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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
RE
151
RBC Europe
United Kingdom
$85.7K
CFB
152
Cullen/Frost Bankers
Texas
$82K
TC
153
Tacita Capital
Ontario, Canada
$61K +$55.1K +2,500 New
VanEck Associates
154
VanEck Associates
New York
$53K +$6.88K +312 +17%
SAM
155
Shell Asset Management
Netherlands
$48K
MA
156
MUFG Americas
New York
$46K
Pacer Advisors
157
Pacer Advisors
Pennsylvania
$44K -$2.1K -95 -5%
CAPTRUST Financial Advisors
158
CAPTRUST Financial Advisors
North Carolina
$43K
S
159
SignatureFD
Georgia
$43K +$419 +19 +1%
PA
160
Parallel Advisors
California
$39K +$529 +24 +1%
HL
161
Harding Loevner
New Jersey
$31K
WT
162
Washington Trust
Rhode Island
$26K
ARMC
163
American Research & Management Company
Massachusetts
$22K
Fifth Third Bancorp
164
Fifth Third Bancorp
Ohio
$22K
KPCM
165
Kings Point Capital Management
New York
$22K
Osaic Holdings
166
Osaic Holdings
Arizona
$19K
SWM
167
Spire Wealth Management
Virginia
$17K +$15.8K +718 New
BWM
168
Baystate Wealth Management
Massachusetts
$16K +$88 +4 +0.6%
IA
169
IFP Advisors
Florida
$15K
Northwestern Mutual Wealth Management
170
Northwestern Mutual Wealth Management
Wisconsin
$15K
LC
171
Lindbrook Capital
California
$13K +$662 +30 +6%
ZB
172
Zions Bancorporation
Utah
$9K -$7.63K -346 -49%
GAM
173
Gemmer Asset Management
California
$6K
HPC
174
HM Payson & Co
Maine
$6K
PP
175
Pacifica Partners
Canada
$6K

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.