Imperial Oil
IMO
216 hedge funds and large institutions have $5.36B invested in Imperial Oil in 2013 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 65 increasing their positions, 74 reducing their positions, and 13 closing their positions.
336% more call options, than puts
Call options by funds: $17.9M | Put options by funds: $4.09M
154% more first-time investments, than exits
New positions opened: 33 | Existing positions closed: 13
9% more funds holding
Funds holding: 199 → 216 (+17)
0% more funds holding in top 10
Funds holding in top 10: 5 → 5 (0)
0.31% less ownership
Funds ownership: 14.67% → 14.36% (-0.31%)
1% less capital invested
Capital invested by funds: $5.43B → $5.36B (-$67.7M)
12% less repeat investments, than reductions
Existing positions increased: 65 | Existing positions reduced: 74
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$34.5M |
| 2 |
CS
Credit Suisse
Zurich,
Switzerland
|
+$25M |
| 3 |
American Century Companies
Kansas City,
Missouri
|
+$24.5M |
| 4 |
Artisan Partners
Milwaukee,
Wisconsin
|
+$19.6M |
| 5 |
HL
Harding Loevner
Bridgewater,
New Jersey
|
+$19M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
H
Hexavest
Montreal,
Quebec, Canada
|
-$72.6M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$52.7M |
| 3 |
Connor, Clark & Lunn Investment Management (CC&L)
Vancouver,
British Columbia, Canada
|
-$23.4M |
| 4 |
Mackenzie Financial
Toronto Ontario,
Ontario, Canada
|
-$22.2M |
| 5 |
Canada Life
Winnipeg,
Manitoba, Canada
|
-$21.6M |
IMO Hedge Fund Activity: Q4 2013 in Review
216 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Imperial Oil (IMO) for Q4 2013, worth a combined $5.36B — down 1.2% from $5.43B a quarter earlier.
Buyers outnumbered sellers: 33 funds opened new IMO positions and 13 closed out — a net gain of 20 holders — while 65 added to existing stakes and 74 trimmed.
The largest buyer was T. Rowe Price Associates, opening a new position worth an estimated $34.5M. The largest seller was Hexavest, cutting an estimated $72.6M.
- 216 institutional investors held Imperial Oil (IMO) as of Q4 2013, up from 199 in Q3 2013.
- Funds reported $5.36B of Imperial Oil stock for Q4 2013, down 1.2% quarter-over-quarter.
- 33 funds opened new Imperial Oil positions in Q4 2013 and 13 closed out, a net change of +20 holders.
- The largest Imperial Oil buyer in Q4 2013 was T. Rowe Price Associates, an estimated $34.5M added.
- The largest Imperial Oil seller in Q4 2013 was Hexavest, an estimated $72.6M sold.
Based on aggregated 13F filings for Q4 2013.