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Imperial Oil

188 hedge funds and large institutions have $3.75B invested in Imperial Oil in 2019 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 59 increasing their positions, 74 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

1% more capital invested

Capital invested by funds: $3.7B → $3.75B (+$48.6M)

0.21% more ownership

Funds ownership: 18.6%18.82% (+0.21%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

5% less funds holding

Funds holding: 198188 (-10)

17% less first-time investments, than exits

New positions opened: 19 | Existing positions closed: 23

20% less repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 74

66% less call options, than puts

Call options by funds: $223K | Put options by funds: $652K

Holders
188
Holders Change
-10
Holders Change %
-5.05%
% of All Funds
3.7%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
19
Increased
59
Reduced
74
Closed
23
Calls
$223K
Puts
$652K
Net Calls
-$429K
Net Calls Change
-$60K
Name Holding Trade Value Shares
Change
Change in
Stake
D.E. Shaw & Co
51
D.E. Shaw & Co
New York
$7.25M -$4.31M -170,375 -38%
Public Sector Pension Investment Board (PSP Investments)
52
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$7.16M -$549K -21,700 -7%
BCIM
53
British Columbia Investment Management
British Columbia, Canada
$7M +$2.24M +88,383 +50%
JFL
54
Jarislowsky, Fraser Ltd
Quebec, Canada
$6.53M -$327K -12,910 -5%
GCAC
55
Guardian Capital Advisors (Canada)
Ontario, Canada
$6.51M +$18.7K +740 +0.4%
Man Group
56
Man Group
United Kingdom
$5.94M -$4.77M -188,419 -46%
Canada Life
57
Canada Life
Manitoba, Canada
$5.41M -$440K -17,403 -8%
CIBC Asset Management
58
CIBC Asset Management
Ontario, Canada
$5.11M +$696K +27,494 +17%
OTPPB
59
Ontario Teachers' Pension Plan Board
Ontario, Canada
$5.1M -$1.25M -49,212 -20%
State of Tennessee, Department of Treasury
60
State of Tennessee, Department of Treasury
Tennessee
$4.67M
AAMU
61
Amundi Asset Management US
Massachusetts
$4.6M +$127K +5,008 +3%
MPM
62
Meritage Portfolio Management
Kansas
$4.44M +$1.72M +68,012 +68%
Citigroup
63
Citigroup
New York
$4.42M -$348K -13,747 -8%
SC
64
Scotia Capital
Ontario, Canada
$4.18M -$118K -4,658 -3%
Massachusetts Financial Services
65
Massachusetts Financial Services
Massachusetts
$4.05M +$573K +22,631 +17%
Fayez Sarofim & Co
66
Fayez Sarofim & Co
Texas
$3.86M +$25.3K +1,000 +0.7%
SI
67
Scout Investments
Missouri
$3.77M -$8.17K -323 -0.2%
Mitsubishi UFJ Trust & Banking
68
Mitsubishi UFJ Trust & Banking
Japan
$3.63M -$115K -4,527 -3%
State of Wisconsin Investment Board
69
State of Wisconsin Investment Board
Wisconsin
$3.59M +$3.43M +135,615 New
AG
70
Aperio Group
California
$3.58M -$182K -7,193 -5%
MGIM
71
M&G Investment Management
United Kingdom
$3.56M +$3.44M +136,132 New
PPA
72
Parametric Portfolio Associates
Washington
$3.46M -$2.49M -98,449 -43%
BA
73
Bridgewater Associates
Connecticut
$3.4M -$22.7K -898 -0.7%
ACI
74
AMP Capital Investors
Australia
$3.28M +$1.11M +44,004 +56%
BONST
75
Bank of Nova Scotia Trust
Ontario, Canada
$3.2M -$51 -2 -0%

IMO Hedge Fund Activity: Q4 2019 in Review

188 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Imperial Oil (IMO) for Q4 2019, worth a combined $3.75B — up 1.3% from $3.7B a quarter earlier.

Sellers outnumbered buyers: 23 funds closed out of IMO and 19 opened new positions — a net loss of 4 holders — while 74 trimmed existing stakes and 59 added.

The largest buyer was Artisan Partners, adding an estimated $22M. The largest seller was Mackenzie Financial, cutting an estimated $33.7M.

  • 188 institutional investors held Imperial Oil (IMO) as of Q4 2019, down from 198 in Q3 2019.
  • Funds reported $3.75B of Imperial Oil stock for Q4 2019, up 1.3% quarter-over-quarter.
  • 19 funds opened new Imperial Oil positions in Q4 2019 and 23 closed out, a net change of -4 holders.
  • The largest Imperial Oil buyer in Q4 2019 was Artisan Partners, an estimated $22M added.
  • The largest Imperial Oil seller in Q4 2019 was Mackenzie Financial, an estimated $33.7M sold.

Based on aggregated 13F filings for Q4 2019.