Imperial Oil
IMO
281 hedge funds and large institutions have $7.49B invested in Imperial Oil in 2023 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 102 increasing their positions, 91 reducing their positions, and 43 closing their positions.
12% more repeat investments, than reductions
Existing positions increased: 102 | Existing positions reduced: 91
4.39% more ownership
Funds ownership: 20.06% → 24.45% (+4.4%)
4% more capital invested
Capital invested by funds: $7.22B → $7.49B (+$272M)
0% more first-time investments, than exits
New positions opened: 43 | Existing positions closed: 43
1% less funds holding
Funds holding: 283 → 281 (-2)
40% less funds holding in top 10
Funds holding in top 10: 5 → 3 (-2)
40% less call options, than puts
Call options by funds: $36.1M | Put options by funds: $60.3M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
+$484M |
| 2 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
+$185M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
+$95.2M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$84.1M |
| 5 |
Morgan Stanley
New York
|
+$54.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
State Farm Mutual Automobile Insurance
Bloomington,
Illinois
|
-$93.9M |
| 2 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$90M |
| 3 |
ECA
Encompass Capital Advisors
New York
|
-$54.2M |
| 4 |
WCA
Waratah Capital Advisors
Toronto,
Ontario, Canada
|
-$36.9M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$34.6M |
IMO Hedge Fund Activity: Q4 2023 in Review
281 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Imperial Oil (IMO) for Q4 2023, worth a combined $7.49B — up 3.8% from $7.22B a quarter earlier.
Fund positioning in IMO was balanced in Q4 2023: 43 funds opened new positions, 43 closed out, 102 added to existing stakes and 91 trimmed.
The largest buyer was Goldman Sachs, adding an estimated $484M. The largest seller was State Farm Mutual Automobile Insurance, exiting entirely with an estimated $93.9M sold.
- 281 institutional investors held Imperial Oil (IMO) as of Q4 2023, down from 283 in Q3 2023.
- Funds reported $7.49B of Imperial Oil stock for Q4 2023, up 3.8% quarter-over-quarter.
- 43 funds opened new Imperial Oil positions in Q4 2023 and 43 closed out, a net change of 0 holders.
- The largest Imperial Oil buyer in Q4 2023 was Goldman Sachs, an estimated $484M added.
- The largest Imperial Oil seller in Q4 2023 was State Farm Mutual Automobile Insurance, an estimated $93.9M sold.
Based on aggregated 13F filings for Q4 2023.