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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
GCC
101
Guardian Capital (Canada)
Ontario, Canada
$922K +$529K +15,757 +147%
OC
102
Oppenheimer & Co
New York
$897K +$12.6K +375 +1%
BC
103
Burney Company
Virginia
$889K -$21.9K -652 -2%
AAM
104
Azzad Asset Management
Virginia
$722K -$7.32K -218 -1%
PI
105
PineBridge Investments
New York
$721K
SC
106
Savant Capital
Illinois
$718K
QIM
107
Quantitative Investment Management
Virginia
$709K +$685K +20,400 New
BEAM
108
Baker Ellis Asset Management
Washington
$693K -$25.2K -750 -4%
RG
109
Rathbones Group
United Kingdom
$690K -$17.1K -510 -3%
RJFSA
110
Raymond James Financial Services Advisors
Florida
$687K +$3.02K +90 +0.5%
QC
111
Quadrature Capital
United Kingdom
$579K -$4.01M -119,496 -88%
US Bancorp
112
US Bancorp
Minnesota
$559K -$44.9K -1,338 -8%
NFA
113
Nationwide Fund Advisors
Ohio
$536K
RHBC
114
R.H. Bluestein & Co
Michigan
$527K
First Trust Advisors
115
First Trust Advisors
Illinois
$523K -$115K -3,441 -19%
WAM
116
World Asset Management
Michigan
$521K -$43.8K -1,306 -8%
Natixis Advisors
117
Natixis Advisors
Massachusetts
$502K +$58.2K +1,734 +14%
HAM
118
Highstreet Asset Management
Ontario, Canada
$486K +$1.48K +44 +0.3%
Stifel Financial
119
Stifel Financial
Missouri
$483K -$10.9K -325 -2%
Comerica Bank
120
Comerica Bank
Texas
$474K +$52.4K +1,561 +13%
Envestnet Asset Management
121
Envestnet Asset Management
Illinois
$463K -$34.7K -1,034 -7%
RJA
122
Raymond James & Associates
Florida
$444K -$10.1K -300 -2%
DWM
123
Dorchester Wealth Management
Quebec, Canada
$442K
FRM
124
Foundation Resource Management
Arkansas
$442K
CA
125
Commerzbank Aktiengesellschaft
Germany
$432K +$149K +4,440 +56%

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.