As Donaldson Com (DCI) Valuation Rose, Holder Barrett Asset Management Has Trimmed Holding; Hess (HES) Shareholder Amf Pensionsforsakring Ab Has Lowered Stake by $1.53 Million as Stock Value Declined

February 16, 2018 - By Richard Conner

Barrett Asset Management Llc decreased its stake in Donaldson Inc Com (DCI) by 15.77% based on its latest 2017Q3 regulatory filing with the SEC. Barrett Asset Management Llc sold 12,550 shares as the company’s stock rose 10.75% with the market. The institutional investor held 67,025 shares of the capital goods company at the end of 2017Q3, valued at $3.08M, down from 79,575 at the end of the previous reported quarter. Barrett Asset Management Llc who had been investing in Donaldson Inc Com for a number of months, seems to be less bullish one the $6.26 billion market cap company. The stock increased 0.69% or $0.33 during the last trading session, reaching $48.18. About 424,709 shares traded. Donaldson Company, Inc. (NYSE:DCI) has risen 47.11% since February 16, 2017 and is uptrending. It has outperformed by 30.41% the S&P500.

Amf Pensionsforsakring Ab decreased its stake in Hess Corp (HES) by 6.64% based on its latest 2017Q3 regulatory filing with the SEC. Amf Pensionsforsakring Ab sold 33,264 shares as the company’s stock declined 5.45% while stock markets rallied. The institutional investor held 467,635 shares of the integrated oil company at the end of 2017Q3, valued at $21.93 million, down from 500,899 at the end of the previous reported quarter. Amf Pensionsforsakring Ab who had been investing in Hess Corp for a number of months, seems to be less bullish one the $14.47B market cap company. The stock increased 0.35% or $0.16 during the last trading session, reaching $45.53. About 4.75 million shares traded or 7.58% up from the average. Hess Corporation (NYSE:HES) has declined 14.55% since February 16, 2017 and is downtrending. It has underperformed by 31.25% the S&P500.

Since August 24, 2017, it had 0 insider purchases, and 9 insider sales for $5.74 million activity. 93,712 Hess Corporation (NYSE:HES) shares with value of $4.15 million were sold by HESS JOHN B. Another trade for 3,382 shares valued at $150,262 was sold by RIELLY JOHN P. The insider Truelove Brian D. sold 1,926 shares worth $85,572. Hill Gregory P. also sold $449,927 worth of Hess Corporation (NYSE:HES) on Thursday, August 24. $202,075 worth of Hess Corporation (NYSE:HES) shares were sold by Goodell Timothy B.. 1,919 Hess Corporation (NYSE:HES) shares with value of $85,261 were sold by Lowery-Yilmaz Barbara J.

Amf Pensionsforsakring Ab, which manages about $9.14B US Long portfolio, upped its stake in Weyerhaeuser Co (NYSE:WY) by 129,887 shares to 1.16 million shares, valued at $39.53 million in 2017Q3, according to the filing. It also increased its holding in Fastenal Co (NASDAQ:FAST) by 42,016 shares in the quarter, for a total of 304,198 shares, and has risen its stake in Marathon Pete Corp (NYSE:MPC).

Investors sentiment decreased to 0.88 in 2017 Q3. Its down 0.12, from 1 in 2017Q2. It is negative, as 43 investors sold HES shares while 162 reduced holdings. 48 funds opened positions while 133 raised stakes. 254.48 million shares or 1.67% more from 250.30 million shares in 2017Q2 were reported. Philadelphia Trust holds 35,875 shares. Rampart Investment Management Commerce Ltd Co holds 0.05% of its portfolio in Hess Corporation (NYSE:HES) for 3,426 shares. Loews holds 14,749 shares or 0% of its portfolio. Pennsylvania-based Hudock Capital Gru Lc has invested 0% in Hess Corporation (NYSE:HES). Marathon Asset Mgmt L P, New York-based fund reported 13,409 shares. Price T Rowe Assoc Md holds 22.26M shares or 0.18% of its portfolio. Pnc Finance Svcs Grp holds 40,815 shares. Central Securities Corporation has invested 3.77% in Hess Corporation (NYSE:HES). Walleye Trading holds 15,351 shares or 0% of its portfolio. Hsbc Public Limited Company holds 234,480 shares. Wellington Management Gru Llp reported 16.13 million shares stake. Korea Inv has invested 0% in Hess Corporation (NYSE:HES). Huntington National Bank & Trust owns 0% invested in Hess Corporation (NYSE:HES) for 2,082 shares. Aviva Plc stated it has 476,910 shares or 0.12% of all its holdings. Quantbot Technology Lp holds 1,458 shares or 0.01% of its portfolio.

Among 22 analysts covering Hess Corp. (NYSE:HES), 9 have Buy rating, 2 Sell and 11 Hold. Therefore 41% are positive. Hess Corp. had 62 analyst reports since July 22, 2015 according to SRatingsIntel. The stock of Hess Corporation (NYSE:HES) has “Equal-Weight” rating given on Wednesday, January 24 by Morgan Stanley. The rating was upgraded by Wells Fargo to “Outperform” on Friday, May 5. BMO Capital Markets maintained the stock with “Hold” rating in Tuesday, October 10 report. The firm has “Neutral” rating given on Wednesday, December 9 by JP Morgan. The rating was initiated by Credit Agricole with “Buy” on Tuesday, December 15. The firm has “Neutral” rating by Citigroup given on Friday, July 21. The firm earned “Hold” rating on Friday, September 1 by BMO Capital Markets. Oppenheimer downgraded Hess Corporation (NYSE:HES) on Tuesday, November 17 to “Perform” rating. On Thursday, August 24 the stock rating was maintained by Piper Jaffray with “Buy”. The rating was upgraded by Societe Generale to “Buy” on Friday, July 31.

Investors sentiment decreased to 0.96 in Q3 2017. Its down 0.37, from 1.33 in 2017Q2. It is negative, as 25 investors sold DCI shares while 106 reduced holdings. 35 funds opened positions while 91 raised stakes. 99.52 million shares or 1.56% less from 101.09 million shares in 2017Q2 were reported. Gabelli Funds Lc invested in 0.28% or 1.05M shares. Raymond James Fincl Services Advisors Incorporated has invested 0.01% of its portfolio in Donaldson Company, Inc. (NYSE:DCI). First Mercantile Co owns 10,275 shares. Moreover, State Board Of Administration Of Florida Retirement has 0.03% invested in Donaldson Company, Inc. (NYSE:DCI). 17,300 are held by Hutchin Hill Capital Limited Partnership. Assetmark invested 0% of its portfolio in Donaldson Company, Inc. (NYSE:DCI). Jane Street Gru Ltd Llc owns 6,457 shares or 0% of their US portfolio. Proshare Advisors Limited Co holds 0.09% of its portfolio in Donaldson Company, Inc. (NYSE:DCI) for 207,368 shares. Twin Capital Mgmt invested in 0.04% or 18,285 shares. Paloma Partners owns 87,830 shares. Amp Invsts Limited holds 0.01% or 28,959 shares in its portfolio. Zacks Investment Mngmt owns 0.18% invested in Donaldson Company, Inc. (NYSE:DCI) for 168,576 shares. Confluence Invest Mgmt Ltd Liability Com reported 345,713 shares. Louisiana State Employees Retirement stated it has 35,000 shares. Broderick Brian C owns 10,050 shares.

Among 10 analysts covering Donaldson Company (NYSE:DCI), 1 have Buy rating, 0 Sell and 9 Hold. Therefore 10% are positive. Donaldson Company had 25 analyst reports since September 2, 2015 according to SRatingsIntel. The stock of Donaldson Company, Inc. (NYSE:DCI) earned “Neutral” rating by CL King on Friday, December 2. On Monday, March 21 the stock rating was maintained by Avondale with “Market Perform”. Suntrust Robinson initiated Donaldson Company, Inc. (NYSE:DCI) on Tuesday, November 3 with “Neutral” rating. The stock of Donaldson Company, Inc. (NYSE:DCI) earned “Hold” rating by Stifel Nicolaus on Thursday, August 17. The stock has “Neutral” rating by SunTrust on Tuesday, November 3. SunTrust maintained it with “Hold” rating and $50.0 target in Thursday, November 30 report. The firm has “Buy” rating by Jefferies given on Wednesday, May 31. On Thursday, June 1 the stock rating was maintained by Oppenheimer with “Hold”. The stock of Donaldson Company, Inc. (NYSE:DCI) has “Neutral” rating given on Friday, September 9 by Robert W. Baird. The company was maintained on Thursday, August 31 by Jefferies.

Barrett Asset Management Llc, which manages about $1.48B and $1.37B US Long portfolio, upped its stake in Celgene Corp Com (NASDAQ:CELG) by 3,115 shares to 113,866 shares, valued at $16.60 million in 2017Q3, according to the filing. It also increased its holding in Microsoft Corp Com (NASDAQ:MSFT) by 6,680 shares in the quarter, for a total of 487,902 shares, and has risen its stake in Berkshire Hathaway Inc Del Cl (BRKB).

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