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Imperial Oil

174 hedge funds and large institutions have $2.49B invested in Imperial Oil in 2020 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 54 increasing their positions, 76 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

77% more call options, than puts

Call options by funds: $800K | Put options by funds: $451K

38% more capital invested

Capital invested by funds: $1.8B → $2.49B (+$689M)

0.41% less ownership

Funds ownership: 21.56%21.15% (-0.41%)

2% less funds holding

Funds holding: 177174 (-3)

12% less first-time investments, than exits

New positions opened: 22 | Existing positions closed: 25

29% less repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 76

Holders
174
Holders Change
-3
Holders Change %
-1.69%
% of All Funds
3.57%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
22
Increased
54
Reduced
76
Closed
25
Calls
$800K
Puts
$451K
Net Calls
+$349K
Net Calls Change
-$2.18M
Name Holding Trade Value Shares
Change
Change in
Stake
ARMC
151
American Research & Management Company
Massachusetts
$22K -$4.52K -301 -18%
PAG
152
Private Advisor Group
New Jersey
$21K +$19.5K +1,296 New
OPS
153
Orion Portfolio Solutions
Nebraska
$19K
Fifth Third Bancorp
154
Fifth Third Bancorp
Ohio
$19K +$3.8K +253 +28%
PCM
155
Prelude Capital Management
New York
$14K +$13.2K +877 New
BL
156
Balentine LLC
Georgia
$13K +$3.44K +229 +39%
Northwestern Mutual Wealth Management
157
Northwestern Mutual Wealth Management
Wisconsin
$13K +$9.22K +614 +323%
ZB
158
Zions Bancorporation
Utah
$12K +$7.78K +518 +206%
BWM
159
Baystate Wealth Management
Massachusetts
$10K +$75 +5 +0.8%
LC
160
Lindbrook Capital
California
$8K +$2.46K +164 +50%
WFMPM
161
Woodley Farra Manion Portfolio Management
Indiana
$5K
PP
162
Pacifica Partners
Canada
$4K -$41.5K -2,765 -92%
HPC
163
HM Payson & Co
Maine
$4K -$6.01K -400 -60%
GAM
164
Gemmer Asset Management
California
$4K +$1.19K +79 +42%
APA
165
American Portfolios Advisors
New York
$3.21K +$3K +200 New
EFSCE
166
Enterprise Financial Services Corp (EFSC)
Missouri
$2K -$165 -11 -7%
EW
167
Evoke Wealth
California
$2K +$1.59K +106 New
CAN
168
Cetera Advisor Networks
California
$2K +$2K +133 New
CQS
169
Credential Qtrade Securities
$1.45K
LWM
170
Lenox Wealth Management
Ohio
$1K -$676 -45 -31%
BCA
171
Berman Capital Advisors
Georgia
$1K -$376 -25 -21%
EARNEST Partners
172
EARNEST Partners
Georgia
$1K
VFA
173
Valeo Financial Advisors
Indiana
$1K +$1.08K +72 New
GWS
174
Glassman Wealth Services
Virginia
$1K +$1.2K +80 New
HCM
175
Heathbridge Capital Management
Ontario, Canada
-$16M -1,429,800 Closed

IMO Hedge Fund Activity: Q2 2020 in Review

174 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Imperial Oil (IMO) for Q2 2020, worth a combined $2.49B — up 38% from $1.8B a quarter earlier.

Sellers outnumbered buyers: 25 funds closed out of IMO and 22 opened new positions — a net loss of 3 holders — while 76 trimmed existing stakes and 54 added.

The largest buyer was Fidelity International, adding an estimated $34.3M. The largest seller was American Century Companies, cutting an estimated $40.1M.

  • 174 institutional investors held Imperial Oil (IMO) as of Q2 2020, down from 177 in Q1 2020.
  • Funds reported $2.49B of Imperial Oil stock for Q2 2020, up 38% quarter-over-quarter.
  • 22 funds opened new Imperial Oil positions in Q2 2020 and 25 closed out, a net change of -3 holders.
  • The largest Imperial Oil buyer in Q2 2020 was Fidelity International, an estimated $34.3M added.
  • The largest Imperial Oil seller in Q2 2020 was American Century Companies, an estimated $40.1M sold.

Based on aggregated 13F filings for Q2 2020.