Palo Alt (PANW) Stock Declined While Ubs Oconnor Lowered by $2.48 Billion Its Holding; As Crown Castle Intl New (CCI) Stock Price Rose, Ems Capital LP Has Decreased Its Position

February 15, 2018 - By Winifred Garcia

Edmond M. Safra decreased its stake in Crown Castle Intl Corp New (CCI) by 29.91% based on its latest 2017Q3 regulatory filing with the SEC. Ems Capital Lp sold 92,895 shares as the company’s stock rose 11.44% with the market. The hedge fund run by Edmond M. Safra held 217,685 shares of the real estate investment trusts company at the end of 2017Q3, valued at $21.76M, down from 310,580 at the end of the previous reported quarter. Ems Capital Lp who had been investing in Crown Castle Intl Corp New for a number of months, seems to be less bullish one the $43.66B market cap company. The stock increased 2.01% or $2.11 during the last trading session, reaching $107.47. About 1.54 million shares traded. Crown Castle International Corp. (NYSE:CCI) has risen 11.07% since February 15, 2017 and is uptrending. It has underperformed by 5.63% the S&P500.

Ubs Oconnor Llc decreased its stake in Palo Alt (PANW) by 38.25% based on its latest 2017Q3 regulatory filing with the SEC. Ubs Oconnor Llc sold 17,212 shares as the company’s stock declined 24.72% while stock markets rallied. The hedge fund held 27,788 shares of the technology company at the end of 2017Q3, valued at $4.00B, down from 45,000 at the end of the previous reported quarter. Ubs Oconnor Llc who had been investing in Palo Alt for a number of months, seems to be less bullish one the $14.71 billion market cap company. The stock increased 1.11% or $1.75 during the last trading session, reaching $160.12. About 813,985 shares traded. Palo Alto Networks, Inc. (NYSE:PANW) has declined 16.31% since February 15, 2017 and is downtrending. It has underperformed by 33.01% the S&P500.

Investors sentiment increased to 1.58 in Q3 2017. Its up 0.27, from 1.31 in 2017Q2. It increased, as 46 investors sold CCI shares while 172 reduced holdings. 72 funds opened positions while 272 raised stakes. 377.71 million shares or 14.61% more from 329.57 million shares in 2017Q2 were reported. Davis Selected Advisers has invested 0.04% in Crown Castle International Corp. (NYSE:REIT). The France-based Exane Derivatives has invested 0.12% in Crown Castle International Corp. (NYSE:REIT). Whittier Tru Co stated it has 0% of its portfolio in Crown Castle International Corp. (NYSE:REIT). Magellan Asset Mgmt reported 11.99 million shares. Bbt Mgmt Ltd holds 3,950 shares or 0.06% of its portfolio. Hudock Lc reported 78 shares or 0% of all its holdings. Her Majesty The Queen In Right Of The Province Of Alberta As Represented By Alberta Investment Management Corporation reported 98,400 shares. Dorsal Cap Lc owns 350,000 shares. Scotia Cap Incorporated invested in 5,206 shares or 0.01% of the stock. Telemark Asset has invested 1.44% of its portfolio in Crown Castle International Corp. (NYSE:REIT). Cbre Clarion Secs Ltd Liability Co has 180,100 shares for 0.2% of their portfolio. Westpac accumulated 0.22% or 100,008 shares. Sterling Inv accumulated 18,457 shares or 2.51% of the stock. Btr Cap Mngmt owns 1.96% invested in Crown Castle International Corp. (NYSE:REIT) for 95,920 shares. Moreover, Twin Cap Management has 0.22% invested in Crown Castle International Corp. (NYSE:REIT).

Ems Capital Lp, which manages about $1.78 billion and $1.20 billion US Long portfolio, upped its stake in Logmein Inc (NASDAQ:LOGM) by 60,000 shares to 300,000 shares, valued at $33.02M in 2017Q3, according to the filing.

Among 20 analysts covering Crown Castle International Corp (NYSE:CCI), 13 have Buy rating, 0 Sell and 7 Hold. Therefore 65% are positive. Crown Castle International Corp had 60 analyst reports since July 21, 2015 according to SRatingsIntel. The stock has “Neutral” rating by Citigroup on Friday, July 21. Deutsche Bank maintained Crown Castle International Corp. (NYSE:REIT) on Thursday, June 8 with “Buy” rating. The rating was maintained by RBC Capital Markets with “Buy” on Monday, August 28. As per Friday, November 17, the company rating was maintained by Deutsche Bank. RBC Capital Markets maintained Crown Castle International Corp. (NYSE:REIT) rating on Friday, July 7. RBC Capital Markets has “Buy” rating and $10700 target. The stock of Crown Castle International Corp. (NYSE:REIT) earned “Equal-Weight” rating by Barclays Capital on Friday, October 20. On Tuesday, July 21 the stock rating was downgraded by Evercore to “Hold”. Cowen & Co maintained it with “Buy” rating and $111.0 target in Thursday, October 19 report. Wells Fargo maintained the shares of CCI in report on Monday, October 23 with “Outperform” rating. The stock has “Buy” rating by RBC Capital Markets on Wednesday, November 29.

Among 52 analysts covering Palo Alto Networks (NYSE:PANW), 42 have Buy rating, 2 Sell and 8 Hold. Therefore 81% are positive. Palo Alto Networks had 184 analyst reports since July 22, 2015 according to SRatingsIntel. The stock of Palo Alto Networks, Inc. (NYSE:PANW) has “Neutral” rating given on Wednesday, March 1 by Robert W. Baird. The firm earned “Buy” rating on Sunday, October 8 by RBC Capital Markets. The firm has “Buy” rating by William Blair given on Wednesday, January 24. As per Tuesday, January 23, the company rating was upgraded by Deutsche Bank. As per Wednesday, August 31, the company rating was maintained by Goldman Sachs. Nomura maintained Palo Alto Networks, Inc. (NYSE:PANW) rating on Wednesday, August 31. Nomura has “Buy” rating and $180 target. The firm earned “Outperform” rating on Monday, December 4 by William Blair. The firm has “Overweight” rating given on Tuesday, November 24 by Barclays Capital. As per Tuesday, November 21, the company rating was maintained by RBC Capital Markets. The stock of Palo Alto Networks, Inc. (NYSE:PANW) earned “Outperform” rating by RBC Capital Markets on Friday, September 1.

Investors sentiment increased to 1.16 in Q3 2017. Its up 0.22, from 0.94 in 2017Q2. It increased, as 43 investors sold PANW shares while 148 reduced holdings. 63 funds opened positions while 159 raised stakes. 70.19 million shares or 3.76% more from 67.64 million shares in 2017Q2 were reported. Vident Investment Advisory Limited Co holds 0.02% or 3,096 shares in its portfolio. Bessemer Grp owns 14,892 shares. Hall Laurie J Trustee invested in 0.02% or 180 shares. National Bank & Trust Of America Corp De owns 1.31M shares or 0.03% of their US portfolio. Next Financial Grp Incorporated reported 0.2% in Palo Alto Networks, Inc. (NYSE:PANW). Middleton & Com Ma invested in 0.25% or 9,660 shares. Amica Retiree Tru stated it has 875 shares or 0.1% of all its holdings. Marshall Wace Limited Liability Partnership reported 0.09% of its portfolio in Palo Alto Networks, Inc. (NYSE:PANW). Eventide Asset Mgmt Limited Liability Corp reported 0.57% in Palo Alto Networks, Inc. (NYSE:PANW). Los Angeles Capital Management Equity holds 2,569 shares or 0% of its portfolio. Citigroup Incorporated holds 0.04% or 373,474 shares in its portfolio. 102,049 are owned by Barclays Public Limited Com. Amer Natl Ins Co Tx reported 17,840 shares. Nomura has invested 0.01% in Palo Alto Networks, Inc. (NYSE:PANW). Pictet Asset Limited stated it has 682,000 shares.

Ubs Oconnor Llc, which manages about $12.67B and $4364.22 billion US Long portfolio, upped its stake in Frontier by 100,000 shares to 1.02 million shares, valued at $19.85B in 2017Q3, according to the filing. It also increased its holding in Bhp Bill (NYSE:BHP) by 251,150 shares in the quarter, for a total of 311,150 shares, and has risen its stake in Air Prod (NYSE:APD).

Since September 8, 2017, it had 0 insider purchases, and 15 sales for $63.89 million activity. $5.52 million worth of Palo Alto Networks, Inc. (NYSE:PANW) was sold by MCLAUGHLIN MARK D. Another trade for 27,248 shares valued at $4.09M was made by BONVANIE RENE on Tuesday, October 10. ZUK NIR also sold $4.76 million worth of Palo Alto Networks, Inc. (NYSE:PANW) on Thursday, February 1. The insider MERESMAN STANLEY J sold $318,000. Another trade for 1,572 shares valued at $227,920 was sold by Eschenbach Carl M..

Analysts await Palo Alto Networks, Inc. (NYSE:PANW) to report earnings on February, 27. They expect $-0.21 EPS, up 63.79% or $0.37 from last year’s $-0.58 per share. After $-0.16 actual EPS reported by Palo Alto Networks, Inc. for the previous quarter, Wall Street now forecasts 31.25% negative EPS growth.

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