As Pepsico (PEP) Stock Value Rose, Hrt Financial Increased by $1.21 Million Its Position; Hbk Sorce Advisory Has Lifted Holding in Home Depot (HD) by $534,477

December 23, 2017 - By Michael Collier

Hbk Sorce Advisory Llc increased its stake in Home Depot Inc (HD) by 23.18% based on its latest 2017Q3 regulatory filing with the SEC. Hbk Sorce Advisory Llc bought 3,279 shares as the company’s stock rose 9.30% with the market. The institutional investor held 17,424 shares of the consumer services company at the end of 2017Q3, valued at $2.85 million, up from 14,145 at the end of the previous reported quarter. Hbk Sorce Advisory Llc who had been investing in Home Depot Inc for a number of months, seems to be bullish on the $219.69B market cap company. The stock increased 0.03% or $0.05 during the last trading session, reaching $188.13. About 3.26 million shares traded. The Home Depot, Inc. (NYSE:HD) has risen 18.65% since December 23, 2016 and is uptrending. It has outperformed by 1.95% the S&P500.

Hrt Financial Llc increased its stake in Pepsico Inc (PEP) by 426.48% based on its latest 2017Q3 regulatory filing with the SEC. Hrt Financial Llc bought 10,918 shares as the company’s stock rose 5.12% with the market. The institutional investor held 13,478 shares of the consumer non-durables company at the end of 2017Q3, valued at $1.50 million, up from 2,560 at the end of the previous reported quarter. Hrt Financial Llc who had been investing in Pepsico Inc for a number of months, seems to be bullish on the $168.67 billion market cap company. The stock increased 0.29% or $0.34 during the last trading session, reaching $118.6. About 2.05M shares traded. Pepsico, Inc. (NYSE:PEP) has risen 12.20% since December 23, 2016 and is uptrending. It has underperformed by 4.50% the S&P500.

Among 33 analysts covering The Home Depot Inc. (NYSE:HD), 24 have Buy rating, 0 Sell and 9 Hold. Therefore 73% are positive. The Home Depot Inc. had 99 analyst reports since August 19, 2015 according to SRatingsIntel. The stock of The Home Depot, Inc. (NYSE:HD) earned “Buy” rating by Citigroup on Thursday, November 16. Zacks upgraded the stock to “Sell” rating in Monday, August 17 report. On Tuesday, August 15 the stock rating was maintained by Piper Jaffray with “Hold”. The rating was maintained by UBS on Wednesday, November 18 with “Buy”. The rating was maintained by Telsey Advisory Group on Wednesday, November 15 with “Outperform”. The firm has “Neutral” rating by Goldman Sachs given on Wednesday, April 6. As per Monday, February 6, the company rating was initiated by Bernstein. Stifel Nicolaus maintained the stock with “Buy” rating in Thursday, July 20 report. The company was initiated on Tuesday, October 3 by Gordon Haskett Capital Corporation. The company was maintained on Friday, October 13 by Robert W. Baird.

Since August 16, 2017, it had 0 insider purchases, and 5 sales for $18.46 million activity. 10,717 shares valued at $1.63 million were sold by Campbell Ann Marie on Wednesday, August 16. Shares for $1.97 million were sold by Roseborough Teresa Wynn on Thursday, December 7.

Investors sentiment increased to 1.14 in 2017 Q3. Its up 0.19, from 0.95 in 2017Q2. It improved, as 59 investors sold HD shares while 562 reduced holdings. 121 funds opened positions while 587 raised stakes. 796.24 million shares or 3.15% less from 822.13 million shares in 2017Q2 were reported. 329,723 are held by Capital Fund Management Sa. Founders Mgmt Limited Liability Com owns 46,268 shares. Bessemer Gru has 0.73% invested in The Home Depot, Inc. (NYSE:HD) for 1.12 million shares. Alabama-based First Comml Bank has invested 0.1% in The Home Depot, Inc. (NYSE:HD). Homrich And Berg owns 90,892 shares. Bradley Foster Sargent Ct holds 178,165 shares or 1.11% of its portfolio. Walter And Keenan Fincl Consulting Mi Adv stated it has 12,123 shares or 0.92% of all its holdings. D E Shaw & reported 159,287 shares. Jefferies Grp Inc Ltd Liability Com reported 598 shares. Newman Dignan And Sheerar Inc owns 3,826 shares. Eagle Ridge Invest Mngmt holds 1.84% or 67,726 shares. Apg Asset Management Nv owns 2.24 million shares or 0.6% of their US portfolio. South State holds 1.64% or 89,728 shares in its portfolio. Fayerweather Charles reported 1.15% stake. Pensionfund Dsm Netherlands stated it has 1.25% of its portfolio in The Home Depot, Inc. (NYSE:HD).

Hbk Sorce Advisory Llc, which manages about $1.80B and $662.30M US Long portfolio, decreased its stake in Raytheon Co (NYSE:RTN) by 2,390 shares to 3,597 shares, valued at $671,000 in 2017Q3, according to the filing. It also reduced its holding in Vanguard Intl Equity Index F (VEU) by 7,374 shares in the quarter, leaving it with 9,753 shares, and cut its stake in Ishares Tr (IWB).

Investors sentiment increased to 0.94 in 2017 Q3. Its up 0.19, from 0.75 in 2017Q2. It is positive, as 51 investors sold PEP shares while 689 reduced holdings. 106 funds opened positions while 593 raised stakes. 964.87 million shares or 1.00% less from 974.57 million shares in 2017Q2 were reported. Northwestern Mutual Wealth Mgmt Company owns 250,775 shares or 0.2% of their US portfolio. Sunbelt Securities, a Texas-based fund reported 3,792 shares. Comerica Commercial Bank holds 0.5% of its portfolio in Pepsico, Inc. (NASDAQ:PEP) for 632,807 shares. Hourglass Llc invested in 0.11% or 4,188 shares. Barr E S And holds 2.52% of its portfolio in Pepsico, Inc. (NASDAQ:PEP) for 212,659 shares. Fruth holds 1.89% of its portfolio in Pepsico, Inc. (NASDAQ:PEP) for 36,912 shares. Diversified Co reported 10,958 shares. Evercore Wealth Mngmt Ltd Liability Corp reported 0.47% of its portfolio in Pepsico, Inc. (NASDAQ:PEP). Oppenheimer Asset Management reported 0.28% of its portfolio in Pepsico, Inc. (NASDAQ:PEP). 2,833 are owned by Wealth Architects Limited Liability Com. Busey stated it has 151,380 shares. Primecap Mngmt Com Ca holds 0.02% or 200,000 shares in its portfolio. 32,627 are owned by Garrison. Reynders Mcveigh Cap Mngmt Ltd Liability Company owns 29,273 shares. Rocky Mountain Advisers owns 300 shares.

Among 19 analysts covering PepsiCo (NYSE:PEP), 8 have Buy rating, 0 Sell and 11 Hold. Therefore 42% are positive. PepsiCo had 58 analyst reports since July 21, 2015 according to SRatingsIntel. S&P Research maintained the stock with “Hold” rating in Wednesday, October 7 report. Cowen & Co maintained the stock with “Buy” rating in Thursday, August 10 report. The firm earned “Buy” rating on Friday, July 8 by Deutsche Bank. The rating was maintained by Jefferies with “Buy” on Monday, September 18. The firm has “Buy” rating by Sterne Agee CRT given on Tuesday, July 21. The rating was maintained by UBS with “Buy” on Wednesday, October 7. RBC Capital Markets maintained the shares of PEP in report on Tuesday, August 1 with “Hold” rating. The stock of Pepsico, Inc. (NASDAQ:PEP) has “Neutral” rating given on Friday, September 8 by Credit Suisse. The company was downgraded on Thursday, August 27 by Vetr. The firm earned “Neutral” rating on Friday, February 26 by Sterne Agee CRT.