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Imperial Oil
IMO

251 hedge funds and large institutions have $5.18B invested in Imperial Oil in 2022 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 78 increasing their positions, 104 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more funds holding in top 10

Funds holding in top 10: 4 → 5 (+1)

21% more call options, than puts

Call options by funds: $32.2M | Put options by funds: $26.7M

1.39% less ownership

Funds ownership: 20.73% → 19.34% (-1.4%)

3% less funds holding

Funds holding: 258 → 251 (-7)

12% less first-time investments, than exits

New positions opened: 36 | Existing positions closed: 41

15% less capital invested

Capital invested by funds: $6.07B → $5.18B (-$885M)

25% less repeat investments, than reductions

Existing positions increased: 78 | Existing positions reduced: 104

Holders
251
Holders Change
-7
Holders Change %
-2.71%
% of All Funds
4.32%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.09%
New
36
Increased
78
Reduced
104
Closed
41
Calls
$32.2M
Puts
$26.7M
Net Calls
+$5.5M
Net Calls Change
+$4.43M

Top Buyers

Rank Fund Capital Flow
1
Fidelity International
Fidelity International
Bermuda
+$65.2M
2
WCA
Waratah Capital Advisors
Ontario, Canada
+$39.4M
3
Millennium Management
Millennium Management
New York
+$25.2M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$17.9M
5
Bank of America
Bank of America
North Carolina
+$13.4M

Top Sellers

Rank Fund Capital Flow
1
GQG Partners
GQG Partners
Florida
-$224M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$121M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$102M
4
Goldman Sachs
Goldman Sachs
New York
-$35.1M
5
Jane Street
Jane Street
New York
-$25M
Name Holding Trade Value Shares
Change 		Change in
Stake
FA
276
FDx Advisors
Illinois
– -$201K -4,263 Closed
GLLW
277
Graves Light Lenhart Wealth
Virginia
– -$141K -3,000 Closed
HNB
278
Huntington National Bank
Ohio
– -$87K -1,837 Closed
VVP
279
Venture Visionary Partners
Ohio
– -$84.8K -1,800 Closed
CAPTRUST Financial Advisors
280
CAPTRUST Financial Advisors
North Carolina
– -$83K -1,750 Closed
AW
281
ACG Wealth
Georgia
– -$30K -630 Closed
HWA
282
HHM Wealth Advisors
Tennessee
– -$9K -195 Closed
CIBC Private Wealth Group
283
CIBC Private Wealth Group
Georgia
– -$9K -191 Closed
PFGIA
284
Patriot Financial Group Insurance Agency
Massachusetts
– -$5K -103 Closed
CFD
285
Creative Financial Designs
Indiana
– -$4K -75 Closed
BC
286
Bartlett & Co
Ohio
– -$3K -54 Closed
BCWM
287
Bartlett & Co Wealth Management
Ohio
– -$2.54K -54 Closed
TCWM
288
Total Clarity Wealth Management
Illinois
– -$2K -53 Closed
TWA
289
TCI Wealth Advisors
Arizona
– -$2K -41 Closed
MSFP
290
Mark Sheptoff Financial Planning
Connecticut
– -$2K -36 Closed
MCC
291
Money Concepts Capital
Florida
– -$1K -25 Closed
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IMO Hedge Fund Activity: Q3 2022 in Review

251 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Imperial Oil (IMO) for Q3 2022, worth a combined $5.18B — down 15% from $6.07B a quarter earlier.

Sellers outnumbered buyers: 41 funds closed out of IMO and 36 opened new positions — a net loss of 5 holders — while 104 trimmed existing stakes and 78 added.

The largest buyer was Fidelity International, adding an estimated $65.2M. The largest seller was GQG Partners, cutting an estimated $224M.

  • 251 institutional investors held Imperial Oil (IMO) as of Q3 2022, down from 258 in Q2 2022.
  • Funds reported $5.18B of Imperial Oil stock for Q3 2022, down 15% quarter-over-quarter.
  • 36 funds opened new Imperial Oil positions in Q3 2022 and 41 closed out, a net change of -5 holders.
  • The largest Imperial Oil buyer in Q3 2022 was Fidelity International, an estimated $65.2M added.
  • The largest Imperial Oil seller in Q3 2022 was GQG Partners, an estimated $224M sold.

Based on aggregated 13F filings for Q3 2022.