Dynamo Internacional Gestao De Recursos Ltda Increased Position in Cosan LTD (CZZ) by $10.01 Million as Shares Rose; As Waters (WAT) Stock Value Rose, Holder Clinton Group Has Increased Its Holding

April 17, 2018 - By Clifton Ray

Dynamo Internacional Gestao De Recursos Ltda increased its stake in Cosan Ltd (CZZ) by 146.52% based on its latest 2017Q4 regulatory filing with the SEC. Dynamo Internacional Gestao De Recursos Ltda bought 1.11 million shares as the company’s stock rose 7.05% while stock markets declined. The institutional investor held 1.87M shares of the specialty foods company at the end of 2017Q4, valued at $17.02M, up from 758,941 at the end of the previous reported quarter. Dynamo Internacional Gestao De Recursos Ltda who had been investing in Cosan Ltd for a number of months, seems to be bullish on the $2.51B market cap company. The stock increased 0.44% or $0.045 during the last trading session, reaching $10.305. About 247,491 shares traded. Cosan Limited (NYSE:CZZ) has risen 26.42% since April 17, 2017 and is uptrending. It has outperformed by 14.87% the S&P500.

Greg Taxin increased its stake in Waters Corp (WAT) by 151.82% based on its latest 2017Q4 regulatory filing with the SEC. Clinton Group Inc bought 7,972 shares as the company’s stock rose 3.47% while stock markets declined. The hedge fund run by Greg Taxin held 13,223 shares of the laboratory analytical instruments company at the end of 2017Q4, valued at $2.56M, up from 5,251 at the end of the previous reported quarter. Clinton Group Inc who had been investing in Waters Corp for a number of months, seems to be bullish on the $16.16B market cap company. The stock increased 0.08% or $0.17 during the last trading session, reaching $206.36. About 88,517 shares traded. Waters Corporation (NYSE:WAT) has risen 28.61% since April 17, 2017 and is uptrending. It has outperformed by 17.06% the S&P500.

Dynamo Internacional Gestao De Recursos Ltda, which manages about $688.66M US Long portfolio, decreased its stake in Coty Inc (NYSE:COTY) by 1.15 million shares to 911,473 shares, valued at $18.13M in 2017Q4, according to the filing. It also reduced its holding in Liberty Media Corp Delaware by 23,900 shares in the quarter, leaving it with 764,677 shares, and cut its stake in Liberty Media Corp Delaware.

Among 4 analysts covering Cosan Limited (NYSE:CZZ), 0 have Buy rating, 0 Sell and 4 Hold. Therefore 0 are positive. Cosan Limited had 5 analyst reports since August 25, 2015 according to SRatingsIntel. The firm earned “Neutral” rating on Tuesday, February 20 by JP Morgan. The stock of Cosan Limited (NYSE:CZZ) earned “Hold” rating by Standpoint Research on Friday, October 7. The firm has “Sell” rating by Zacks given on Tuesday, August 25. The rating was downgraded by Bank of America on Monday, September 28 to “Neutral”. J.P. Morgan downgraded the stock to “Hold” rating in Tuesday, February 20 report.

Investors sentiment increased to 1.13 in 2017 Q4. Its up 0.14, from 0.99 in 2017Q3. It increased, as 24 investors sold WAT shares while 171 reduced holdings. 61 funds opened positions while 159 raised stakes. 72.10 million shares or 2.19% less from 73.71 million shares in 2017Q3 were reported. Ohio-based Cleararc Capital has invested 0.05% in Waters Corporation (NYSE:WAT). World Asset Mngmt owns 7,169 shares for 0.05% of their portfolio. Georgia-based Earnest Prtnrs Limited Liability Corp has invested 0% in Waters Corporation (NYSE:WAT). Great West Life Assurance Can has 0.03% invested in Waters Corporation (NYSE:WAT) for 59,582 shares. Eagle Asset Mngmt accumulated 36,902 shares. Robecosam Ag reported 3.65% of its portfolio in Waters Corporation (NYSE:WAT). Copper Rock Cap Prtn Ltd Co owns 50,367 shares. Oregon Employees Retirement Fund accumulated 31,827 shares. Pictet Cie (Europe), a Luxembourg-based fund reported 2,467 shares. First Personal owns 3,378 shares or 0.13% of their US portfolio. Perkins Coie accumulated 500 shares. Guardian Life Ins Communication Of America invested 0.01% of its portfolio in Waters Corporation (NYSE:WAT). Toronto Dominion Fincl Bank reported 0.02% of its portfolio in Waters Corporation (NYSE:WAT). Premier Asset stated it has 39,458 shares or 1.7% of all its holdings. Ibm Retirement Fund reported 1,142 shares.

Since October 27, 2017, it had 0 insider purchases, and 12 insider sales for $39.83 million activity. KUEBLER CHRISTOPHER A sold $86,944 worth of stock or 416 shares. The insider TERRICCIANO DAVID sold $318,002. Kelly Terrence P sold $278,826 worth of stock or 1,312 shares. 5,000 Waters Corporation (NYSE:WAT) shares with value of $1.08M were sold by BEAUDOUIN MARK T. Rae Elizabeth B sold $6.22 million worth of stock. Khanna Rohit sold 26,913 shares worth $5.33M.

Among 19 analysts covering Waters Corporation (NYSE:WAT), 7 have Buy rating, 0 Sell and 12 Hold. Therefore 37% are positive. Waters Corporation had 57 analyst reports since July 29, 2015 according to SRatingsIntel. The stock of Waters Corporation (NYSE:WAT) has “Neutral” rating given on Wednesday, July 29 by Mizuho. The stock of Waters Corporation (NYSE:WAT) has “Market Perform” rating given on Wednesday, October 28 by Leerink Swann. The firm has “Equal-Weight” rating given on Wednesday, January 24 by Barclays Capital. Morgan Stanley maintained it with “Equal-Weight” rating and $218 target in Wednesday, April 11 report. The firm has “Buy” rating by Bank of America given on Thursday, September 10. As per Monday, July 10, the company rating was downgraded by Deutsche Bank. Jefferies maintained Waters Corporation (NYSE:WAT) on Friday, October 20 with “Hold” rating. The firm earned “Hold” rating on Tuesday, January 23 by Cowen & Co. The stock of Waters Corporation (NYSE:WAT) earned “Outperform” rating by Robert W. Baird on Wednesday, October 25. The stock has “Outperform” rating by Leerink Swann on Thursday, November 10.

Clinton Group Inc, which manages about $2.04 billion and $1.14B US Long portfolio, decreased its stake in Thor Inds Inc (NYSE:THO) by 17,259 shares to 8,840 shares, valued at $1.33 million in 2017Q4, according to the filing. It also reduced its holding in Toro Co (NYSE:TTC) by 26,167 shares in the quarter, leaving it with 40,832 shares, and cut its stake in Sensient Technologies Corp (NYSE:SXT).

By1 Clifton Ray