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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
DTL
276
Dynamic Technology Lab
Singapore
-$970K -19,090 Closed
MWM
277
Moran Wealth Management
Florida
-$917K -18,056 Closed
GC
278
Guggenheim Capital
Illinois
-$879K -17,304 Closed
CWM
279
CIBC World Markets
New York
-$864K -17,000 Closed
II
280
Inspire Investing
Idaho
-$568K -11,172 Closed
SWM
281
SeaCrest Wealth Management
New York
-$483K -9,507 Closed
BONST
282
Bank of Nova Scotia Trust
Ontario, Canada
-$434K -8,550 Closed
YIH
283
Y-Intercept (HK)
Hong Kong
-$415K -8,170 Closed
BCM
284
Bornite Capital Management
New York
-$406K -8,000 Closed
DA
285
Duality Advisers
Florida
-$390K -7,680 Closed
CC
286
Cipher Capital
New York
-$352K -6,935 Closed
SEC
287
Seven Eight Capital
New York
-$343K -6,746 Closed
Squarepoint
288
Squarepoint
New York
-$339K -6,681 Closed
SSA
289
Schonfeld Strategic Advisors
New York
-$310K -6,100 Closed
PTC
290
Petrus Trust Company
Texas
-$302K -5,950 Closed
RCM
291
Radnor Capital Management
Pennsylvania
-$226K -4,456 Closed
EAM
292
Erste Asset Management
Austria
-$221K -4,400 Closed
DWM
293
Dorchester Wealth Management
Quebec, Canada
-$212K -4,180 Closed
FA
294
FDx Advisors
Illinois
-$204K -4,180 Closed
BAM
295
Belpointe Asset Management
Nevada
-$31.4K -617 Closed
FA
296
Fortis Advisors
Pennsylvania
-$25.4K -500 Closed
PA
297
PSI Advisors
Florida
-$5.08K -100 Closed
SSC
298
Syverson Strege & Co
Iowa
-$4.42K -87 Closed
OIA
299
Optimum Investment Advisors
Illinois
-$3.25K -64 Closed
BFPW
300
BOK Financial Private Wealth
Colorado
-$2.69K -53 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.