Imperial Oil
199 hedge funds and large institutions have $4.75B invested in Imperial Oil in 2017 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 54 increasing their positions, 70 reducing their positions, and 14 closing their positions.
100% more first-time investments, than exits
New positions opened: 28 | Existing positions closed: 14
7% more funds holding
Funds holding: 186 → 199 (+13)
0.07% less ownership
Funds ownership: 18.18% → 18.11% (-0.07%)
3% less capital invested
Capital invested by funds: $4.92B → $4.75B (-$171M)
23% less repeat investments, than reductions
Existing positions increased: 54 | Existing positions reduced: 70
88% less call options, than puts
Call options by funds: $631K | Put options by funds: $5.37M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
First Eagle Investment Management
New York
|
+$168M |
| 2 |
Schroder Investment Management Group
London,
United Kingdom
|
+$26.6M |
| 3 |
Bank of Nova Scotia
Toronto,
Ontario, Canada
|
+$9.25M |
| 4 |
LM
Luminus Management
Houston,
Texas
|
+$6.22M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$5.41M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$120M |
| 2 |
American Century Companies
Kansas City,
Missouri
|
-$60.2M |
| 3 |
TD Asset Management
Toronto,
Ontario, Canada
|
-$35M |
| 4 |
Mawer Investment Management
Calgary,
Alberta, Canada
|
-$16.5M |
| 5 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$12.6M |
IMO Hedge Fund Activity: Q4 2017 in Review
199 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Imperial Oil (IMO) for Q4 2017, worth a combined $4.75B — down 3.5% from $4.92B a quarter earlier.
Buyers outnumbered sellers: 28 funds opened new IMO positions and 14 closed out — a net gain of 14 holders — while 54 added to existing stakes and 70 trimmed.
The largest buyer was First Eagle Investment Management, adding an estimated $168M. The largest seller was Fidelity Investments, cutting an estimated $120M.
- 199 institutional investors held Imperial Oil (IMO) as of Q4 2017, up from 186 in Q3 2017.
- Funds reported $4.75B of Imperial Oil stock for Q4 2017, down 3.5% quarter-over-quarter.
- 28 funds opened new Imperial Oil positions in Q4 2017 and 14 closed out, a net change of +14 holders.
- The largest Imperial Oil buyer in Q4 2017 was First Eagle Investment Management, an estimated $168M added.
- The largest Imperial Oil seller in Q4 2017 was Fidelity Investments, an estimated $120M sold.
Based on aggregated 13F filings for Q4 2017.