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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
State of Tennessee, Department of Treasury
76
State of Tennessee, Department of Treasury
Tennessee
$5.07M -$620K -12,471 -11%
IIM
77
Intact Investment Management
Quebec, Canada
$4.93M +$3.39M +68,300 +243%
RJFSA
78
Raymond James Financial Services Advisors
Florida
$4.47M +$4.09M +82,313 +1,624%
MSRPS
79
Maryland State Retirement & Pension System
Maryland
$4.11M +$3.99M +80,292 New
Millennium Management
80
Millennium Management
New York
$3.82M -$25.8M -519,816 -87%
GCC
81
Guardian Capital (Canada)
Ontario, Canada
$3.64M -$10.8K -217 -0.3%
PAMS
82
Pictet Asset Management (Switzerland)
Switzerland
$3.55M -$290K -5,832 -8%
HSBC Holdings
83
HSBC Holdings
United Kingdom
$3.53M +$439K +8,840 +15%
UBS Group
84
UBS Group
Switzerland
$3.45M -$3.6M -72,357 -52%
AAM
85
Azzad Asset Management
Virginia
$3.44M +$35.7K +719 +1%
Envestnet Asset Management
86
Envestnet Asset Management
Illinois
$3.41M +$619K +12,452 +23%
Holocene Advisors
87
Holocene Advisors
New York
$3.03M +$2.94M +59,197 New
American Century Companies
88
American Century Companies
Missouri
$2.97M +$108K +2,183 +4%
CM
89
CoreCommodity Management
Connecticut
$2.86M -$149K -3,000 -5%
TAM
90
Todd Asset Management
Kentucky
$2.75M -$487K -9,800 -15%
TRSOTSOK
91
Teachers Retirement System of the State of Kentucky
Kentucky
$2.75M -$487K -9,800 -15%
Two Sigma Advisers
92
Two Sigma Advisers
New York
$2.56M -$9.33M -187,845 -79%
Public Sector Pension Investment Board (PSP Investments)
93
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$2.49M -$164K -3,300 -6%
Barclays
94
Barclays
United Kingdom
$2.46M -$1.68M -33,721 -41%
First Trust Advisors
95
First Trust Advisors
Illinois
$2.45M -$918K -18,469 -28%
RWM
96
Ritholtz Wealth Management
New York
$2.36M -$28.6K -576 -1%
Canada Life
97
Canada Life
Manitoba, Canada
$2.3M +$88.1K +1,774 +4%
Wellington Management Group
98
Wellington Management Group
Massachusetts
$2.3M +$1.82M +36,553 +442%
Korea Investment Corp
99
Korea Investment Corp
South Korea
$2.25M -$3.31M -66,622 -60%
Citigroup
100
Citigroup
New York
$2.22M -$1.09M -22,025 -34%

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.