Imperial Oil
305 hedge funds and large institutions have $7.46B invested in Imperial Oil in 2024 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 95 increasing their positions, 115 reducing their positions, and 31 closing their positions.
32% more first-time investments, than exits
New positions opened: 41 | Existing positions closed: 31
2% more funds holding
Funds holding: 299 → 305 (+6)
0.53% more ownership
Funds ownership: 22.58% → 23.11% (+0.53%)
12% less capital invested
Capital invested by funds: $8.52B → $7.46B (-$1.06B)
17% less repeat investments, than reductions
Existing positions increased: 95 | Existing positions reduced: 115
50% less funds holding in top 10
Funds holding in top 10: 4 → 2 (-2)
60% less call options, than puts
Call options by funds: $19.9M | Put options by funds: $49.2M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$452M |
| 2 |
Morgan Stanley
New York
|
+$18.2M |
| 3 |
Geode Capital Management
Boston,
Massachusetts
|
+$17.7M |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$16.9M |
| 5 |
JP Morgan Chase
New York
|
+$15.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity International
Hamilton,
Bermuda
|
-$168M |
| 2 |
GQG Partners
Ft. Lauderdale,
Florida
|
-$72.3M |
| 3 |
Goldman Sachs
New York
|
-$44.6M |
| 4 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
-$38.7M |
| 5 |
First Eagle Investment Management
New York
|
-$36.3M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
VI
326
Versor Investments
New York
| – | -$225K | -3,199 | Closed |
|
327
Mercer Global Advisors
Denver,
Colorado
| – | -$224K | -3,045 | Closed |
|
|
GLLW
328
Graves Light Lenhart Wealth
Harrisonburg,
Virginia
| – | -$211K | -3,000 | Closed |
|
|
FTDI
329
First Trust Direct Indexing
Boston,
Massachusetts
| – | -$207K | -2,941 | Closed |
|
330
Walleye Trading
New York
| – | -$96K | -1,363 | Closed |
|
|
AA
331
Alta Advisers
London,
United Kingdom
| – | -$66.2K | -940 | Closed |
|
|
WTC
332
WhitTier Trust Company
Reno,
Nevada
| – | -$9.44K | -134 | Closed |
|
|
GSEP
333
Golden State Equity Partners
South Coast Metro,
California
| – | -$7.18K | -102 | Closed |
|
|
SIC
334
Salem Investment Counselors
Winston Salem,
North Carolina
| – | -$1.27K | -18 | Closed |
|
|
WBC
335
West Branch Capital
Amherst,
Massachusetts
| – | -$120 | -2 | Closed |
|
|
WTFG
336
Wood Tarver Financial Group
Boise,
Idaho
| – | +$218 | +3 | New |
|
IMO Hedge Fund Activity: Q4 2024 in Review
305 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Imperial Oil (IMO) for Q4 2024, worth a combined $7.46B — down 12% from $8.52B a quarter earlier.
Buyers outnumbered sellers: 41 funds opened new IMO positions and 31 closed out — a net gain of 10 holders — while 95 added to existing stakes and 115 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $452M. The largest seller was Fidelity International, cutting an estimated $168M.
- 305 institutional investors held Imperial Oil (IMO) as of Q4 2024, up from 299 in Q3 2024.
- Funds reported $7.46B of Imperial Oil stock for Q4 2024, down 12% quarter-over-quarter.
- 41 funds opened new Imperial Oil positions in Q4 2024 and 31 closed out, a net change of +10 holders.
- The largest Imperial Oil buyer in Q4 2024 was Fidelity Investments, an estimated $452M added.
- The largest Imperial Oil seller in Q4 2024 was Fidelity International, an estimated $168M sold.
Based on aggregated 13F filings for Q4 2024.