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Imperial Oil

248 hedge funds and large institutions have $6.59B invested in Imperial Oil in 2022 Q1 according to their latest regulatory filings, with 62 funds opening new positions, 73 increasing their positions, 79 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

170% more first-time investments, than exits

New positions opened: 62 | Existing positions closed: 23

164% more call options, than puts

Call options by funds: $43.4M | Put options by funds: $16.4M

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

34% more capital invested

Capital invested by funds: $4.91B → $6.59B (+$1.69B)

18% more funds holding

Funds holding: 211248 (+37)

0.74% more ownership

Funds ownership: 19.69%20.42% (+0.74%)

8% less repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 79

Holders
248
Holders Change
+37
Holders Change %
+17.54%
% of All Funds
3.91%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
62
Increased
73
Reduced
79
Closed
23
Calls
$43.4M
Puts
$16.4M
Net Calls
+$27M
Net Calls Change
+$14.2M
Name Holding Trade Value Shares
Change
Change in
Stake
APA
226
American Portfolios Advisors
New York
$9.66K
EWA
227
EverSource Wealth Advisors
Alabama
$9K
UB
228
UMB Bank
Missouri
$9K
Koshinski Asset Management
229
Koshinski Asset Management
Illinois
$5.37K +$4.76K +111 New
MGIM
230
M&G Investment Management
United Kingdom
$5.26K -$250K -5,834 -5%
PFGIA
231
Patriot Financial Group Insurance Agency
Massachusetts
$5K +$43 +1 +1%
CQS
232
Credential Qtrade Securities
$4.36K
EW
233
Evoke Wealth
California
$4K
JWA
234
JFS Wealth Advisors
Pennsylvania
$4K +$3.73K +87 New
AAP
235
Arax Advisory Partners
Colorado
$3K +$1.54K +36 +106%
GWM
236
Geneos Wealth Management
Colorado
$3K +$2.92K +68 New
Carson Wealth (CWM LLC)
237
Carson Wealth (CWM LLC)
Nebraska
$2K -$300 -7 -18%
EARNEST Partners
238
EARNEST Partners
Georgia
$2K
MSFP
239
Mark Sheptoff Financial Planning
Connecticut
$2K
MPWT
240
MassMutual Private Wealth & Trust
Connecticut
$2K
AssetMark Inc
241
AssetMark Inc
California
$2K +$1.76K +41 New
Rockefeller Capital Management
242
Rockefeller Capital Management
New York
$2K +$2.15K +50 New
FGAM
243
Financial Gravity Asset Management
Texas
$1.54K +$37.1K +864 New
FHA
244
First Horizon Advisors
Tennessee
$1K +$515 +12 New
Optiver Holding
245
Optiver Holding
Netherlands
$1K +$558 +13 New
MCC
246
Money Concepts Capital
Florida
$1K +$1.07K +25 New
Schroder Investment Management Group
247
Schroder Investment Management Group
United Kingdom
-$29.5M -647,108 Closed
Point72 Asset Management
248
Point72 Asset Management
Connecticut
-$13.6M -377,000 Closed
Balyasny Asset Management
249
Balyasny Asset Management
Illinois
-$12M -333,293 Closed
MSC
250
MUFG Securities (Canada)
New York
-$4.28M -118,437 Closed

IMO Hedge Fund Activity: Q1 2022 in Review

248 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Imperial Oil (IMO) for Q1 2022, worth a combined $6.59B — up 34% from $4.91B a quarter earlier.

Buyers outnumbered sellers: 62 funds opened new IMO positions and 23 closed out — a net gain of 39 holders — while 73 added to existing stakes and 79 trimmed.

The largest buyer was GQG Partners, opening a new position worth an estimated $324M. The largest seller was Artisan Partners, cutting an estimated $576M.

  • 248 institutional investors held Imperial Oil (IMO) as of Q1 2022, up from 211 in Q4 2021.
  • Funds reported $6.59B of Imperial Oil stock for Q1 2022, up 34% quarter-over-quarter.
  • 62 funds opened new Imperial Oil positions in Q1 2022 and 23 closed out, a net change of +39 holders.
  • The largest Imperial Oil buyer in Q1 2022 was GQG Partners, an estimated $324M added.
  • The largest Imperial Oil seller in Q1 2022 was Artisan Partners, an estimated $576M sold.

Based on aggregated 13F filings for Q1 2022.