Imperial Oil
202 hedge funds and large institutions have $5.72B invested in Imperial Oil in 2015 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 69 increasing their positions, 82 reducing their positions, and 23 closing their positions.
808% more call options, than puts
Call options by funds: $17.6M | Put options by funds: $1.94M
0.1% more ownership
Funds ownership: 17.36% → 17.45% (+0.1%)
3% less capital invested
Capital invested by funds: $5.88B → $5.72B (-$160M)
5% less funds holding
Funds holding: 213 → 202 (-11)
16% less repeat investments, than reductions
Existing positions increased: 69 | Existing positions reduced: 82
39% less first-time investments, than exits
New positions opened: 14 | Existing positions closed: 23
67% less funds holding in top 10
Funds holding in top 10: 3 → 1 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
American Century Companies
Kansas City,
Missouri
|
+$64.8M |
| 2 |
State Farm Mutual Automobile Insurance
Bloomington,
Illinois
|
+$36.4M |
| 3 |
MBI
Montrusco Bolton Investments
Montreal,
Quebec, Canada
|
+$31.5M |
| 4 |
TD Asset Management
Toronto,
Ontario, Canada
|
+$18.3M |
| 5 |
HL
Harding Loevner
Bridgewater,
New Jersey
|
+$17.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$63.8M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
-$38.2M |
| 3 |
HSBC Holdings
London,
United Kingdom
|
-$20.5M |
| 4 |
IGIM
I.G. Investment Management
Winnipeg,
Manitoba, Canada
|
-$15.3M |
| 5 |
Toronto Dominion Bank
Toronto, Ontario,
Ontario, Canada
|
-$13.9M |
IMO Hedge Fund Activity: Q2 2015 in Review
202 of the 3,712 institutional investors tracked by Wall St. Rank reported a position in Imperial Oil (IMO) for Q2 2015, worth a combined $5.72B — down 2.7% from $5.88B a quarter earlier.
Sellers outnumbered buyers: 23 funds closed out of IMO and 14 opened new positions — a net loss of 9 holders — while 82 trimmed existing stakes and 69 added.
The largest buyer was American Century Companies, adding an estimated $64.8M. The largest seller was Fidelity Investments, cutting an estimated $63.8M.
- 202 institutional investors held Imperial Oil (IMO) as of Q2 2015, down from 213 in Q1 2015.
- Funds reported $5.72B of Imperial Oil stock for Q2 2015, down 2.7% quarter-over-quarter.
- 14 funds opened new Imperial Oil positions in Q2 2015 and 23 closed out, a net change of -9 holders.
- The largest Imperial Oil buyer in Q2 2015 was American Century Companies, an estimated $64.8M added.
- The largest Imperial Oil seller in Q2 2015 was Fidelity Investments, an estimated $63.8M sold.
Based on aggregated 13F filings for Q2 2015.