Long Pond Capital LP Has Increased Hyatt Hotels (H) Position; Thomaspartners Lifted Its Gallagher Arthur J & Co (AJG) Position

July 17, 2017 - By Maria Brooks

Long Pond Capital Lp increased Hyatt Hotels Corp (H) stake by 22.06% reported in 2016Q4 SEC filing. Long Pond Capital Lp acquired 411,297 shares as Hyatt Hotels Corp (H)’s stock rose 8.35%. The Long Pond Capital Lp holds 2.28M shares with $125.75M value, up from 1.86 million last quarter. Hyatt Hotels Corp now has $6.92B valuation. The stock rose 0.51% or $0.28 reaching $55.25 per share. About 272,118 shares traded. Hyatt Hotels Corporation (NYSE:H) has risen 27.49% since July 17, 2016 and is uptrending. It has outperformed by 10.79% the S&P500.

Thomaspartners Inc increased Gallagher Arthur J & Co (AJG) stake by 6.75% reported in 2016Q4 SEC filing. Thomaspartners Inc acquired 195,020 shares as Gallagher Arthur J & Co (AJG)’s stock declined 2.07%. The Thomaspartners Inc holds 3.08M shares with $160.25 million value, up from 2.89M last quarter. Gallagher Arthur J & Co now has $10.35 billion valuation. The stock declined 0.05% or $0.03 reaching $57.58 on the news. About 333,410 shares traded. Arthur J Gallagher & Co (NYSE:AJG) has risen 17.09% since July 17, 2016 and is uptrending. It has outperformed by 0.39% the S&P500.

Investors sentiment increased to 2.15 in 2016 Q4. Its up 1.13, from 1.02 in 2016Q3. It increased, as 17 investors sold H shares while 36 reduced holdings. 49 funds opened positions while 65 raised stakes. 32.82 million shares or 37.47% more from 23.87 million shares in 2016Q3 were reported. United Serv Automobile Association invested in 0% or 25,400 shares. Quantbot Technology Limited Partnership invested in 2,914 shares. Wisconsin-based Northwestern Mutual Wealth Commerce has invested 0% in Hyatt Hotels Corporation (NYSE:H). Moreover, Clearbridge Limited Liability has 0% invested in Hyatt Hotels Corporation (NYSE:H) for 834 shares. Parametric Associate Limited Liability Company reported 101,265 shares or 0.01% of all its holdings. Daiwa Securities owns 9,900 shares. D E Shaw & Inc invested in 0.06% or 602,081 shares. 79,582 are held by State Board Of Administration Of Florida Retirement System. Neuberger Berman Group Inc Limited Liability holds 319,046 shares. Kbc Gp Nv invested in 126,812 shares or 0.07% of the stock. Moreover, Voloridge Investment Mgmt Limited has 0.05% invested in Hyatt Hotels Corporation (NYSE:H). Putnam Investments Ltd Co accumulated 78,737 shares or 0.01% of the stock. Moreover, Long Pond Ltd Partnership has 5.9% invested in Hyatt Hotels Corporation (NYSE:H) for 2.28 million shares. Cipher Lp has invested 0.07% in Hyatt Hotels Corporation (NYSE:H). Products Prns Limited Liability Co invested in 84,200 shares.

Among 21 analysts covering Hyatt Hotels (NYSE:H), 7 have Buy rating, 3 Sell and 11 Hold. Therefore 33% are positive. Hyatt Hotels had 50 analyst reports since August 5, 2015 according to SRatingsIntel. On Wednesday, November 4 the stock rating was maintained by Deutsche Bank with “Hold”. Morgan Stanley downgraded Hyatt Hotels Corporation (NYSE:H) rating on Thursday, March 17. Morgan Stanley has “Equal-Weight” rating and $48 target. Citigroup downgraded the shares of H in report on Tuesday, December 15 to “Neutral” rating. As per Thursday, May 19, the company rating was downgraded by Bank of America. The firm has “Hold” rating given on Tuesday, July 19 by Stifel Nicolaus. The stock has “Neutral” rating by Goldman Sachs on Monday, September 26. Citigroup maintained Hyatt Hotels Corporation (NYSE:H) on Thursday, August 11 with “Neutral” rating. The firm has “Outperform” rating by FBR Capital given on Monday, March 20. Robert W. Baird maintained the shares of H in report on Tuesday, February 23 with “Outperform” rating. The rating was maintained by Evercore with “Buy” on Monday, September 7.

Since January 30, 2017, it had 0 insider purchases, and 12 insider sales for $5.25 million activity. Bay Walter D. sold $356,664 worth of stock. On Thursday, February 2 Pietrucha Susan E sold $454,707 worth of Arthur J Gallagher & Co (NYSE:AJG) or 8,434 shares. $439,365 worth of stock was sold by Ziebell William F on Wednesday, May 24. The insider HOWELL DOUGLAS K sold 20,033 shares worth $1.14M. English Frank E. Jr. also sold $58,490 worth of Arthur J Gallagher & Co (NYSE:AJG) on Tuesday, June 13. The insider Cavaness Joel D sold 9,730 shares worth $540,891. JOHNSON DAVID S sold $168,563 worth of stock or 3,125 shares.

Among 11 analysts covering Arthur J. Gallagher (NYSE:AJG), 5 have Buy rating, 1 Sell and 5 Hold. Therefore 45% are positive. Arthur J. Gallagher had 27 analyst reports since August 28, 2015 according to SRatingsIntel. The stock has “Neutral” rating by Citigroup on Thursday, July 13. The firm earned “Market Perform” rating on Monday, March 21 by William Blair. The stock has “Buy” rating by Keefe Bruyette & Woods on Wednesday, June 7. The firm has “Sector Perform” rating by RBC Capital Markets given on Thursday, February 4. The stock of Arthur J Gallagher & Co (NYSE:AJG) has “Neutral” rating given on Monday, November 2 by Goldman Sachs. The stock of Arthur J Gallagher & Co (NYSE:AJG) has “Hold” rating given on Tuesday, September 29 by Sandler O’Neill. As per Thursday, February 4, the company rating was maintained by Citigroup. RBC Capital Markets maintained Arthur J Gallagher & Co (NYSE:AJG) on Monday, July 10 with “Hold” rating. The firm earned “Buy” rating on Friday, April 28 by Wells Fargo. The firm earned “Buy” rating on Tuesday, June 13 by Wells Fargo.

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