Shareholder Hudson Bay Capital Management LP Increased Jd.Com (JD) Holding; As Ecolab (ECL) Valuation Rose, Atlantic Trust Group Decreased Holding by $2.87 Million

April 25, 2018 - By Clifton Ray

Ecolab Inc. (NYSE:ECL) Logo

Atlantic Trust Group Llc decreased its stake in Ecolab Inc (ECL) by 3.9% based on its latest 2017Q4 regulatory filing with the SEC. Atlantic Trust Group Llc sold 21,381 shares as the company’s stock rose 0.75% while stock markets declined. The institutional investor held 526,723 shares of the package goods and cosmetics company at the end of 2017Q4, valued at $70.68M, down from 548,104 at the end of the previous reported quarter. Atlantic Trust Group Llc who had been investing in Ecolab Inc for a number of months, seems to be less bullish one the $41.75B market cap company. The stock decreased 1.01% or $1.47 during the last trading session, reaching $144.78. About 505,443 shares traded. Ecolab Inc. (NYSE:ECL) has risen 8.76% since April 25, 2017 and is uptrending. It has underperformed by 2.79% the S&P500.

Sander Gerber increased its stake in Jd.Com Inc (JD) by 15.03% based on its latest 2017Q4 regulatory filing with the SEC. Hudson Bay Capital Management Lp bought 71,318 shares as the company’s stock declined 3.51% with the market. The hedge fund run by Sander Gerber held 545,745 shares of the consumer services company at the end of 2017Q4, valued at $22.61M, up from 474,427 at the end of the previous reported quarter. Hudson Bay Capital Management Lp who had been investing in Jd.Com Inc for a number of months, seems to be bullish on the $51.49 billion market cap company. The stock increased 0.07% or $0.03 during the last trading session, reaching $35.9. About 4.41M shares traded. JD.com, Inc. (NASDAQ:JD) has risen 29.73% since April 25, 2017 and is uptrending. It has outperformed by 18.18% the S&P500.

Investors sentiment decreased to 1.02 in Q4 2017. Its down 0.17, from 1.19 in 2017Q3. It is negative, as 46 investors sold ECL shares while 298 reduced holdings. 91 funds opened positions while 261 raised stakes. 215.19 million shares or 0.86% more from 213.37 million shares in 2017Q3 were reported. Green Square Capital Limited Liability Com holds 2,851 shares or 0.06% of its portfolio. 914,443 were accumulated by Schwab Charles Investment Mgmt Inc. Stephens Inc Ar owns 18,441 shares or 0.09% of their US portfolio. Envestnet Asset Mgmt Inc owns 70,067 shares or 0.02% of their US portfolio. Amica Pension Fund Board Of Trustees accumulated 0.2% or 12,903 shares. Advisory Net Ltd Liability Company holds 0.09% of its portfolio in Ecolab Inc. (NYSE:ECL) for 7,543 shares. Synovus Fincl Corporation owns 46,049 shares. Janney Montgomery Scott Ltd Liability Company reported 56,953 shares or 0.08% of all its holdings. Btim Corp invested in 0.06% or 32,332 shares. Atlanta Capital L L C owns 703,205 shares. Sns Financial Grp Ltd Liability has invested 0.11% in Ecolab Inc. (NYSE:ECL). Asset Management One Co Ltd owns 412,974 shares. State Board Of Administration Of Florida Retirement System holds 373,183 shares. Delta Asset Mgmt Lc Tn holds 105,890 shares. Raymond James Fin Ser Advsrs invested 0.03% of its portfolio in Ecolab Inc. (NYSE:ECL).

Since March 7, 2018, it had 4 insider purchases, and 2 insider sales for $294.14 million activity. Shares for $50.38 million were bought by GATES WILLIAM H III on Monday, March 12. Inchaustegui Roberto had sold 4,800 shares worth $659,683.

Analysts await Ecolab Inc. (NYSE:ECL) to report earnings on May, 1 before the open. They expect $0.88 EPS, up 10.00% or $0.08 from last year’s $0.8 per share. ECL’s profit will be $253.75 million for 41.13 P/E if the $0.88 EPS becomes a reality. After $1.39 actual EPS reported by Ecolab Inc. for the previous quarter, Wall Street now forecasts -36.69% negative EPS growth.

Among 23 analysts covering Ecolab (NYSE:ECL), 12 have Buy rating, 1 Sell and 10 Hold. Therefore 52% are positive. Ecolab had 65 analyst reports since July 30, 2015 according to SRatingsIntel. Goldman Sachs downgraded the stock to “Sell” rating in Monday, March 14 report. The rating was maintained by RBC Capital Markets with “Buy” on Sunday, January 28. The firm has “Neutral” rating by Nomura given on Tuesday, September 12. On Tuesday, August 1 the stock rating was maintained by Oppenheimer with “Buy”. The firm has “Hold” rating by Deutsche Bank given on Wednesday, August 2. The stock has “Overweight” rating by Barclays Capital on Wednesday, February 24. Stifel Nicolaus maintained Ecolab Inc. (NYSE:ECL) on Wednesday, August 2 with “Hold” rating. Credit Suisse maintained it with “Neutral” rating and $107 target in Wednesday, February 24 report. The stock of Ecolab Inc. (NYSE:ECL) earned “Buy” rating by UBS on Wednesday, November 1. The firm earned “Neutral” rating on Monday, April 3 by Instinet.

Atlantic Trust Group Llc, which manages about $23.58 billion US Long portfolio, upped its stake in Macquarie Infrastructure Cor (NYSE:MIC) by 43,232 shares to 842,491 shares, valued at $54.09 million in 2017Q4, according to the filing. It also increased its holding in International Business Machs (NYSE:IBM) by 3,292 shares in the quarter, for a total of 151,847 shares, and has risen its stake in Williams Partners LP New (ACMP).

Hudson Bay Capital Management Lp, which manages about $4.18B and $4.65 billion US Long portfolio, decreased its stake in Hd Supply Hldgs Inc (NASDAQ:HDS) by 90,944 shares to 28,356 shares, valued at $1.14M in 2017Q4, according to the filing. It also reduced its holding in Univar Inc by 22,710 shares in the quarter, leaving it with 71,540 shares, and cut its stake in Social Capital Hedosophia Ho.

Among 22 analysts covering JD.com (NASDAQ:JD), 17 have Buy rating, 0 Sell and 5 Hold. Therefore 77% are positive. JD.com had 49 analyst reports since August 4, 2015 according to SRatingsIntel. Stifel Nicolaus maintained the stock with “Buy” rating in Friday, October 14 report. The stock has “Buy” rating by TH Capital on Tuesday, August 4. The rating was maintained by Bank of America with “Neutral” on Thursday, August 11. The stock has “Buy” rating by M Partners on Wednesday, August 23. JP Morgan initiated the stock with “Neutral” rating in Wednesday, August 31 report. As per Wednesday, January 11, the company rating was initiated by Bernstein. HSBC initiated JD.com, Inc. (NASDAQ:JD) rating on Tuesday, November 10. HSBC has “Buy” rating and $37 target. The rating was upgraded by Nomura to “Buy” on Friday, January 22. Stifel Nicolaus maintained the shares of JD in report on Wednesday, December 13 with “Buy” rating. The stock of JD.com, Inc. (NASDAQ:JD) has “Overweight” rating given on Thursday, December 17 by Morgan Stanley.

Ecolab Inc. (NYSE:ECL) Institutional Positions Chart

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