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Imperial Oil

299 hedge funds and large institutions have $8.52B invested in Imperial Oil in 2024 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 104 increasing their positions, 103 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more funds holding in top 10

Funds holding in top 10: 14 (+3)

33% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 27

5% more capital invested

Capital invested by funds: $8.11B → $8.52B (+$417M)

2% more funds holding

Funds holding: 292299 (+7)

1% more repeat investments, than reductions

Existing positions increased: 104 | Existing positions reduced: 103

0.41% more ownership

Funds ownership: 22.17%22.58% (+0.41%)

47% less call options, than puts

Call options by funds: $30.6M | Put options by funds: $58.1M

Holders
299
Holders Change
+7
Holders Change %
+2.4%
% of All Funds
4.29%
Holding in Top 10
4
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+300%
% of All Funds
0.06%
New
36
Increased
104
Reduced
103
Closed
27
Calls
$30.6M
Puts
$58.1M
Net Calls
-$27.5M
Net Calls Change
+$6.6M
Name Holding Trade Value Shares
Change
Change in
Stake
Russell Investments Group
51
Russell Investments Group
United Kingdom
$12.3M +$1.55M +21,829 +14%
GCAC
52
Guardian Capital Advisors (Canada)
Ontario, Canada
$12.3M -$28K -395 -0.2%
TWC
53
TD Waterhouse Canada
Ontario, Canada
$12.1M -$203K -2,870 -2%
OAC
54
OMERS Administration Corp
Ontario, Canada
$10.9M -$1.02M -14,400 -8%
MSC
55
MUFG Securities (Canada)
New York
$10.3M +$4.36M +61,628 +72%
EAM
56
Erste Asset Management
Austria
$8.92M -$998K -14,100 -10%
JFG
57
Jefferies Financial Group
New York
$8.83M -$1.04M -14,725 -10%
Balyasny Asset Management
58
Balyasny Asset Management
Illinois
$8.6M -$8.38M -118,331 -49%
Zurich Cantonal Bank
59
Zurich Cantonal Bank
Switzerland
$8.41M -$179K -2,524 -2%
Northern Trust
60
Northern Trust
Illinois
$8.35M -$58.3K -824 -0.7%
Two Sigma Advisers
61
Two Sigma Advisers
New York
$8.35M +$2.77M +39,100 +49%
Massachusetts Financial Services
62
Massachusetts Financial Services
Massachusetts
$8.05M
FDCDDQ
63
Federation des caisses Desjardins du Quebec
Quebec, Canada
$8.05M -$101K -1,420 -1%
HIM
64
Hillsdale Investment Management
Ontario, Canada
$7.9M -$925K -13,070 -10%
HSBC Holdings
65
HSBC Holdings
United Kingdom
$7.86M +$7.3M +103,104 +1,169%
TPM
66
Triasima Portfolio Management
Quebec, Canada
$7.72M -$19.1M -269,300 -71%
AllianceBernstein
67
AllianceBernstein
Tennessee
$7.55M -$8.21M -116,016 -52%
Grantham, Mayo, Van Otterloo & Co (GMO)
68
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$7.36M -$1.84M -25,943 -20%
Stifel Financial
69
Stifel Financial
Missouri
$7.05M +$109K +1,543 +2%
Pictet Asset Management
70
Pictet Asset Management
Switzerland
$7.02M -$205K -2,892 -3%
USAA
71
United Services Automobile Association
Texas
$6.93M -$2.78M -39,338 -29%
State of Tennessee, Department of Treasury
72
State of Tennessee, Department of Treasury
Tennessee
$6.67M +$298K +4,204 +5%
RJFSA
73
Raymond James Financial Services Advisors
Florida
$6.48M +$131K +1,846 +2%
Royal London Asset Management
74
Royal London Asset Management
United Kingdom
$6.45M
SPS
75
Susquehanna Portfolio Strategies
Pennsylvania
$6.4M -$6.44M -91,000 -50%

IMO Hedge Fund Activity: Q3 2024 in Review

299 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Imperial Oil (IMO) for Q3 2024, worth a combined $8.52B — up 5.1% from $8.11B a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new IMO positions and 27 closed out — a net gain of 9 holders — while 104 added to existing stakes and 103 trimmed.

The largest buyer was GQG Partners, opening a new position worth an estimated $114M. The largest seller was British Columbia Investment Management, cutting an estimated $56.8M.

  • 299 institutional investors held Imperial Oil (IMO) as of Q3 2024, up from 292 in Q2 2024.
  • Funds reported $8.52B of Imperial Oil stock for Q3 2024, up 5.1% quarter-over-quarter.
  • 36 funds opened new Imperial Oil positions in Q3 2024 and 27 closed out, a net change of +9 holders.
  • The largest Imperial Oil buyer in Q3 2024 was GQG Partners, an estimated $114M added.
  • The largest Imperial Oil seller in Q3 2024 was British Columbia Investment Management, an estimated $56.8M sold.

Based on aggregated 13F filings for Q3 2024.