Horizon Investments Boosted Its Travelers Companies Com (TRV) Stake; Cognios Capital Raised By $2.25 Million Its Coca (KO) Holding

October 11, 2017 – By Adrian Erickson

Cognios Capital Llc increased Coca (KO) stake by 128.19% reported in 2017Q2 SEC filing. Cognios Capital Llc acquired 51,243 shares as Coca (KO)’s stock rose 6.48%. The Cognios Capital Llc holds 91,218 shares with $4.09M value, up from 39,975 last quarter. Coca now has $196.63B valuation. The stock increased 0.50% or $0.23 during the last trading session, reaching $46.1. About 6.51M shares traded. The Coca-Cola Co (NYSE:KO) has declined 0.95% since October 11, 2016 and is downtrending. It has underperformed by 17.65% the S&P500.

Horizon Investments Llc increased Travelers Companies Inc Com (TRV) stake by 92.26% reported in 2017Q2 SEC filing. Horizon Investments Llc acquired 5,218 shares as Travelers Companies Inc Com (TRV)’s stock declined 0.95%. The Horizon Investments Llc holds 10,874 shares with $1.31 million value, up from 5,656 last quarter. Travelers Companies Inc Com now has $34.66B valuation. The stock rose 0.27% or $0.33 reaching $125.94 per share. About 1.04M shares traded. Travelers Companies Inc (NYSE:TRV) has risen 9.71% since October 11, 2016 and is uptrending. It has underperformed by 6.99% the S&P500.

Horizon Investments Llc decreased Ishares Msci Eafe Index Fund (Call) (EFA) stake by 45,490 shares to 750,000 valued at $48.93 million in 2017Q2. It also reduced Vanguard Index Fds Small Cp Et (VB) stake by 3,803 shares and now owns 250,033 shares. Spdr Index Shs Fds Euro Stoxx (Call) (FEZ) was reduced too.

Among 16 analysts covering Travelers (NYSE:TRV), 5 have Buy rating, 3 Sell and 8 Hold. Therefore 31% are positive. Travelers had 39 analyst reports since July 22, 2015 according to SRatingsIntel. The firm has “Buy” rating by Argus Research given on Monday, April 24. Barclays Capital maintained Travelers Companies Inc (NYSE:TRV) rating on Friday, August 11. Barclays Capital has “Equal-Weight” rating and $122 target. As per Monday, September 25, the company rating was maintained by RBC Capital Markets. The firm earned “Outperform” rating on Friday, January 22 by RBC Capital Markets. RBC Capital Markets maintained Travelers Companies Inc (NYSE:TRV) on Monday, August 21 with “Buy” rating. Wood maintained Travelers Companies Inc (NYSE:TRV) rating on Friday, May 26. Wood has “Hold” rating and $115 target. As per Thursday, July 13, the company rating was maintained by Citigroup. The rating was upgraded by Citigroup to “Buy” on Thursday, December 1. On Monday, October 26 the stock rating was maintained by Argus Research with “Buy”. Morgan Stanley downgraded Travelers Companies Inc (NYSE:TRV) on Thursday, January 5 to “Underweight” rating.

Investors sentiment increased to 0.94 in 2017 Q2. Its up 0.15, from 0.79 in 2017Q1. It increased, as 49 investors sold KO shares while 618 reduced holdings. 123 funds opened positions while 504 raised stakes. 2.70 billion shares or 1.07% more from 2.67 billion shares in 2017Q1 were reported. Moreover, Allen Management Ltd Liability has 0.18% invested in The Coca-Cola Co (NYSE:KO) for 83,829 shares. Metropolitan Life Ins Comm New York stated it has 0.61% of its portfolio in The Coca-Cola Co (NYSE:KO). California-based Eqis Capital has invested 0.05% in The Coca-Cola Co (NYSE:KO). Monarch Mngmt Incorporated has 2.57% invested in The Coca-Cola Co (NYSE:KO) for 151,137 shares. Boys Arnold & Incorporated has invested 0.85% of its portfolio in The Coca-Cola Co (NYSE:KO). Hemenway Trust Ltd Liability holds 0.2% or 19,904 shares. Pinnacle Advisory Grp stated it has 0.02% of its portfolio in The Coca-Cola Co (NYSE:KO). Cubist Systematic Strategies Limited Liability, Connecticut-based fund reported 38,864 shares. Iab State Bank has invested 0.27% in The Coca-Cola Co (NYSE:KO). Wealth Planning Limited Liability Corporation invested in 10,914 shares. Moreover, Arrowmark Colorado Llc has 0% invested in The Coca-Cola Co (NYSE:KO) for 6,286 shares. Hendley Communications Inc holds 17,885 shares or 0.45% of its portfolio. Ellington Mgmt Ltd Liability Co reported 7,100 shares. Carnegie Capital Asset Management Ltd Liability Company accumulated 43,761 shares or 0.24% of the stock. New York State Teachers Retirement Systems reported 6.40 million shares.

Cognios Capital Llc decreased Autozone Inc (NYSE:AZO) stake by 8,124 shares to 6,442 valued at $3.67M in 2017Q2. It also reduced Raytheon Company (NYSE:RTN) stake by 40,895 shares and now owns 26,117 shares. Gilead Sciences Inc (NASDAQ:GILD) was reduced too.

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