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Imperial Oil
IMO

197 hedge funds and large institutions have $5.24B invested in Imperial Oil in 2016 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 61 increasing their positions, 75 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 15

14% more capital invested

Capital invested by funds: $4.58B → $5.24B (+$652M)

3% more funds holding

Funds holding: 192 → 197 (+5)

0.45% more ownership

Funds ownership: 17.24% → 17.7% (+0.45%)

15% less call options, than puts

Call options by funds: $1.87M | Put options by funds: $2.2M

19% less repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 75

Holders
197
Holders Change
+5
Holders Change %
+2.6%
% of All Funds
4.92%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
24
Increased
61
Reduced
75
Closed
15
Calls
$1.87M
Puts
$2.2M
Net Calls
-$327K
Net Calls Change
+$96K

Top Buyers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
+$96.5M
2
First Eagle Investment Management
First Eagle Investment Management
New York
+$52.1M
3
1832 Asset Management
1832 Asset Management
Ontario, Canada
+$50.3M
4
Goldman Sachs
Goldman Sachs
New York
+$22.6M
5
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
+$18.5M

Top Sellers

Rank Fund Capital Flow
1
American Century Companies
American Century Companies
Missouri
-$110M
2
Deutsche Bank
Deutsche Bank
Germany
-$12.5M
3
Norges Bank
Norges Bank
Norway
-$8.72M
4
Renaissance Technologies
Renaissance Technologies
New York
-$8.39M
5
Morgan Stanley
Morgan Stanley
New York
-$8.33M
Name Holding Trade Value Shares
Change 		Change in
Stake
MFS
176
MSI Financial Services
Massachusetts
$13K +$7.15K +213 +142%
NIT
177
NumerixS Investment Technologies
British Columbia, Canada
$10K -$33.6K -1,000 -77%
QAM
178
QCI Asset Management
New York
$10K – – –
Canada Pension Plan Investment Board
179
Canada Pension Plan Investment Board
Ontario, Canada
$9K – – –
Simplex Trading
180
Simplex Trading
Illinois
$7K -$63K -1,876 -89%
WC
181
Whitnell & Co
Illinois
$7K – – –
QCG
182
Quadrant Capital Group
Ohio
$7K +$1.88K +56 +24%
IA
183
IFP Advisors
Florida
$6K +$3.36K +100 +132%
LIA
184
LS Investment Advisors
Michigan
$5K – – –
PCP
185
Proficio Capital Partners
Massachusetts
$5K – – –
ClearBridge Investments
186
ClearBridge Investments
New York
$4K -$336 -10 -7%
Fifth Third Bancorp
187
Fifth Third Bancorp
Ohio
$4K – – –
HR
188
Howe & Rusling
New York
$4K – – –
ZB
189
Zions Bancorporation
Utah
$4K – – –
CS
190
Credential Securities
$3.13K – – –
QI
191
QS Investors
New York
$3K – – –
AAP
192
Arax Advisory Partners
Colorado
$3K +$3.29K +98 New
BF
193
BOK Financial
Oklahoma
$2K -$806K -24,018 -100%
LTFS
194
Ladenburg Thalmann Financial Services
Florida
$1K – – –
WA
195
Winfield Associates
Ohio
$1K +$1.18K +35 New
Northwestern Mutual Wealth Management
196
Northwestern Mutual Wealth Management
Wisconsin
$1K +$1.31K +39 New
BONST
197
Bank of Nova Scotia Trust
Ontario, Canada
– -$1.01M -32,355 Closed
CM
198
CoreCommodity Management
Connecticut
– -$923K -29,423 Closed
PAMP
199
Polar Asset Management Partners
Ontario, Canada
– -$782K -25,000 Closed
Millennium Management
200
Millennium Management
New York
– -$549K -17,534 Closed
5 6 7
8
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IMO Hedge Fund Activity: Q4 2016 in Review

197 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Imperial Oil (IMO) for Q4 2016, worth a combined $5.24B — up 14% from $4.58B a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new IMO positions and 15 closed out — a net gain of 9 holders — while 61 added to existing stakes and 75 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $96.5M. The largest seller was American Century Companies, cutting an estimated $110M.

  • 197 institutional investors held Imperial Oil (IMO) as of Q4 2016, up from 192 in Q3 2016.
  • Funds reported $5.24B of Imperial Oil stock for Q4 2016, up 14% quarter-over-quarter.
  • 24 funds opened new Imperial Oil positions in Q4 2016 and 15 closed out, a net change of +9 holders.
  • The largest Imperial Oil buyer in Q4 2016 was Fidelity Investments, an estimated $96.5M added.
  • The largest Imperial Oil seller in Q4 2016 was American Century Companies, an estimated $110M sold.

Based on aggregated 13F filings for Q4 2016.