Rockwell Automation (ROK) Shareholder North Star Asset Management Has Boosted Stake; As Lilly Eli & Co Com (LLY) Stock Declined, Private Capital Advisors Has Boosted Its Holding by $782,425

February 17, 2018 - By Marie Mckinney

North Star Asset Management Inc increased its stake in Rockwell Automation (ROK) by 33.36% based on its latest 2017Q3 regulatory filing with the SEC. North Star Asset Management Inc bought 6,302 shares as the company’s stock rose 3.58% with the market. The institutional investor held 25,195 shares of the capital goods company at the end of 2017Q3, valued at $3.92M, up from 18,893 at the end of the previous reported quarter. North Star Asset Management Inc who had been investing in Rockwell Automation for a number of months, seems to be bullish on the $23.71B market cap company. The stock decreased 0.63% or $1.18 during the last trading session, reaching $185.56. About 845,915 shares traded. Rockwell Automation Inc. (NYSE:ROK) has risen 42.76% since February 17, 2017 and is uptrending. It has outperformed by 26.06% the S&P500.

Gregg J. Powers increased its stake in Lilly Eli & Co Com (LLY) by 2.43% based on its latest 2017Q3 regulatory filing with the SEC. Private Capital Advisors Inc bought 9,205 shares as the company’s stock declined 3.22% while stock markets rallied. The hedge fund run by Gregg J. Powers held 388,539 shares of the major pharmaceuticals company at the end of 2017Q3, valued at $33.24M, up from 379,334 at the end of the previous reported quarter. Private Capital Advisors Inc who had been investing in Lilly Eli & Co Com for a number of months, seems to be bullish on the $82.70B market cap company. The stock increased 1.22% or $0.95 during the last trading session, reaching $78.97. About 4.70M shares traded or 7.47% up from the average. Eli Lilly and Company (NYSE:LLY) has risen 4.70% since February 17, 2017 and is uptrending. It has underperformed by 12.00% the S&P500.

North Star Asset Management Inc, which manages about $1.15 billion and $946.73 million US Long portfolio, decreased its stake in Schwab Emerging Mkt Etf (SCHE) by 25,697 shares to 243,165 shares, valued at $5.83 million in 2017Q3, according to the filing. It also reduced its holding in Akamai Tech (NASDAQ:AKAM) by 42,203 shares in the quarter, leaving it with 186,905 shares, and cut its stake in Qualcomm (NASDAQ:QCOM).

Investors sentiment decreased to 1.02 in 2017 Q3. Its down 0.24, from 1.26 in 2017Q2. It fall, as 42 investors sold ROK shares while 210 reduced holdings. 56 funds opened positions while 201 raised stakes. 86.14 million shares or 1.05% less from 87.06 million shares in 2017Q2 were reported. Acadian Asset Mgmt Ltd Liability Co owns 15,593 shares. Pggm Investments reported 0.16% stake. Twin Tree Mngmt Ltd Partnership has 5,141 shares. Andra Ap accumulated 0.13% or 31,100 shares. The Michigan-based Chemical Bankshares has invested 0.06% in Rockwell Automation Inc. (NYSE:ROK). Pillar Pacific Cap Llc holds 15,890 shares. 218,381 were reported by California State Teachers Retirement. Franklin Resource Incorporated holds 0.11% in Rockwell Automation Inc. (NYSE:ROK) or 1.22M shares. Smith Asset Management Group Inc Limited Partnership reported 97,740 shares. Keybank Association Oh owns 107,596 shares for 0.11% of their portfolio. Marshall Wace Llp, United Kingdom-based fund reported 5,474 shares. Moreover, Hartford Investment Mngmt has 0.1% invested in Rockwell Automation Inc. (NYSE:ROK). Finance Counselors Inc reported 0.02% of its portfolio in Rockwell Automation Inc. (NYSE:ROK). Sumitomo Mitsui Trust Holdg reported 387,449 shares or 0.1% of all its holdings. Teachers Retirement System Of The State Of Kentucky has 14,250 shares for 0.03% of their portfolio.

Since August 16, 2017, it had 0 insider buys, and 11 sales for $26.87 million activity. Goris Patrick P. sold $980,000 worth of stock. 10,500 shares were sold by NOSBUSCH KEITH D, worth $2.13M on Friday, January 26. $2.03M worth of Rockwell Automation Inc. (NYSE:ROK) was sold by CRANDALL THEODORE D on Friday, January 26. $139,200 worth of Rockwell Automation Inc. (NYSE:ROK) was sold by Murphy Robert B. Kulaszewicz Frank C sold $7.66M worth of stock or 43,100 shares. Schmitt Susan had sold 28,800 shares worth $5.80 million on Friday, January 26.

Among 29 analysts covering Rockwell Automation (NYSE:ROK), 4 have Buy rating, 3 Sell and 22 Hold. Therefore 14% are positive. Rockwell Automation had 65 analyst reports since September 9, 2015 according to SRatingsIntel. The firm has “Equal-Weight” rating by Morgan Stanley given on Monday, January 9. The firm has “Hold” rating given on Friday, October 7 by HSBC. The rating was maintained by Credit Suisse on Friday, April 28 with “Hold”. The stock has “Underperform” rating by Credit Agricole on Wednesday, November 11. The rating was initiated by Nomura on Friday, September 18 with “Neutral”. Morgan Stanley maintained Rockwell Automation Inc. (NYSE:ROK) on Thursday, January 25 with “Equal-Weight” rating. The firm earned “Hold” rating on Wednesday, April 19 by Gabelli. The stock has “Mkt Perform” rating by Bernstein on Friday, September 30. The rating was downgraded by Robert W. Baird to “Neutral” on Monday, October 5. The rating was initiated by FBR Capital with “Market Perform” on Wednesday, May 11.

Private Capital Advisors Inc, which manages about $293.06M US Long portfolio, decreased its stake in Lbty Media Corp Serc Siriusxm by 42,480 shares to 10,700 shares, valued at $448,000 in 2017Q3, according to the filing. It also reduced its holding in Proshares Ultra Nasd Biotech (BIB) by 10,004 shares in the quarter, leaving it with 9,996 shares, and cut its stake in Arconic Inc Com.

Investors sentiment decreased to 0.89 in Q3 2017. Its down 0.01, from 0.9 in 2017Q2. It worsened, as 66 investors sold LLY shares while 386 reduced holdings. 79 funds opened positions while 325 raised stakes. 827.83 million shares or 0.59% more from 823.00 million shares in 2017Q2 were reported. Cibc Corporation, New York-based fund reported 167,409 shares. Montecito Savings Bank And Trust accumulated 7,013 shares. Guardian Life Ins Of America reported 0.03% in Eli Lilly and Company (NYSE:LLY). Boston And Management Inc reported 4,815 shares. Trustmark Bancorp Department holds 0.13% of its portfolio in Eli Lilly and Company (NYSE:LLY) for 13,242 shares. Macquarie Gp Ltd accumulated 334,345 shares or 0.05% of the stock. North Carolina-based Bb&T Corporation has invested 0.05% in Eli Lilly and Company (NYSE:LLY). Green Square Ltd Liability Co holds 0.05% in Eli Lilly and Company (NYSE:LLY) or 3,091 shares. Holderness Investments Com invested in 2,560 shares. South State Corporation reported 30,201 shares. First Fincl Corp In invested in 14,950 shares. Schafer Cullen Management Incorporated owns 864,657 shares. Centurylink Inv Co has 0.58% invested in Eli Lilly and Company (NYSE:LLY). Veritable LP owns 52,882 shares for 0.1% of their portfolio. 23,268 are held by Busey Tru.

Among 20 analysts covering Eli Lilly and Company (NYSE:LLY), 11 have Buy rating, 2 Sell and 7 Hold. Therefore 55% are positive. Eli Lilly and Company had 95 analyst reports since July 23, 2015 according to SRatingsIntel. The firm has “Overweight” rating given on Thursday, September 8 by JP Morgan. The firm earned “Hold” rating on Wednesday, April 6 by Societe Generale. The rating was maintained by BMO Capital Markets with “Sell” on Monday, November 13. On Monday, June 5 the stock rating was maintained by BMO Capital Markets with “Sell”. The stock of Eli Lilly and Company (NYSE:LLY) has “Hold” rating given on Thursday, April 27 by Argus Research. The rating was maintained by Bank of America with “Buy” on Friday, September 18. The stock of Eli Lilly and Company (NYSE:LLY) has “Sell” rating given on Wednesday, August 16 by BMO Capital Markets. The firm has “Buy” rating by Argus Research given on Tuesday, August 2. The rating was downgraded by Credit Suisse to “Underperform” on Monday, January 22. Goldman Sachs downgraded the shares of LLY in report on Tuesday, January 16 to “Hold” rating.

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