Builders Firstsource (BLDR) Shareholder New Generation Advisors Has Decreased Holding as Stock Price Rose; Skba Capital Management Holding In Wal (WMT) Was Has Lifted

January 21, 2018 - By Winifred Garcia

New Generation Advisors Llc decreased its stake in Builders Firstsource Inc (BLDR) by 45.38% based on its latest 2017Q3 regulatory filing with the SEC. New Generation Advisors Llc sold 180,232 shares as the company’s stock rose 13.67% with the market. The hedge fund held 216,908 shares of the consumer services company at the end of 2017Q3, valued at $3.90 million, down from 397,140 at the end of the previous reported quarter. New Generation Advisors Llc who had been investing in Builders Firstsource Inc for a number of months, seems to be less bullish one the $2.52 billion market cap company. The stock decreased 1.28% or $0.29 during the last trading session, reaching $22.31. About 927,990 shares traded. Builders FirstSource, Inc. (NASDAQ:BLDR) has risen 24.30% since January 21, 2017 and is uptrending. It has outperformed by 7.60% the S&P500.

Skba Capital Management Llc increased its stake in Wal (WMT) by 2.75% based on its latest 2017Q3 regulatory filing with the SEC. Skba Capital Management Llc bought 7,900 shares as the company’s stock rose 13.55% with the market. The institutional investor held 294,800 shares of the consumer services company at the end of 2017Q3, valued at $23.04M, up from 286,900 at the end of the previous reported quarter. Skba Capital Management Llc who had been investing in Wal for a number of months, seems to be bullish on the $309.84B market cap company. The stock increased 0.28% or $0.29 during the last trading session, reaching $104.59. About 8.38M shares traded. Wal-Mart Stores, Inc. (NYSE:WMT) has risen 13.83% since January 21, 2017 and is uptrending. It has underperformed by 2.87% the S&P500.

Among 11 analysts covering Builders Firstsource (NASDAQ:BLDR), 9 have Buy rating, 0 Sell and 2 Hold. Therefore 82% are positive. Builders Firstsource had 23 analyst reports since August 3, 2015 according to SRatingsIntel. The rating was downgraded by Zacks to “Buy” on Monday, August 10. The firm has “Neutral” rating given on Thursday, October 8 by Credit Suisse. As per Monday, March 7, the company rating was maintained by Deutsche Bank. The firm has “Buy” rating by Seaport Global Securities given on Tuesday, November 22. The rating was maintained by B. Riley & Co on Friday, November 10 with “Buy”. The rating was maintained by FBR Capital with “Buy” on Tuesday, June 27. As per Friday, November 10, the company rating was maintained by Citigroup. Barclays Capital initiated the shares of BLDR in report on Friday, January 6 with “Equal Weight” rating. Deutsche Bank maintained the stock with “Buy” rating in Wednesday, August 9 report. The firm earned “Buy” rating on Tuesday, January 16 by Stephens.

Analysts await Builders FirstSource, Inc. (NASDAQ:BLDR) to report earnings on February, 27. They expect $0.16 earnings per share, 0.00% or $0.00 from last year’s $0.16 per share. BLDR’s profit will be $18.07M for 34.86 P/E if the $0.16 EPS becomes a reality. After $0.39 actual earnings per share reported by Builders FirstSource, Inc. for the previous quarter, Wall Street now forecasts -58.97% negative EPS growth.

Since September 6, 2017, it had 1 buying transaction, and 4 insider sales for $207.80 million activity. 800,000 shares were bought by LEVY PAUL S, worth $12.94 million. GRIFFIN ROBERT C had sold 17,655 shares worth $297,134. Another trade for 13.48M shares valued at $218.01M was sold by JLL Building Holdings – LLC. The insider SHERMAN FLOYD F sold $1.83M.

Investors sentiment increased to 2.02 in 2017 Q3. Its up 0.72, from 1.3 in 2017Q2. It increased, as 11 investors sold BLDR shares while 53 reduced holdings. 52 funds opened positions while 77 raised stakes. 101.77 million shares or 11.10% more from 91.60 million shares in 2017Q2 were reported. Gargoyle Investment Advisor Ltd has 0.11% invested in Builders FirstSource, Inc. (NASDAQ:BLDR) for 17,200 shares. Beaconlight Capital Ltd reported 18.44% stake. 99,631 were accumulated by Fincl Bank Of Montreal Can. Dreman Value Mngmt L L C reported 2,973 shares or 0.03% of all its holdings. Raymond James Associates holds 72,866 shares. Janney Montgomery Scott Ltd Llc owns 54,760 shares. Citadel Advsr Limited Liability holds 213,056 shares. Natixis invested in 0% or 12,005 shares. Peak6 Invests Lp stated it has 0% in Builders FirstSource, Inc. (NASDAQ:BLDR). Cornerstone Holding reported 0.01% in Builders FirstSource, Inc. (NASDAQ:BLDR). Teachers Ins And Annuity Association Of America has invested 0.02% in Builders FirstSource, Inc. (NASDAQ:BLDR). Tide Point Cap Mgmt Limited Partnership has invested 0.98% of its portfolio in Builders FirstSource, Inc. (NASDAQ:BLDR). Marcato Cap Mgmt Lp has 1.3% invested in Builders FirstSource, Inc. (NASDAQ:BLDR) for 634,700 shares. Castleark Mgmt Llc owns 596,277 shares. Stadium Capital Mgmt Limited Company owns 6.38M shares.

Investors sentiment is 1.02 in Q3 2017. Its the same as in 2017Q2. It is flat, as 62 investors sold WMT shares while 508 reduced holdings. only 113 funds opened positions while 468 raised stakes. 881.34 million shares or 0.46% more from 877.29 million shares in 2017Q2 were reported. Jones Lllp owns 12,562 shares. Vigilant Mgmt Ltd Com accumulated 100 shares or 0% of the stock. 5,679 were reported by Violich Cap Mngmt. Illinois-based Nadler Fincl Gp has invested 0.07% in Wal-Mart Stores, Inc. (NYSE:WMT). 731,709 were accumulated by Los Angeles Capital Mngmt And Equity Inc. Omers Administration accumulated 48,809 shares. Community Retail Bank Na holds 0.34% of its portfolio in Wal-Mart Stores, Inc. (NYSE:WMT) for 39,355 shares. Johnson Counsel stated it has 0.86% in Wal-Mart Stores, Inc. (NYSE:WMT). Dimensional Fund Advsrs Lp stated it has 0.51% in Wal-Mart Stores, Inc. (NYSE:WMT). 18,392 are owned by Capital Investment Advisors Llc. Lodestar Inv Counsel Ltd Liability Corp Il holds 140,642 shares or 1.35% of its portfolio. Park Oh has 0.11% invested in Wal-Mart Stores, Inc. (NYSE:WMT). 17,591 are owned by Godsey & Gibb Assocs. Pioneer Tru Bancshares N A Or owns 7,417 shares. Private Wealth Advsrs invested in 1.08% or 33,521 shares.

Skba Capital Management Llc, which manages about $958.13M and $695.89M US Long portfolio, decreased its stake in Stanley Black & Decker Inc (NYSE:SWK) by 4,600 shares to 47,800 shares, valued at $7.22 million in 2017Q3, according to the filing. It also reduced its holding in M & T Bk Corp (NYSE:MTB) by 6,300 shares in the quarter, leaving it with 140,960 shares, and cut its stake in Procter And Gamble Co (NYSE:PG).

Among 37 analysts covering Wal-Mart Stores Inc (NYSE:WMT), 18 have Buy rating, 0 Sell and 19 Hold. Therefore 49% are positive. Wal-Mart Stores Inc had 140 analyst reports since August 14, 2015 according to SRatingsIntel. The firm has “Neutral” rating given on Tuesday, August 18 by Sterne Agee CRT. The firm has “Underperform” rating given on Wednesday, February 22 by RBC Capital Markets. RBC Capital Markets maintained the stock with “Sell” rating in Monday, June 19 report. Stephens maintained Wal-Mart Stores, Inc. (NYSE:WMT) on Saturday, August 22 with “Overweight” rating. The company was downgraded on Monday, September 11 by Deutsche Bank. The rating was upgraded by JP Morgan to “Overweight” on Friday, January 8. BMO Capital Markets maintained it with “Market Perform” rating and $99 target in Friday, November 17 report. The stock has “Buy” rating by Cowen & Co on Tuesday, August 15. As per Thursday, November 16, the company rating was maintained by Jefferies. The stock of Wal-Mart Stores, Inc. (NYSE:WMT) earned “Buy” rating by Robert W. Baird on Thursday, August 24.

Since August 21, 2017, it had 0 buys, and 18 selling transactions for $1.67 billion activity. WALTON ALICE L had sold 2.00 million shares worth $158.93M on Friday, September 22. The insider Gearhart Jeffrey J sold $727,698. On Wednesday, August 23 WALTON S ROBSON sold $62.26 million worth of Wal-Mart Stores, Inc. (NYSE:WMT) or 775,958 shares. $125,299 worth of stock was sold by Canney Jacqueline P on Tuesday, September 26.

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