Imperial Oil
190 hedge funds and large institutions have $4.27B invested in Imperial Oil in 2018 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 50 increasing their positions, 82 reducing their positions, and 21 closing their positions.
112% more call options, than puts
Call options by funds: $862K | Put options by funds: $407K
1.05% more ownership
Funds ownership: 18.11% → 19.16% (+1.1%)
5% less funds holding
Funds holding: 199 → 190 (-9)
10% less capital invested
Capital invested by funds: $4.75B → $4.27B (-$484M)
38% less first-time investments, than exits
New positions opened: 13 | Existing positions closed: 21
39% less repeat investments, than reductions
Existing positions increased: 50 | Existing positions reduced: 82
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$163M |
| 2 |
First Eagle Investment Management
New York
|
+$118M |
| 3 |
Schroder Investment Management Group
London,
United Kingdom
|
+$112M |
| 4 |
Artisan Partners
Milwaukee,
Wisconsin
|
+$94.9M |
| 5 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$19.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$99.6M |
| 2 |
American Century Companies
Kansas City,
Missouri
|
-$62.9M |
| 3 |
State Farm Mutual Automobile Insurance
Bloomington,
Illinois
|
-$35.8M |
| 4 |
Mawer Investment Management
Calgary,
Alberta, Canada
|
-$33M |
| 5 |
MBI
Montrusco Bolton Investments
Montreal,
Quebec, Canada
|
-$24.4M |
IMO Hedge Fund Activity: Q1 2018 in Review
190 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in Imperial Oil (IMO) for Q1 2018, worth a combined $4.27B — down 10% from $4.75B a quarter earlier.
Sellers outnumbered buyers: 21 funds closed out of IMO and 13 opened new positions — a net loss of 8 holders — while 82 trimmed existing stakes and 50 added.
The largest buyer was T. Rowe Price Associates, opening a new position worth an estimated $163M. The largest seller was Fidelity Investments, cutting an estimated $99.6M.
- 190 institutional investors held Imperial Oil (IMO) as of Q1 2018, down from 199 in Q4 2017.
- Funds reported $4.27B of Imperial Oil stock for Q1 2018, down 10% quarter-over-quarter.
- 13 funds opened new Imperial Oil positions in Q1 2018 and 21 closed out, a net change of -8 holders.
- The largest Imperial Oil buyer in Q1 2018 was T. Rowe Price Associates, an estimated $163M added.
- The largest Imperial Oil seller in Q1 2018 was Fidelity Investments, an estimated $99.6M sold.
Based on aggregated 13F filings for Q1 2018.