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Imperial Oil
IMO

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: 1 → 1 (0)

5% less funds holding

Funds holding: 198 → 188 (-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

Top Buyers

Rank Fund Capital Flow
1
Artisan Partners
Artisan Partners
Wisconsin
+$22M
2
CCP
Caymus Capital Partners
Texas
+$17.7M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$15.1M
4
American Century Companies
American Century Companies
Missouri
+$9.65M
5
First Eagle Investment Management
First Eagle Investment Management
New York
+$8.18M

Top Sellers

Rank Fund Capital Flow
1
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
-$33.7M
2
TD Asset Management
TD Asset Management
Ontario, Canada
-$17.2M
3
Russell Investments Group
Russell Investments Group
United Kingdom
-$13.2M
4
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
-$13M
5
AIMCA
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
-$6.87M
Name Holding Trade Value Shares
Change 		Change in
Stake
MRCM
151
M&R Capital Management
New Jersey
$95K – – –
PP
152
Pacifica Partners
Canada
$80K +$76K +3,005 New
TRCT
153
Tower Research Capital (TRC)
New York
$75K -$623K -24,622 -90%
QCG
154
Quadrant Capital Group
Ohio
$71K -$39.7K -1,567 -35%
GT
155
Glenmede Trust
Pennsylvania
$53K -$5.06K -200 -9%
SCA
156
Stonebridge Capital Advisors
Minnesota
$53K – – –
VanEck Associates
157
VanEck Associates
New York
$52K -$2.76K -109 -5%
MA
158
MUFG Americas
New York
$50K – – –
Simplex Trading
159
Simplex Trading
Illinois
$40K +$35.2K +1,392 +994%
CQS
160
Credential Qtrade Securities
$34K +$9.09K +359 +39%
PA
161
Parallel Advisors
California
$33K +$430 +17 +1%
OPS
162
Orion Portfolio Solutions
Nebraska
$31K +$29.6K +1,171 New
AIM
163
Aigen Investment Management
New York
$30K +$28.9K +1,144 New
LTFS
164
Ladenburg Thalmann Financial Services
Florida
$29K +$51 +2 +0.2%
LC
165
Lindbrook Capital
California
$28K -$582 -23 -2%
BAM
166
Barrett Asset Management
New York
$27K – – –
Fifth Third Bancorp
167
Fifth Third Bancorp
Ohio
$24K – – –
HPC
168
HM Payson & Co
Maine
$23K – – –
AG
169
Advisor Group
Arizona
$21K – – –
ARMC
170
American Research & Management Company
Massachusetts
$19K -$1.35M -53,307 -99%
BWM
171
Baystate Wealth Management
Massachusetts
$16K +$76 +3 +0.5%
CAW
172
Cornerstone Advisors (Washington)
Washington
$13K -$1.67K -66 -12%
BL
173
Balentine LLC
Georgia
$12K – – –
NCM
174
New Capital Management
Texas
$12K +$25 +1 +0.2%
HIM
175
Hillsdale Investment Management
Ontario, Canada
$9K -$4.43M -175,100 -100%
5 6
7
8 9

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.