Cambiar Investors LLC Lifted Position in Aercap Holdings Nv (AER) by $17.16 Million as Stock Rose

July 22, 2018 - By Carol Mulligan

AerCap Holdings N.V. (NYSE:AER) LogoInvestors sentiment decreased to 1.12 in 2018 Q1. Its down 0.10, from 1.22 in 2017Q4. It dropped, as 32 investors sold AER shares while 93 reduced holdings. 31 funds opened positions while 109 raised stakes. 127.53 million shares or 1.85% less from 129.93 million shares in 2017Q4 were reported. Liberty Mutual Gp Asset Management holds 12,874 shares. Wetherby Asset Mngmt Inc owns 0.03% invested in AerCap Holdings N.V. (NYSE:AER) for 4,843 shares. Citadel Advsr Ltd Liability Com stated it has 0% in AerCap Holdings N.V. (NYSE:AER). Susquehanna Intl Grp Inc Limited Liability Partnership holds 69,210 shares or 0% of its portfolio. Hightower Advsrs Limited stated it has 40,697 shares. Teacher Retirement Sys Of Texas has invested 0.04% in AerCap Holdings N.V. (NYSE:AER). Mariner Limited Liability Company accumulated 0.02% or 10,000 shares. 5,732 are owned by Old Natl Bancorporation In. 139,930 are held by Eagle Global Advsrs Limited Liability Co. Vanguard invested in 0% or 471,392 shares. Suntrust Banks Inc invested in 68,869 shares. Jacobs Asset Mgmt Ltd Liability Com holds 546,500 shares or 5.13% of its portfolio. The New York-based Lyrical Asset Mgmt Limited Partnership has invested 3.4% in AerCap Holdings N.V. (NYSE:AER). Geode Cap holds 0.01% of its portfolio in AerCap Holdings N.V. (NYSE:AER) for 422,374 shares. Gam Holdg Ag reported 0.02% of its portfolio in AerCap Holdings N.V. (NYSE:AER).

Cambiar Investors Llc increased its stake in Aercap Holdings Nv (AER) by 5.19% based on its latest 2018Q1 regulatory filing with the SEC. Cambiar Investors Llc bought 343,258 shares as the company’s stock rose 7.13% while stock markets declined. The institutional investor held 6.96M shares of the diversified commercial services company at the end of 2018Q1, valued at $352.86 million, up from 6.61M at the end of the previous reported quarter. Cambiar Investors Llc who had been investing in Aercap Holdings Nv for a number of months, seems to be bullish on the $8.17B market cap company. The stock increased 0.02% or $0.01 during the last trading session, reaching $55.53. About 1.55 million shares traded or 62.99% up from the average. AerCap Holdings N.V. (NYSE:AER) has risen 22.94% since July 22, 2017 and is uptrending. It has outperformed by 10.37% the S&P500.

Cambiar Investors Llc, which manages about $8.42 billion and $6.30 billion US Long portfolio, decreased its stake in Molina Healthcare Inc (NYSE:MOH) by 58,309 shares to 76,933 shares, valued at $6.25 million in 2018Q1, according to the filing. It also reduced its holding in Legacy Tex Finl Group Inc by 81,780 shares in the quarter, leaving it with 156,711 shares, and cut its stake in Ebay Inc (NASDAQ:EBAY).

AerCap Holdings N.V. (NYSE:AER) Ratings Coverage

Among 3 analysts covering Aercap Holdings (NYSE:AER), 2 have Buy rating, 1 Sell and 0 Hold. Therefore 67% are positive. Aercap Holdings had 5 analyst reports since February 14, 2018 according to SRatingsIntel. The stock has “Underweight” rating by Morgan Stanley on Tuesday, February 20. The stock of AerCap Holdings N.V. (NYSE:AER) has “Buy” rating given on Thursday, February 15 by Deutsche Bank. The stock has “Buy” rating by Deutsche Bank on Friday, May 4. Morgan Stanley maintained the shares of AER in report on Thursday, April 12 with “Underweight” rating. The stock of AerCap Holdings N.V. (NYSE:AER) earned “Buy” rating by RBC Capital Markets on Wednesday, February 14.

AerCap Holdings N.V. (NYSE:AER) Ratings Chart

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