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Imperial Oil

197 hedge funds and large institutions have $5.24B invested in Imperial Oil in 2016 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 61 increasing their positions, 75 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 15

14% more capital invested

Capital invested by funds: $4.58B → $5.24B (+$652M)

3% more funds holding

Funds holding: 192197 (+5)

0.45% more ownership

Funds ownership: 17.24%17.7% (+0.45%)

15% less call options, than puts

Call options by funds: $1.87M | Put options by funds: $2.2M

19% less repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 75

Holders
197
Holders Change
+5
Holders Change %
+2.6%
% of All Funds
4.92%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
24
Increased
61
Reduced
75
Closed
15
Calls
$1.87M
Puts
$2.2M
Net Calls
-$327K
Net Calls Change
+$96K
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
51
Morgan Stanley
New York
$8.12M -$8.33M -248,107 -52%
Invesco
52
Invesco
Georgia
$7.32M -$1.85M -55,046 -21%
State of Tennessee, Department of Treasury
53
State of Tennessee, Department of Treasury
Tennessee
$7.32M -$3.31M -98,556 -32%
Aviva
54
Aviva
United Kingdom
$6M +$341K +10,169 +6%
DekaBank Deutsche Girozentrale
55
DekaBank Deutsche Girozentrale
Germany
$5.39M +$767K +22,844 +17%
State of Wisconsin Investment Board
56
State of Wisconsin Investment Board
Wisconsin
$5.3M -$83.9K -2,500 -2%
OTPPB
57
Ontario Teachers' Pension Plan Board
Ontario, Canada
$5.05M +$274K +8,151 +6%
ACI
58
AMP Capital Investors
Australia
$4.71M -$512K -15,253 -10%
GCAC
59
Guardian Capital Advisors (Canada)
Ontario, Canada
$4.67M +$402K +11,990 +13%
Citadel Advisors
60
Citadel Advisors
Florida
$4.46M -$5.95M -177,267 -58%
Zurich Cantonal Bank
61
Zurich Cantonal Bank
Switzerland
$4.16M +$604K +17,980 +18%
GIBU
62
Gulf International Bank (UK)
United Kingdom
$4.15M
DR
63
Davis Rea
Ontario, Canada
$4.04M +$872K +25,990 +29%
NIPH
64
NN Investment Partners Holdings
Netherlands
$4.03M +$3.3M +98,227 +556%
AAF
65
Andra AP-fonden
Sweden
$4.02M -$258K -7,700 -8%
JP Morgan Chase
66
JP Morgan Chase
New York
$3.81M -$3.93K -117 -0.1%
SAM
67
Shell Asset Management
Netherlands
$3.68M -$380K -11,323 -13%
PPA
68
Parametric Portfolio Associates
Washington
$3.55M +$1.5M +44,718 +78%
AG
69
Aperio Group
California
$3.01M -$119K -3,537 -4%
Credit Agricole
70
Credit Agricole
France
$2.96M -$204K -6,076 -7%
DL
71
Delta Lloyd
Netherlands
$2.63M +$1.83M +54,603 +260%
UBS Group
72
UBS Group
Switzerland
$2.55M +$66.9K +1,994 +3%
NONA
73
Ninety One North America
New York
$2.28M +$75.5K +2,249 +4%
Citigroup
74
Citigroup
New York
$1.92M +$931K +27,750 +101%
GAAM
75
Guinness Atkinson Asset Management
California
$1.79M

IMO Hedge Fund Activity: Q4 2016 in Review

197 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Imperial Oil (IMO) for Q4 2016, worth a combined $5.24B — up 14% from $4.58B a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new IMO positions and 15 closed out — a net gain of 9 holders — while 61 added to existing stakes and 75 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $96.5M. The largest seller was American Century Companies, cutting an estimated $110M.

  • 197 institutional investors held Imperial Oil (IMO) as of Q4 2016, up from 192 in Q3 2016.
  • Funds reported $5.24B of Imperial Oil stock for Q4 2016, up 14% quarter-over-quarter.
  • 24 funds opened new Imperial Oil positions in Q4 2016 and 15 closed out, a net change of +9 holders.
  • The largest Imperial Oil buyer in Q4 2016 was Fidelity Investments, an estimated $96.5M added.
  • The largest Imperial Oil seller in Q4 2016 was American Century Companies, an estimated $110M sold.

Based on aggregated 13F filings for Q4 2016.