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Imperial Oil

299 hedge funds and large institutions have $8.52B invested in Imperial Oil in 2024 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 104 increasing their positions, 103 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more funds holding in top 10

Funds holding in top 10: 14 (+3)

33% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 27

5% more capital invested

Capital invested by funds: $8.11B → $8.52B (+$417M)

2% more funds holding

Funds holding: 292299 (+7)

1% more repeat investments, than reductions

Existing positions increased: 104 | Existing positions reduced: 103

0.41% more ownership

Funds ownership: 22.17%22.58% (+0.41%)

47% less call options, than puts

Call options by funds: $30.6M | Put options by funds: $58.1M

Holders
299
Holders Change
+7
Holders Change %
+2.4%
% of All Funds
4.29%
Holding in Top 10
4
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+300%
% of All Funds
0.06%
New
36
Increased
104
Reduced
103
Closed
27
Calls
$30.6M
Puts
$58.1M
Net Calls
-$27.5M
Net Calls Change
+$6.6M
Name Holding Trade Value Shares
Change
Change in
Stake
BIM
226
Bridges Investment Management
Nebraska
$240K -$21.2K -300 -8%
HDIM
227
Hanson & Doremus Investment Management
Vermont
$230K
CP
228
Canopy Partners
Ohio
$228K
CCA
229
Checchi Capital Advisers
California
$228K
AI
230
Atria Investments
North Carolina
$228K +$229K +3,232 New
VI
231
Versor Investments
New York
$225K +$226K +3,199 New
Mercer Global Advisors
232
Mercer Global Advisors
Colorado
$224K -$15.6K -221 -7%
AWM
233
Avior Wealth Management
Nebraska
$216K
GLLW
234
Graves Light Lenhart Wealth
Virginia
$211K
AWM
235
Aprio Wealth Management
Georgia
$208K +$209K +2,957 New
FTDI
236
First Trust Direct Indexing
Massachusetts
$207K +$208K +2,941 New
WI
237
Wintrust Investments
Illinois
$207K -$1.86M -26,319 -90%
Barclays
238
Barclays
United Kingdom
$200K +$43.7K +617 +28%
QCG
239
Quadrant Capital Group
Ohio
$193K
CA
240
CoreCap Advisors
Michigan
$190K +$190K +2,691 New
VEA
241
Virtus ETF Advisers
New York
$172K -$18K -254 -9%
Carson Wealth (CWM LLC)
242
Carson Wealth (CWM LLC)
Nebraska
$167K +$3.82K +54 +2%
EWA
243
EverSource Wealth Advisors
Alabama
$149K -$84.7K -1,197 -36%
Osaic Holdings
244
Osaic Holdings
Arizona
$140K +$10.7K +151 +8%
WSFS
245
Wilmington Savings Fund Society
Delaware
$137K +$138K +1,944 New
CA
246
Clearstead Advisors
Ohio
$128K
SC
247
Sawyer & Company
Massachusetts
$120K -$7.22K -102 -6%
OC
248
Oakworth Capital
Alabama
$101K +$102K +1,440 New
Walleye Trading
249
Walleye Trading
New York
$96K +$96.5K +1,363 New
AF
250
Allworth Financial
California
$94.9K +$16.6K +234 +21%

IMO Hedge Fund Activity: Q3 2024 in Review

299 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Imperial Oil (IMO) for Q3 2024, worth a combined $8.52B — up 5.1% from $8.11B a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new IMO positions and 27 closed out — a net gain of 9 holders — while 104 added to existing stakes and 103 trimmed.

The largest buyer was GQG Partners, opening a new position worth an estimated $114M. The largest seller was British Columbia Investment Management, cutting an estimated $56.8M.

  • 299 institutional investors held Imperial Oil (IMO) as of Q3 2024, up from 292 in Q2 2024.
  • Funds reported $8.52B of Imperial Oil stock for Q3 2024, up 5.1% quarter-over-quarter.
  • 36 funds opened new Imperial Oil positions in Q3 2024 and 27 closed out, a net change of +9 holders.
  • The largest Imperial Oil buyer in Q3 2024 was GQG Partners, an estimated $114M added.
  • The largest Imperial Oil seller in Q3 2024 was British Columbia Investment Management, an estimated $56.8M sold.

Based on aggregated 13F filings for Q3 2024.