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Imperial Oil

185 hedge funds and large institutions have $3.68B invested in Imperial Oil in 2021 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 61 increasing their positions, 55 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

180% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 10

35% more call options, than puts

Call options by funds: $2.13M | Put options by funds: $1.58M

20% more capital invested

Capital invested by funds: $3.07B → $3.68B (+$614M)

11% more repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 55

9% more funds holding

Funds holding: 169185 (+16)

1.18% less ownership

Funds ownership: 21.8%20.62% (-1.2%)

Holders
185
Holders Change
+16
Holders Change %
+9.47%
% of All Funds
3.25%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
28
Increased
61
Reduced
55
Closed
10
Calls
$2.13M
Puts
$1.58M
Net Calls
+$547K
Net Calls Change
-$545K
Name Holding Trade Value Shares
Change
Change in
Stake
IIM
26
Intact Investment Management
Quebec, Canada
$16.3M +$137K +6,200 +1%
Balyasny Asset Management
27
Balyasny Asset Management
Illinois
$16M +$14.3M +648,960 +6,271%
Barclays
28
Barclays
United Kingdom
$15.9M +$1.82M +82,613 +14%
Goldman Sachs
29
Goldman Sachs
New York
$13.5M +$40.9K +1,854 +0.3%
Geode Capital Management
30
Geode Capital Management
Massachusetts
$12.4M +$778K +35,274 +7%
Deutsche Bank
31
Deutsche Bank
Germany
$12.4M +$4M +181,301 +55%
Point72 Asset Management
32
Point72 Asset Management
Connecticut
$11.8M +$2.14M +97,000 +25%
Grantham, Mayo, Van Otterloo & Co (GMO)
33
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$11.7M +$1.46M +66,000 +16%
PPA
34
Parametric Portfolio Associates
Washington
$11.6M +$51.5K +2,337 +0.5%
CS
35
Credit Suisse
Switzerland
$10.8M +$2.19M +99,251 +28%
Fidelity International
36
Fidelity International
Bermuda
$10.8M -$311M -14,099,598 -97%
Northern Trust
37
Northern Trust
Illinois
$10.2M +$90.8K +4,116 +1%
Canada Pension Plan Investment Board
38
Canada Pension Plan Investment Board
Ontario, Canada
$9.38M +$6.12M +277,324 +252%
Two Sigma Investments
39
Two Sigma Investments
New York
$7.94M +$7.24M +328,269 New
BlackRock
40
BlackRock
New York
$7.46M +$6.8M +308,558 +467,512%
Bank of New York Mellon
41
Bank of New York Mellon
New York
$6.96M -$495K -22,449 -7%
GAM
42
Guinness Asset Management
United Kingdom
$6.92M +$293K +13,300 +5%
HSBC Holdings
43
HSBC Holdings
United Kingdom
$6.82M +$2.21M +100,016 +55%
CIBC Asset Management
44
CIBC Asset Management
Ontario, Canada
$6.81M +$631K +28,632 +11%
Morgan Stanley
45
Morgan Stanley
New York
$6.75M +$2.17M +98,219 +54%
AR
46
Advisory Research
Illinois
$6.6M -$434K -19,666 -7%
Russell Investments Group
47
Russell Investments Group
United Kingdom
$6.59M +$5.17M +234,598 +623%
State of Wisconsin Investment Board
48
State of Wisconsin Investment Board
Wisconsin
$5.97M +$999K +45,300 +23%
Public Sector Pension Investment Board (PSP Investments)
49
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$5.89M +$397K +18,007 +8%
Neuberger Berman Group
50
Neuberger Berman Group
New York
$5.34M +$4.56M +206,991 +1,614%

IMO Hedge Fund Activity: Q1 2021 in Review

185 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Imperial Oil (IMO) for Q1 2021, worth a combined $3.68B — up 20% from $3.07B a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new IMO positions and 10 closed out — a net gain of 18 holders — while 61 added to existing stakes and 55 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $84.6M. The largest seller was Fidelity International, cutting an estimated $311M.

  • 185 institutional investors held Imperial Oil (IMO) as of Q1 2021, up from 169 in Q4 2020.
  • Funds reported $3.68B of Imperial Oil stock for Q1 2021, up 20% quarter-over-quarter.
  • 28 funds opened new Imperial Oil positions in Q1 2021 and 10 closed out, a net change of +18 holders.
  • The largest Imperial Oil buyer in Q1 2021 was Fidelity Investments, an estimated $84.6M added.
  • The largest Imperial Oil seller in Q1 2021 was Fidelity International, an estimated $311M sold.

Based on aggregated 13F filings for Q1 2021.