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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
DekaBank Deutsche Girozentrale
126
DekaBank Deutsche Girozentrale
Germany
$248K +$11.4K +516 +5%
VVP
127
Venture Visionary Partners
Ohio
$248K +$227K +10,300 New
Stifel Financial
128
Stifel Financial
Missouri
$243K +$223K +10,098 New
SC
129
Searle & Co
Connecticut
$242K
RHBC
130
R.H. Bluestein & Co
Michigan
$242K +$221K +10,000 New
PP
131
Patten & Patten
Tennessee
$235K -$8.27K -375 -4%
RJFSA
132
Raymond James Financial Services Advisors
Florida
$235K +$214K +9,684 New
MG
133
Mather Group
Illinois
$226K +$207K +9,395 New
MAA
134
Mraz Amerine & Associates
California
$221K +$202K +9,180 New
CAM
135
Cidel Asset Management
Ontario, Canada
$218K +$198K +9,000 New
FIM
136
Fruth Investment Management
Texas
$216K +$198K +9,000 New
SC
137
Sawyer & Company
Massachusetts
$208K
Axa
138
Axa
France
$175K -$57.6K -2,611 -26%
NEI
139
Northwest & Ethical Investments
Ontario, Canada
$172K -$684 -31 -0.4%
FFA
140
Freedman Financial Associates
Massachusetts
$167K
TRCT
141
Tower Research Capital (TRC)
New York
$138K +$120K +5,438 +1,813%
DZ Bank
142
DZ Bank
Germany
$137K
GIBU
143
Gulf International Bank (UK)
United Kingdom
$123K -$27.3K -1,240 -20%
GLLW
144
Graves Light Lenhart Wealth
Virginia
$121K
Simplex Trading
145
Simplex Trading
Illinois
$105K +$96.1K +4,359 New
QCG
146
Quadrant Capital Group
Ohio
$104K +$728 +33 +0.8%
HNB
147
Huntington National Bank
Ohio
$98K -$18.9K -859 -17%
Bessemer Group
148
Bessemer Group
New Jersey
$93K -$3.42K -155 -4%
PI
149
PEAK6 Investments
Illinois
$89K -$969K -43,953 -92%
HDIM
150
Hanson & Doremus Investment Management
Vermont
$88K

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.