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Imperial Oil

260 hedge funds and large institutions have $6.23B invested in Imperial Oil in 2023 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 91 increasing their positions, 94 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

2% more capital invested

Capital invested by funds: $6.13B → $6.23B (+$96.6M)

0.2% more ownership

Funds ownership: 20.54%20.73% (+0.2%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

3% less repeat investments, than reductions

Existing positions increased: 91 | Existing positions reduced: 94

7% less first-time investments, than exits

New positions opened: 38 | Existing positions closed: 41

1% less funds holding

Funds holding: 263260 (-3)

10% less call options, than puts

Call options by funds: $35.8M | Put options by funds: $39.9M

Holders
260
Holders Change
-3
Holders Change %
-1.14%
% of All Funds
4.08%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
38
Increased
91
Reduced
94
Closed
41
Calls
$35.8M
Puts
$39.9M
Net Calls
-$4.1M
Net Calls Change
-$739K
Name Holding Trade Value Shares
Change
Change in
Stake
GBT
251
Grove Bank & Trust
Florida
$2.56K
Fifth Third Bancorp
252
Fifth Third Bancorp
Ohio
$2.51K
EARNEST Partners
253
EARNEST Partners
Georgia
$2K
Optiver Holding
254
Optiver Holding
Netherlands
$1.74K +$1.69K +34 New
FGAM
255
Financial Gravity Asset Management
Texas
$1.23K +$2.53K +51 New
M
256
MOTCO
Texas
$460 +$447 +9 New
JWM
257
Janiczek Wealth Management
Colorado
$410 -$6.91K -139 -95%
TWD
258
True Wealth Design
Ohio
$359 +$99 +2 +40%
HNB
259
Huntington National Bank
Ohio
$358 +$348 +7 New
GI
260
Gradient Investments
Minnesota
$307 +$298 +6 New
Arrowstreet Capital
261
Arrowstreet Capital
Massachusetts
-$80.4M -1,581,227 Closed
ACG
262
Aventail Capital Group
New York
-$44.5M -876,596 Closed
Acadian Asset Management
263
Acadian Asset Management
Massachusetts
-$18.1M -356,200 Closed
OPERF
264
Oregon Public Employees Retirement Fund
Oregon
-$7.68M -151,200 Closed
OTPPB
265
Ontario Teachers' Pension Plan Board
Ontario, Canada
-$6.97M -137,027 Closed
OAC
266
OMERS Administration Corp
Ontario, Canada
-$5.26M -103,600 Closed
GCM
267
Greenland Capital Management
New York
-$4.33M -85,245 Closed
LG
268
Leuthold Group
Minnesota
-$4.06M -79,884 Closed
NA
269
Navellier & Associates
Nevada
-$3.74M -73,584 Closed
SNT
270
SIG North Trading
Pennsylvania
-$3.27M -65,827 Closed
CIM
271
Cambria Investment Management
California
-$3.49M -50,800 Closed
CAM
272
ClariVest Asset Management
California
-$2.39M -47,020 Closed
Verition Fund Management
273
Verition Fund Management
Connecticut
-$1.29M -26,059 Closed
UH
274
Unigestion Holding
Switzerland
-$1.24M -24,671 Closed
VI
275
Versor Investments
New York
-$1.06M -20,803 Closed

IMO Hedge Fund Activity: Q2 2023 in Review

260 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Imperial Oil (IMO) for Q2 2023, worth a combined $6.23B — up 1.6% from $6.13B a quarter earlier.

Sellers outnumbered buyers: 41 funds closed out of IMO and 38 opened new positions — a net loss of 3 holders — while 94 trimmed existing stakes and 91 added.

The largest buyer was Balyasny Asset Management, adding an estimated $90.2M. The largest seller was Arrowstreet Capital, exiting entirely with an estimated $80.4M sold.

  • 260 institutional investors held Imperial Oil (IMO) as of Q2 2023, down from 263 in Q1 2023.
  • Funds reported $6.23B of Imperial Oil stock for Q2 2023, up 1.6% quarter-over-quarter.
  • 38 funds opened new Imperial Oil positions in Q2 2023 and 41 closed out, a net change of -3 holders.
  • The largest Imperial Oil buyer in Q2 2023 was Balyasny Asset Management, an estimated $90.2M added.
  • The largest Imperial Oil seller in Q2 2023 was Arrowstreet Capital, an estimated $80.4M sold.

Based on aggregated 13F filings for Q2 2023.