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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
Neuberger Berman Group
76
Neuberger Berman Group
New York
$6.03M +$37.8K +534 +0.6%
UBS Group
77
UBS Group
Switzerland
$5.68M -$609K -8,601 -10%
Mitsubishi UFJ Trust & Banking
78
Mitsubishi UFJ Trust & Banking
Japan
$5.52M -$2.35M -33,212 -30%
American Century Companies
79
American Century Companies
Missouri
$5.51M +$355K +5,014 +7%
Holocene Advisors
80
Holocene Advisors
New York
$5.33M +$5.36M +75,690 New
Canada Life
81
Canada Life
Manitoba, Canada
$5.15M -$85.6K -1,210 -2%
QCM
82
Quantinno Capital Management
New York
$4.57M -$769K -10,858 -14%
BCIM
83
British Columbia Investment Management
British Columbia, Canada
$4.53M -$56.8M -802,758 -93%
Korea Investment Corp
84
Korea Investment Corp
South Korea
$4.5M +$1.42M +20,116 +46%
Cerity Partners
85
Cerity Partners
New York
$4.34M +$2.13M +30,127 +96%
AAM
86
Azzad Asset Management
Virginia
$4.3M +$38.9K +550 +0.9%
Wellington Management Group
87
Wellington Management Group
Massachusetts
$4.28M +$2.19M +30,965 +104%
1832 Asset Management
88
1832 Asset Management
Ontario, Canada
$4.22M +$3.46M +48,896 +444%
RWM
89
Ritholtz Wealth Management
New York
$4.21M +$627K +8,858 +17%
Envestnet Asset Management
90
Envestnet Asset Management
Illinois
$4.09M +$54.8K +774 +1%
GCC
91
Guardian Capital (Canada)
Ontario, Canada
$4M -$63.7K -900 -2%
D.E. Shaw & Co
92
D.E. Shaw & Co
New York
$3.89M -$2.65M -37,411 -40%
MSRPS
93
Maryland State Retirement & Pension System
Maryland
$3.88M -$67.7K -957 -2%
LPL Financial
94
LPL Financial
California
$3.22M +$169K +2,385 +6%
NW
95
NewEdge Wealth
Pennsylvania
$3.21M +$194K +2,735 +6%
PL
96
Plancorp LLC
Missouri
$3.2M +$423K +5,973 +15%
MNA
97
Manning & Napier Advisors
New York
$3.16M -$1.77K -25 -0.1%
Creative Planning
98
Creative Planning
Kansas
$3.05M +$356K +5,024 +13%
ACG
99
Aventail Capital Group
New York
$2.9M +$2.92M +41,220 New
Corient Private Wealth
100
Corient Private Wealth
Florida
$2.82M +$1.18M +16,611 +71%

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.