Cooke & Bieler LP Has Lowered Aercap Holdings N.V. (AER) Position By $2.84 Million; Frontfour Capital Group Lifted Centurylink (CTL) Holding By $8.63 Million

CenturyLink, Inc. (NYSE:CTL) Logo

Frontfour Capital Group Llc increased Centurylink Inc (CTL) stake by 497.8% reported in 2017Q4 SEC filing. Frontfour Capital Group Llc acquired 539,118 shares as Centurylink Inc (CTL)’s stock declined 6.44%. The Frontfour Capital Group Llc holds 647,418 shares with $10.80M value, up from 108,300 last quarter. Centurylink Inc now has $20.05 billion valuation. The stock decreased 1.69% or $0.32 during the last trading session, reaching $18.58. About 8.39M shares traded. CenturyLink, Inc. (NYSE:CTL) has declined 28.66% since April 30, 2017 and is downtrending. It has underperformed by 40.21% the S&P500.

Cooke & Bieler Lp decreased Aercap Holdings N.V. (AER) stake by 2.13% reported in 2017Q4 SEC filing. Cooke & Bieler Lp sold 54,552 shares as Aercap Holdings N.V. (AER)’s stock declined 5.84%. The Cooke & Bieler Lp holds 2.51M shares with $132.00 million value, down from 2.56 million last quarter. Aercap Holdings N.V. now has $7.98 billion valuation. The stock decreased 0.87% or $0.46 during the last trading session, reaching $52.13. About 1.36M shares traded or 1.23% up from the average. AerCap Holdings N.V. (NYSE:AER) has risen 12.47% since April 30, 2017 and is uptrending. It has outperformed by 0.92% the S&P500.

Investors sentiment increased to 1.22 in 2017 Q4. Its up 0.23, from 0.99 in 2017Q3. It increased, as 22 investors sold AER shares while 96 reduced holdings. 41 funds opened positions while 103 raised stakes. 129.93 million shares or 2.53% less from 133.30 million shares in 2017Q3 were reported. Oppenheimer Asset Mngmt has invested 0.01% in AerCap Holdings N.V. (NYSE:AER). Deutsche Bancshares Ag stated it has 0.02% in AerCap Holdings N.V. (NYSE:AER). Ngam Advsr Lp reported 19,218 shares. Plante Moran Financial Advisors Ltd Liability owns 0.02% invested in AerCap Holdings N.V. (NYSE:AER) for 629 shares. Ls Investment Advsrs Ltd Llc stated it has 0.01% in AerCap Holdings N.V. (NYSE:AER). Fulton Bank Na accumulated 13,175 shares or 0.05% of the stock. California State Teachers Retirement System reported 93,288 shares or 0.01% of all its holdings. Panagora Asset Mngmt Inc reported 28,058 shares. Endurance Wealth Mgmt accumulated 500 shares. Genesee Valley Trust reported 6,621 shares. Greenleaf holds 0% in AerCap Holdings N.V. (NYSE:AER) or 336 shares. Bancorporation Of Ny Mellon stated it has 370,567 shares. Lazard Asset Mgmt Ltd Liability Company stated it has 0% in AerCap Holdings N.V. (NYSE:AER). Todd Asset Mngmt Ltd reported 0.6% of its portfolio in AerCap Holdings N.V. (NYSE:AER). Concourse Cap Mgmt Ltd stated it has 54,725 shares.

Cooke & Bieler Lp increased Actuant Corporation (NYSE:ATU) stake by 183,500 shares to 679,410 valued at $17.19M in 2017Q4. It also upped Inc Research Holdings Inc (NASDAQ:INCR) stake by 645,760 shares and now owns 1.30M shares. Allergan Plc was raised too.

Analysts await AerCap Holdings N.V. (NYSE:AER) to report earnings on May, 3 before the open. They expect $1.56 EPS, up 13.04% or $0.18 from last year’s $1.38 per share. AER’s profit will be $238.65 million for 8.35 P/E if the $1.56 EPS becomes a reality. After $1.67 actual EPS reported by AerCap Holdings N.V. for the previous quarter, Wall Street now forecasts -6.59% negative EPS growth.

Among 15 analysts covering AerCap Holdings (NYSE:AER), 13 have Buy rating, 1 Sell and 1 Hold. Therefore 87% are positive. AerCap Holdings had 43 analyst reports since August 12, 2015 according to SRatingsIntel. As per Wednesday, August 12, the company rating was maintained by Macquarie Research. FBR Capital reinitiated the shares of AER in report on Tuesday, October 13 with “Outperform” rating. The firm has “Outperform” rating by RBC Capital Markets given on Wednesday, November 11. The rating was maintained by Deutsche Bank with “Buy” on Thursday, February 15. On Thursday, November 2 the stock rating was maintained by RBC Capital Markets with “Buy”. The rating was upgraded by Bank of America to “Buy” on Monday, September 21. The stock of AerCap Holdings N.V. (NYSE:AER) has “Mkt Perform” rating given on Wednesday, November 9 by FBR Capital. The stock of AerCap Holdings N.V. (NYSE:AER) earned “Equal-Weight” rating by Morgan Stanley on Thursday, April 6. On Wednesday, February 24 the stock rating was maintained by FBR Capital with “Outperform”. The firm has “Buy” rating given on Thursday, August 3 by Cowen & Co.

Among 23 analysts covering Centurylink Inc. (NYSE:CTL), 7 have Buy rating, 1 Sell and 15 Hold. Therefore 30% are positive. Centurylink Inc. had 60 analyst reports since July 31, 2015 according to SRatingsIntel. The stock has “Hold” rating by Jefferies on Tuesday, October 3. As per Monday, March 14, the company rating was maintained by Citigroup. Jefferies downgraded the shares of CTL in report on Thursday, March 17 to “Underperform” rating. As per Tuesday, November 8, the company rating was upgraded by Oppenheimer. The stock of CenturyLink, Inc. (NYSE:CTL) earned “Equal-Weight” rating by Barclays Capital on Friday, December 15. The rating was initiated by SunTrust with “Hold” on Tuesday, December 13. Oppenheimer maintained CenturyLink, Inc. (NYSE:CTL) on Thursday, August 10 with “Buy” rating. The rating was maintained by SunTrust on Thursday, November 9 with “Hold”. Deutsche Bank maintained CenturyLink, Inc. (NYSE:CTL) on Tuesday, October 10 with “Hold” rating. On Friday, May 26 the stock rating was maintained by RBC Capital Markets with “Hold”.

Investors sentiment increased to 1.99 in 2017 Q4. Its up 1.04, from 0.95 in 2017Q3. It increased, as 78 investors sold CTL shares while 110 reduced holdings. 118 funds opened positions while 256 raised stakes. 888.76 million shares or 103.84% more from 436.00 million shares in 2017Q3 were reported. Natl Asset Mgmt Inc invested in 0.07% or 31,884 shares. Moneta Group Inc Inv Advisors Limited Liability stated it has 0% in CenturyLink, Inc. (NYSE:CTL). Associated Banc holds 0.02% in CenturyLink, Inc. (NYSE:CTL) or 22,010 shares. Pnc Financial Services Grp has 0.01% invested in CenturyLink, Inc. (NYSE:CTL). Pub Sector Pension Invest Board holds 0.02% or 171,739 shares. Ancora Advisors Ltd invested 0.02% of its portfolio in CenturyLink, Inc. (NYSE:CTL). Calamos Ltd Limited Liability Company holds 0.01% or 105,922 shares. Salem Inv Counselors holds 0% or 136 shares in its portfolio. Laurion Management Limited Partnership stated it has 0.02% of its portfolio in CenturyLink, Inc. (NYSE:CTL). Jnba Advsr owns 262 shares. Cahill Advsrs owns 11,098 shares for 0.09% of their portfolio. Intll Grp Inc has invested 0.03% in CenturyLink, Inc. (NYSE:CTL). Stratos Wealth Prns Ltd stated it has 62,570 shares or 0.05% of all its holdings. Lenox Wealth has 0% invested in CenturyLink, Inc. (NYSE:CTL) for 41 shares. Morgan Stanley holds 20.55 million shares or 0.09% of its portfolio.

Since April 3, 2018, it had 2 insider buys, and 0 selling transactions for $215.07 million activity. Temasek Holdings (Private) Ltd also bought $87.70M worth of CenturyLink, Inc. (NYSE:CTL) on Thursday, April 5.

Frontfour Capital Group Llc decreased Fiat Chrysler Automobiles N stake by 90,989 shares to 642,167 valued at $11.46 million in 2017Q4. It also reduced Dowdupont Inc stake by 40,794 shares and now owns 137,298 shares. Granite Real Estate Invt Tr (Call) was reduced too.

CenturyLink, Inc. (NYSE:CTL) Institutional Positions Chart