We are live on ! Find out more
IMO icon

Imperial Oil

197 hedge funds and large institutions have $5.24B invested in Imperial Oil in 2016 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 61 increasing their positions, 75 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 15

14% more capital invested

Capital invested by funds: $4.58B → $5.24B (+$652M)

3% more funds holding

Funds holding: 192197 (+5)

0.45% more ownership

Funds ownership: 17.24%17.7% (+0.45%)

15% less call options, than puts

Call options by funds: $1.87M | Put options by funds: $2.2M

19% less repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 75

Holders
197
Holders Change
+5
Holders Change %
+2.6%
% of All Funds
4.92%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
24
Increased
61
Reduced
75
Closed
15
Calls
$1.87M
Puts
$2.2M
Net Calls
-$327K
Net Calls Change
+$96K
Name Holding Trade Value Shares
Change
Change in
Stake
AP
76
AHL Partners
United Kingdom
$1.73M +$1M +29,813 +150%
HIM
77
Hillsdale Investment Management
Ontario, Canada
$1.68M +$1.61M +47,960 +9,404%
Wells Fargo
78
Wells Fargo
California
$1.68M -$267K -7,948 -14%
VRS
79
Virginia Retirement Systems
Virginia
$1.65M +$198K +5,900 +14%
GC
80
Guggenheim Capital
Illinois
$1.63M +$125K +3,733 +9%
ARMC
81
American Research & Management Company
Massachusetts
$1.6M -$107K -3,200 -6%
Axa
82
Axa
France
$1.49M -$389K -11,600 -21%
AllianceBernstein
83
AllianceBernstein
Tennessee
$1.49M -$211K -6,297 -13%
Skandinaviska Enskilda Banken (SEB)
84
Skandinaviska Enskilda Banken (SEB)
Sweden
$1.39M +$1M +29,800 New
Ameriprise
85
Ameriprise
Minnesota
$1.37M
Bank of America
86
Bank of America
North Carolina
$1.37M -$1.23M -36,679 -48%
Baird Financial Group
87
Baird Financial Group
Wisconsin
$1.37M -$28.2K -840 -2%
CAM
88
Capstone Asset Management
Texas
$1.35M +$4.36K +130 +0.3%
KCMRT
89
Kemper Corp Master Retirement Trust
Illinois
$1.34M
Luther King Capital Management (LKCM)
90
Luther King Capital Management (LKCM)
Texas
$1.32M
NAM
91
NorthCoast Asset Management
Connecticut
$1.32M -$213K -6,349 -14%
PNC Financial Services Group
92
PNC Financial Services Group
Pennsylvania
$1.27M -$1.95K -58 -0.2%
Korea Investment Corp
93
Korea Investment Corp
South Korea
$1.22M +$1.17M +35,000 New
CCMIC
94
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$1.21M +$291K +8,680 +391%
Marshall Wace
95
Marshall Wace
United Kingdom
$1.19M +$1.15M +34,288 New
CS
96
Candriam SCA
Luxembourg
$1.17M +$47.2K +1,405 +4%
Chevy Chase Trust
97
Chevy Chase Trust
Maryland
$1.12M -$108K -3,225 -9%
BNP Paribas Asset Management
98
BNP Paribas Asset Management
France
$1.12M +$34.9K +1,039 +3%
HHC
99
Hutchin Hill Capital
New York
$1.07M +$1.04M +30,900 New
DZ Bank
100
DZ Bank
Germany
$971K +$938K +27,959 New

IMO Hedge Fund Activity: Q4 2016 in Review

197 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Imperial Oil (IMO) for Q4 2016, worth a combined $5.24B — up 14% from $4.58B a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new IMO positions and 15 closed out — a net gain of 9 holders — while 61 added to existing stakes and 75 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $96.5M. The largest seller was American Century Companies, cutting an estimated $110M.

  • 197 institutional investors held Imperial Oil (IMO) as of Q4 2016, up from 192 in Q3 2016.
  • Funds reported $5.24B of Imperial Oil stock for Q4 2016, up 14% quarter-over-quarter.
  • 24 funds opened new Imperial Oil positions in Q4 2016 and 15 closed out, a net change of +9 holders.
  • The largest Imperial Oil buyer in Q4 2016 was Fidelity Investments, an estimated $96.5M added.
  • The largest Imperial Oil seller in Q4 2016 was American Century Companies, an estimated $110M sold.

Based on aggregated 13F filings for Q4 2016.