Filing To Observe: Aercap Holdings N.V.: Waha Capital Pjsc Opened Big New Position

Filing To Observe: Aercap Holdings N.V.: Waha Capital Pjsc Opened Big New Position

The New Waha Capital Pjsc Holding in Aercap Holdings N.V.

Waha Capital Pjsc filed with the SEC SC 13D/A form for Aercap Holdings N.V.. The form can be accessed here: 000119312516777106. As reported in Waha Capital Pjsc’s form, the filler as of late owns 14.77% or 26,846,611 shares of the Industrials–company.

Aercap Holdings N.V. stake is a new one for the and it was filed because of activity on November 22,2016. We feel this shows Waha Capital Pjsc’s positive view for the stock.

Reasons Why Waha Capital Pjsc Bought – Aercap Holdings N.V. Stock

PURPOSE OF TRANSACTION

Item4 of the Schedule 13D is hereby amended andsupplemented by adding to the final paragraph thereof the following information:

(a) As set forth in Amendment No.3, onSeptember4, 2014, the Stockholder entered into funded collar confirmations (the “September 2014 Funded Collar Confirmations”) with each of Deutsche Bank AG, London Branch (“DB”), Nomura International plc(“Nomura”) and Citibank N.A., London Branch (“Citi”, and together with DB and UBS, the “September 2014 Funded Collar Counterparties”) that relate in the aggregate to 14,923,306 Ordinary Shares (the“September 2014 Collared Shares”).

On November22, 2016, the Stockholder entered into amendments with respect tothe September 2014 Funded Collar Confirmations (the “September 2014 Funded Collar Amendments”) with each of the September 2014 Funded Collar Counterparties that have the effect of postponing the expected expiration dates for theoptions relating to the September 2014 Collared Shares, decreasing the strike price with respect to the put options relating to the September 2014 Collared Shares, increasing the strike price with respect to the call options relating to theSeptember 2014 Collared Shares, and making certain other amendments to the terms of the September 2014 Funded Collar Confirmations (each as specified in the respective September 2014 Funded Collar Amendments, including Annex A attached thereto,filed as exhibits hereto). The Stockholder understands that, in connection with the entry by the September 2014 Funded Collar Counterparties into their respective September 2014 Funded Collar Amendments, each such September 2014 Funded CollarCounterparty will adjust its hedge position with respect to its September 2014 Funded Collar Confirmation and that such adjustments will include, in the aggregate for all such September 2014 Funded Collar Counterparties, a sale of 1,049,699 OrdinaryShares currently held by the September 2014 Funded Collar Counterparties in connection with such hedge positions pursuant to a block sale transaction effected by Citigroup Global Markets Inc. and Deutsche Bank Securities Inc.

(b) As set forth in Amendment No.4 and Amendment No.9, on December1, 2014, theStockholder entered into funded collar confirmations (the “December 2014 Funded Collar Confirmations”) with each of Deutsche Bank AG, London Branch (“DB”), UBS AG, London Branch (“UBS”) and CitibankN.A., London Branch (“Citi”, and together with DB and UBS, the “December 2014 Funded Collar Counterparties”) that relate in the aggregate to 11,923,305 Ordinary Shares (the “December 2014 CollaredShares”).

On November22, 2016, the Stockholder entered into amendments with respect to the December 2014 Funded CollarConfirmations (the “December 2014 Funded Collar Amendments”) with each of the December 2014 Funded Collar Counterparties that have the effect of postponing the expected expiration dates for the options relating to the December 2014Collared Shares that were originally scheduled to expire on specified dates in January 2017 andFebruary 2017,increasing the strike price with respect to the put options relating to such portion of the December 2014 Collared Shares,increasing the strike price with respect to the call options relating to such portion of the December 2014 Collared Shares, increasing the number of December 2014 Collared Shares to which the December 2014 Funded Collar Confirmation with UBS relatesand decreasing, by the same number of December 2014 Collared Shares, the number of December 2014 Collared Shares to which the December 2014 Funded Collar Confirmation with Citi relates (it being understood that, in the aggregate, the December 2014Funded Collar Confirmations continue to relate to 11,923,305 Ordinary Shares) and making certain other amendments to the terms of the December 2014 Funded Collar Confirmations (each as specified in the respective December 2014 Funded CollarAmendments, including Annex A attached thereto, filed as exhibits hereto). The Stockholder understands that, in connection with the entry by the December 2014 Funded Collar Counterparties into their respective December 2014 Funded Collar Amendments,each such December 2014 Funded Collar Counterparty will adjust its hedge position with respect to its December 2014 Funded Collar Confirmation and that such adjustments will include, in the aggregate for all such December 2014 Funded CollarCounterparties, a sale of 1,675,064 Ordinary Shares currently held by the December 2014 Funded Collar Counterparties in connection with such hedge positions pursuant to a block sale transaction effected by Citigroup Global Markets Inc. and DeutscheBank Securities Inc.

(c) On November22, 2016, Avia entered into an agreement with Citigroup Global Markets Inc. and Deutsche BankSecurities Inc. to sell the 4,000,000 Ordinary Shares that Avia held, representing approximately 2.20% of the outstanding Ordinary Shares. As a result of this sale, the Reporting Persons’ beneficial ownership of Ordinary Shares decreased to14.77%. The shares were sold at a price of $43.76 per Ordinary Share. Under the terms of the sale agreement, the September 2014 Funded Collar Amendments and the December 2014 Funded Collar Amendments, the Reporting Persons agreed not to sell orotherwise transfer any Ordinary Shares (other than the 4,000,000 Ordinary Shares being sold) for 30 days following November22, 2016, without the prior written consent of Citigroup Global Markets Inc. and Deutsche Bank Securities Inc.

Item4 of the Schedule 13D is hereby amended and supplemented by the incorporation by reference of the exhibits attached hereto.

Aercap Holdings N.V. Institutional Sentiment

Latest Security and Exchange filings show 253 investors own Aercap Holdings N.V.. The institutional ownership in Q3 2015 is very high, at 97.20% of the outstanding shares. This is decreased by 10115757 the total institutional shares. 176657080 were the shares owned by these institutional investors. In total 49 funds opened new Aercap Holdings N.V. stakes, 124 increased stakes. There were 47 that closed positions and 61 reduced them.

23 managers had the stock in their top Ten. Notable investors are: Donald Smith & Co. Inc., Jacobs Asset Management Llc, Greenlight Capital Inc, Perry Corp, Adi Capital Management Llc, Omega Advisors Inc., Wexford Capital Lp, Dalal Street Llc, Dalton Investments Llc, Raffles Associates Lp..

Martin D. Sass Md Sass Investors Services Inc is an institutional investor bullish on Aercap Holdings N.V., owning 2007304 shares as of Q3 2015 for 4.23% of its portfolio. Donald Smith & Company Inc owns 9575953 shares or 9.48% of its portfolio. CA First Republic Investment Management Inc have less than 0.01% of their stock portfolio for 8653 shares. Further, Geneva Advisors Llc reported stake worth 0.08% of its US stock portfolio. The TX Eagle Global Advisors Llc owns 7922 shares. Aercap Holdings N.V. is 0.01% of the manager’s US portfolio.

Business Profile

AerCap Holdings N.V. is an independent aircraft leasing company. The Company focuses on acquiring in-demand aircraft, funding them, hedging interest rate risk and using its platform to deploy these assets. The Company operates its business on a global basis, leasing aircraft to customers in various geographical region. It is engaged in leasing, financing, sales and management of commercial aircraft and engines. The Company owns approximately 1,109 aircraft, manages over 141 aircraft and has approximately 447 new aircraft on order, including 209 Airbus A320neo family aircraft, 109 Boeing 737MAX aircraft, 51 Boeing 787 aircraft, 50 Embraer E-Jets E2 aircraft, 27 Airbus A350 aircraft and one Boeing 737NG aircraft. Its owned and managed aircraft are leased to over 200 commercial airline and cargo operator customers. It categorizes its aircraft services into aircraft asset management, administrative services and cash management services.

SEC Form 13D is filed within 10 days, by anyone who acquires beneficial ownership of 5%+ of any public firm. Activist investors and practices such as: company breakups, hostile takeovers, and change of control events, are permitted for this form filers. A filer must promptly update its 13D filing in case of acquisition or disposition of 1% or more of the securities that are the subject of the filing.

Insitutional Activity: The institutional sentiment decreased to 0.95 in 2016 Q2. Its down 0.26, from 1.21 in 2016Q1. The ratio worsened, as 45 funds sold all AerCap Holdings N.V. shares owned while 77 reduced positions. 34 funds bought stakes while 114 increased positions. They now own 159.47 million shares or 4.29% less from 166.62 million shares in 2016Q1.

Principal Group, a Iowa-based fund reported 11,766 shares. Renaissance Gru Inc Ltd Liability Corporation has 386,413 shares for 0.55% of their US portfolio. American Tru Invest Ltd holds 1.25% of its portfolio in AerCap Holdings N.V. (NYSE:AER) for 36,050 shares. Moreover, Blackrock Fund Advsrs has 0.01% invested in AerCap Holdings N.V. (NYSE:AER) for 1.65M shares. Aviva Public Limited, a United Kingdom-based fund reported 98,531 shares. Glg Ltd Liability Corporation last reported 0.15% of its portfolio in the stock. Eagle Boston owns 248,741 shares or 1.13% of their US portfolio. Envestnet Asset Mngmt Inc last reported 223,546 shares in the company. 1St last reported 0.1% of its portfolio in the stock. Moreover, Oppenheimer And Incorporated has 0.04% invested in AerCap Holdings N.V. (NYSE:AER) for 44,768 shares. Numeric Invsts Limited accumulated 0.01% or 18,900 shares. At Fincl Bank holds 0.13% or 26,162 shares in its portfolio. Scotia Capital Inc last reported 0.01% of its portfolio in the stock. Suntrust Banks last reported 0% of its portfolio in the stock. Wfg Advisors Limited Partnership last reported 753 shares in the company.

Insider Transactions: Since September 6, 2016, the stock had 0 insider buys, and 2 sales for $72,651 net activity. Gradon Michael also sold $24,025 worth of AerCap Holdings N.V. (NYSE:AER) shares.

Analysts await AerCap Holdings N.V. (NYSE:AER) to report earnings on February, 28. They expect $1.68 EPS, up 18.31% or $0.26 from last year’s $1.42 per share. AER’s profit will be $325.08 million for 6.59 P/E if the $1.68 EPS becomes a reality. After $1.68 actual EPS reported by AerCap Holdings N.V. for the previous quarter, Wall Street now forecasts 0.00% EPS growth.

The stock increased 0.89% or $0.39 during the last trading session, hitting $44.29. About 1.21 million shares traded hands. AerCap Holdings N.V. (NYSE:AER) has risen 5.96% since April 22, 2016 and is uptrending. It has outperformed by 0.55% the S&P500.

AerCap Holdings N.V. is an independent aircraft leasing company. The company has a market cap of $8.57 billion. The Firm focuses on acquiring in-demand aircraft, funding them, hedging interest rate risk and using its platform to deploy these assets. It has a 9.02 P/E ratio. The Firm operates its business on a global basis, leasing aircraft to clients in various geographical region.

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

Out of 11 analysts covering AerCap Holdings (NYSE:AER), 10 rate it a “Buy”, 0 “Sell”, while 1 “Hold”. This means 91% are positive. $74 is the highest target while $43 is the lowest. The $57.20 average target is 29.15% above today’s ($44.29) stock price. AerCap Holdings has been the topic of 21 analyst reports since August 12, 2015 according to StockzIntelligence Inc. The firm has “Outperform” rating by FBR Capital given on Tuesday, November 15. The stock has “Outperform” rating given by RBC Capital Markets on Wednesday, November 11. On Friday, August 21 the stock rating was initiated by DA Davidson with “Buy”. The firm has “Outperform” rating by Cowen & Co given on Friday, May 13. The firm has “Outperform” rating given on Tuesday, October 13 by FBR Capital. The firm has “Outperform” rating by Macquarie Research given on Wednesday, August 12. The company was downgraded on Friday, May 13 by FBR Capital. As per Tuesday, March 15, the company rating was maintained by Citigroup. The stock of AerCap Holdings N.V. (NYSE:AER) earned “Buy” rating by Bank of America on Monday, September 21. RBC Capital Markets maintained it with “Outperform” rating and $74 target price in Thursday, August 11 report.

More news for AerCap Holdings N.V. (NYSE:AER) were recently published by: Businesswire.com, which released: “Fitch Upgrades AerCap Holdings N.V. to ‘BBB-‘; Outlook Stable” on July 26, 2016. Moodys.com‘s article titled: “Moody’s upgrades AerCap Holdings N.V. to Ba1, stable outlook” and published on April 29, 2016 is yet another important article.

According to Zacks Investment Research, “AERCAP HOLDINGS is an integrated global aviation company with a leading market position in aircraft and engine leasing, trading and parts sales.They also provides aircraft management services and performs aircraft and engine maintenance, repair and overhaul services and aircraft disassemblies through its certified repair stations.”

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