company’s stock rose 15.65% while stock markets declined. The hedge fund run by Charles Paquelet held 26,749 shares of the basic industries company at the end of 2018Q1, valued at $173,000, down from 120,500 at the end of the previous reported quarter. Skylands Capital Llc who had been investing in Xerium Technologies Inc for a number of months, seems to be less bullish one the $114.83 million market cap company. The stock increased 0.43% or $0.03 during the last trading session, reaching $6.99. About 7,349 shares traded. Xerium Technologies, Inc. (NYSE:XRM) has declined 5.41% since June 14, 2017 and is downtrending. It has underperformed by 17.98% the S&P500.

Ativo Capital Management Llc decreased its stake in Aercap Holdings Nv (AER) by 2.19% based on its latest 2018Q1 regulatory filing with the SEC. Ativo Capital Management Llc sold 7,020 shares as the company’s stock rose 7.13% while stock markets declined. The institutional investor held 312,886 shares of the diversified commercial services company at the end of 2018Q1, valued at $15.87 million, down from 319,906 at the end of the previous reported quarter. Ativo Capital Management Llc who had been investing in Aercap Holdings Nv for a number of months, seems to be less bullish one the $8.04 billion market cap company. The stock decreased 0.13% or $0.07 during the last trading session, reaching $54.62. About 361,097 shares traded. AerCap Holdings N.V. (NYSE:AER) has risen 22.94% since June 14, 2017 and is uptrending. It has outperformed by 10.37% the S&P500. Some Historical AER News: 23/03/2018 – Barings Alternative Investments Expands Aviation Investment Platform Through Partnership with Genesis Aircraft Services; 10/04/2018 – AerCap Holdings at Cowen Transportation Conference May 8; 03/05/2018 – AerCap Holdings Authorizes New $200M Share-Repurchase Program; 05/04/2018 – AerCap Leased, Purchased and Sold 114 Aircraft in the First Quarter 2018; 09/03/2018 AerCap Holdings N.V. Announces 20-F Filing; 07/05/2018 – AerCap Holdings at Cowen Transportation Conference Tomorrow; 03/05/2018 – AERCAP HOLDINGS 1Q EPS $1.72; 13/04/2018 – AERCAP SAYS COO ERWIN DEN DIKKEN HAS DIED; 03/04/2018 – Greenlight Capital’s largest disclosed long positions at the time of the letter were AerCap, Bayer, Brighthouse Financial, General Motors and gold; 03/05/2018 – AERCAP HOLDINGS 1Q REV. $1.22B, EST. $1.23B

Investors sentiment decreased to 0.63 in Q1 2018. Its down 0.82, from 1.45 in 2017Q4. It dived, as 9 investors sold XRM shares while 18 reduced holdings. 7 funds opened positions while 10 raised stakes. 9.49 million shares or 8.23% less from 10.34 million shares in 2017Q4 were reported. Archer Capital Management LP reported 2.24% of its portfolio in Xerium Technologies, Inc. (NYSE:XRM). Renaissance Technology Ltd Liability Com has invested 0% in Xerium Technologies, Inc. (NYSE:XRM). Parallax Volatility Advisers LP holds 81,409 shares or 0% of its portfolio. Goldman Sachs Group reported 0% of its portfolio in Xerium Technologies, Inc. (NYSE:XRM). Barclays Public Ltd Co invested 0% of its portfolio in Xerium Technologies, Inc. (NYSE:XRM). 29,663 were reported by Whitebox Advsr Llc. Moreover, Tocqueville Asset LP has 0.08% invested in Xerium Technologies, Inc. (NYSE:XRM). Ativo Mngmt Limited Com has 0.32% invested in Xerium Technologies, Inc. (NYSE:XRM). 1.21M are owned by Wynnefield. Bridgeway Management Inc reported 0% of its portfolio in Xerium Technologies, Inc. (NYSE:XRM). Connor Clark Lunn holds 0% of its portfolio in Xerium Technologies, Inc. (NYSE:XRM) for 34,800 shares. Northern Tru holds 21,375 shares. Weber Alan W stated it has 0.23% of its portfolio in Xerium Technologies, Inc. (NYSE:XRM). Geode Capital Ltd Liability Corporation reported 0% stake. Amer Securities Ltd reported 0.19% stake.

Skylands Capital Llc, which manages about $986.41M and $758.55 million US Long portfolio, upped its stake in Kraton Corporation (NYSE:KRA) by 8,500 shares to 151,200 shares, valued at $7.21M in 2018Q1, according to the filing. It also increased its holding in Duluth Hldgs Inc by 24,700 shares in the quarter, for a total of 276,300 shares, and has risen its stake in Columbus Mckinnon Corp N Y (NASDAQ:CMCO).

Analysts await AerCap Holdings N.V. (NYSE:AER) to report earnings on August, 2. They expect $1.46 earnings per share, down 12.57% or $0.21 from last year’s $1.67 per share. AER’s profit will be $214.86M for 9.35 P/E if the $1.46 EPS becomes a reality. After $1.72 actual earnings per share reported by AerCap Holdings N.V. for the previous quarter, Wall Street now forecasts -15.12% negative EPS growth.

Ativo Capital Management Llc, which manages about $892.03M and $352.12 million US Long portfolio, upped its stake in Royal Bank Of Canada Montreal (NYSE:RY) by 9,887 shares to 28,808 shares, valued at $2.23M in 2018Q1, according to the filing. It also increased its holding in Lyondellbasell Industries Nv A (NYSE:LYB) by 9,154 shares in the quarter, for a total of 23,304 shares, and has risen its stake in Delphi Technologies Plc Shs.

Among 15 analysts covering AerCap Holdings (NYSE:AER), 13 have Buy rating, 1 Sell and 1 Hold. Therefore 87% are positive. AerCap Holdings had 44 analyst reports since August 12, 2015 according to SRatingsIntel. The firm has “Outperform” rating by Cowen & Co given on Friday, May 13. The firm has “Outperform” rating by FBR Capital given on Tuesday, October 13. RBC Capital Markets maintained AerCap Holdings N.V. (NYSE:AER) rating on Thursday, August 3. RBC Capital Markets has “Buy” rating and $7700 target. FBR Capital upgraded AerCap Holdings N.V. (NYSE:AER) rating on Tuesday, November 15. FBR Capital has “Outperform” rating and $53 target. On Wednesday, November 11 the stock rating was maintained by RBC Capital Markets with “Outperform”. Morgan Stanley maintained the stock with “Underweight” rating in Tuesday, February 20 report. The stock of AerCap Holdings N.V. (NYSE:AER) earned “Buy” rating by RBC Capital Markets on Tuesday, November 14. The company was maintained on Thursday, April 12 by Morgan Stanley. The firm has “Buy” rating by RBC Capital Markets given on Thursday, September 21. The stock of AerCap Holdings N.V. (NYSE:AER) has “Equal-Weight” rating given on Monday, March 14 by Barclays Capital.

Investors sentiment decreased to 1.12 in 2018 Q1. Its down 0.10, from 1.22 in 2017Q4. It fall, as 32 investors sold AER shares while 93 reduced holdings. 31 funds opened positions while 109 raised stakes. 127.53 million shares or 1.85% less from 129.93 million shares in 2017Q4 were reported. Jane Street Gp has 8,129 shares for 0% of their portfolio. Stifel Finance invested 0% of its portfolio in AerCap Holdings N.V. (NYSE:AER). Boston Prns holds 85,703 shares. Franklin Resource Inc has invested 0% in AerCap Holdings N.V. (NYSE:AER). Vanguard Group Inc reported 471,392 shares. Royal State Bank Of Canada stated it has 1.27 million shares or 0.03% of all its holdings. Plante Moran Ltd invested in 0.02% or 847 shares. Yhb Advsrs Inc has 20,470 shares for 0.18% of their portfolio. Assetmark accumulated 119,384 shares. 2,000 were accumulated by Bartlett & Lc. Old National Natl Bank In owns 0.02% invested in AerCap Holdings N.V. (NYSE:AER) for 5,732 shares. Kistler stated it has 477 shares. 229 are owned by Farmers Merchants Invs. Eagle Boston Invest Mngmt reported 1.66% stake. Scotia Incorporated reported 0.02% in AerCap Holdings N.V. (NYSE:AER).

Xerium Technologies, Inc. (NYSE:XRM) Institutional Positions Chart

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