Selz Capital Raised Rockwell Automation (ROK) Stake by $1.04 Million; Market Valuation Declined; Starwood Capital Group Management Position in Belmond LTD (BEL) Has Decreased by $1.71 Million as Shares Declined

June 20, 2018 - By Linda Rogers

Belmond Ltd. (NYSE:BEL) Logo

Bernard Selz increased its stake in Rockwell Automation Inc (ROK) by 7.3% based on its latest 2018Q1 regulatory filing with the SEC. Selz Capital Llc bought 6,000 shares as the company’s stock declined 5.51% with the market. The hedge fund run by Bernard Selz held 88,235 shares of the capital goods company at the end of 2018Q1, valued at $15.37M, up from 82,235 at the end of the previous reported quarter. Selz Capital Llc who had been investing in Rockwell Automation Inc for a number of months, seems to be bullish on the $21.38 billion market cap company. The stock decreased 2.97% or $5.21 during the last trading session, reaching $170.26. About 1.43M shares traded or 32.12% up from the average. Rockwell Automation Inc. (NYSE:ROK) has risen 11.77% since June 20, 2017 and is uptrending. It has underperformed by 0.80% the S&P500. Some Historical ROK News: 25/04/2018 – ROCKWELL AUTOMATION INC ROK.N SEES FY 2018 SHR $3.65 TO $3.95; 14/05/2018 – ROCKWELL LAND CORP ROCK.PS – QTRLY NET INCOME ATTRIBUTABLE TO EQUITY HOLDERS OF ROCKWELL LAND CORP 620 MLN PESOS VS 516 MLN PESOS; 11/04/2018 – Lucas Museum Comes Forward as Buyer of Rockwell Painting; 25/04/2018 – ROCKWELL AUTOMATION INCREASING FISCAL 2018 ADJUSTED EPS VIEW; 25/04/2018 – ROCKWELL AUTOMATION INC ROK.N SETS QUARTERLY DIVIDEND OF $0.92/SHR; 25/04/2018 – Rockwell Automation 2Q EPS $1.77; 30/05/2018 – Rockwell Automation Collaborates with Plug and Play to Extend Innovation Strategy; 25/04/2018 – Rockwell Automation Sees FY Adj EPS $7.70-Adj EPS $8; 10/05/2018 – VP Schmitt Gifts 275 Of Rockwell Automation Inc; 02/05/2018 – TenLinks: Rockwell Automation Updates FactoryTalk Analytics Portfolio

Starwood Capital Group Management Llc decreased its stake in Belmond Ltd. (BEL) by 3.74% based on its latest 2018Q1 regulatory filing with the SEC. Starwood Capital Group Management Llc sold 155,177 shares as the company’s stock declined 3.61% with the market. The institutional investor held 3.99M shares of the hotels and resorts company at the end of 2018Q1, valued at $44.54 million, down from 4.15 million at the end of the previous reported quarter. Starwood Capital Group Management Llc who had been investing in Belmond Ltd. for a number of months, seems to be less bullish one the $1.23B market cap company. The stock decreased 0.41% or $0.05 during the last trading session, reaching $12. About 581,040 shares traded or 38.83% up from the average. Belmond Ltd. (NYSE:BEL) has declined 2.04% since June 20, 2017 and is downtrending. It has underperformed by 14.61% the S&P500. Some Historical BEL News: 09/04/2018 – Belmond Senior VP of Organizational Transformation Philippe Cassis Resigns Effective June 30; 08/05/2018 – Belmond 1Q Loss/Shr 15c; 08/05/2018 – Belmond 1Q Rev $89.7M; 08/05/2018 – BELMOND LTD – FULL YEAR 2018 SAME STORE WORLDWIDE OWNED HOTEL REVPAR GROWTH GUIDANCE ON A CONSTANT CURRENCY BASIS OF 2% – 6%; 07/03/2018 Belmond Closes Above 50-Day Moving Average: Technicals

Selz Capital Llc, which manages about $474.62 million and $648.71 million US Long portfolio, decreased its stake in Alliance Holdings Gp Lp (NASDAQ:AHGP) by 23,000 shares to 232,000 shares, valued at $5.80M in 2018Q1, according to the filing. It also reduced its holding in Vulcan Materials Co (NYSE:VMC) by 15,000 shares in the quarter, leaving it with 125,000 shares, and cut its stake in Shire Plc Sponsored Adr (NASDAQ:SHPG).

Another recent and important Rockwell Automation Inc. (NYSE:ROK) news was published by Themiddlemarket.com which published an article titled: “M&A daily wrap: Rockwell, PTC, L Catterton, Splunk, Heineken, Knauf” on June 11, 2018.

Since January 26, 2018, it had 0 insider buys, and 14 sales for $30.30 million activity. MILLER JOHN M had sold 4,431 shares worth $831,996. On Friday, January 26 CRANDALL THEODORE D sold $2.03 million worth of Rockwell Automation Inc. (NYSE:ROK) or 10,000 shares. Another trade for 10,500 shares valued at $2.13 million was made by NOSBUSCH KEITH D on Friday, January 26. Schmitt Susan had sold 28,800 shares worth $5.80 million on Friday, January 26. MCDERMOTT JOHN P sold $385,187 worth of Rockwell Automation Inc. (NYSE:ROK) on Monday, February 26. Another trade for 43,100 shares valued at $7.66M was sold by Kulaszewicz Frank C.

Among 30 analysts covering Rockwell Automation (NYSE:ROK), 5 have Buy rating, 3 Sell and 22 Hold. Therefore 17% are positive. Rockwell Automation had 74 analyst reports since September 9, 2015 according to SRatingsIntel. The firm has “Equal-Weight” rating by Morgan Stanley given on Monday, April 30. The firm has “Neutral” rating given on Tuesday, April 19 by Citigroup. Morgan Stanley maintained the shares of ROK in report on Monday, October 2 with “Equal-Weight” rating. The stock of Rockwell Automation Inc. (NYSE:ROK) has “Hold” rating given on Wednesday, April 25 by Vertical Research. The company was downgraded on Thursday, April 28 by Langenberg. The firm has “Neutral” rating given on Wednesday, August 23 by Credit Suisse. Barclays Capital downgraded Rockwell Automation Inc. (NYSE:ROK) on Monday, October 5 to “Equal-Weight” rating. The stock has “Hold” rating by Credit Suisse on Friday, March 31. The firm has “Hold” rating given on Tuesday, April 3 by Stifel Nicolaus. The firm has “Equal-Weight” rating given on Monday, January 9 by Morgan Stanley.

Investors sentiment decreased to 1.03 in 2018 Q1. Its down 0.05, from 1.08 in 2017Q4. It is negative, as 55 investors sold ROK shares while 217 reduced holdings. 74 funds opened positions while 205 raised stakes. 83.56 million shares or 0.92% less from 84.33 million shares in 2017Q4 were reported. Barclays Pcl reported 223,504 shares. Marketfield Asset Ltd Com has invested 1.71% in Rockwell Automation Inc. (NYSE:ROK). 266,917 are held by Mitsubishi Ufj Corporation. 25 were accumulated by Rech Management Communications. First Advsr Ltd Partnership reported 163,713 shares or 0.07% of all its holdings. Advisor Partners Ltd reported 0.09% stake. Moors Cabot Inc has 3,893 shares. Wealthtrust invested 0.74% of its portfolio in Rockwell Automation Inc. (NYSE:ROK). Walleye Trading Limited Liability Company stated it has 0% in Rockwell Automation Inc. (NYSE:ROK). Mitsubishi Ufj Hldgs Co Limited holds 0.09% of its portfolio in Rockwell Automation Inc. (NYSE:ROK) for 140 shares. Wafra Investment Advisory Gru Incorporated Inc holds 0.5% in Rockwell Automation Inc. (NYSE:ROK) or 63,261 shares. Advsr Asset Mngmt owns 0.23% invested in Rockwell Automation Inc. (NYSE:ROK) for 76,829 shares. Cibc Asset Management has 0.01% invested in Rockwell Automation Inc. (NYSE:ROK) for 12,535 shares. Gideon Cap Advsr Incorporated invested in 3,423 shares or 0.37% of the stock. The Massachusetts-based Rosenbaum Jay D has invested 2.71% in Rockwell Automation Inc. (NYSE:ROK).

Among 7 analysts covering Belmond (NYSE:BEL), 3 have Buy rating, 0 Sell and 4 Hold. Therefore 43% are positive. Belmond had 18 analyst reports since September 3, 2015 according to SRatingsIntel. The firm earned “Hold” rating on Thursday, September 3 by Zacks. Barclays Capital maintained the stock with “Overweight” rating in Wednesday, March 9 report. M Partners downgraded the shares of BEL in report on Thursday, January 14 to “Sell” rating. On Monday, January 4 the stock rating was initiated by Telsey Advisory Group with “Underperform”. Telsey Advisory Group maintained the shares of BEL in report on Friday, February 26 with “Underperform” rating. The firm has “Market Outperform” rating given on Monday, January 4 by JMP Securities. The firm has “Neutral” rating by M Partners given on Thursday, August 4. The company was initiated on Thursday, May 31 by Jefferies. The firm has “Market Perform” rating given on Friday, May 6 by Telsey Advisory Group. On Wednesday, November 8 the stock rating was maintained by Deutsche Bank with “Hold”.

Rockwell Automation Inc. (NYSE:ROK) Institutional Positions Chart

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