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Imperial Oil

299 hedge funds and large institutions have $8.52B invested in Imperial Oil in 2024 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 104 increasing their positions, 103 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more funds holding in top 10

Funds holding in top 10: 14 (+3)

33% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 27

5% more capital invested

Capital invested by funds: $8.11B → $8.52B (+$417M)

2% more funds holding

Funds holding: 292299 (+7)

1% more repeat investments, than reductions

Existing positions increased: 104 | Existing positions reduced: 103

0.41% more ownership

Funds ownership: 22.17%22.58% (+0.41%)

47% less call options, than puts

Call options by funds: $30.6M | Put options by funds: $58.1M

Holders
299
Holders Change
+7
Holders Change %
+2.4%
% of All Funds
4.29%
Holding in Top 10
4
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+300%
% of All Funds
0.06%
New
36
Increased
104
Reduced
103
Closed
27
Calls
$30.6M
Puts
$58.1M
Net Calls
-$27.5M
Net Calls Change
+$6.6M
Name Holding Trade Value Shares
Change
Change in
Stake
Charles Schwab
26
Charles Schwab
California
$38.6M +$1.17M +16,555 +3%
CIBC Asset Management
27
CIBC Asset Management
Ontario, Canada
$34.8M +$9.73M +137,535 +39%
Mackenzie Financial
28
Mackenzie Financial
Ontario, Canada
$32.3M +$953K +13,459 +3%
QI
29
QV Investors
Alberta, Canada
$31.6M -$125K -1,767 -0.4%
BlackRock
30
BlackRock
New York
$30.8M +$1.29M +18,241 +4%
A
31
AustralianSuper
Australia
$27.7M -$734K -10,367 -3%
Ameriprise
32
Ameriprise
Minnesota
$26.2M -$2.87M -40,606 -10%
PE
33
Point72 Europe
United Kingdom
$25.1M +$14.3M +202,590 +131%
Toronto Dominion Bank
34
Toronto Dominion Bank
Ontario, Canada
$24.4M +$1.08M +15,285 +5%
Invesco
35
Invesco
Georgia
$23.5M +$1.47M +20,730 +7%
Voloridge Investment Management
36
Voloridge Investment Management
Florida
$22.8M -$1M -14,193 -4%
Pacer Advisors
37
Pacer Advisors
Pennsylvania
$17.5M -$156K -2,204 -0.9%
Bank of New York Mellon
38
Bank of New York Mellon
New York
$16.6M +$621K +8,771 +4%
SC
39
Scotia Capital
Ontario, Canada
$16.1M -$959K -13,548 -6%
Jane Street
40
Jane Street
New York
$15.5M -$3.11M -43,904 -17%
Franklin Resources
41
Franklin Resources
California
$15.3M +$115K +1,619 +0.9%
N
42
Nuveen
North Carolina
$15M -$78.4K -1,108 -0.5%
GAM
43
Guinness Asset Management
United Kingdom
$14.9M -$3.04M -42,986 -17%
NEI
44
Northwest & Ethical Investments
Ontario, Canada
$14.6M +$146K +2,065 +1%
OSAM
45
O'Shaughnessy Asset Management
Connecticut
$14.2M +$1.92M +27,165 +18%
BA
46
Bridgewater Associates
Connecticut
$14.2M +$11.9M +168,831 +523%
BCM
47
Barometer Capital Management
Ontario, Canada
$14.1M +$10.5M +148,315 New
UBS AM
48
UBS AM
Illinois
$14M -$2.89M -40,887 -17%
PNC Financial Services Group
49
PNC Financial Services Group
Pennsylvania
$13.5M -$589K -8,328 -4%
Two Sigma Investments
50
Two Sigma Investments
New York
$13.3M +$9.72M +137,289 +269%

IMO Hedge Fund Activity: Q3 2024 in Review

299 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Imperial Oil (IMO) for Q3 2024, worth a combined $8.52B — up 5.1% from $8.11B a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new IMO positions and 27 closed out — a net gain of 9 holders — while 104 added to existing stakes and 103 trimmed.

The largest buyer was GQG Partners, opening a new position worth an estimated $114M. The largest seller was British Columbia Investment Management, cutting an estimated $56.8M.

  • 299 institutional investors held Imperial Oil (IMO) as of Q3 2024, up from 292 in Q2 2024.
  • Funds reported $8.52B of Imperial Oil stock for Q3 2024, up 5.1% quarter-over-quarter.
  • 36 funds opened new Imperial Oil positions in Q3 2024 and 27 closed out, a net change of +9 holders.
  • The largest Imperial Oil buyer in Q3 2024 was GQG Partners, an estimated $114M added.
  • The largest Imperial Oil seller in Q3 2024 was British Columbia Investment Management, an estimated $56.8M sold.

Based on aggregated 13F filings for Q3 2024.