Carmignac Gestion Lowered Noble Energy (Prn) (Put) (NBL) Stake as Market Valuation Declined; Compass Capital Management Has Raised Ecolab (ECL) Position by $352,896 as Stock Price Rose

February 16, 2018 - By Dolores Ford

Compass Capital Management Inc increased its stake in Ecolab Inc (ECL) by 1.5% based on its latest 2017Q3 regulatory filing with the SEC. Compass Capital Management Inc bought 2,757 shares as the company’s stock rose 2.53% with the market. The institutional investor held 187,076 shares of the package goods and cosmetics company at the end of 2017Q3, valued at $24.06M, up from 184,319 at the end of the previous reported quarter. Compass Capital Management Inc who had been investing in Ecolab Inc for a number of months, seems to be bullish on the $38.07 billion market cap company. The stock increased 1.52% or $1.97 during the last trading session, reaching $131.77. About 1.45M shares traded or 13.78% up from the average. Ecolab Inc. (NYSE:ECL) has risen 9.41% since February 16, 2017 and is uptrending. It has underperformed by 7.29% the S&P500.

Carmignac Gestion decreased its stake in Noble Energy Inc (Prn) (Put) (NBL) by 97.45% based on its latest 2017Q3 regulatory filing with the SEC. Carmignac Gestion sold 11.45 million shares as the company’s stock declined 15.68% while stock markets rallied. The institutional investor held 300,000 shares of the oil & gas production company at the end of 2017Q3, valued at $8.51 million, down from 11.75M at the end of the previous reported quarter. Carmignac Gestion who had been investing in Noble Energy Inc (Prn) (Put) for a number of months, seems to be less bullish one the $12.74 billion market cap company. The stock decreased 0.34% or $0.09 during the last trading session, reaching $26.37. About 9.61 million shares traded or 96.40% up from the average. Noble Energy, Inc. (NYSE:NBL) has declined 10.36% since February 16, 2017 and is downtrending. It has underperformed by 27.06% the S&P500.

Investors sentiment decreased to 1.02 in 2017 Q3. Its down 0.29, from 1.31 in 2017Q2. It turned negative, as 49 investors sold NBL shares while 150 reduced holdings. 43 funds opened positions while 159 raised stakes. 448.27 million shares or 2.45% more from 437.54 million shares in 2017Q2 were reported. Huntington State Bank holds 594 shares or 0% of its portfolio. Glenmede Trust Na has invested 0% in Noble Energy, Inc. (NYSE:NBL). Natl Pension holds 0.07% or 441,687 shares in its portfolio. Rnc Cap Mngmt Limited Liability Co holds 0.46% of its portfolio in Noble Energy, Inc. (NYSE:NBL) for 216,501 shares. Tru Of Vermont accumulated 617 shares. 137 are held by Parkside Savings Bank And. Tci Wealth Advsrs Inc owns 99 shares. Exxonmobil Inv Management Inc Tx reported 88,850 shares. Guggenheim Cap Ltd Limited Liability Company reported 0.1% stake. Mutual Of America Capital Mgmt Limited invested in 152,125 shares or 0.07% of the stock. Thrivent Financial For Lutherans stated it has 19,350 shares. Cap Int Sarl has invested 0.14% in Noble Energy, Inc. (NYSE:NBL). Webster Bank N A holds 2,900 shares or 0.01% of its portfolio. Commerzbank Aktiengesellschaft Fi has 18,258 shares for 0.01% of their portfolio. Nuveen Asset Mgmt Ltd Liability Corp invested 0% of its portfolio in Noble Energy, Inc. (NYSE:NBL).

Carmignac Gestion, which manages about $13.01 billion US Long portfolio, upped its stake in Mercadolibre Inc (NASDAQ:MELI) by 144,451 shares to 2.43M shares, valued at $628.22 million in 2017Q3, according to the filing. It also increased its holding in Teck Resources Ltd (NYSE:TCK) by 55,000 shares in the quarter, for a total of 525,000 shares, and has risen its stake in Goldcorp Inc (NYSE:GG).

Since December 11, 2017, it had 1 insider buy, and 3 sales for $5.33 million activity. The insider EDELMAN THOMAS J sold $5.40 million. $499,835 worth of Noble Energy, Inc. (NYSE:NBL) was bought by STOVER DAVID L on Monday, December 18.

Among 30 analysts covering Noble Energy Inc. (NYSE:NBL), 22 have Buy rating, 0 Sell and 8 Hold. Therefore 73% are positive. Noble Energy Inc. had 104 analyst reports since July 21, 2015 according to SRatingsIntel. The firm has “Buy” rating given on Thursday, July 20 by RBC Capital Markets. Citigroup maintained the stock with “Buy” rating in Friday, July 21 report. The rating was upgraded by Seaport Global Securities on Tuesday, January 17 to “Neutral”. As per Friday, June 16, the company rating was downgraded by Citigroup. The stock of Noble Energy, Inc. (NYSE:NBL) has “Buy” rating given on Tuesday, January 16 by Mizuho. On Wednesday, July 6 the stock rating was maintained by Wunderlich with “Buy”. Seaport Global downgraded the shares of NBL in report on Thursday, November 17 to “Neutral” rating. The rating was maintained by Cowen & Co with “Buy” on Friday, December 8. Jefferies maintained Noble Energy, Inc. (NYSE:NBL) on Tuesday, October 3 with “Buy” rating. Piper Jaffray maintained Noble Energy, Inc. (NYSE:NBL) on Wednesday, November 15 with “Buy” rating.

Investors sentiment increased to 1.19 in 2017 Q3. Its up 0.25, from 0.94 in 2017Q2. It increased, as 31 investors sold ECL shares while 274 reduced holdings. 81 funds opened positions while 281 raised stakes. 213.37 million shares or 1.11% more from 211.02 million shares in 2017Q2 were reported. Com Bancorporation invested 0.1% in Ecolab Inc. (NYSE:ECL). Stone Run holds 21,825 shares. 21,410 are held by Old Point And Fincl Services N A. Chem State Bank reported 0.05% in Ecolab Inc. (NYSE:ECL). Smithbridge Asset De holds 19,815 shares. Teachers Retirement Systems Of The State Of Kentucky stated it has 0.04% in Ecolab Inc. (NYSE:ECL). Reilly Advisors Limited Co reported 0% in Ecolab Inc. (NYSE:ECL). Girard Prtnrs Limited holds 0.7% in Ecolab Inc. (NYSE:ECL) or 26,224 shares. Glob X Mgmt Co Lc reported 1,840 shares. First Manhattan reported 5,943 shares or 0% of all its holdings. American holds 6,593 shares. Ing Groep Nv reported 4,162 shares. Texas Permanent School Fund invested in 0.12% or 72,177 shares. 638,668 were reported by Mar Vista Investment Prtn Lc. Public Employees Retirement Sys Of Ohio reported 0.12% in Ecolab Inc. (NYSE:ECL).

Since September 14, 2017, it had 0 buys, and 1 sale for $966,233 activity.

Among 22 analysts covering Ecolab (NYSE:ECL), 11 have Buy rating, 1 Sell and 10 Hold. Therefore 50% are positive. Ecolab had 62 analyst reports since July 30, 2015 according to SRatingsIntel. The firm has “Hold” rating by Jefferies given on Monday, June 5. The stock has “Buy” rating by Deutsche Bank on Monday, September 14. The firm has “Overweight” rating given on Friday, May 26 by JP Morgan. The rating was maintained by Stifel Nicolaus on Tuesday, October 31 with “Hold”. The firm earned “Overweight” rating on Wednesday, November 1 by Barclays Capital. The company was maintained on Tuesday, August 1 by Oppenheimer. As per Wednesday, January 24, the company rating was maintained by Credit Suisse. The firm has “Neutral” rating given on Friday, October 9 by JP Morgan. Canaccord Genuity maintained the shares of ECL in report on Wednesday, October 11 with “Buy” rating. Stifel Nicolaus maintained Ecolab Inc. (NYSE:ECL) on Wednesday, January 6 with “Buy” rating.

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