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Imperial Oil

260 hedge funds and large institutions have $6.23B invested in Imperial Oil in 2023 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 91 increasing their positions, 94 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

2% more capital invested

Capital invested by funds: $6.13B → $6.23B (+$96.6M)

0.2% more ownership

Funds ownership: 20.54%20.73% (+0.2%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

3% less repeat investments, than reductions

Existing positions increased: 91 | Existing positions reduced: 94

7% less first-time investments, than exits

New positions opened: 38 | Existing positions closed: 41

1% less funds holding

Funds holding: 263260 (-3)

10% less call options, than puts

Call options by funds: $35.8M | Put options by funds: $39.9M

Holders
260
Holders Change
-3
Holders Change %
-1.14%
% of All Funds
4.08%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
38
Increased
91
Reduced
94
Closed
41
Calls
$35.8M
Puts
$39.9M
Net Calls
-$4.1M
Net Calls Change
-$739K
Name Holding Trade Value Shares
Change
Change in
Stake
JFG
51
Jefferies Financial Group
New York
$12.2M +$3.01M +60,514 +34%
Deutsche Bank
52
Deutsche Bank
Germany
$11.9M +$703K +14,157 +6%
Pacer Advisors
53
Pacer Advisors
Pennsylvania
$11.2M +$3.35M +67,452 +45%
PNC Financial Services Group
54
PNC Financial Services Group
Pennsylvania
$10.4M -$14K -282 -0.1%
WC
55
Wexford Capital
Florida
$10.1M +$7.35M +148,018 +296%
HIM
56
Hillsdale Investment Management
Ontario, Canada
$10.1M -$6.09M -122,500 -38%
BCM
57
Barometer Capital Management
Ontario, Canada
$9.97M +$1.8M +36,240 +33%
Russell Investments Group
58
Russell Investments Group
United Kingdom
$9.21M -$2.03M -40,793 -18%
Franklin Resources
59
Franklin Resources
California
$8.88M +$229K +4,599 +3%
Citadel Advisors
60
Citadel Advisors
Florida
$8.74M +$2.88M +57,933 +51%
SC
61
Scotia Capital
Ontario, Canada
$8.52M +$728K +14,654 +10%
GCAC
62
Guardian Capital Advisors (Canada)
Ontario, Canada
$8.47M +$432K +8,695 +5%
OSAM
63
O'Shaughnessy Asset Management
Connecticut
$8.32M -$727K -14,631 -8%
FDCDDQ
64
Federation des caisses Desjardins du Quebec
Quebec, Canada
$8.25M -$5.76K -116 -0.1%
DekaBank Deutsche Girozentrale
65
DekaBank Deutsche Girozentrale
Germany
$8.19M +$290K +5,837 +4%
CS
66
Credit Suisse
Switzerland
$8.11M -$810K -16,298 -9%
USAA
67
United Services Automobile Association
Texas
$7.77M
D.E. Shaw & Co
68
D.E. Shaw & Co
New York
$7.61M -$8.3M -167,019 -53%
JAM
69
Jupiter Asset Management
United Kingdom
$7.04M +$6.84M +137,668 New
Northern Trust
70
Northern Trust
Illinois
$6.12M -$183K -3,689 -3%
GCM
71
Genus Capital Management
British Columbia, Canada
$6.05M +$5.86M +118,029 New
Jane Street
72
Jane Street
New York
$5.45M +$1.36M +27,334 +35%
Mitsubishi UFJ Trust & Banking
73
Mitsubishi UFJ Trust & Banking
Japan
$5.37M +$2.33M +46,800 +80%
PE
74
Point72 Europe
United Kingdom
$5.19M +$5.04M +101,400 New
Susquehanna International Group
75
Susquehanna International Group
Pennsylvania
$5.09M +$3.27M +65,800 +195%

IMO Hedge Fund Activity: Q2 2023 in Review

260 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Imperial Oil (IMO) for Q2 2023, worth a combined $6.23B — up 1.6% from $6.13B a quarter earlier.

Sellers outnumbered buyers: 41 funds closed out of IMO and 38 opened new positions — a net loss of 3 holders — while 94 trimmed existing stakes and 91 added.

The largest buyer was Balyasny Asset Management, adding an estimated $90.2M. The largest seller was Arrowstreet Capital, exiting entirely with an estimated $80.4M sold.

  • 260 institutional investors held Imperial Oil (IMO) as of Q2 2023, down from 263 in Q1 2023.
  • Funds reported $6.23B of Imperial Oil stock for Q2 2023, up 1.6% quarter-over-quarter.
  • 38 funds opened new Imperial Oil positions in Q2 2023 and 41 closed out, a net change of -3 holders.
  • The largest Imperial Oil buyer in Q2 2023 was Balyasny Asset Management, an estimated $90.2M added.
  • The largest Imperial Oil seller in Q2 2023 was Arrowstreet Capital, an estimated $80.4M sold.

Based on aggregated 13F filings for Q2 2023.