T Mobile Us (TMUS) Holder Darsana Capital Partners LP Increased Its Position by $24.49 Million; As Netflix (NFLX) Market Value Declined, Baillie Gifford & Company Has Cut Its Position by $47.27 Million

Netflix, Inc. (NASDAQ:NFLX) Logo

Baillie Gifford & Company decreased its stake in Netflix Inc (NFLX) by 1.66% based on its latest 2018Q3 regulatory filing with the SEC. Baillie Gifford & Company sold 126,401 shares as the company’s stock declined 22.59% with the market. The institutional investor held 7.49 million shares of the consumer services company at the end of 2018Q3, valued at $2.80B, down from 7.62 million at the end of the previous reported quarter. Baillie Gifford & Company who had been investing in Netflix Inc for a number of months, seems to be less bullish one the $150.95 billion market cap company. The stock decreased 0.53% or $1.84 during the last trading session, reaching $345.73. About 17,487 shares traded. Netflix, Inc. (NASDAQ:NFLX) has risen 45.63% since February 12, 2018 and is uptrending. It has outperformed by 45.63% the S&P500. Some Historical NFLX News: 30/03/2018 – KEYE TV: Netflix hiring for role to binge watch its original content; 16/04/2018 – Netflix Proves It Can Raise Prices Without Losing Customers; 18/05/2018 – Netflix will nearly triple its subscriber base to 360 million by 2030: Bank of America; 27/05/2018 – JCOM TO TIE UP WITH NETFLIX, OFFER CONTENT THRU CABLE TV:NIKKEI; 17/04/2018 – TechCrunch: Mirantis bets on Spinnaker, Netflix’s open-source continuous delivery platform; 13/04/2018 – It is the first time that Netflix has been included in a television provider bundle; 26/03/2018 – Entertain Weekly: Gina Rodriguez to star as Carmen Sandiego in Netflix’s live-action feature film; 30/04/2018 – Buy Spotify because it is ‘closest’ thing to a Netflix for music: JP Morgan; 04/04/2018 – Vanity Fair: Is Netflix About to Steal Kenya Barris from ABC?; 12/04/2018 – Spike Lee and Godard go to Cannes, but Netflix cans Orson Welles

Darsana Capital Partners Lp increased its stake in T Mobile Us Inc (TMUS) by 18.91% based on its latest 2018Q3 regulatory filing with the SEC. Darsana Capital Partners Lp bought 349,900 shares as the company’s stock rose 0.26% while stock markets declined. The institutional investor held 2.20M shares of the public utilities company at the end of 2018Q3, valued at $154.40 million, up from 1.85M at the end of the previous reported quarter. Darsana Capital Partners Lp who had been investing in T Mobile Us Inc for a number of months, seems to be bullish on the $58.19B market cap company. The stock increased 0.09% or $0.06 during the last trading session, reaching $68.44. About 2.64M shares traded. T-Mobile US, Inc. (NYSE:TMUS) has risen 6.15% since February 12, 2018 and is uptrending. It has outperformed by 6.15% the S&P500. Some Historical TMUS News: 30/05/2018 – T-Mobile Kicks Off Summer with BOGObonanza on Over Twelve Sought-After Smartphones; 09/05/2018 – HOETTGES: T-MOBILE WANTS TO BUILD 5G NETWORK FOR RURAL AREAS; 29/05/2018 – Founder and Former CEO of Boost Mobile USA Rolls Out ALL4PRICE.COM Website to Educate Consumers About Some of the Issues With the Proposed Sprint/T-Mobile Merger; 01/05/2018 – T-MOBILE 1Q ADJ EBITDA $2.96B, EST. $2.81B; 30/04/2018 – Moody’s: Change of Outlook to Negative Reflects the Fact That DT’s Consolidated Net Leverage Will Increase Following the Merger of TMUS and Sprint; 01/05/2018 – T-MOBILE COO: ADDING 1.84 VERIZON CUSTOMERS FOR EACH ONE LOST; 30/04/2018 – Recode Daily: The T-Mobile-Sprint merger would shrink the U.S. wireless market to just three national players Plus, Apple and Tesla report earnings this week, rental scooters are terrorizing San Francisco, and ’70s environmental recordings move from vinyl to an app; 30/03/2018 – T-MOBILE US – ON MARCH 29, UNIT AMENDED TERMS OF ITS $2 BLN SECURED TERM LOAN DUE JAN 2022 AND ITS $2 BLN SECURED TERM LOAN DUE JAN 2024 – SEC FILING; 15/05/2018 – T-MOBILE CTO: MOBILE 5G WON’T REALLY SCALE UNTIL 2020; 16/04/2018 – T-Mobile to pay $40m to settle FCC rural call violations probe

Investors sentiment decreased to 1.11 in Q3 2018. Its down 0.07, from 1.18 in 2018Q2. It is negative, as 51 investors sold TMUS shares while 161 reduced holdings. 87 funds opened positions while 148 raised stakes. 261.32 million shares or 0.29% less from 262.07 million shares in 2018Q2 were reported. Bnp Paribas Asset Management Hldgs Sa holds 0.05% of its portfolio in T-Mobile US, Inc. (NASDAQ:TMUS) for 99,440 shares. Los Angeles Management & Equity holds 3,530 shares or 0% of its portfolio. Nwi Ltd Partnership has 3.87% invested in T-Mobile US, Inc. (NASDAQ:TMUS). Jaffetilchin Invest Prns reported 2,894 shares stake. Kbc Gp Nv holds 0.22% or 413,680 shares in its portfolio. Parametric Assocs Limited Liability Co reported 0.03% of its portfolio in T-Mobile US, Inc. (NASDAQ:TMUS). Meiji Yasuda Life invested in 26,340 shares or 0.23% of the stock. The Korea-based National Pension Service has invested 0.11% in T-Mobile US, Inc. (NASDAQ:TMUS). South Texas Money Mngmt Limited holds 513,406 shares or 1.52% of its portfolio. Principal Grp Inc invested 0.01% in T-Mobile US, Inc. (NASDAQ:TMUS). Lazard Asset Mgmt Ltd Liability Co accumulated 28,362 shares. Hall Laurie J Trustee holds 0.02% or 550 shares. 72,000 were accumulated by Public Sector Pension Inv Board. Teacher Retirement Sys Of Texas owns 529,410 shares or 0.26% of their US portfolio. Menora Mivtachim Hldgs Ltd has invested 1.07% in T-Mobile US, Inc. (NASDAQ:TMUS).

Darsana Capital Partners Lp, which manages about $989.03M and $3.19B US Long portfolio, decreased its stake in Dollar Tree Inc (NASDAQ:DLTR) by 1.00 million shares to 1.00M shares, valued at $81.55M in 2018Q3, according to the filing.

More notable recent T-Mobile US, Inc. (NASDAQ:TMUS) news were published by: Nasdaq.com which released: “S, TMUS Earnings on Aug 1: Here are the Key Predictions – Nasdaq” on July 31, 2018, also Nasdaq.com with their article: “T-Mobile (TMUS) Ticks Up Ahead of Earnings: What to Expect – Nasdaq” published on August 01, 2018, Nasdaq.com published: “T-Mobile (TMUS) Q4 Earnings and Revenues Surpass Estimates – Nasdaq” on February 07, 2019. More interesting news about T-Mobile US, Inc. (NASDAQ:TMUS) were released by: Nasdaq.com and their article: “A Groggy Start to Earnings Season – Nasdaq” published on January 15, 2019 as well as Benzinga.com‘s news article titled: “Guggenheim: T-Mobile Set To Outperform Street Handset Estimates (NASDAQ:TMUS) – Benzinga” with publication date: December 13, 2018.

Among 33 analysts covering T-Mobile US (NYSE:TMUS), 27 have Buy rating, 1 Sell and 5 Hold. Therefore 82% are positive. T-Mobile US had 88 analyst reports since August 3, 2015 according to SRatingsIntel. The firm has “Buy” rating by Deutsche Bank given on Thursday, November 9. Deutsche Bank downgraded the shares of TMUS in report on Thursday, April 6 to “Hold” rating. Citigroup maintained T-Mobile US, Inc. (NASDAQ:TMUS) on Monday, June 13 with “Buy” rating. The firm has “Buy” rating by KeyBanc Capital Markets given on Wednesday, October 11. Moffett Nathanson downgraded the shares of TMUS in report on Tuesday, January 10 to “Neutral” rating. As per Friday, December 15, the company rating was upgraded by Macquarie Research. As per Thursday, March 24, the company rating was initiated by FBR Capital. The company was maintained on Wednesday, October 18 by BTIG Research. The firm has “Buy” rating by Jefferies given on Tuesday, September 5. The company was maintained on Thursday, July 20 by Oppenheimer.

More notable recent Netflix, Inc. (NASDAQ:NFLX) news were published by: Nasdaq.com which released: “Notable Friday Option Activity: CMG, NVDA, NFLX – Nasdaq” on January 25, 2019, also Nasdaq.com with their article: “Buy Apple (AAPL) Stock on Streaming TV Push to Challenge Netflix? – Nasdaq” published on February 04, 2019, Seekingalpha.com published: “Will Netflix Live Up To Its Current Valuation? – Seeking Alpha” on January 31, 2019. More interesting news about Netflix, Inc. (NASDAQ:NFLX) were released by: Nasdaq.com and their article: “Netflix Is Officially a Force to Be Reckoned With in Film – Nasdaq” published on January 23, 2019 as well as Nasdaq.com‘s news article titled: “NXST vs. NFLX: Which Stock Should Value Investors Buy Now? – Nasdaq” with publication date: February 06, 2019.

Since August 13, 2018, it had 0 insider buys, and 27 selling transactions for $148.07 million activity. $332,670 worth of Netflix, Inc. (NASDAQ:NFLX) was sold by WELLS DAVID B on Monday, October 22. 700 shares valued at $238,536 were sold by BARTON RICHARD N on Monday, August 13. HALEY TIMOTHY M sold $7.36M worth of Netflix, Inc. (NASDAQ:NFLX) on Tuesday, October 16. 14,000 shares were sold by Bennett Kelly, worth $4.20 million on Wednesday, October 31. The insider Sweeney Anne M sold $899,150.

Baillie Gifford & Company, which manages about $92.61B US Long portfolio, upped its stake in Eversource Energy by 27,890 shares to 286,013 shares, valued at $17.57 million in 2018Q3, according to the filing. It also increased its holding in Teladoc by 86,183 shares in the quarter, for a total of 699,827 shares, and has risen its stake in Cemex Adr (NYSE:CX).

Investors sentiment decreased to 1.2 in Q3 2018. Its down 0.11, from 1.31 in 2018Q2. It dived, as 69 investors sold NFLX shares while 325 reduced holdings. 139 funds opened positions while 333 raised stakes. 313.38 million shares or 0.16% less from 313.87 million shares in 2018Q2 were reported. Usca Ria Ltd Company owns 1,922 shares or 0.07% of their US portfolio. Goodwin Daniel L owns 0.37% invested in Netflix, Inc. (NASDAQ:NFLX) for 2,100 shares. Homrich And Berg reported 0.03% of its portfolio in Netflix, Inc. (NASDAQ:NFLX). First Foundation Advsrs owns 13,460 shares or 0.28% of their US portfolio. Minnesota-based Winslow Capital Mngmt Limited Liability Co has invested 1.14% in Netflix, Inc. (NASDAQ:NFLX). Voya Inv Lc, Georgia-based fund reported 189,495 shares. American Century Companies Inc has invested 0.42% in Netflix, Inc. (NASDAQ:NFLX). California-based Gemmer Asset Limited Liability Co has invested 0.03% in Netflix, Inc. (NASDAQ:NFLX). M&T Bankshares owns 29,740 shares. British Columbia Invest holds 164,943 shares. Shell Asset Com reported 37,609 shares. Swiss Bancorp holds 1.39 million shares or 0.58% of its portfolio. Thornburg Investment holds 0.11% of its portfolio in Netflix, Inc. (NASDAQ:NFLX) for 33,955 shares. Doheny Asset Ca holds 7,370 shares. Investors, a California-based fund reported 33.18 million shares.

Among 59 analysts covering Netflix (NASDAQ:NFLX), 43 have Buy rating, 2 Sell and 14 Hold. Therefore 73% are positive. Netflix had 314 analyst reports since August 4, 2015 according to SRatingsIntel. The rating was maintained by Jefferies on Monday, July 17 with “Hold”. Robert W. Baird maintained Netflix, Inc. (NASDAQ:NFLX) rating on Monday, April 2. Robert W. Baird has “Hold” rating and $28000 target. The stock of Netflix, Inc. (NASDAQ:NFLX) earned “Buy” rating by Wells Fargo on Friday, April 13. The stock of Netflix, Inc. (NASDAQ:NFLX) has “Neutral” rating given on Tuesday, April 19 by Robert W. Baird. The firm has “Hold” rating given on Wednesday, November 22 by BMO Capital Markets. As per Thursday, January 19, the company rating was maintained by Pivotal Research. The firm has “Buy” rating given on Friday, January 19 by Cowen & Co. The firm has “Hold” rating given on Wednesday, March 7 by Stifel Nicolaus. B. Riley & Co maintained Netflix, Inc. (NASDAQ:NFLX) on Tuesday, April 17 with “Neutral” rating. The stock has “Underperform” rating by Buckingham Research on Wednesday, October 17.

T-Mobile US, Inc. (NASDAQ:TMUS) Institutional Positions Chart