Imperial Oil
258 hedge funds and large institutions have $6.07B invested in Imperial Oil in 2022 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 88 increasing their positions, 91 reducing their positions, and 26 closing their positions.
54% more first-time investments, than exits
New positions opened: 40 | Existing positions closed: 26
4% more funds holding
Funds holding: 248 → 258 (+10)
4% more call options, than puts
Call options by funds: $29.8M | Put options by funds: $28.7M
0.31% more ownership
Funds ownership: 20.42% → 20.73% (+0.31%)
0% more funds holding in top 10
Funds holding in top 10: 4 → 4 (0)
3% less repeat investments, than reductions
Existing positions increased: 88 | Existing positions reduced: 91
8% less capital invested
Capital invested by funds: $6.59B → $6.07B (-$526M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$542M |
| 2 |
GQG Partners
Ft. Lauderdale,
Florida
|
+$120M |
| 3 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
+$29.1M |
| 4 |
Balyasny Asset Management
Chicago,
Illinois
|
+$27M |
| 5 |
IIM
Intact Investment Management
Montreal,
Quebec, Canada
|
+$17.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$356M |
| 2 |
Artisan Partners
Milwaukee,
Wisconsin
|
-$217M |
| 3 |
Millennium Management
New York
|
-$87.8M |
| 4 |
Jane Street
New York
|
-$45.2M |
| 5 |
D.E. Shaw & Co
New York
|
-$42.6M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
VFA
276
Valeo Financial Advisors
Carmel,
Indiana
| – | -$209K | -4,324 | Closed |
|
|
GAM
277
Gemmer Asset Management
Walnut Creek,
California
| – | -$12K | -265 | Closed |
|
|
PP
278
Pacifica Partners
Surrey,
Canada
| – | -$11K | -240 | Closed |
|
279
Koshinski Asset Management
Decatur,
Illinois
| – | -$5.37K | -111 | Closed |
|
|
GWM
280
Geneos Wealth Management
Englewood,
Colorado
| – | -$3K | -68 | Closed |
|
281
Rockefeller Capital Management
New York
| – | -$2K | -50 | Closed |
|
282
Optiver Holding
Amsterdam,
Netherlands
| – | -$1K | -13 | Closed |
|
|
FHA
283
First Horizon Advisors
Memphis,
Tennessee
| – | -$1K | -12 | Closed |
|
IMO Hedge Fund Activity: Q2 2022 in Review
258 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Imperial Oil (IMO) for Q2 2022, worth a combined $6.07B — down 8% from $6.59B a quarter earlier.
Buyers outnumbered sellers: 40 funds opened new IMO positions and 26 closed out — a net gain of 14 holders — while 88 added to existing stakes and 91 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $542M. The largest seller was T. Rowe Price Associates, cutting an estimated $356M.
- 258 institutional investors held Imperial Oil (IMO) as of Q2 2022, up from 248 in Q1 2022.
- Funds reported $6.07B of Imperial Oil stock for Q2 2022, down 8% quarter-over-quarter.
- 40 funds opened new Imperial Oil positions in Q2 2022 and 26 closed out, a net change of +14 holders.
- The largest Imperial Oil buyer in Q2 2022 was Fidelity Investments, an estimated $542M added.
- The largest Imperial Oil seller in Q2 2022 was T. Rowe Price Associates, an estimated $356M sold.
Based on aggregated 13F filings for Q2 2022.