Valueworks Boosted Its Mbia (MBI) Position by $781,025; Visa (V) Stake Maintained by Global Endowment Management Lp

April 17, 2018 - By Adrian Erickson

Visa Inc. (NYSE:V) Logo

Global Endowment Management Lp increased its stake in Visa Inc (V) by 7.15% based on its latest 2017Q4 regulatory filing with the SEC. Global Endowment Management Lp bought 5,600 shares as the company’s stock rose 4.18% while stock markets declined. The institutional investor held 83,930 shares of the business services company at the end of 2017Q4, valued at $9.57 million, up from 78,330 at the end of the previous reported quarter. Global Endowment Management Lp who had been investing in Visa Inc for a number of months, seems to be bullish on the $279.90B market cap company. The stock increased 1.76% or $2.14 during the last trading session, reaching $124.02. About 3.40 million shares traded. Visa Inc. (NYSE:V) has risen 31.98% since April 17, 2017 and is uptrending. It has outperformed by 20.43% the S&P500.

Valueworks Llc increased its stake in Mbia Inc (MBI) by 16.74% based on its latest 2017Q4 regulatory filing with the SEC. Valueworks Llc bought 111,575 shares as the company’s stock rose 20.44% while stock markets declined. The institutional investor held 778,048 shares of the finance company at the end of 2017Q4, valued at $5.70M, up from 666,473 at the end of the previous reported quarter. Valueworks Llc who had been investing in Mbia Inc for a number of months, seems to be bullish on the $819.12 million market cap company. The stock decreased 0.11% or $0.01 during the last trading session, reaching $9.17. About 731,649 shares traded. MBIA Inc. (NYSE:MBI) has risen 14.09% since April 17, 2017 and is uptrending. It has outperformed by 2.54% the S&P500.

Investors sentiment increased to 1.05 in Q4 2017. Its up 0.05, from 1 in 2017Q3. It increased, as 55 investors sold V shares while 605 reduced holdings. 141 funds opened positions while 552 raised stakes. 1.61 billion shares or 1.83% less from 1.64 billion shares in 2017Q3 were reported. Wagner Bowman Mgmt Corp reported 12,950 shares. Adell Harriman & Carpenter invested 2.96% in Visa Inc. (NYSE:V). Olstein Mgmt Limited Partnership reported 67,000 shares. Jarislowsky Fraser stated it has 0.02% in Visa Inc. (NYSE:V). The Texas-based First Dallas Securities Inc has invested 0.08% in Visa Inc. (NYSE:V). Alpine Global Management holds 0.4% in Visa Inc. (NYSE:V) or 15,344 shares. Sterling Mgmt holds 0.29% or 2,390 shares in its portfolio. 127,826 were reported by Dock Street Asset Mngmt. Hanson Doremus Mngmt reported 977 shares or 0.04% of all its holdings. Cambridge Advsr reported 0.24% in Visa Inc. (NYSE:V). Riverpark Advsr Ltd Limited Liability Company invested in 301,004 shares. Cibc Asset owns 270,370 shares for 0.19% of their portfolio. Plante Moran Advsr Ltd Liability invested in 8,683 shares. Connecticut-based Paloma Partners has invested 0.05% in Visa Inc. (NYSE:V). Riverpark Cap Management Limited Liability Company owns 196,125 shares for 3.21% of their portfolio.

Since December 13, 2017, it had 0 buys, and 3 insider sales for $6.56 million activity. Another trade for 6,220 shares valued at $707,561 was made by MATSCHULLAT ROBERT W on Wednesday, December 13. MAHON TULLIER KELLY sold 49,702 shares worth $5.65 million.

Global Endowment Management Lp, which manages about $5.46 billion and $685.72M US Long portfolio, decreased its stake in Pennsylvania Rl Estate Invt (NYSE:PEI) by 107,100 shares to 150,810 shares, valued at $1.79 million in 2017Q4, according to the filing. It also reduced its holding in Commscope Hldg Co Inc (NASDAQ:COMM) by 8,500 shares in the quarter, leaving it with 23,120 shares, and cut its stake in Simon Ppty Group Inc New (NYSE:SPG).

Among 42 analysts covering Visa Inc. (NYSE:V), 34 have Buy rating, 0 Sell and 8 Hold. Therefore 81% are positive. Visa Inc. had 127 analyst reports since July 21, 2015 according to SRatingsIntel. Compass Point initiated Visa Inc. (NYSE:V) on Friday, April 15 with “Neutral” rating. The firm has “Buy” rating given on Wednesday, September 6 by Cowen & Co. The stock has “Buy” rating by Robert W. Baird on Tuesday, August 22. The firm has “Buy” rating given on Wednesday, October 11 by Mizuho. JP Morgan upgraded the stock to “Overweight” rating in Monday, June 6 report. The stock has “Buy” rating by Buckingham Research on Thursday, October 26. The stock has “Buy” rating by Cowen & Co on Wednesday, October 11. Stifel Nicolaus maintained Visa Inc. (NYSE:V) on Friday, February 3 with “Buy” rating. BMO Capital Markets maintained the stock with “Buy” rating in Friday, February 2 report. Wedbush upgraded the shares of V in report on Friday, January 20 to “Outperform” rating.

Since December 19, 2017, it had 1 insider buy, and 0 sales for $362,500 activity.

Among 5 analysts covering MBIA Inc (NYSE:MBI), 2 have Buy rating, 1 Sell and 2 Hold. Therefore 40% are positive. MBIA Inc had 10 analyst reports since August 7, 2015 according to SRatingsIntel. As per Friday, August 7, the company rating was downgraded by TheStreet. The stock has “Buy” rating by BTIG Research on Friday, May 26. The stock of MBIA Inc. (NYSE:MBI) has “Buy” rating given on Wednesday, November 8 by BTIG Research. The rating was maintained by BTIG Research on Wednesday, July 12 with “Buy”. The stock of MBIA Inc. (NYSE:MBI) earned “Market Perform” rating by Wood on Monday, April 25. M Partners maintained the shares of MBI in report on Thursday, June 16 with “Buy” rating. The stock of MBIA Inc. (NYSE:MBI) earned “Buy” rating by M Partners on Tuesday, November 3. The firm earned “Hold” rating on Monday, February 5 by Keefe Bruyette & Woods.

Investors sentiment decreased to 0.69 in 2017 Q4. Its down 0.34, from 1.03 in 2017Q3. It worsened, as 39 investors sold MBI shares while 57 reduced holdings. 31 funds opened positions while 35 raised stakes. 99.70 million shares or 9.54% less from 110.22 million shares in 2017Q3 were reported. Balyasny Asset Mngmt Limited Liability Co has 655,000 shares. Suntrust Banks owns 55,073 shares. Financial Capital Management Lc accumulated 13,894 shares. Invesco, a Georgia-based fund reported 184,408 shares. Smithfield Tru Communications reported 0% of its portfolio in MBIA Inc. (NYSE:MBI). Geode Mgmt Ltd Liability Company accumulated 833,137 shares. 82,573 are owned by Price T Rowe Assocs Md. Pnc Gp Inc accumulated 3,296 shares. Discovery Cap Lc Ct invested in 0.72% or 3.17 million shares. Peak6 Invests Ltd Partnership holds 37,416 shares or 0% of its portfolio. Chou Assoc Management Inc accumulated 1.08 million shares. California Public Employees Retirement Sys reported 0.01% of its portfolio in MBIA Inc. (NYSE:MBI). Comml Bank Of America Corporation De, a North Carolina-based fund reported 861,134 shares. Hsbc Holdg Public Ltd Co has 10,705 shares. Palisade Mgmt Ltd Liability Company Nj accumulated 0% or 18,000 shares.

Visa Inc. (NYSE:V) Institutional Positions Chart

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