Imperial Oil
207 hedge funds and large institutions have $4.85B invested in Imperial Oil in 2018 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 62 increasing their positions, 72 reducing their positions, and 24 closing their positions.
222% more call options, than puts
Call options by funds: $3.5M | Put options by funds: $1.09M
25% more first-time investments, than exits
New positions opened: 30 | Existing positions closed: 24
2% more funds holding
Funds holding: 203 → 207 (+4)
0.24% more ownership
Funds ownership: 18.37% → 18.61% (+0.24%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
4% less capital invested
Capital invested by funds: $5.08B → $4.85B (-$227M)
14% less repeat investments, than reductions
Existing positions increased: 62 | Existing positions reduced: 72
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Point72 Asset Management
Stamford,
Connecticut
|
+$41.1M |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$36.8M |
| 3 |
Connor, Clark & Lunn Investment Management (CC&L)
Vancouver,
British Columbia, Canada
|
+$13M |
| 4 |
DZ Bank
Frankfurt Am Main,
Germany
|
+$10.6M |
| 5 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$9.78M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity International
Hamilton,
Bermuda
|
-$56.3M |
| 2 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$48.4M |
| 3 |
UBS AM
Chicago,
Illinois
|
-$34.2M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$19.8M |
| 5 |
BCM
Barometer Capital Management
Toronto,
Ontario, Canada
|
-$15.9M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CLOS
226
Compagnie Lombard Odier SCmA
1204 Geneva,
Switzerland
| – | -$25K | -750 | Closed |
|
|
QT
227
Quantbot Technologies
New York
| – | -$17K | -541 | Closed |
|
|
CF
228
Centaurus Financial
Anaheim,
California
| – | -$3K | -100 | Closed |
|
229
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| – | -$2K | -62 | Closed |
|
|
WAM
230
Wealthspire Advisors (Maryland)
Potomac,
Maryland
| – | -$289 | -9 | -50% |
|
IMO Hedge Fund Activity: Q3 2018 in Review
207 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Imperial Oil (IMO) for Q3 2018, worth a combined $4.85B — down 4.5% from $5.08B a quarter earlier.
Buyers outnumbered sellers: 30 funds opened new IMO positions and 24 closed out — a net gain of 6 holders — while 62 added to existing stakes and 72 trimmed.
The largest buyer was Point72 Asset Management, adding an estimated $41.1M. The largest seller was Fidelity International, cutting an estimated $56.3M.
- 207 institutional investors held Imperial Oil (IMO) as of Q3 2018, up from 203 in Q2 2018.
- Funds reported $4.85B of Imperial Oil stock for Q3 2018, down 4.5% quarter-over-quarter.
- 30 funds opened new Imperial Oil positions in Q3 2018 and 24 closed out, a net change of +6 holders.
- The largest Imperial Oil buyer in Q3 2018 was Point72 Asset Management, an estimated $41.1M added.
- The largest Imperial Oil seller in Q3 2018 was Fidelity International, an estimated $56.3M sold.
Based on aggregated 13F filings for Q3 2018.