Kensico Capital Management Has Boosted Its Position in Sealed Air New (SEE) by $56.61 Million as Shares Rose; Ecofin LTD Has Cut Its Exelon (EXC) Position by $3.80 Million

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Kensico Capital Management Corp increased its stake in Sealed Air Corp New (SEE) by 39.74% based on its latest 2018Q4 regulatory filing with the SEC. Kensico Capital Management Corp bought 1.67 million shares as the company’s stock rose 19.23% with the market. The hedge fund held 5.86 million shares of the major chemicals company at the end of 2018Q4, valued at $203.99M, up from 4.19M at the end of the previous reported quarter. Kensico Capital Management Corp who had been investing in Sealed Air Corp New for a number of months, seems to be bullish on the $7.05 billion market cap company. The stock increased 0.67% or $0.3 during the last trading session, reaching $45.3. About 2.26M shares traded or 16.78% up from the average. Sealed Air Corporation (NYSE:SEE) has risen 5.81% since March 17, 2018 and is uptrending. It has outperformed by 1.44% the S&P500. Some Historical SEE News: 03/05/2018 – Sealed Air 1Q Loss $200.6M; 17/05/2018 – Board of Directors Elects Jerry R. Whitaker Chairman of the Board; 02/05/2018 – Wells Capital Management Inc. Exits Position in Sealed Air; 03/05/2018 – SEALED AIR INCREASED SHARE BUYBACK AUTHORIZATION TO $1.0B; 03/04/2018 – Sealed Air Selects PTC’s ThingWorx for Operational Efficiency, Support of Global Sustainability Strategy; 07/05/2018 – Sealed Air at Wells Fargo Industrials Conference Tomorrow; 03/05/2018 – Sealed Air 1Q Loss/Shr $1.21; 03/05/2018 – Sealed Air Raises 2018 Adjusted EPS View Due to Buybacks; 03/05/2018 – Sealed Air Raises 2018 View To Adj EPS $2.45-Adj EPS $2.55; 15/05/2018 – Sealed Air Closes Below 50-Day Moving Average: Technicals

Ecofin Ltd decreased its stake in Exelon Corp (EXC) by 20.66% based on its latest 2018Q4 regulatory filing with the SEC. Ecofin Ltd sold 84,482 shares as the company’s stock rose 5.74% with the market. The hedge fund held 324,421 shares of the power generation company at the end of 2018Q4, valued at $14.63M, down from 408,903 at the end of the previous reported quarter. Ecofin Ltd who had been investing in Exelon Corp for a number of months, seems to be less bullish one the $48.49 billion market cap company. The stock increased 0.77% or $0.38 during the last trading session, reaching $50. About 12.01 million shares traded or 116.88% up from the average. Exelon Corporation (NYSE:EXC) has risen 31.16% since March 17, 2018 and is uptrending. It has outperformed by 26.79% the S&P500. Some Historical EXC News: 15/05/2018 – LOCKHEED MARTIN CORP – DEAL TO SUPPLY GRIDSTAR LITHIUM ENERGY STORAGE SYSTEM TO COMED; 27/04/2018 – EXELON CUTS CALVERT CLIFFS 2 REACTOR TO 80% POWER FROM 100%:NRC; 26/04/2018 – Exelon Announces Plan to Further Reduce Its Greenhouse Gas Emissions by 15 Percent; 09/04/2018 – ComEd Seeks to Jumpstart Solar, Other Renewables in Illinois; 16/04/2018 – T Rowe Price Equity Income Adds Sempra, Exits Exelon; 26/04/2018 – EXELON CORP SAYS IS SETTING A GOAL TO REDUCE GREENHOUSE GAS EMISSIONS FROM ITS INTERNAL OPERATIONS BY 15 PERCENT BY 2022; 30/05/2018 – NET Power Achieves Major Milestone for Carbon Capture with Demonstration Plant First Fire; 04/05/2018 – ComEd Electric Transmission Rates to Decrease in June; 24/05/2018 – EXELON: THREE MILE ISLAND, DRESDEN DID NOT CLEAR IN AUCTION; 08/05/2018 – EXELON NAMES JOSEPH NIGRO CFO

Analysts await Exelon Corporation (NYSE:EXC) to report earnings on May, 1. They expect $0.91 EPS, down 5.21% or $0.05 from last year’s $0.96 per share. EXC’s profit will be $882.46 million for 13.74 P/E if the $0.91 EPS becomes a reality. After $0.58 actual EPS reported by Exelon Corporation for the previous quarter, Wall Street now forecasts 56.90% EPS growth.

Investors sentiment decreased to 1.06 in Q4 2018. Its down 0.11, from 1.17 in 2018Q3. It turned negative, as 42 investors sold EXC shares while 257 reduced holdings. 91 funds opened positions while 226 raised stakes. 759.93 million shares or 4.26% more from 728.89 million shares in 2018Q3 were reported. Haverford reported 7,544 shares. Catalyst Advsr Limited Company accumulated 250,000 shares or 0.42% of the stock. Moreover, Stifel Fin has 0.05% invested in Exelon Corporation (NYSE:EXC). Qci Asset Mgmt New York reported 966 shares. Ibm Retirement Fund owns 14,629 shares for 0.15% of their portfolio. Wedge Cap Mngmt L LP Nc owns 254,659 shares or 0.14% of their US portfolio. Burke & Herbert Natl Bank & Company reported 0.24% of its portfolio in Exelon Corporation (NYSE:EXC). Thrivent For Lutherans holds 0.17% of its portfolio in Exelon Corporation (NYSE:EXC) for 1.03M shares. Lsv Asset Management reported 13.20M shares. Huntington National Bank & Trust holds 0.03% of its portfolio in Exelon Corporation (NYSE:EXC) for 31,108 shares. The Maryland-based Fincl Advantage has invested 0.01% in Exelon Corporation (NYSE:EXC). 4,513 were accumulated by Old Second Comml Bank Of Aurora. Swedbank has 2.59M shares for 0.64% of their portfolio. Raymond James Fincl Services invested in 207,505 shares or 0.05% of the stock. 631,612 were accumulated by Huber Cap Management Lc.

More recent Exelon Corporation (NYSE:EXC) news were published by: Globenewswire.com which released: “Market Trends Toward New Normal in Exelon, AT&T, United States Cellular, Deciphera Pharmaceuticals, Boyd Gaming, and Argo Group International — Emerging Consolidated Expectations, Analyst Ratings – GlobeNewswire” on March 06, 2019. Also Seekingalpha.com published the news titled: “NextEra And Exelon: Successful Utilities With Different Strategies – Seeking Alpha” on February 13, 2019. Seekingalpha.com‘s news article titled: “Penn lawmakers signal willingness to help save nuclear power plants – Seeking Alpha” with publication date: March 11, 2019 was also an interesting one.

Ecofin Ltd, which manages about $1.49B and $148.15 million US Long portfolio, upped its stake in Covanta Holding Corp (NYSE:CVA) by 144,867 shares to 818,359 shares, valued at $10.98M in 2018Q4, according to the filing. It also increased its holding in C by 141,053 shares in the quarter, for a total of 433,010 shares, and has risen its stake in Honeywell International Inc (NYSE:HON).

Since February 12, 2019, it had 0 insider purchases, and 1 sale for $837,900 activity.

Exelon Corporation (NYSE:EXC) Institutional Positions Chart