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Imperial Oil
IMO

Overview Fund Activity

229 hedge funds and large institutions have $6.26B invested in Imperial Oil in 2014 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 75 increasing their positions, 69 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
229
Holders Change
+7
Holders Change %
+3.15%
% of All Funds
6.11%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.08%
New
37
Increased
75
Reduced
69
Closed
26
Calls
$24.4M
Puts
$9.78M
Net Calls
+$14.6M
Net Calls Change
-$20.7M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$260M
2
AQR Capital Management
AQR Capital Management
Connecticut
+$41.2M
3
SI
Scout Investments
Missouri
+$34.3M
4
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
+$28.8M
5
HSBC Holdings
HSBC Holdings
United Kingdom
+$27.9M

Top Sellers

1
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$126M
2
American Century Companies
American Century Companies
Missouri
-$43.4M
3
PC
Polar Capital
United Kingdom
-$40.7M
4
Fidelity International
Fidelity International
Bermuda
-$20.9M
5
1832 Asset Management
1832 Asset Management
Ontario, Canada
-$11.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
RGC
151
Roberts, Glore & Co
Illinois
$388K – – –
DADC
152
D.A. Davidson & Co
Montana
$374K +$59.9K +1,397 +19%
Citadel Advisors
153
Citadel Advisors
Florida
$374K +$374K +8,692 New
HDIM
154
Hanson & Doremus Investment Management
Vermont
$371K – – –
Envestnet Asset Management
155
Envestnet Asset Management
Illinois
$365K +$27.4K +635 +8%
HK
156
Horizon Kinetics
New York
$349K -$8.9K -207 -2%
Ameriprise
157
Ameriprise
Minnesota
$325K -$151K -3,507 -32%
CNB
158
City National Bank
California
$321K -$860 -20 -0.3%
BC
159
Banced Corp
Illinois
$316K +$316K +7,351 New
P
160
Pitcairn
Pennsylvania
$307K -$14.4K -335 -4%
SAM
161
Silvercrest Asset Management
New York
$307K – – –
SB
162
Suntrust Banks
Georgia
$292K -$563K -13,100 -66%
LOCC
163
Lombard Odier & Cie (Canada)
Quebec, Canada
$291K – – –
Creative Planning
164
Creative Planning
Kansas
$288K – – –
NV
165
Nair Vinay
$273K +$273K +6,318 New
SFA
166
Sequoia Financial Advisors
Ohio
$262K +$24.4K +567 +10%
APCM
167
Arbiter Partners Capital Management
New York
$258K – – –
LNWWM
168
Laird Norton Wetherby Wealth Management
California
$251K +$49.5K +1,150 +25%
YMRC
169
Yorktown Management & Research Company
Virginia
$245K – – –
RIL
170
Rothschild Investment LLC
Illinois
$242K – – –
HAIM
171
Hunter Associates Investment Management
Pennsylvania
$237K – – –
CIM
172
Calvert Investment Management
Maryland
$232K +$5.93K +138 +3%
BMO
173
Beck Mack & Oliver
New York
$220K – – –
PAI
174
Pittenger & Anderson Inc
Nebraska
$215K – – –
PL
175
Plancorp LLC
Missouri
$210K -$10.5K -243 -5%
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