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Imperial Oil
IMO

177 hedge funds and large institutions have $1.8B invested in Imperial Oil in 2020 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 53 increasing their positions, 66 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

292% more call options, than puts

Call options by funds: $3.4M | Put options by funds: $867K

2.74% more ownership

Funds ownership: 18.82% → 21.56% (+2.7%)

6% less funds holding

Funds holding: 188 → 177 (-11)

17% less first-time investments, than exits

New positions opened: 30 | Existing positions closed: 36

20% less repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 66

52% less capital invested

Capital invested by funds: $3.75B → $1.8B (-$1.95B)

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
177
Holders Change
-11
Holders Change %
-5.85%
% of All Funds
3.9%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
30
Increased
53
Reduced
66
Closed
36
Calls
$3.4M
Puts
$867K
Net Calls
+$2.53M
Net Calls Change
+$2.96M

Top Buyers

Rank Fund Capital Flow
1
Fidelity International
Fidelity International
Bermuda
+$251M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$143M
3
Artisan Partners
Artisan Partners
Wisconsin
+$75.6M
4
HCM
Heathbridge Capital Management
Ontario, Canada
+$29.8M
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$21.5M

Top Sellers

Rank Fund Capital Flow
1
Norges Bank
Norges Bank
Norway
-$55.2M
2
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
-$32.3M
3
CP
Cumberland Partners
Ontario, Canada
-$25.2M
4
CCP
Caymus Capital Partners
Texas
-$25.2M
5
TD Asset Management
TD Asset Management
Ontario, Canada
-$25M
Name Holding Trade Value Shares
Change 		Change in
Stake
KWA
101
KCS Wealth Advisory
California
$295K +$88.9K +4,263 +19%
Cerity Partners
102
Cerity Partners
New York
$292K – – –
WBC
103
Westpac Banking Corp
Australia
$290K – – –
BC
104
Burney Company
Virginia
$282K -$20K -958 -4%
GAAM
105
Guinness Atkinson Asset Management
California
$280K -$20.9K -1,000 -4%
Stifel Financial
106
Stifel Financial
Missouri
$269K +$492K +23,563 New
VI
107
Versor Investments
New York
$257K +$474K +22,700 New
LNWWM
108
Laird Norton Wetherby Wealth Management
California
$254K +$468K +22,440 New
DWM
109
Dorchester Wealth Management
Quebec, Canada
$252K +$182K +8,700 +63%
GHA
110
GW Henssler & Associates
Georgia
$251K -$10.9K -523 -2%
GAM
111
Gotham Asset Management
New York
$248K +$458K +21,963 New
PNC Financial Services Group
112
PNC Financial Services Group
Pennsylvania
$242K -$101K -4,835 -18%
CGH
113
Crossmark Global Holdings
Texas
$237K -$76.3K -3,656 -15%
SC
114
Savant Capital
Illinois
$234K – – –
NEI
115
Northwest & Ethical Investments
Ontario, Canada
$229K +$24K +1,152 +6%
US Bancorp
116
US Bancorp
Minnesota
$218K +$162K +7,768 +67%
RJA
117
Raymond James & Associates
Florida
$208K +$384K +18,406 New
Russell Investments Group
118
Russell Investments Group
United Kingdom
$205K -$438K -21,006 -53%
Susquehanna International Group
119
Susquehanna International Group
Pennsylvania
$199K +$369K +17,695 New
AII
120
AGF Investments Inc
Ontario, Canada
$197K +$364K +17,426 New
Ensign Peak Advisors
121
Ensign Peak Advisors
Utah
$185K +$2K +96 +0.6%
PP
122
Paloma Partners
Connecticut
$175K +$325K +15,558 New
Two Sigma Investments
123
Two Sigma Investments
New York
$166K -$1.69M -80,812 -85%
OR
124
Olympiad Research
Connecticut
$155K +$111K +5,337 +64%
Voloridge Investment Management
125
Voloridge Investment Management
Florida
$151K +$280K +13,420 New
3 4
5
6 7

IMO Hedge Fund Activity: Q1 2020 in Review

177 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Imperial Oil (IMO) for Q1 2020, worth a combined $1.8B — down 52% from $3.75B a quarter earlier.

Sellers outnumbered buyers: 36 funds closed out of IMO and 30 opened new positions — a net loss of 6 holders — while 66 trimmed existing stakes and 53 added.

The largest buyer was Fidelity International, adding an estimated $251M. The largest seller was Norges Bank, cutting an estimated $55.2M.

  • 177 institutional investors held Imperial Oil (IMO) as of Q1 2020, down from 188 in Q4 2019.
  • Funds reported $1.8B of Imperial Oil stock for Q1 2020, down 52% quarter-over-quarter.
  • 30 funds opened new Imperial Oil positions in Q1 2020 and 36 closed out, a net change of -6 holders.
  • The largest Imperial Oil buyer in Q1 2020 was Fidelity International, an estimated $251M added.
  • The largest Imperial Oil seller in Q1 2020 was Norges Bank, an estimated $55.2M sold.

Based on aggregated 13F filings for Q1 2020.