As The Brinks Co. (BCO) Market Valuation Rose, Zuckerman Investment Group Has Decreased Position; Glynn Capital Management Has Cut Workday (WDAY) Holding by $2.28 Million as Stock Value Rose

February 15, 2018 - By Maria Brooks

Zuckerman Investment Group Llc decreased its stake in The Brinks Co. (BCO) by 24.56% based on its latest 2017Q3 regulatory filing with the SEC. Zuckerman Investment Group Llc sold 123,816 shares as the company’s stock rose 12.51% with the market. The institutional investor held 380,312 shares of the oil refining and marketing company at the end of 2017Q3, valued at $32.04 million, down from 504,128 at the end of the previous reported quarter. Zuckerman Investment Group Llc who had been investing in The Brinks Co. for a number of months, seems to be less bullish one the $3.76 billion market cap company. The stock increased 2.41% or $1.75 during the last trading session, reaching $74.45. About 583,377 shares traded or 39.09% up from the average. The Brink's Company (NYSE:BCO) has risen 110.61% since February 15, 2017 and is uptrending. It has outperformed by 93.91% the S&P500.

Glynn Capital Management Llc decreased its stake in Workday Inc. (WDAY) by 8.15% based on its latest 2017Q3 regulatory filing with the SEC. Glynn Capital Management Llc sold 21,757 shares as the company’s stock rose 10.62% with the market. The hedge fund held 245,314 shares of the technology company at the end of 2017Q3, valued at $25.85 million, down from 267,071 at the end of the previous reported quarter. Glynn Capital Management Llc who had been investing in Workday Inc. for a number of months, seems to be less bullish one the $25.35B market cap company. The stock increased 3.50% or $4.08 during the last trading session, reaching $120.71. About 1.42 million shares traded. Workday, Inc. (NYSE:WDAY) has risen 32.94% since February 15, 2017 and is uptrending. It has outperformed by 16.24% the S&P500.




Zuckerman Investment Group Llc, which manages about $757.08 million and $407.27 million US Long portfolio, upped its stake in Premier Inc. (NASDAQ:PINC) by 9,410 shares to 48,300 shares, valued at $1.57 million in 2017Q3, according to the filing. It also increased its holding in Johnson Controls Int’l Plc by 197,270 shares in the quarter, for a total of 404,096 shares, and has risen its stake in Scholastic Corp. (NASDAQ:SCHL).

Since August 14, 2017, it had 2 insider purchases, and 3 selling transactions for $11.43 million activity. Pertz Douglas A had bought 10,000 shares worth $729,100. DOMANICO RONALD JAMES had bought 3,500 shares worth $252,630 on Thursday, February 8.

Investors sentiment increased to 1.55 in Q3 2017. Its up 0.51, from 1.04 in 2017Q2. It increased, as 31 investors sold BCO shares while 63 reduced holdings. 61 funds opened positions while 85 raised stakes. 45.37 million shares or 0.33% more from 45.23 million shares in 2017Q2 were reported. Amalgamated Bancshares invested in 0.02% or 6,354 shares. Aqr Cap Management Limited Liability Corp stated it has 0.01% of its portfolio in The Brink's Company (NYSE:BCO). Mason Street Advsr Llc has 0.05% invested in The Brink's Company (NYSE:BCO). Bluemountain Mgmt Limited Liability Company has invested 0.05% in The Brink's Company (NYSE:BCO). Acadian Asset Ltd Llc reported 377,200 shares. Usa Fin Portformulas stated it has 3,604 shares. Southernsun Asset Mgmt Ltd Llc has invested 2.03% in The Brink's Company (NYSE:BCO). Zuckerman Investment Gp Limited Liability accumulated 7.87% or 380,312 shares. Clarivest Asset Mngmt Lc has 0.1% invested in The Brink's Company (NYSE:BCO). New York-based Eulav Asset Mngmt has invested 0.03% in The Brink's Company (NYSE:BCO). Eagle Asset Inc holds 0.18% or 367,853 shares in its portfolio. Meeder Asset Mgmt Inc reported 1,519 shares or 0.01% of all its holdings. Tci Wealth Advsrs reported 25 shares. Columbus Circle Invsts invested in 0.75% or 519,277 shares. Nationwide Fund Advisors has invested 0.11% of its portfolio in The Brink's Company (NYSE:BCO).

Among 5 analysts covering Brink’s Company (NYSE:BCO), 4 have Buy rating, 0 Sell and 1 Hold. Therefore 80% are positive. Brink’s Company had 12 analyst reports since August 4, 2015 according to SRatingsIntel. The firm has “Buy” rating by Imperial Capital given on Wednesday, August 9. The stock has “Buy” rating by SunTrust on Thursday, September 28. Zacks downgraded the shares of BCO in report on Tuesday, August 4 to “Hold” rating. Imperial Capital maintained The Brink's Company (NYSE:BCO) on Friday, May 20 with “In-Line” rating. The stock of The Brink's Company (NYSE:BCO) has “In-Line” rating given on Friday, October 28 by Imperial Capital. The firm has “Outperform” rating given on Monday, December 12 by Macquarie Research. Imperial Capital maintained it with “In-Line” rating and $65 target in Thursday, May 25 report. SunTrust initiated it with “Buy” rating and $62 target in Tuesday, February 28 report. The stock has “Neutral” rating by Sidoti on Friday, December 15. The rating was maintained by Macquarie Research with “Neutral” on Friday, September 16.

Investors sentiment increased to 1.78 in 2017 Q3. Its up 0.20, from 1.58 in 2017Q2. It improved, as 24 investors sold WDAY shares while 78 reduced holdings. 58 funds opened positions while 124 raised stakes. 139.45 million shares or 0.57% more from 138.65 million shares in 2017Q2 were reported. Sg Americas Limited Company has invested 0% in Workday, Inc. (NASDAQ:WDAY). Moreover, Swiss Bancorp has 0.06% invested in Workday, Inc. (NASDAQ:WDAY). S&Co reported 16,417 shares or 0.22% of all its holdings. Hhr Asset Limited Liability holds 1.6% of its portfolio in Workday, Inc. (NASDAQ:WDAY) for 291,765 shares. Alliancebernstein LP owns 84,532 shares. Point72 Asia (Hong Kong) holds 0.13% of its portfolio in Workday, Inc. (NASDAQ:WDAY) for 1,781 shares. Tudor Investment Corp Et Al owns 0.01% invested in Workday, Inc. (NASDAQ:WDAY) for 5,522 shares. Cornerstone Advsrs stated it has 0.01% of its portfolio in Workday, Inc. (NASDAQ:WDAY). Jpmorgan Chase & Co invested in 2.93M shares. Blair William And Com Il invested in 0.76% or 962,722 shares. Products Ptnrs Limited Liability Company, a New York-based fund reported 79,200 shares. Kayne Anderson Rudnick Inv Mgmt Limited invested in 0.27% or 283,874 shares. Renaissance Ltd Liability Corporation reported 0.11% of its portfolio in Workday, Inc. (NASDAQ:WDAY). Churchill Corp invested in 0.04% or 13,885 shares. Td Asset Management invested in 0.07% or 437,599 shares.

Since August 15, 2017, it had 0 insider purchases, and 38 sales for $244.58 million activity. 8,467 shares valued at $922,398 were sold by PEEK MARK S on Friday, September 1. $8.17 million worth of Workday, Inc. (NASDAQ:WDAY) was sold by BHUSRI ANEEL. Another trade for 10,000 shares valued at $1.05 million was sold by STILL GEORGE J JR. Shaughnessy James P had sold 8,781 shares worth $952,188 on Friday, October 13. The insider Sisco Robynne sold $253,298. $1.17 million worth of stock was sold by WILMINGTON PHILIP W on Friday, December 15.

Analysts await Workday, Inc. (NASDAQ:WDAY) to report earnings on February, 26. They expect $-0.35 EPS, up 22.22% or $0.10 from last year’s $-0.45 per share. After $-0.35 actual EPS reported by Workday, Inc. for the previous quarter, Wall Street now forecasts 0.00% EPS growth.

Receive News & Ratings Via Email - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings with our FREE daily email newsletter.