Visium Asset: Ups Tyco Stake, Starts New Position in Honeywell Shares

Wall St. Watchdog reveals information regarding Visium Asset Management’s top holdings in the Industrial Goods sector for the quarter ending September 30th, 2011. The firm held 16 stocks in the Industrial Goods sector at the end of the quarter with an aggregate market value of $13.09 million.

  • Tyco International Ltd. (NYSE:TYC): On 06/30/2011, Visium Asset Management reported holding 44,387 shares with a market value of $2,194,049. This comprised 0.11% of the total portfolio. On 09/30/2011, Visium Asset Management reported holding 70,012 shares with a market value of $2,852,989. This comprised 0.2% of the total portfolio. The net change in shares for this position over the two quarters is 25,625. About Company: Tyco International Ltd. provides security products and services, fire protection and detection products and services, valves and controls, and other industrial products.
  • China Fire & Security Group Inc. (NASDAQ:CFSG): On 06/30/2011, Visium Asset Management reported holding 255,400 shares with a market value of $1,999,782. This comprised 0.1% of the total portfolio. On 09/30/2011, Visium Asset Management reported holding 247,400 shares with a market value of $2,169,698. This comprised 0.15% of the total portfolio. The net change in shares for this position over the two quarters is -8,000. About Company: China Fire & Security Group, Inc. designs, develops, manufactures, sells, and installs in China fire safety products for the industrial fire safety market.
  • Pall Corp. (NYSE:PLL): On 06/30/2011, Visium Asset Management reported holding 37,109 shares with a market value of $2,086,639. This comprised 0.1% of the total portfolio. On 09/30/2011, Visium Asset Management reported holding 41,039 shares with a market value of $1,740,054. This comprised 0.12% of the total portfolio. The net change in shares for this position over the two quarters is 3,930. About Company: Pall Corporation is a supplier of filtration, separation and purification technologies. The Company utilizes proprietary filter media and other fluid clarification and separation equipment for the removal of solid, liquid, and gaseous contaminants.
  • Itt Corporation (NYSE:ITT): On 06/30/2011, Visium Asset Management reported holding 88,330 shares with a market value of $5,205,287. This comprised 0.25% of the total portfolio. On 09/30/2011, Visium Asset Management reported holding 28,867 shares with a market value of $1,212,414. This comprised 0.08% of the total portfolio. The net change in shares for this position over the two quarters is -59,463. About Company: ITT is a diversified leading manufacturer of highly engineered critical components and customized technology solutions for growing industrial end-markets in energy infrastructure, electronics, aerospace and transportation.
  • Mcdermott International Inc. (NYSE:MDR): On 06/30/2011, Visium Asset Management reported holding 0 shares. On 09/30/2011, Visium Asset Management reported holding 86,752 shares with a market value of $933,452. This comprised 0.06% of the total portfolio. The net change in shares for this position over the two quarters is 86,752. About Company: McDermott International, Inc. is a worldwide energy services company. The Company and its subsidiaries provide engineering, fabrication, installation, procurement, research, manufacturing, environmental systems, project management, and facility management services to a variety of customers in the energy and power industries, including the U.S. Department of Energy.
  • Honeywell International Inc. (NYSE:HON): On 06/30/2011, Visium Asset Management reported holding 0 shares. On 09/30/2011, Visium Asset Management reported holding 21,000 shares with a market value of $922,110. This comprised 0.06% of the total portfolio. The net change in shares for this position over the two quarters is 21,000. About Company: Honeywell International Inc. is a diversified technology and manufacturing company with operations around the world. The Company provides aerospace products and services, control technologies, automotive products, and power generation systems. Honeywell also provides specialty chemicals, fibers, plastics, and electronic and advanced materials.
  • Roper Industries Inc. (NYSE:ROP): On 06/30/2011, Visium Asset Management reported holding 11,000 shares with a market value of $916,300. This comprised 0.04% of the total portfolio. On 09/30/2011, Visium Asset Management reported holding 13,000 shares with a market value of $895,830. This comprised 0.06% of the total portfolio. The net change in shares for this position over the two quarters is 2,000. About Company: Roper Industries, Inc. manufactures industrial controls, fluid handling, and analytical instrumentation products worldwide. Roper serves selected segments of a broad range of markets such as oil & gas, scientific research, medical diagnostics, semiconductor, refrigeration, automotive, water and wastewater, power generation, agricultural irrigation, and other niche industries.
  • Be Aerospace Inc. (NASDAQ:BEAV): On 06/30/2011, Visium Asset Management reported holding 15,500 shares with a market value of $632,555. This comprised 0.03% of the total portfolio. On 09/30/2011, Visium Asset Management reported holding 14,500 shares with a market value of $480,095. This comprised 0.03% of the total portfolio. The net change in shares for this position over the two quarters is -1,000. About Company: BE Aerospace, Inc. manufactures interior products for commercial and general aviation aircraft cabins. The Company serves major airlines and various general aviation customers and airframe manufacturers. Products include a variety of aircraft seating products, food and beverage preparation and storage equipment, cabin interior structures, and oxygen delivery systems.
  • Actuant Corporation (NYSE:ATU): On 06/30/2011, Visium Asset Management reported holding 8,000 shares with a market value of $214,640. This comprised 0.01% of the total portfolio. On 09/30/2011, Visium Asset Management reported holding 22,100 shares with a market value of $436,475. This comprised 0.03% of the total portfolio. The net change in shares for this position over the two quarters is 14,100. About Company: Actuant Corporation manufactures and markets a broad range of industrial products and systems. The Company sells branded, specialized electrical and industrial tools to hydraulic and electrical wholesale distributors, to catalog houses, and through retail distribution channels. Actuant also designs and markets customized motion control systems for original equipment manufacturers.
  • Ametek Inc. (NYSE:AME): On 06/30/2011, Visium Asset Management reported holding 17,520 shares with a market value of $786,648. This comprised 0.04% of the total portfolio. On 09/30/2011, Visium Asset Management reported holding 11,000 shares with a market value of $362,670. This comprised 0.02% of the total portfolio. The net change in shares for this position over the two quarters is -6,520. About Company: AMETEK, Inc. is a global manufacturer of electronic instruments and electromechanical devices. The Company manufactures advanced instruments for process, aerospace, power and industrial markets and is a supplier of electrical interconnects, specialty metals, technical motors and systems, and floor care and specialty motors.

(Note: Data regarding Visium Asset Management’s stock holdings are sourced from whalewisdom.com. All data are assumed to be accurate.)

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