Imperial Oil
IMO
207 hedge funds and large institutions have $4.47B invested in Imperial Oil in 2021 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 57 increasing their positions, 61 reducing their positions, and 17 closing their positions.
141% more first-time investments, than exits
New positions opened: 41 | Existing positions closed: 17
21% more capital invested
Capital invested by funds: $3.68B → $4.47B (+$787M)
12% more funds holding
Funds holding: 185 → 207 (+22)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0.11% less ownership
Funds ownership: 20.62% → 20.52% (-0.11%)
7% less repeat investments, than reductions
Existing positions increased: 57 | Existing positions reduced: 61
86% less call options, than puts
Call options by funds: $2.11M | Put options by funds: $14.8M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$33.2M |
| 2 |
D.E. Shaw & Co
New York
|
+$20.8M |
| 3 |
TD Asset Management
Toronto,
Ontario, Canada
|
+$19.9M |
| 4 |
TPM
Triasima Portfolio Management
Montreal,
Quebec, Canada
|
+$17M |
| 5 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$16.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Artisan Partners
Milwaukee,
Wisconsin
|
-$86.4M |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$72.5M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$23.5M |
| 4 |
AIMCA
Alberta Investment Management Corp (AIMCo)
Edmonton,
Alberta, Canada
|
-$20.2M |
| 5 |
Balyasny Asset Management
Chicago,
Illinois
|
-$19.5M |
IMO Hedge Fund Activity: Q2 2021 in Review
207 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Imperial Oil (IMO) for Q2 2021, worth a combined $4.47B — up 21% from $3.68B a quarter earlier.
Buyers outnumbered sellers: 41 funds opened new IMO positions and 17 closed out — a net gain of 24 holders — while 57 added to existing stakes and 61 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $33.2M. The largest seller was Artisan Partners, cutting an estimated $86.4M.
- 207 institutional investors held Imperial Oil (IMO) as of Q2 2021, up from 185 in Q1 2021.
- Funds reported $4.47B of Imperial Oil stock for Q2 2021, up 21% quarter-over-quarter.
- 41 funds opened new Imperial Oil positions in Q2 2021 and 17 closed out, a net change of +24 holders.
- The largest Imperial Oil buyer in Q2 2021 was Fidelity Investments, an estimated $33.2M added.
- The largest Imperial Oil seller in Q2 2021 was Artisan Partners, an estimated $86.4M sold.
Based on aggregated 13F filings for Q2 2021.