We are live on ! Find out more
IMO icon

Imperial Oil

174 hedge funds and large institutions have $2.49B invested in Imperial Oil in 2020 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 54 increasing their positions, 76 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

77% more call options, than puts

Call options by funds: $800K | Put options by funds: $451K

38% more capital invested

Capital invested by funds: $1.8B → $2.49B (+$689M)

0.41% less ownership

Funds ownership: 21.56%21.15% (-0.41%)

2% less funds holding

Funds holding: 177174 (-3)

12% less first-time investments, than exits

New positions opened: 22 | Existing positions closed: 25

29% less repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 76

Holders
174
Holders Change
-3
Holders Change %
-1.69%
% of All Funds
3.57%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
22
Increased
54
Reduced
76
Closed
25
Calls
$800K
Puts
$451K
Net Calls
+$349K
Net Calls Change
-$2.18M
Name Holding Trade Value Shares
Change
Change in
Stake
APG Asset Management
51
APG Asset Management
Netherlands
$2.5M +$365K +24,300 +16%
BCM
52
Bridgeway Capital Management
Texas
$2.46M -$37.6K -2,500 -2%
Mitsubishi UFJ Trust & Banking
53
Mitsubishi UFJ Trust & Banking
Japan
$2.38M -$371K -24,684 -14%
Morgan Stanley
54
Morgan Stanley
New York
$2.33M -$10.5M -698,990 -83%
MGIM
55
M&G Investment Management
United Kingdom
$2.21M
SC
56
Scotia Capital
Ontario, Canada
$2.11M +$160K +10,647 +9%
JFL
57
Jarislowsky, Fraser Ltd
Quebec, Canada
$2.09M -$1.26M -84,070 -39%
Barclays
58
Barclays
United Kingdom
$2.07M +$1.27M +84,697 +192%
Wellington Management Group
59
Wellington Management Group
Massachusetts
$2.04M -$12.8M -848,905 -87%
BAM
60
Burgundy Asset Management
Ontario, Canada
$2M -$1.48M -98,189 -44%
Fayez Sarofim & Co
61
Fayez Sarofim & Co
Texas
$1.98M -$105K -7,000 -5%
Fiera Capital (Canada)
62
Fiera Capital (Canada)
Quebec, Canada
$1.81M -$637K -42,407 -27%
State of Wisconsin Investment Board
63
State of Wisconsin Investment Board
Wisconsin
$1.77M -$171K -11,400 -9%
Man Group
64
Man Group
United Kingdom
$1.65M -$2.25M -149,507 -59%
VRS
65
Virginia Retirement Systems
Virginia
$1.63M
C
66
Cerebellum
California
$1.62M +$781K +51,951 New
PAMU
67
Pictet Asset Management (UK)
United Kingdom
$1.51M +$117K +7,800 +9%
MSV
68
MN Services Vermogensbeheer
Netherlands
$1.38M -$102K -6,800 -7%
FDCDDQ
69
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.38M -$3.62M -241,147 -74%
ACI
70
AMP Capital Investors
Australia
$1.37M -$1.26M -84,070 -49%
AAM
71
Azzad Asset Management
Virginia
$1.33M +$1.25M +82,940 New
Citigroup
72
Citigroup
New York
$1.33M -$974K -64,800 -44%
Aviva
73
Aviva
United Kingdom
$1.22M -$56.7K -3,775 -5%
Korea Investment Corp
74
Korea Investment Corp
South Korea
$1.15M -$106K -7,079 -9%
H
75
Hexavest
Quebec, Canada
$1.15M +$1.07M +71,386 New

IMO Hedge Fund Activity: Q2 2020 in Review

174 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Imperial Oil (IMO) for Q2 2020, worth a combined $2.49B — up 38% from $1.8B a quarter earlier.

Sellers outnumbered buyers: 25 funds closed out of IMO and 22 opened new positions — a net loss of 3 holders — while 76 trimmed existing stakes and 54 added.

The largest buyer was Fidelity International, adding an estimated $34.3M. The largest seller was American Century Companies, cutting an estimated $40.1M.

  • 174 institutional investors held Imperial Oil (IMO) as of Q2 2020, down from 177 in Q1 2020.
  • Funds reported $2.49B of Imperial Oil stock for Q2 2020, up 38% quarter-over-quarter.
  • 22 funds opened new Imperial Oil positions in Q2 2020 and 25 closed out, a net change of -3 holders.
  • The largest Imperial Oil buyer in Q2 2020 was Fidelity International, an estimated $34.3M added.
  • The largest Imperial Oil seller in Q2 2020 was American Century Companies, an estimated $40.1M sold.

Based on aggregated 13F filings for Q2 2020.