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Imperial Oil
IMO

197 hedge funds and large institutions have $5.24B invested in Imperial Oil in 2016 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 61 increasing their positions, 75 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 15

14% more capital invested

Capital invested by funds: $4.58B → $5.24B (+$652M)

3% more funds holding

Funds holding: 192 → 197 (+5)

0.45% more ownership

Funds ownership: 17.24% → 17.7% (+0.45%)

15% less call options, than puts

Call options by funds: $1.87M | Put options by funds: $2.2M

19% less repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 75

Holders
197
Holders Change
+5
Holders Change %
+2.6%
% of All Funds
4.92%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
24
Increased
61
Reduced
75
Closed
15
Calls
$1.87M
Puts
$2.2M
Net Calls
-$327K
Net Calls Change
+$96K

Top Buyers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
+$96.5M
2
First Eagle Investment Management
First Eagle Investment Management
New York
+$52.1M
3
1832 Asset Management
1832 Asset Management
Ontario, Canada
+$50.3M
4
Goldman Sachs
Goldman Sachs
New York
+$22.6M
5
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
+$18.5M

Top Sellers

Rank Fund Capital Flow
1
American Century Companies
American Century Companies
Missouri
-$110M
2
Deutsche Bank
Deutsche Bank
Germany
-$12.5M
3
Norges Bank
Norges Bank
Norway
-$8.72M
4
Renaissance Technologies
Renaissance Technologies
New York
-$8.39M
5
Morgan Stanley
Morgan Stanley
New York
-$8.33M
Name Holding Trade Value Shares
Change 		Change in
Stake
AQR Capital Management
26
AQR Capital Management
Connecticut
$26.1M -$862K -25,678 -3%
Fiera Capital (Canada)
27
Fiera Capital (Canada)
Quebec, Canada
$24.8M +$18.5M +551,921 +342%
UBS AM
28
UBS AM
Illinois
$24.5M +$1.47M +43,703 +7%
BAM
29
Burgundy Asset Management
Ontario, Canada
$24.1M -$470K -14,000 -2%
JFL
30
Jarislowsky, Fraser Ltd
Quebec, Canada
$22.8M -$808K -24,072 -4%
Bank of Nova Scotia
31
Bank of Nova Scotia
Ontario, Canada
$21.9M +$1.54M +45,771 +8%
CIBC Asset Management
32
CIBC Asset Management
Ontario, Canada
$18.5M +$111K +3,302 +0.6%
Dimensional Fund Advisors
33
Dimensional Fund Advisors
Texas
$18.5M +$1.63M +48,699 +10%
Bank of New York Mellon
34
Bank of New York Mellon
New York
$18.2M -$925K -27,548 -5%
BA
35
Bridgewater Associates
Connecticut
$18M +$225K +6,700 +1%
SI
36
Scout Investments
Missouri
$17.8M -$4.02M -119,863 -19%
Ninety One (UK)
37
Ninety One (UK)
United Kingdom
$17.7M -$3.56M -106,115 -17%
Northern Trust
38
Northern Trust
Illinois
$16.5M +$12.1M +359,558 +314%
CS
39
Credit Suisse
Switzerland
$15.6M -$1.15M -34,162 -7%
Public Sector Pension Investment Board (PSP Investments)
40
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$15.4M +$453K +13,500 +3%
IGIM
41
I.G. Investment Management
Manitoba, Canada
$15.1M +$4.16M +123,900 +40%
D.E. Shaw & Co
42
D.E. Shaw & Co
New York
$15.1M -$4.94M -147,165 -25%
Franklin Resources
43
Franklin Resources
California
$15M -$1.34M -39,928 -8%
National Pension Service
44
National Pension Service
South Korea
$14.5M +$10.4M +311,065 New
APG Asset Management
45
APG Asset Management
Netherlands
$14.3M +$20.1K +600 +0.1%
Deutsche Bank
46
Deutsche Bank
Germany
$13M -$12.5M -370,927 -50%
GAM
47
Guinness Asset Management
United Kingdom
$11.2M -$1.06M -31,700 -9%
SC
48
Scotia Capital
Ontario, Canada
$10.5M +$902K +26,882 +10%
HSBC Holdings
49
HSBC Holdings
United Kingdom
$9.29M -$126K -3,741 -1%
Fayez Sarofim & Co
50
Fayez Sarofim & Co
Texas
$8.18M -$73.8K -2,200 -0.9%
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IMO Hedge Fund Activity: Q4 2016 in Review

197 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Imperial Oil (IMO) for Q4 2016, worth a combined $5.24B — up 14% from $4.58B a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new IMO positions and 15 closed out — a net gain of 9 holders — while 61 added to existing stakes and 75 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $96.5M. The largest seller was American Century Companies, cutting an estimated $110M.

  • 197 institutional investors held Imperial Oil (IMO) as of Q4 2016, up from 192 in Q3 2016.
  • Funds reported $5.24B of Imperial Oil stock for Q4 2016, up 14% quarter-over-quarter.
  • 24 funds opened new Imperial Oil positions in Q4 2016 and 15 closed out, a net change of +9 holders.
  • The largest Imperial Oil buyer in Q4 2016 was Fidelity Investments, an estimated $96.5M added.
  • The largest Imperial Oil seller in Q4 2016 was American Century Companies, an estimated $110M sold.

Based on aggregated 13F filings for Q4 2016.