Imperial Oil
IMO
184 hedge funds and large institutions have $4.6B invested in Imperial Oil in 2021 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 73 increasing their positions, 62 reducing their positions, and 34 closing their positions.
214% more call options, than puts
Call options by funds: $11.7M | Put options by funds: $3.74M
18% more repeat investments, than reductions
Existing positions increased: 73 | Existing positions reduced: 62
3% more capital invested
Capital invested by funds: $4.47B → $4.6B (+$127M)
0.07% more ownership
Funds ownership: 20.52% → 20.59% (+0.07%)
11% less funds holding
Funds holding: 207 → 184 (-23)
65% less first-time investments, than exits
New positions opened: 12 | Existing positions closed: 34
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$24.3M |
| 2 |
Point72 Asset Management
Stamford,
Connecticut
|
+$16.7M |
| 3 |
Barclays
London,
United Kingdom
|
+$16.6M |
| 4 |
BCIM
British Columbia Investment Management
Victoria,
British Columbia, Canada
|
+$15.5M |
| 5 |
D.E. Shaw & Co
New York
|
+$14.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$36.4M |
| 2 |
Morgan Stanley
New York
|
-$17.6M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
-$13.3M |
| 4 |
Connor, Clark & Lunn Investment Management (CC&L)
Vancouver,
British Columbia, Canada
|
-$11.2M |
| 5 |
First Eagle Investment Management
New York
|
-$9.76M |
IMO Hedge Fund Activity: Q3 2021 in Review
184 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Imperial Oil (IMO) for Q3 2021, worth a combined $4.6B — up 2.8% from $4.47B a quarter earlier.
Sellers outnumbered buyers: 34 funds closed out of IMO and 12 opened new positions — a net loss of 22 holders — while 62 trimmed existing stakes and 73 added.
The largest buyer was Bank of America, adding an estimated $24.3M. The largest seller was Fidelity Investments, cutting an estimated $36.4M.
- 184 institutional investors held Imperial Oil (IMO) as of Q3 2021, down from 207 in Q2 2021.
- Funds reported $4.6B of Imperial Oil stock for Q3 2021, up 2.8% quarter-over-quarter.
- 12 funds opened new Imperial Oil positions in Q3 2021 and 34 closed out, a net change of -22 holders.
- The largest Imperial Oil buyer in Q3 2021 was Bank of America, an estimated $24.3M added.
- The largest Imperial Oil seller in Q3 2021 was Fidelity Investments, an estimated $36.4M sold.
Based on aggregated 13F filings for Q3 2021.