Imperial Oil
222 hedge funds and large institutions have $6.67B invested in Imperial Oil in 2014 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 73 increasing their positions, 86 reducing their positions, and 20 closing their positions.
720% more call options, than puts
Call options by funds: $40.2M | Put options by funds: $4.91M
0.33% less ownership
Funds ownership: 17.04% → 16.71% (-0.33%)
3% less funds holding
Funds holding: 228 → 222 (-6)
12% less capital invested
Capital invested by funds: $7.61B → $6.67B (-$939M)
15% less repeat investments, than reductions
Existing positions increased: 73 | Existing positions reduced: 86
17% less funds holding in top 10
Funds holding in top 10: 6 → 5 (-1)
20% less first-time investments, than exits
New positions opened: 16 | Existing positions closed: 20
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
+$168M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$17.4M |
| 3 |
PC
Polar Capital
London,
United Kingdom
|
+$13.4M |
| 4 |
BNP Paribas Asset Management
Paris,
France
|
+$9.91M |
| 5 |
UBS AM
Chicago,
Illinois
|
+$9.01M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Norges Bank
Oslo,
Norway
|
-$177M |
| 2 |
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
-$41.1M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$36.5M |
| 4 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$31.3M |
| 5 |
1832 Asset Management
Toronto,
Ontario, Canada
|
-$22.4M |
IMO Hedge Fund Activity: Q3 2014 in Review
222 of the 3,447 institutional investors tracked by Wall St. Rank reported a position in Imperial Oil (IMO) for Q3 2014, worth a combined $6.67B — down 12% from $7.61B a quarter earlier.
Sellers outnumbered buyers: 20 funds closed out of IMO and 16 opened new positions — a net loss of 4 holders — while 86 trimmed existing stakes and 73 added.
The largest buyer was Wellington Management Group, adding an estimated $168M. The largest seller was Norges Bank, cutting an estimated $177M.
- 222 institutional investors held Imperial Oil (IMO) as of Q3 2014, down from 228 in Q2 2014.
- Funds reported $6.67B of Imperial Oil stock for Q3 2014, down 12% quarter-over-quarter.
- 16 funds opened new Imperial Oil positions in Q3 2014 and 20 closed out, a net change of -4 holders.
- The largest Imperial Oil buyer in Q3 2014 was Wellington Management Group, an estimated $168M added.
- The largest Imperial Oil seller in Q3 2014 was Norges Bank, an estimated $177M sold.
Based on aggregated 13F filings for Q3 2014.