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Imperial Oil

260 hedge funds and large institutions have $6.23B invested in Imperial Oil in 2023 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 91 increasing their positions, 94 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

2% more capital invested

Capital invested by funds: $6.13B → $6.23B (+$96.6M)

0.2% more ownership

Funds ownership: 20.54%20.73% (+0.2%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

3% less repeat investments, than reductions

Existing positions increased: 91 | Existing positions reduced: 94

7% less first-time investments, than exits

New positions opened: 38 | Existing positions closed: 41

1% less funds holding

Funds holding: 263260 (-3)

10% less call options, than puts

Call options by funds: $35.8M | Put options by funds: $39.9M

Holders
260
Holders Change
-3
Holders Change %
-1.14%
% of All Funds
4.08%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
38
Increased
91
Reduced
94
Closed
41
Calls
$35.8M
Puts
$39.9M
Net Calls
-$4.1M
Net Calls Change
-$739K
Name Holding Trade Value Shares
Change
Change in
Stake
Toronto Dominion Bank
26
Toronto Dominion Bank
Ontario, Canada
$35.9M -$820K -16,499 -2%
Alyeska Investment Group
27
Alyeska Investment Group
Illinois
$35.9M +$24.6M +494,709 +240%
TWC
28
TD Waterhouse Canada
Ontario, Canada
$35.6M -$767K -15,444 -3%
Geode Capital Management
29
Geode Capital Management
Massachusetts
$35M +$577K +11,606 +2%
Invesco
30
Invesco
Georgia
$33.4M +$9.39M +188,911 +41%
Ameriprise
31
Ameriprise
Minnesota
$31.5M +$1.99M +40,097 +7%
Goldman Sachs
32
Goldman Sachs
New York
$31M -$9.28M -186,800 -24%
CCMG
33
Clark Capital Management Group
Pennsylvania
$28.5M +$961K +19,333 +4%
Canada Pension Plan Investment Board
34
Canada Pension Plan Investment Board
Ontario, Canada
$28.3M +$2.58M +52,000 +10%
MIM
35
Merewether Investment Management
Texas
$26.9M +$11.4M +229,765 +78%
Sumitomo Mitsui Trust Group
36
Sumitomo Mitsui Trust Group
Japan
$24.8M -$4.4M -88,597 -15%
CCM
37
Cinctive Capital Management
New York
$22.4M +$12.2M +246,362 +129%
BlackRock
38
BlackRock
New York
$22.4M +$1M +20,197 +5%
TPM
39
Triasima Portfolio Management
Quebec, Canada
$20.3M -$2.04M -41,145 -12%
A
40
AustralianSuper
Australia
$20.2M -$4.14M -83,335 -17%
WCA
41
Waratah Capital Advisors
Ontario, Canada
$18.4M +$17.9M +359,473 New
AllianceBernstein
42
AllianceBernstein
Tennessee
$17M +$14.6M +293,400 +760%
CIBC Asset Management
43
CIBC Asset Management
Ontario, Canada
$16.9M +$354K +7,125 +2%
AIMCA
44
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$16M +$3.71M +74,720 +32%
LP
45
LMR Partners
United Kingdom
$15.3M +$14.9M +300,022 New
GAM
46
Guinness Asset Management
United Kingdom
$15.3M -$2.38M -47,857 -14%
Grantham, Mayo, Van Otterloo & Co (GMO)
47
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$14.5M -$16.3M -328,124 -54%
Mackenzie Financial
48
Mackenzie Financial
Ontario, Canada
$13.9M -$43.9M -882,640 -76%
State of Wisconsin Investment Board
49
State of Wisconsin Investment Board
Wisconsin
$13.1M -$2.58M -52,008 -17%
Bank of New York Mellon
50
Bank of New York Mellon
New York
$12.6M -$35.2K -708 -0.3%

IMO Hedge Fund Activity: Q2 2023 in Review

260 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Imperial Oil (IMO) for Q2 2023, worth a combined $6.23B — up 1.6% from $6.13B a quarter earlier.

Sellers outnumbered buyers: 41 funds closed out of IMO and 38 opened new positions — a net loss of 3 holders — while 94 trimmed existing stakes and 91 added.

The largest buyer was Balyasny Asset Management, adding an estimated $90.2M. The largest seller was Arrowstreet Capital, exiting entirely with an estimated $80.4M sold.

  • 260 institutional investors held Imperial Oil (IMO) as of Q2 2023, down from 263 in Q1 2023.
  • Funds reported $6.23B of Imperial Oil stock for Q2 2023, up 1.6% quarter-over-quarter.
  • 38 funds opened new Imperial Oil positions in Q2 2023 and 41 closed out, a net change of -3 holders.
  • The largest Imperial Oil buyer in Q2 2023 was Balyasny Asset Management, an estimated $90.2M added.
  • The largest Imperial Oil seller in Q2 2023 was Arrowstreet Capital, an estimated $80.4M sold.

Based on aggregated 13F filings for Q2 2023.