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Imperial Oil

188 hedge funds and large institutions have $3.75B invested in Imperial Oil in 2019 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 59 increasing their positions, 74 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

1% more capital invested

Capital invested by funds: $3.7B → $3.75B (+$48.6M)

0.21% more ownership

Funds ownership: 18.6%18.82% (+0.21%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

5% less funds holding

Funds holding: 198188 (-10)

17% less first-time investments, than exits

New positions opened: 19 | Existing positions closed: 23

20% less repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 74

66% less call options, than puts

Call options by funds: $223K | Put options by funds: $652K

Holders
188
Holders Change
-10
Holders Change %
-5.05%
% of All Funds
3.7%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
19
Increased
59
Reduced
74
Closed
23
Calls
$223K
Puts
$652K
Net Calls
-$429K
Net Calls Change
-$60K
Name Holding Trade Value Shares
Change
Change in
Stake
SC
126
Sawyer & Company
Massachusetts
$330K -$43.5K -1,720 -12%
US Bancorp
127
US Bancorp
Minnesota
$307K -$36.7K -1,449 -11%
PP
128
Patten & Patten
Tennessee
$302K
SBSB
129
Sullivan, Bruyette, Speros & Blaney
Virginia
$289K
FRM
130
Foundation Resource Management
Arkansas
$288K
SAM
131
Shell Asset Management
Netherlands
$273K -$327K -12,930 -56%
Comerica Bank
132
Comerica Bank
Texas
$269K -$5.82K -230 -2%
SC
133
Searle & Co
Connecticut
$265K
ARTA
134
A.R.T. Advisors
New York
$240K +$230K +9,078 New
CAM
135
Cidel Asset Management
Ontario, Canada
$238K
OR
136
Olympiad Research
Connecticut
$222K +$212K +8,390 New
OCAM
137
Onex Canada Asset Management
Ontario, Canada
$208K +$203K +8,026 New
QI
138
Qtron Investments
Massachusetts
$207K
Fidelity International
139
Fidelity International
Bermuda
$167K -$749K -29,591 -82%
QT
140
Quantbot Technologies
New York
$150K +$123K +4,872 +588%
Chevy Chase Trust
141
Chevy Chase Trust
Maryland
$141K -$142K -5,600 -51%
S
142
SignatureFD
Georgia
$138K +$51.4K +2,031 +64%
GIBU
143
Gulf International Bank (UK)
United Kingdom
$131K
TWA
144
TCI Wealth Advisors
Arizona
$131K
HNB
145
Huntington National Bank
Ohio
$129K -$3.8K -150 -3%
RE
146
RBC Europe
United Kingdom
$120K
BlackRock
147
BlackRock
New York
$110K -$84K -3,319 -44%
Acadian Asset Management
148
Acadian Asset Management
Massachusetts
$107K +$99.6K +3,935 +4,186%
HDIM
149
Hanson & Doremus Investment Management
Vermont
$96K
CB
150
Community Bank
New York
$95K -$187K -7,400 -67%

IMO Hedge Fund Activity: Q4 2019 in Review

188 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Imperial Oil (IMO) for Q4 2019, worth a combined $3.75B — up 1.3% from $3.7B a quarter earlier.

Sellers outnumbered buyers: 23 funds closed out of IMO and 19 opened new positions — a net loss of 4 holders — while 74 trimmed existing stakes and 59 added.

The largest buyer was Artisan Partners, adding an estimated $22M. The largest seller was Mackenzie Financial, cutting an estimated $33.7M.

  • 188 institutional investors held Imperial Oil (IMO) as of Q4 2019, down from 198 in Q3 2019.
  • Funds reported $3.75B of Imperial Oil stock for Q4 2019, up 1.3% quarter-over-quarter.
  • 19 funds opened new Imperial Oil positions in Q4 2019 and 23 closed out, a net change of -4 holders.
  • The largest Imperial Oil buyer in Q4 2019 was Artisan Partners, an estimated $22M added.
  • The largest Imperial Oil seller in Q4 2019 was Mackenzie Financial, an estimated $33.7M sold.

Based on aggregated 13F filings for Q4 2019.