Wetherby Asset Management Has Increased Oracle (ORCL) Holding by $323,280; As Pepsico (PEP) Share Price Rose, Holder Beaumont Financial Partners Cut by $306,360 Its Holding

February 19, 2018 - By Louis Casey

Beaumont Financial Partners Llc decreased its stake in Pepsico Inc (PEP) by 3.55% based on its latest 2017Q3 regulatory filing with the SEC. Beaumont Financial Partners Llc sold 2,760 shares as the company’s stock rose 5.12% with the market. The institutional investor held 74,903 shares of the consumer non-durables company at the end of 2017Q3, valued at $8.35 million, down from 77,663 at the end of the previous reported quarter. Beaumont Financial Partners Llc who had been investing in Pepsico Inc for a number of months, seems to be less bullish one the $157.70B market cap company. The stock increased 0.08% or $0.09 during the last trading session, reaching $111.06. About 5.58M shares traded or 37.11% up from the average. PepsiCo, Inc. (NYSE:PEP) has risen 12.20% since February 19, 2017 and is uptrending. It has underperformed by 4.50% the S&P500.

Wetherby Asset Management Inc increased its stake in Oracle Corp (ORCL) by 9.68% based on its latest 2017Q3 regulatory filing with the SEC. Wetherby Asset Management Inc bought 6,735 shares as the company’s stock rose 5.35% with the market. The institutional investor held 76,277 shares of the prepackaged software company at the end of 2017Q3, valued at $3.69 million, up from 69,542 at the end of the previous reported quarter. Wetherby Asset Management Inc who had been investing in Oracle Corp for a number of months, seems to be bullish on the $209.92B market cap company. The stock increased 0.14% or $0.07 during the last trading session, reaching $50.71. About 11.10 million shares traded. Oracle Corporation (NYSE:ORCL) has risen 14.08% since February 19, 2017 and is uptrending. It has underperformed by 2.62% the S&P500.

Among 38 analysts covering Oracle (NYSE:ORCL), 28 have Buy rating, 0 Sell and 10 Hold. Therefore 74% are positive. Oracle had 105 analyst reports since July 30, 2015 according to SRatingsIntel. The firm has “Buy” rating by Stifel Nicolaus given on Sunday, September 10. BMO Capital Markets maintained it with “Buy” rating and $57.0 target in Monday, October 2 report. The stock has “Sector Perform” rating by RBC Capital Markets on Friday, December 15. The stock of Oracle Corporation (NYSE:ORCL) earned “Outperform” rating by RBC Capital Markets on Friday, September 30. The company was maintained on Thursday, September 17 by Stifel Nicolaus. The stock has “Buy” rating by Argus Research on Friday, June 23. JMP Securities downgraded Oracle Corporation (NYSE:ORCL) on Wednesday, October 14 to “Mkt Perform” rating. The firm has “Hold” rating by William Blair given on Friday, September 15. The firm has “Buy” rating given on Wednesday, March 16 by UBS. The company was downgraded on Thursday, November 5 by FBR Capital.

Investors sentiment increased to 1.13 in Q3 2017. Its up 0.18, from 0.95 in 2017Q2. It is positive, as 67 investors sold ORCL shares while 498 reduced holdings. 122 funds opened positions while 519 raised stakes. 2.32 billion shares or 1.54% less from 2.35 billion shares in 2017Q2 were reported. Hanson Mcclain has 9,225 shares. Moreover, Alliancebernstein Limited Partnership has 0.78% invested in Oracle Corporation (NYSE:ORCL) for 21.54 million shares. Atwood & Palmer Inc accumulated 14,005 shares. Northpointe Capital has 64,850 shares. Signaturefd Lc stated it has 12,193 shares or 0.08% of all its holdings. Jacobs & Ca owns 0.21% invested in Oracle Corporation (NYSE:ORCL) for 22,929 shares. Rothschild Asset Mgmt holds 1.14% of its portfolio in Oracle Corporation (NYSE:ORCL) for 2.14 million shares. Lpl Lc holds 394,104 shares. Cibc World Mkts Corporation invested in 453,869 shares. Farmers And Merchants holds 174,732 shares or 0.67% of its portfolio. Blackrock holds 199.46M shares or 0.49% of its portfolio. Mufg Americas Hldgs reported 0.24% stake. Menora Mivtachim Limited accumulated 906,690 shares or 1.78% of the stock. Busey Co has 224,403 shares for 1.3% of their portfolio. St Johns Management Ltd Liability Company reported 19,070 shares.

Among 22 analysts covering PepsiCo (NYSE:PEP), 8 have Buy rating, 0 Sell and 14 Hold. Therefore 36% are positive. PepsiCo had 67 analyst reports since July 21, 2015 according to SRatingsIntel. The firm earned “Neutral” rating on Wednesday, June 29 by Goldman Sachs. As per Friday, December 22, the company rating was maintained by Stifel Nicolaus. On Wednesday, October 7 the stock rating was maintained by S&P Research with “Hold”. The firm has “Hold” rating by RBC Capital Markets given on Friday, May 26. The company was maintained on Friday, July 8 by Deutsche Bank. The stock of PepsiCo, Inc. (NASDAQ:PEP) has “Buy” rating given on Friday, April 28 by BMO Capital Markets. The firm earned “Buy” rating on Tuesday, July 11 by Cowen & Co. The rating was maintained by BMO Capital Markets with “Buy” on Thursday, March 23. Vetr downgraded PepsiCo, Inc. (NASDAQ:PEP) rating on Thursday, August 27. Vetr has “Buy” rating and $92.96 target. The firm has “Hold” rating given on Friday, June 30 by RBC Capital Markets.

Investors sentiment increased to 0.94 in Q3 2017. Its up 0.19, from 0.75 in 2017Q2. It improved, as 51 investors sold PEP shares while 689 reduced holdings. 106 funds opened positions while 593 raised stakes. 964.87 million shares or 1.00% less from 974.57 million shares in 2017Q2 were reported. Stonebridge Cap Advisors Lc holds 18,469 shares. Echo Street Cap Mngmt Ltd Liability accumulated 237,252 shares. 27,056 are owned by Baxter Bros. Bingham Osborn And Scarborough Ltd Liability Co holds 0.07% or 6,572 shares in its portfolio. Ally Fincl Incorporated holds 25,000 shares or 0.53% of its portfolio. Country Trust Bancorp has 202,706 shares. Supplemental Annuity Collective Tru Of Nj owns 16,000 shares. Montag A & Assocs Incorporated has 0.74% invested in PepsiCo, Inc. (NASDAQ:PEP). Ajo LP accumulated 2.66M shares. Moors Cabot holds 1.44% of its portfolio in PepsiCo, Inc. (NASDAQ:PEP) for 89,131 shares. 30,605 were reported by Tnb. Quantres Asset Ltd owns 0.79% invested in PepsiCo, Inc. (NASDAQ:PEP) for 11,000 shares. Brandes Inv Prns Ltd Partnership reported 387,380 shares. Bankshares Of Stockton holds 0.37% of its portfolio in PepsiCo, Inc. (NASDAQ:PEP) for 7,326 shares. 355,337 were accumulated by Janney Montgomery Scott Llc.

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