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Imperial Oil
IMO

188 hedge funds and large institutions have $4.42B invested in Imperial Oil in 2017 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 71 increasing their positions, 64 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 64

0.22% more ownership

Funds ownership: 17.6% → 17.82% (+0.22%)

3% less capital invested

Capital invested by funds: $4.55B → $4.42B (-$129M)

6% less funds holding

Funds holding: 201 → 188 (-13)

46% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 24

88% less call options, than puts

Call options by funds: $476K | Put options by funds: $4.13M

Holders
188
Holders Change
-13
Holders Change %
-6.47%
% of All Funds
4.69%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
71
Reduced
64
Closed
24
Calls
$476K
Puts
$4.13M
Net Calls
-$3.65M
Net Calls Change
-$2.66M

Top Buyers

Rank Fund Capital Flow
1
Artisan Partners
Artisan Partners
Wisconsin
+$124M
2
First Eagle Investment Management
First Eagle Investment Management
New York
+$24.3M
3
TD Asset Management
TD Asset Management
Ontario, Canada
+$23.2M
4
American Century Companies
American Century Companies
Missouri
+$13.3M
5
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
+$9.7M

Top Sellers

Rank Fund Capital Flow
1
Wellington Management Group
Wellington Management Group
Massachusetts
-$48.5M
2
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
-$44M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$16.3M
4
Mawer Investment Management
Mawer Investment Management
Alberta, Canada
-$14.7M
5
Goldman Sachs
Goldman Sachs
New York
-$12.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
Baird Financial Group
76
Baird Financial Group
Wisconsin
$2.51M +$225K +7,690 +10%
SI
77
Scout Investments
Missouri
$2.43M +$383K +13,107 +19%
OAC
78
OMERS Administration Corp
Ontario, Canada
$2.31M +$2.32M +79,300 New
AP
79
AHL Partners
United Kingdom
$2.23M -$197K -6,725 -8%
AG
80
Aperio Group
California
$2.1M -$1.17M -40,058 -36%
CBOA
81
Commonwealth Bank of Australia
Australia
$2.09M +$1.24M +42,500 +144%
Credit Agricole
82
Credit Agricole
France
$1.92M -$484K -16,534 -20%
State of Wisconsin Investment Board
83
State of Wisconsin Investment Board
Wisconsin
$1.9M +$79K +2,700 +4%
AllianceBernstein
84
AllianceBernstein
Tennessee
$1.6M +$250K +8,559 +18%
HIM
85
Hillsdale Investment Management
Ontario, Canada
$1.58M -$1.01M -34,480 -39%
GC
86
Guggenheim Capital
Illinois
$1.42M +$81.1K +2,773 +6%
PI
87
PineBridge Investments
New York
$1.41M +$1.09M +37,215 New
ARMC
88
American Research & Management Company
Massachusetts
$1.4M -$2.92K -100 -0.2%
Point72 Asset Management
89
Point72 Asset Management
Connecticut
$1.36M +$1.37M +46,700 New
MME
90
Meag Munich Ergo
Germany
$1.36M – – –
NAM
91
NorthCoast Asset Management
Connecticut
$1.32M -$144K -4,932 -10%
GAAM
92
Guinness Atkinson Asset Management
California
$1.31M – – –
LOAMS
93
Lombard Odier Asset Management (Switzerland)
Switzerland
$1.29M +$720K +24,629 +262%
CS
94
Candriam SCA
Luxembourg
$1.28M +$193K +6,598 +18%
CAM
95
Capstone Asset Management
Texas
$1.26M +$37.4K +1,280 +3%
SLAM
96
Swiss Life Asset Management
$1.25M +$1.25M +42,818 New
Cerity Partners
97
Cerity Partners
New York
$1.24M +$83.3K +2,847 +11%
Luther King Capital Management (LKCM)
98
Luther King Capital Management (LKCM)
Texas
$1.16M – – –
MF
99
Magnetar Financial
Illinois
$1.12M +$219K +7,498 +24%
OAM
100
Oxford Asset Management
United Kingdom
$1.11M -$364K -12,447 -25%
2 3
4
5 6

IMO Hedge Fund Activity: Q2 2017 in Review

188 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Imperial Oil (IMO) for Q2 2017, worth a combined $4.42B — down 2.8% from $4.55B a quarter earlier.

Sellers outnumbered buyers: 24 funds closed out of IMO and 13 opened new positions — a net loss of 11 holders — while 64 trimmed existing stakes and 71 added.

The largest buyer was Artisan Partners, adding an estimated $124M. The largest seller was Wellington Management Group, cutting an estimated $48.5M.

  • 188 institutional investors held Imperial Oil (IMO) as of Q2 2017, down from 201 in Q1 2017.
  • Funds reported $4.42B of Imperial Oil stock for Q2 2017, down 2.8% quarter-over-quarter.
  • 13 funds opened new Imperial Oil positions in Q2 2017 and 24 closed out, a net change of -11 holders.
  • The largest Imperial Oil buyer in Q2 2017 was Artisan Partners, an estimated $124M added.
  • The largest Imperial Oil seller in Q2 2017 was Wellington Management Group, an estimated $48.5M sold.

Based on aggregated 13F filings for Q2 2017.