Sfe Investment Counsel Upped Stake in Fedex (FDX) as Stock Price Declined; As Hillenbrand (HI) Valuation Declined, Shareholder Bernzott Capital Advisors Has Raised Stake

February 15, 2018 - By Migdalia James

Sfe Investment Counsel increased its stake in Fedex Corp (FDX) by 338.68% based on its latest 2017Q3 regulatory filing with the SEC. Sfe Investment Counsel bought 5,639 shares as the company’s stock declined 2.24% while stock markets rallied. The institutional investor held 7,304 shares of the air freight and delivery services company at the end of 2017Q3, valued at $1.65 million, up from 1,665 at the end of the previous reported quarter. Sfe Investment Counsel who had been investing in Fedex Corp for a number of months, seems to be bullish on the $64.51B market cap company. The stock increased 0.21% or $0.5 during the last trading session, reaching $240.82. About 1.82M shares traded. FedEx Corporation (NYSE:FDX) has risen 19.02% since February 15, 2017 and is uptrending. It has outperformed by 2.32% the S&P500.

Bernzott Capital Advisors increased its stake in Hillenbrand (HI) by 7.66% based on its latest 2017Q3 regulatory filing with the SEC. Bernzott Capital Advisors bought 49,072 shares as the company’s stock declined 0.14% while stock markets rallied. The institutional investor held 689,614 shares of the miscellaneous manufacturing industries company at the end of 2017Q3, valued at $26.79M, up from 640,542 at the end of the previous reported quarter. Bernzott Capital Advisors who had been investing in Hillenbrand for a number of months, seems to be bullish on the $2.81 billion market cap company. The stock increased 1.25% or $0.55 during the last trading session, reaching $44.65. About 493,562 shares traded or 41.46% up from the average. Hillenbrand, Inc. (NYSE:HI) has risen 21.13% since February 15, 2017 and is uptrending. It has outperformed by 4.43% the S&P500.

Since September 21, 2017, it had 1 buying transaction, and 6 insider sales for $22.29 million activity. DUCKER MICHAEL L had sold 14,964 shares worth $3.38 million on Friday, September 29. $19,837 worth of FedEx Corporation (NYSE:FDX) was bought by SCHWAB SUSAN C on Tuesday, February 6. 6,750 shares valued at $1.48 million were sold by Subramaniam Rajesh on Thursday, September 21. BRONCZEK DAVID J had sold 46,555 shares worth $11.89M. $2.20M worth of stock was sold by Colleran Donald F on Thursday, September 21. Maier Henry J had sold 11,150 shares worth $2.55M on Thursday, October 26.

Investors sentiment increased to 1.07 in Q3 2017. Its up 0.06, from 1.01 in 2017Q2. It improved, as 49 investors sold FDX shares while 378 reduced holdings. 122 funds opened positions while 336 raised stakes. 199.84 million shares or 0.13% less from 200.09 million shares in 2017Q2 were reported. Asset Corp owns 36,410 shares or 1.46% of their US portfolio. Bnp Paribas Arbitrage Sa owns 474,526 shares. 1,918 were accumulated by First Heartland Consultants Incorporated. Karp Mngmt Corp accumulated 10,070 shares. Retail Bank Of Nova Scotia Tru Communications holds 0.22% in FedEx Corporation (NYSE:FDX) or 9,066 shares. Piedmont Investment Advisors Ltd Liability Com holds 53,416 shares. Ballentine Prtn Limited Liability Corporation stated it has 55,513 shares. First Commonwealth Finance Corp Pa invested 1.34% in FedEx Corporation (NYSE:FDX). Gofen Glossberg Ltd Liability Il reported 1,905 shares stake. Impala Asset Limited Liability owns 1.61% invested in FedEx Corporation (NYSE:FDX) for 159,764 shares. Proshare Advisors Limited Com stated it has 0.08% in FedEx Corporation (NYSE:FDX). Franklin Res has invested 0.05% of its portfolio in FedEx Corporation (NYSE:FDX). Scholtz Communications Limited Liability Corp accumulated 10,450 shares or 1.84% of the stock. Sand Hill Glob Ltd Liability reported 1,155 shares stake. Intrust Commercial Bank Na holds 2,387 shares or 0.18% of its portfolio.

Sfe Investment Counsel, which manages about $321.20M and $237.84M US Long portfolio, decreased its stake in Mesabi Tr (NYSE:MSB) by 46,605 shares to 248,026 shares, valued at $5.71 million in 2017Q3, according to the filing. It also reduced its holding in Franklin Res Inc (NYSE:BEN) by 12,095 shares in the quarter, leaving it with 13,670 shares, and cut its stake in Apple Inc (NASDAQ:AAPL).

Among 37 analysts covering FedEx (NYSE:FDX), 24 have Buy rating, 1 Sell and 12 Hold. Therefore 65% are positive. FedEx had 107 analyst reports since August 14, 2015 according to SRatingsIntel. The rating was upgraded by Credit Suisse on Thursday, March 23 to “Outperform”. The firm earned “Hold” rating on Wednesday, September 20 by Stifel Nicolaus. The firm has “Outperform” rating given on Tuesday, March 15 by Credit Suisse. The stock of FedEx Corporation (NYSE:FDX) has “Buy” rating given on Wednesday, December 20 by Robert W. Baird. On Wednesday, December 20 the stock rating was maintained by Credit Suisse with “Buy”. The rating was upgraded by Stifel Nicolaus to “Buy” on Tuesday, October 6. The stock of FedEx Corporation (NYSE:FDX) has “Hold” rating given on Monday, August 14 by Stifel Nicolaus. The company was maintained on Thursday, September 17 by Oppenheimer. The stock has “Overweight” rating by Barclays Capital on Wednesday, May 4. The stock has “Buy” rating by BMO Capital Markets on Tuesday, December 19.

Investors sentiment decreased to 1.45 in 2017 Q3. Its down 0.42, from 1.87 in 2017Q2. It dived, as 13 investors sold HI shares while 56 reduced holdings. 33 funds opened positions while 67 raised stakes. 47.74 million shares or 0.38% less from 47.92 million shares in 2017Q2 were reported. Fuller & Thaler Asset Mgmt holds 0% or 1,400 shares in its portfolio. Numeric Ltd Liability Corporation reported 164,900 shares. Moreover, Blackrock has 0.02% invested in Hillenbrand, Inc. (NYSE:HI) for 8.06 million shares. Schulhoff Inc stated it has 0.2% in Hillenbrand, Inc. (NYSE:HI). The British Columbia – Canada-based Pacad Inv Limited has invested 0.03% in Hillenbrand, Inc. (NYSE:HI). Citigroup holds 0% or 44,349 shares. 15,700 were accumulated by South Dakota Invest Council. Benjamin F Edwards And holds 0% or 150 shares in its portfolio. Geode Cap Mngmt owns 517,321 shares. Moreover, Raymond James Trust Na has 0.03% invested in Hillenbrand, Inc. (NYSE:HI). Northern Tru Corp has invested 0.01% of its portfolio in Hillenbrand, Inc. (NYSE:HI). Cubist Systematic Strategies Limited Liability Company holds 6,721 shares or 0.01% of its portfolio. Royal Retail Bank Of Canada holds 7,685 shares or 0% of its portfolio. Employees Retirement Association Of Colorado reported 0% of its portfolio in Hillenbrand, Inc. (NYSE:HI). Pub Employees Retirement System Of Ohio accumulated 3,835 shares or 0% of the stock.

Bernzott Capital Advisors, which manages about $528.67 million and $701.09 million US Long portfolio, decreased its stake in Catalent (NYSE:CTLT) by 26,245 shares to 805,565 shares, valued at $32.16M in 2017Q3, according to the filing. It also reduced its holding in Vanguard Veu (VEU) by 12,506 shares in the quarter, leaving it with 44,796 shares, and cut its stake in Advisory Board (NASDAQ:ABCO).

Among 2 analysts covering Hillenbrand (NYSE:HI), 1 have Buy rating, 0 Sell and 1 Hold. Therefore 50% are positive. Hillenbrand had 5 analyst reports since August 28, 2015 according to SRatingsIntel. The rating was upgraded by Credit Suisse on Monday, August 31 to “Outperform”. The company was upgraded on Friday, August 28 by Credit Suisse.

Since February 5, 2018, it had 0 insider buys, and 1 sale for $230,337 activity.

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By1 Migdalia James

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