Google has been testing some pretty major algorithm changes in the last 5 or so days. Everything has been extremely volatile and major SERPs are changing every few hours.
Several prominent, white hat companies have even went missing in the Google's rankings for their [brand name] this week: https://plus.google.com/111294201325870406922/posts/NhssnKgf...
Not buying this as a long lasting rankings change until it sticks around for several weeks.