Hudson Bay Capital Management LP Has Lifted Its Holding in Discovery (DISCK) as Valuation Declined; Brahman Capital Position in Brinks Co (BCO) Has Decreased by $14.32 Million as Shares Rose

Discovery, Inc. (NASDAQ:DISCK) Logo

Hudson Bay Capital Management Lp increased its stake in Discovery Inc (DISCK) by 137.69% based on its latest 2018Q4 regulatory filing with the SEC. Hudson Bay Capital Management Lp bought 1.49 million shares as the company’s stock declined 3.83% while stock markets rallied. The hedge fund held 2.56 million shares of the consumer services company at the end of 2018Q4, valued at $59.18M, up from 1.08M at the end of the previous reported quarter. Hudson Bay Capital Management Lp who had been investing in Discovery Inc for a number of months, seems to be bullish on the $19.68 billion market cap company. The stock decreased 0.96% or $0.25 during the last trading session, reaching $25.9. About 3.78M shares traded or 65.75% up from the average. Discovery, Inc. (NASDAQ:DISCK) has risen 19.47% since March 17, 2018 and is uptrending. It has outperformed by 15.10% the S&P500. Some Historical DISCK News: 06/03/2018 – Discovery, HGTV and Food Network Prep for a Skinny TV Bundle as Merger Closes; 07/03/2018 – News On Scripps Networks Interactive Inc. (SNI) Now Under DISCA; 06/03/2018 – Discovery Communications, Scripps: Combined Co Will Be Officially Known as Discovery, Inc; 05/03/2018 Discovery Communications Announces Exchange Offer and Consent Solicitation for Scripps Notes; 04/05/2018 – DJ Discovery Communications Inc Clas, Inst Holders, 1Q 2018 (DISCB); 05/03/2018 – Discovery Commun Announces Exchange Offer and Consent Solicitation for Scripps Notes; 05/05/2018 – DJ Discovery Communications Inc Clas, Inst Holders, 1Q 2018 (DISCK); 20/03/2018 – PROSIEBENSAT 1 MEDIA SE PSMGn.DE SAYS PROSIEBENSAT.1 AND DISCOVERY COMMUNICATIONS STREAMING SERVICE COLLABORATES WITH EXTERNAL CHANNEL PARTNERS FOR FIRST TIME; 16/03/2018 – E.W. Scripps activist campaign could add independent pressure on family –

Brahman Capital Corp decreased its stake in Brinks Co (BCO) by 17.69% based on its latest 2018Q4 regulatory filing with the SEC. Brahman Capital Corp sold 223,748 shares as the company’s stock rose 11.31% with the market. The hedge fund held 1.04M shares of the oil refining and marketing company at the end of 2018Q4, valued at $67.28 million, down from 1.26M at the end of the previous reported quarter. Brahman Capital Corp who had been investing in Brinks Co for a number of months, seems to be less bullish one the $3.87 billion market cap company. The stock increased 0.63% or $0.49 during the last trading session, reaching $77.94. About 545,737 shares traded or 37.09% up from the average. The Brink's Company (NYSE:BCO) has risen 7.96% since March 17, 2018 and is uptrending. It has outperformed by 3.59% the S&P500. Some Historical BCO News: 31/05/2018 – Brink’s Co To Buy Dunbar Armored Inc. for $520M Cash; 08/05/2018 – Brink’s at Wells Fargo Industrials Conference Tomorrow; 25/04/2018 – BRINK’S 1Q EPS 42C; 25/04/2018 – BRINKS – 2018 GUIDANCE & 2019 ADJ EBITDA ASSUME ANNUAL ORGANIC REV GROWTH OF ABOUT 5%, CONTRIBUTIONS FROM 6 ACQUISITIONS CLOSED IN 2017, FROM RODOBAN; 11/04/2018 – Brink’s First-Quarter Earnings Release and Conference Call Scheduled for April 25; 25/04/2018 – BRINKS CO – SEES 2018 GAAP REVENUES $3,476 MLN; 15/05/2018 – Starboard Adds Newell Brands, Exits Fortinet, Cuts Brink’s: 13F; 25/04/2018 – Brink’s Co 1Q Rev $879M; 03/05/2018 – Brink’s Declares Quarterly Dividend; 25/04/2018 – Brink’s Co Sees 2018 Adjusted EBITDA of $515M-$535M

Investors sentiment is 0.97 in 2018 Q4. Its the same as in 2018Q3. It is without change, as 31 investors sold BCO shares while 70 reduced holdings. only 35 funds opened positions while 63 raised stakes. 49.25 million shares or 2.04% more from 48.27 million shares in 2018Q3 were reported. New York State Teachers Retirement Systems invested in 80,200 shares. Oregon Employees Retirement Fund invested in 0.01% or 1.32 million shares. Moreover, Bancorporation Of Montreal Can has 0% invested in The Brink's Company (NYSE:BCO) for 2,229 shares. 349,976 were reported by Kennedy Capital Mgmt Inc. Moreover, Pub Employees Retirement Sys Of Ohio has 0% invested in The Brink's Company (NYSE:BCO) for 1,698 shares. Teachers Retirement Systems Of The State Of Kentucky accumulated 0.01% or 8,892 shares. Tiaa Cref Inv Limited Liability Company holds 101,839 shares or 0.01% of its portfolio. Gradient Invests Ltd Liability Corp invested in 0% or 104 shares. Commonwealth Of Pennsylvania Pub School Empls Retrmt System has invested 0.01% in The Brink's Company (NYSE:BCO). Ubs Oconnor Limited Liability Company has 0% invested in The Brink's Company (NYSE:BCO). 569,383 were reported by Principal Fincl Gp Inc. Mesirow Inv has 1.15% invested in The Brink's Company (NYSE:BCO). Metropolitan Life Ins has 0.04% invested in The Brink's Company (NYSE:BCO) for 29,520 shares. Deccan Value Invsts Limited Partnership has invested 10.18% in The Brink's Company (NYSE:BCO). Bb&T Corp owns 0.02% invested in The Brink's Company (NYSE:BCO) for 18,086 shares.

More notable recent The Brink's Company (NYSE:BCO) news were published by: Globenewswire.com which released: “Brink’s to Present at the J.P. Morgan Global High Yield & Leveraged Finance Conference on February 25, 2019 – GlobeNewswire” on February 22, 2019, also Seekingalpha.com with their article: “One Last Bout Of Investments At Brink’s – Seeking Alpha” published on March 11, 2019, Globenewswire.com published: “Dana O’Brien Joins Brink’s as General Counsel – GlobeNewswire” on March 08, 2019. More interesting news about The Brink's Company (NYSE:BCO) were released by: Globenewswire.com and their article: “New Research: Key Drivers of Growth for Sirius XM, TrueCar, Molson Coors Brewing, Oaktree Specialty Lending, Brink’s, and Hanesbrands — Factors of Influence, Major Initiatives and Sustained Production – GlobeNewswire” published on February 28, 2019 as well as Bizjournals.com‘s news article titled: “CenterPoint’s general counsel to leave for Brink’s – Houston Business Journal” with publication date: March 11, 2019.

Analysts await The Brink's Company (NYSE:BCO) to report earnings on April, 24. They expect $0.74 earnings per share, up 13.85% or $0.09 from last year’s $0.65 per share. BCO’s profit will be $36.73 million for 26.33 P/E if the $0.74 EPS becomes a reality. After $1.05 actual earnings per share reported by The Brink's Company for the previous quarter, Wall Street now forecasts -29.52% negative EPS growth.

Since February 8, 2019, it had 2 buys, and 1 insider sale for $190,220 activity. Zukerman Amit had sold 10,000 shares worth $756,200 on Friday, February 8. $217,170 worth of The Brink's Company (NYSE:BCO) was bought by DOMANICO RONALD JAMES.

More notable recent Discovery, Inc. (NASDAQ:DISCK) news were published by: Nasdaq.com which released: “S&P 500 Movers: DISCK, SJM – Nasdaq” on February 26, 2019, also Fool.com with their article: “Discovery Gets More Profitable – Motley Fool” published on February 26, 2019, Gurufocus.com published: “What Does Seth Klarman Like About Nexstar? – GuruFocus.com” on February 19, 2019. More interesting news about Discovery, Inc. (NASDAQ:DISCK) were released by: Seekingalpha.com and their article: “Discovery: Self-Described Free Cash Flow Machine – Seeking Alpha” published on February 28, 2019 as well as Nasdaq.com‘s news article titled: “Pre-Market Earnings Report for February 26, 2019 : HD, BNS, BMO, TRI, SRE, WP, AZO, LNG, SJM, DISCK, M, SERV – Nasdaq” with publication date: February 25, 2019.

Hudson Bay Capital Management Lp, which manages about $4.18 billion and $7.48 billion US Long portfolio, decreased its stake in Electronic Arts Inc (Put) by 17,000 shares to 30,000 shares, valued at $2.37M in 2018Q4, according to the filing. It also reduced its holding in Twenty First Centy Fox Inc (NASDAQ:FOX) by 48,000 shares in the quarter, leaving it with 297,979 shares, and cut its stake in Twitter Inc (Put).

The Brink's Company (NYSE:BCO) Institutional Positions Chart