As Exxon Mobil (XOM) Valuation Declined, Welch Group Has Decreased by $609,718 Its Position; As Walmart (WMT) Market Value Declined, Kepos Capital LP Trimmed Its Stake

May 27, 2018 - By reb123z

Walmart Inc. (NYSE:WMT) Logo

Welch Group Llc decreased its stake in Exxon Mobil Corporation (XOM) by 3.25% based on its latest 2017Q4 regulatory filing with the SEC. Welch Group Llc sold 7,346 shares as the company’s stock declined 12.23% with the market. The institutional investor held 218,475 shares of the integrated oil company at the end of 2017Q4, valued at $18.27M, down from 225,821 at the end of the previous reported quarter. Welch Group Llc who had been investing in Exxon Mobil Corporation for a number of months, seems to be less bullish one the $333.25 billion market cap company. The stock decreased 1.94% or $1.56 during the last trading session, reaching $78.71. About 14.56M shares traded. Exxon Mobil Corporation (NYSE:XOM) has declined 9.29% since May 27, 2017 and is downtrending. It has underperformed by 20.84% the S&P500.

Kepos Capital Lp decreased its stake in Walmart Inc (WMT) by 47.78% based on its latest 2017Q4 regulatory filing with the SEC. Kepos Capital Lp sold 19,670 shares as the company’s stock declined 12.38% with the market. The hedge fund held 21,495 shares of the consumer services company at the end of 2017Q4, valued at $2.12 million, down from 41,165 at the end of the previous reported quarter. Kepos Capital Lp who had been investing in Walmart Inc for a number of months, seems to be less bullish one the $243.46 billion market cap company. The stock decreased 0.47% or $0.39 during the last trading session, reaching $82.46. About 5.91M shares traded. Walmart Inc. (NYSE:WMT) has risen 23.53% since May 27, 2017 and is uptrending. It has outperformed by 11.98% the S&P500.

Among 26 analysts covering Exxon Mobil (NYSE:XOM), 10 have Buy rating, 5 Sell and 11 Hold. Therefore 38% are positive. Exxon Mobil had 95 analyst reports since July 22, 2015 according to SRatingsIntel. The stock has “Hold” rating by RBC Capital Markets on Tuesday, August 29. On Tuesday, August 29 the stock rating was maintained by Jefferies with “Hold”. UBS maintained Exxon Mobil Corporation (NYSE:XOM) rating on Monday, May 2. UBS has “Neutral” rating and $85 target. The stock of Exxon Mobil Corporation (NYSE:XOM) earned “Equal-Weight” rating by Barclays Capital on Monday, October 12. Argus Research upgraded it to “Buy” rating and $104 target in Wednesday, May 18 report. Raymond James upgraded Exxon Mobil Corporation (NYSE:XOM) on Monday, April 23 to “Hold” rating. Deutsche Bank maintained the shares of XOM in report on Tuesday, March 29 with “Hold” rating. The stock of Exxon Mobil Corporation (NYSE:XOM) has “Neutral” rating given on Friday, April 7 by Jefferies. The rating was maintained by Jefferies with “Hold” on Tuesday, October 3. The firm has “Hold” rating by Jefferies given on Friday, June 23.

Since December 11, 2017, it had 0 insider buys, and 4 insider sales for $3.42 million activity. Milton Bryan W sold 7,281 shares worth $606,082. On Friday, December 15 the insider Wascom Dennis G sold $200,293. Another trade for 19,500 shares valued at $1.62M was made by Corson Bradley W on Monday, December 11.

Welch Group Llc, which manages about $645.12M and $644.64 million US Long portfolio, upped its stake in S P D R Trust Unit Sr (SPY) by 15,255 shares to 47,333 shares, valued at $12.63M in 2017Q4, according to the filing. It also increased its holding in Chevron Corporation (NYSE:CVX) by 21,740 shares in the quarter, for a total of 178,912 shares, and has risen its stake in The Southern Company (NYSE:SO).

Analysts await Exxon Mobil Corporation (NYSE:XOM) to report earnings on July, 27. They expect $1.16 EPS, up 48.72% or $0.38 from last year’s $0.78 per share. XOM’s profit will be $4.91 billion for 16.96 P/E if the $1.16 EPS becomes a reality. After $1.09 actual EPS reported by Exxon Mobil Corporation for the previous quarter, Wall Street now forecasts 6.42% EPS growth.

Investors sentiment decreased to 0.84 in Q4 2017. Its down 0.01, from 0.85 in 2017Q3. It turned negative, as 48 investors sold XOM shares while 819 reduced holdings. 123 funds opened positions while 603 raised stakes. 2.17 billion shares or 1.92% more from 2.13 billion shares in 2017Q3 were reported. 647,697 were accumulated by Seaward Management Limited Partnership. Gateway Advisory Ltd Liability Com holds 0.59% of its portfolio in Exxon Mobil Corporation (NYSE:XOM) for 25,351 shares. Rothschild Invest Corporation Il holds 0.46% or 51,055 shares. Todd Asset Management Ltd Limited Liability Company accumulated 0.03% or 11,342 shares. Moreover, Fiera Cap has 0.03% invested in Exxon Mobil Corporation (NYSE:XOM) for 64,977 shares. Dixon Hubard Feinour Brown Inc Va holds 88,113 shares or 2% of its portfolio. Lucas Capital invested in 2.38% or 32,882 shares. Invesco Limited reported 0.22% of its portfolio in Exxon Mobil Corporation (NYSE:XOM). Fruth Invest Management holds 2.29% or 64,405 shares. Nottingham Advsrs reported 5,546 shares or 0.06% of all its holdings. Bremer Tru Association invested in 0.78% or 34,749 shares. Bahl And Gaynor Incorporated reported 2.03% of its portfolio in Exxon Mobil Corporation (NYSE:XOM). Schwartz Invest Counsel accumulated 1.5% or 302,188 shares. Smith Asset Management Grp Inc Lp invested in 0.31% or 119,087 shares. City Com Fl has invested 1.46% in Exxon Mobil Corporation (NYSE:XOM).

More notable recent Exxon Mobil Corporation (NYSE:XOM) news were published by: Livetradingnews.com which released: “Exxon Mobil Corporation (NYSE:XOM) Extending Gains” on May 10, 2018, also Seekingalpha.com with their article: “Exxon Mobil: Destined To Underperform?” published on May 22, 2018, Streetinsider.com published: “ExxonMobil (XOM), Other Energy Names Pressured Pre-Market” on May 25, 2018. More interesting news about Exxon Mobil Corporation (NYSE:XOM) were released by: Marketwatch.com and their article: “Chevron, Exxon Mobil stock selloffs cutting nearly 40 points off the Dow” published on May 25, 2018 as well as Fool.com‘s news article titled: “3 Dividend Stocks That Pay You Better Than ExxonMobil Does” with publication date: May 25, 2018.

Investors sentiment decreased to 0.99 in 2017 Q4. Its down 0.03, from 1.02 in 2017Q3. It turned negative, as 68 investors sold WMT shares while 541 reduced holdings. 165 funds opened positions while 435 raised stakes. 865.70 million shares or 1.77% less from 881.34 million shares in 2017Q3 were reported. Td Mngmt Limited Co holds 0.08% or 2,953 shares in its portfolio. Bancshares Hapoalim Bm invested 0.44% of its portfolio in Walmart Inc. (NYSE:WMT). State Street Corporation holds 0.56% or 70.81 million shares in its portfolio. First Citizens Commercial Bank Tru has 65,046 shares for 0.86% of their portfolio. Telemus Cap Ltd Company has 0.14% invested in Walmart Inc. (NYSE:WMT) for 18,911 shares. Caisse De Depot Et Placement Du Quebec stated it has 1.07 million shares or 0.24% of all its holdings. Of Toledo Na Oh holds 0.35% or 14,192 shares. Garnet Equity Capital stated it has 100,000 shares. Prelude Capital Lc stated it has 7,514 shares. Bremer Tru National Association holds 0.19% of its portfolio in Walmart Inc. (NYSE:WMT) for 7,000 shares. Ipg Investment Advsrs Lc reported 4,380 shares. Edgemoor Advsrs invested in 8,330 shares or 0.11% of the stock. 3,050 were accumulated by Swarthmore Group Incorporated. Sumitomo Life Insurance Company owns 55,900 shares. Interocean Capital Limited Liability Company owns 3.06% invested in Walmart Inc. (NYSE:WMT) for 230,853 shares.

Since December 11, 2017, it had 0 insider purchases, and 1 insider sale for $200,291 activity.

Among 38 analysts covering Wal-Mart Stores Inc (NYSE:WMT), 17 have Buy rating, 0 Sell and 21 Hold. Therefore 45% are positive. Wal-Mart Stores Inc had 158 analyst reports since August 14, 2015 according to SRatingsIntel. As per Tuesday, October 10, the company rating was initiated by Oppenheimer. The firm has “Hold” rating given on Monday, June 26 by Wells Fargo. The firm has “Buy” rating by Robert W. Baird given on Wednesday, May 31. The stock of Walmart Inc. (NYSE:WMT) earned “Outperform” rating by Credit Suisse on Friday, September 16. The firm has “Buy” rating given on Wednesday, February 22 by Bank of America. The stock has “Hold” rating by Tigress Financial on Thursday, December 7. Telsey Advisory Group maintained the shares of WMT in report on Friday, May 20 with “Market Perform” rating. Susquehanna maintained Walmart Inc. (NYSE:WMT) rating on Friday, November 17. Susquehanna has “Buy” rating and $115.0 target. Stifel Nicolaus maintained the stock with “Hold” rating in Monday, September 18 report. The rating was maintained by Jefferies on Monday, July 17 with “Buy”.

Kepos Capital Lp, which manages about $2.11B and $1.11B US Long portfolio, upped its stake in Hp Inc by 187,618 shares to 229,026 shares, valued at $4.81M in 2017Q4, according to the filing. It also increased its holding in Visa Inc (NYSE:V) by 28,912 shares in the quarter, for a total of 39,652 shares, and has risen its stake in Marathon Oil Corp (NYSE:MPC).

More notable recent Walmart Inc. (NYSE:WMT) news were published by: 247Wallst.com which released: “Walmart Helps Battered Lord & Taylor With E-Commerce Deal” on May 16, 2018, also Seekingalpha.com with their article: “Walmart: This Normalization Period Will Last” published on May 18, 2018, Seekingalpha.com published: “Walmart Is Running In Quicksand” on May 22, 2018. More interesting news about Walmart Inc. (NYSE:WMT) were released by: 247Wallst.com and their article: “Half Of Walmart’s US Workforce Is Part Time, Capping Opportunity” published on May 27, 2018 as well as 247Wallst.com‘s news article titled: “Walmart Sheds UK’s Asda, Looks to India for Growth” with publication date: April 30, 2018.

Walmart Inc. (NYSE:WMT) Institutional Positions Chart

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