We are live on ! Find out more
IMO icon

Imperial Oil

260 hedge funds and large institutions have $6.23B invested in Imperial Oil in 2023 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 91 increasing their positions, 94 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

2% more capital invested

Capital invested by funds: $6.13B → $6.23B (+$96.6M)

0.2% more ownership

Funds ownership: 20.54%20.73% (+0.2%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

3% less repeat investments, than reductions

Existing positions increased: 91 | Existing positions reduced: 94

7% less first-time investments, than exits

New positions opened: 38 | Existing positions closed: 41

1% less funds holding

Funds holding: 263260 (-3)

10% less call options, than puts

Call options by funds: $35.8M | Put options by funds: $39.9M

Holders
260
Holders Change
-3
Holders Change %
-1.14%
% of All Funds
4.08%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
38
Increased
91
Reduced
94
Closed
41
Calls
$35.8M
Puts
$39.9M
Net Calls
-$4.1M
Net Calls Change
-$739K
Name Holding Trade Value Shares
Change
Change in
Stake
AM
151
AGF Management
Ontario, Canada
$609K -$7.3K -147 -1%
NIM
152
Nexus Investment Management
Ontario, Canada
$607K
CGH
153
Crossmark Global Holdings
Texas
$602K -$164K -3,296 -23%
API
154
Advisor Partners II
California
$594K +$8.05K +162 +1%
Royal London Asset Management
155
Royal London Asset Management
United Kingdom
$577K
MLM
156
Mount Lucas Management
Pennsylvania
$563K -$779K -15,671 -59%
SI
157
Stephens Inc
Arkansas
$555K +$539K +10,842 New
BPGAM
158
BTG Pactual Global Asset Management
Bermuda
$549K +$533K +10,727 New
SC
159
Searle & Co
Connecticut
$539K
LAM
160
Lingohr Asset Management
Germany
$528K
AC
161
Addenda Capital
Quebec, Canada
$527K -$224K -4,500 -37%
LA
162
LBP AM
France
$514K +$499K +10,037 New
ACM
163
Ativo Capital Management
Illinois
$513K +$50 +1 +0%
VPIM
164
Vanguard Personalized Indexing Management
California
$511K +$69.6K +1,400 +16%
RJA
165
Raymond James & Associates
Florida
$505K +$201K +4,054 +70%
YCM
166
Yousif Capital Management
Michigan
$505K
PP
167
Patten & Patten
Tennessee
$492K
MAA
168
Mraz Amerine & Associates
California
$470K
CAM
169
Cidel Asset Management
Ontario, Canada
$461K
FIM
170
Fruth Investment Management
Texas
$460K
MGP
171
Metis Global Partners
California
$446K +$78K +1,569 +22%
OCAM
172
Onex Canada Asset Management
Ontario, Canada
$445K
QI
173
Qtron Investments
Massachusetts
$439K
GAAM
174
Guinness Atkinson Asset Management
California
$437K -$28K -563 -6%
SPC
175
Sigma Planning Corp
Michigan
$420K -$12.9K -259 -3%

IMO Hedge Fund Activity: Q2 2023 in Review

260 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Imperial Oil (IMO) for Q2 2023, worth a combined $6.23B — up 1.6% from $6.13B a quarter earlier.

Sellers outnumbered buyers: 41 funds closed out of IMO and 38 opened new positions — a net loss of 3 holders — while 94 trimmed existing stakes and 91 added.

The largest buyer was Balyasny Asset Management, adding an estimated $90.2M. The largest seller was Arrowstreet Capital, exiting entirely with an estimated $80.4M sold.

  • 260 institutional investors held Imperial Oil (IMO) as of Q2 2023, down from 263 in Q1 2023.
  • Funds reported $6.23B of Imperial Oil stock for Q2 2023, up 1.6% quarter-over-quarter.
  • 38 funds opened new Imperial Oil positions in Q2 2023 and 41 closed out, a net change of -3 holders.
  • The largest Imperial Oil buyer in Q2 2023 was Balyasny Asset Management, an estimated $90.2M added.
  • The largest Imperial Oil seller in Q2 2023 was Arrowstreet Capital, an estimated $80.4M sold.

Based on aggregated 13F filings for Q2 2023.