Calamos Wealth Management Upped Its Philip Morris International (PM) Stake by $2.29 Million; Daiwa Sb Investments LTD Trimmed Its Holding in Unitedhealth Group (UNH) by $3.71 Million as Shares Declined

April 26, 2018 - By Clifton Ray

Philip Morris International Inc. (NYSE:PM) Logo

Daiwa Sb Investments Ltd decreased its stake in Unitedhealth Group Inc (UNH) by 32.84% based on its latest 2017Q4 regulatory filing with the SEC. Daiwa Sb Investments Ltd sold 16,850 shares as the company’s stock declined 0.93% with the market. The institutional investor held 34,460 shares of the medical specialities company at the end of 2017Q4, valued at $7.60M, down from 51,310 at the end of the previous reported quarter. Daiwa Sb Investments Ltd who had been investing in Unitedhealth Group Inc for a number of months, seems to be less bullish one the $226.65B market cap company. The stock decreased 0.05% or $0.12 during the last trading session, reaching $234.22. About 2.77 million shares traded. UnitedHealth Group Incorporated (NYSE:UNH) has risen 32.42% since April 26, 2017 and is uptrending. It has outperformed by 20.87% the S&P500.

Calamos Wealth Management Llc increased its stake in Philip Morris International (PM) by 50.53% based on its latest 2017Q4 regulatory filing with the SEC. Calamos Wealth Management Llc bought 21,832 shares as the company’s stock declined 7.57% with the market. The institutional investor held 65,034 shares of the farming and seeds and milling company at the end of 2017Q4, valued at $6.87M, up from 43,202 at the end of the previous reported quarter. Calamos Wealth Management Llc who had been investing in Philip Morris International for a number of months, seems to be bullish on the $127.14B market cap company. The stock decreased 0.02% or $0.02 during the last trading session, reaching $81.79. About 6.02M shares traded. Philip Morris International Inc. (NYSE:PM) has declined 13.93% since April 26, 2017 and is downtrending. It has underperformed by 25.48% the S&P500.

Calamos Wealth Management Llc, which manages about $927.87M and $770.75 million US Long portfolio, decreased its stake in Salesforce.Com Inc (Prn) by 400,000 shares to 748,000 shares, valued at $1.15M in 2017Q4, according to the filing. It also reduced its holding in Microchp Tech Hyper Warrants (Prn) by 404,000 shares in the quarter, leaving it with 659,000 shares, and cut its stake in Home Depot (NYSE:HD).

Since February 21, 2018, it had 0 insider purchases, and 2 selling transactions for $6.51 million activity. $5.08 million worth of Philip Morris International Inc. (NYSE:PM) shares were sold by CALANTZOPOULOS ANDRE.

Among 21 analysts covering Philip Morris International (NYSE:PM), 16 have Buy rating, 1 Sell and 4 Hold. Therefore 76% are positive. Philip Morris International had 62 analyst reports since August 24, 2015 according to SRatingsIntel. As per Friday, October 13, the company rating was maintained by Piper Jaffray. Bank of America downgraded the shares of PM in report on Friday, April 20 to “Underperform” rating. Edward Jones maintained the shares of PM in report on Thursday, April 19 with “Buy” rating. As per Friday, January 19, the company rating was upgraded by Jefferies. The firm earned “Buy” rating on Friday, September 22 by Cowen & Co. The company was maintained on Tuesday, October 10 by Wells Fargo. The firm has “Hold” rating by Societe Generale given on Thursday, April 21. The company was maintained on Friday, April 20 by Stifel Nicolaus. Bank of America maintained Philip Morris International Inc. (NYSE:PM) rating on Friday, October 20. Bank of America has “Neutral” rating and $121 target. Wells Fargo maintained it with “Buy” rating and $135.0 target in Wednesday, November 15 report.

Investors sentiment increased to 1.11 in 2017 Q4. Its up 0.14, from 0.97 in 2017Q3. It increased, as 74 investors sold PM shares while 467 reduced holdings. 109 funds opened positions while 493 raised stakes. 1.09 billion shares or 0.42% less from 1.10 billion shares in 2017Q3 were reported. Regal Inv Advsrs Limited Liability Corp reported 0.09% in Philip Morris International Inc. (NYSE:PM). Moreover, Northstar Grp has 0.37% invested in Philip Morris International Inc. (NYSE:PM). Regions Fincl Corp reported 223,746 shares stake. Nichols Pratt Advisers Limited Liability Partnership Ma, a Massachusetts-based fund reported 2,800 shares. Carroll Fin Associate invested 0.39% of its portfolio in Philip Morris International Inc. (NYSE:PM). Greenwich Wealth Mngmt Ltd, a Connecticut-based fund reported 2,886 shares. Strategic Limited Liability Co accumulated 8,441 shares. Zeke Advsr Ltd Llc invested in 36,102 shares. California-based Capital Int Ltd Ca has invested 1.08% in Philip Morris International Inc. (NYSE:PM). Jpmorgan Chase Co holds 0.44% or 19.72M shares. 107,731 were reported by Bnp Paribas Asset Hldg. Steinberg Global Asset Mgmt invested in 74,913 shares or 1.14% of the stock. Torch Wealth Mgmt Ltd Co accumulated 4,725 shares. Associated Banc reported 351,240 shares stake. Freestone Hldgs Ltd Liability Com has 0.29% invested in Philip Morris International Inc. (NYSE:PM).

Since December 14, 2017, it had 0 insider buys, and 11 selling transactions for $29.13 million activity. 198 shares were sold by Shine Kenneth Irwin, worth $48,025 on Friday, January 19. Shares for $2.39M were sold by BURKE RICHARD T. 10,000 UnitedHealth Group Incorporated (NYSE:UNH) shares with value of $2.38 million were sold by HOOPER MICHELE J. The insider Nelson Steven H sold 14,233 shares worth $3.28 million. BALLARD WILLIAM C JR sold $2.46M worth of stock or 10,000 shares. WILENSKY GAIL R had sold 5,820 shares worth $1.40 million.

Daiwa Sb Investments Ltd, which manages about $47.22 billion and $379.17M US Long portfolio, upped its stake in Ppg Industries Inc (NYSE:PPG) by 3,710 shares to 6,940 shares, valued at $811,000 in 2017Q4, according to the filing. It also increased its holding in Stratasys Ltd (NASDAQ:SSYS) by 30,539 shares in the quarter, for a total of 47,273 shares, and has risen its stake in Clean Harbors Inc (NYSE:CLH).

Among 27 analysts covering UnitedHealth Group (NYSE:UNH), 27 have Buy rating, 0 Sell and 0 Hold. Therefore 100% are positive. UnitedHealth Group had 88 analyst reports since September 2, 2015 according to SRatingsIntel. The firm earned “Buy” rating on Wednesday, October 18 by Bank of America. On Tuesday, November 28 the stock rating was maintained by Jefferies with “Buy”. The firm earned “Buy” rating on Tuesday, July 18 by Oppenheimer. The stock of UnitedHealth Group Incorporated (NYSE:UNH) earned “Buy” rating by Jefferies on Wednesday, August 16. Cantor Fitzgerald maintained UnitedHealth Group Incorporated (NYSE:UNH) rating on Wednesday, August 16. Cantor Fitzgerald has “Buy” rating and $208.0 target. The stock has “Buy” rating by Cantor Fitzgerald on Tuesday, October 17. The rating was maintained by Cantor Fitzgerald with “Overweight” on Friday, April 7. As per Wednesday, September 16, the company rating was initiated by JP Morgan. The firm has “Buy” rating by Credit Suisse given on Wednesday, November 29. The company was maintained on Tuesday, July 18 by Cantor Fitzgerald.

Investors sentiment increased to 0.96 in Q4 2017. Its up 0.05, from 0.91 in 2017Q3. It improved, as 51 investors sold UNH shares while 538 reduced holdings. 138 funds opened positions while 426 raised stakes. 806.07 million shares or 0.60% less from 810.94 million shares in 2017Q3 were reported. Cedar Hill Assoc Ltd owns 46,121 shares for 1.77% of their portfolio. Exxonmobil Investment Incorporated Tx invested in 0.93% or 154,086 shares. Levin Cap Strategies Lp, New York-based fund reported 3,909 shares. Barrett Asset Ltd Company owns 6,529 shares. Parkwood Ltd Liability Com has 22,611 shares for 0.68% of their portfolio. Trust Co Of Virginia Va stated it has 2.13% of its portfolio in UnitedHealth Group Incorporated (NYSE:UNH). Regent Ltd Liability Corporation holds 0.82% of its portfolio in UnitedHealth Group Incorporated (NYSE:UNH) for 11,314 shares. Hgk Asset Mgmt owns 72,320 shares. Meristem Limited Liability Partnership holds 0.15% or 1,862 shares in its portfolio. Commerzbank Aktiengesellschaft Fi owns 15,268 shares for 0.04% of their portfolio. Srb stated it has 919 shares or 0.03% of all its holdings. Girard Limited reported 1.47% stake. Fernwood Investment Mgmt Lc reported 1,200 shares stake. Missouri-based Stifel Finance Corp has invested 1.01% in UnitedHealth Group Incorporated (NYSE:UNH). Bailard accumulated 34,366 shares.

Philip Morris International Inc. (NYSE:PM) Institutional Positions Chart

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