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Imperial Oil

185 hedge funds and large institutions have $3.68B invested in Imperial Oil in 2021 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 61 increasing their positions, 55 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

180% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 10

35% more call options, than puts

Call options by funds: $2.13M | Put options by funds: $1.58M

20% more capital invested

Capital invested by funds: $3.07B → $3.68B (+$614M)

11% more repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 55

9% more funds holding

Funds holding: 169185 (+16)

1.18% less ownership

Funds ownership: 21.8%20.62% (-1.2%)

Holders
185
Holders Change
+16
Holders Change %
+9.47%
% of All Funds
3.25%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
28
Increased
61
Reduced
55
Closed
10
Calls
$2.13M
Puts
$1.58M
Net Calls
+$547K
Net Calls Change
-$545K
Name Holding Trade Value Shares
Change
Change in
Stake
OTPPB
101
Ontario Teachers' Pension Plan Board
Ontario, Canada
$556K -$132K -6,002 -21%
WBC
102
Westpac Banking Corp
Australia
$555K
BC
103
Burney Company
Virginia
$521K -$7.06K -320 -1%
QI
104
Qtron Investments
Massachusetts
$513K +$181K +8,212 +63%
Arrowstreet Capital
105
Arrowstreet Capital
Massachusetts
$513K +$467K +21,179 New
Millennium Management
106
Millennium Management
New York
$503K -$148K -6,723 -24%
SC
107
Savant Capital
Illinois
$498K
US Bancorp
108
US Bancorp
Minnesota
$487K
PNC Financial Services Group
109
PNC Financial Services Group
Pennsylvania
$483K -$7.37K -334 -2%
CQS
110
Credential Qtrade Securities
$447K +$405K +18,360 +20,400%
BAM
111
Burgundy Asset Management
Ontario, Canada
$433K -$7.39K -335 -2%
GAAM
112
Guinness Atkinson Asset Management
California
$428K -$28.7K -1,300 -7%
S
113
SimplyRich
California
$417K
CGH
114
Crossmark Global Holdings
Texas
$382K -$12.9K -586 -4%
LNWWM
115
Laird Norton Wetherby Wealth Management
California
$322K +$88 +4 +0%
Wellington Management Group
116
Wellington Management Group
Massachusetts
$309K +$29.9K +1,354 +12%
Comerica Bank
117
Comerica Bank
Texas
$301K +$9.79K +444 +4%
DWM
118
Dorchester Wealth Management
Quebec, Canada
$291K -$43.4K -1,970 -14%
Man Group
119
Man Group
United Kingdom
$287K +$262K +11,888 New
QSS
120
Quantitative Systematic Strategies
Florida
$274K +$250K +11,339 New
Susquehanna International Group
121
Susquehanna International Group
Pennsylvania
$264K +$240K +10,900 New
SBSB
122
Sullivan, Bruyette, Speros & Blaney
Virginia
$263K
Ensign Peak Advisors
123
Ensign Peak Advisors
Utah
$263K +$2.16K +98 +0.9%
FRM
124
Foundation Resource Management
Arkansas
$259K
AP
125
Advisor Partners
California
$257K -$9.79K -444 -4%

IMO Hedge Fund Activity: Q1 2021 in Review

185 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Imperial Oil (IMO) for Q1 2021, worth a combined $3.68B — up 20% from $3.07B a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new IMO positions and 10 closed out — a net gain of 18 holders — while 61 added to existing stakes and 55 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $84.6M. The largest seller was Fidelity International, cutting an estimated $311M.

  • 185 institutional investors held Imperial Oil (IMO) as of Q1 2021, up from 169 in Q4 2020.
  • Funds reported $3.68B of Imperial Oil stock for Q1 2021, up 20% quarter-over-quarter.
  • 28 funds opened new Imperial Oil positions in Q1 2021 and 10 closed out, a net change of +18 holders.
  • The largest Imperial Oil buyer in Q1 2021 was Fidelity Investments, an estimated $84.6M added.
  • The largest Imperial Oil seller in Q1 2021 was Fidelity International, an estimated $311M sold.

Based on aggregated 13F filings for Q1 2021.