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Imperial Oil
IMO

188 hedge funds and large institutions have $3.75B invested in Imperial Oil in 2019 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 59 increasing their positions, 74 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

1% more capital invested

Capital invested by funds: $3.7B → $3.75B (+$48.6M)

0.21% more ownership

Funds ownership: 18.6% → 18.82% (+0.21%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

5% less funds holding

Funds holding: 198 → 188 (-10)

17% less first-time investments, than exits

New positions opened: 19 | Existing positions closed: 23

20% less repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 74

66% less call options, than puts

Call options by funds: $223K | Put options by funds: $652K

Holders
188
Holders Change
-10
Holders Change %
-5.05%
% of All Funds
3.7%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
19
Increased
59
Reduced
74
Closed
23
Calls
$223K
Puts
$652K
Net Calls
-$429K
Net Calls Change
-$60K

Top Buyers

Rank Fund Capital Flow
1
Artisan Partners
Artisan Partners
Wisconsin
+$22M
2
CCP
Caymus Capital Partners
Texas
+$17.7M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$15.1M
4
American Century Companies
American Century Companies
Missouri
+$9.65M
5
First Eagle Investment Management
First Eagle Investment Management
New York
+$8.18M

Top Sellers

Rank Fund Capital Flow
1
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
-$33.7M
2
TD Asset Management
TD Asset Management
Ontario, Canada
-$17.2M
3
Russell Investments Group
Russell Investments Group
United Kingdom
-$13.2M
4
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
-$13M
5
AIMCA
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
-$6.87M
Name Holding Trade Value Shares
Change 		Change in
Stake
WFMPM
176
Woodley Farra Manion Portfolio Management
Indiana
$8K +$7.59K +300 New
Northwestern Mutual Wealth Management
177
Northwestern Mutual Wealth Management
Wisconsin
$5K – – –
BCA
178
Berman Capital Advisors
Georgia
$4K – – –
FRA
179
Front Row Advisors
California
$3K +$709 +28 +31%
EFSCE
180
Enterprise Financial Services Corp (EFSC)
Missouri
$2K -$987 -39 -41%
TT
181
TI-Trust
Illinois
$2K +$1.97K +78 New
WCM
182
Wealthcare Capital Management
Virginia
$2K +$1.97K +78 New
PWMG
183
Prestige Wealth Management Group
New Jersey
$2K +$2.2K +87 New
Canada Pension Plan Investment Board
184
Canada Pension Plan Investment Board
Ontario, Canada
$1K – – –
EARNEST Partners
185
EARNEST Partners
Georgia
$1K – – –
EW
186
Evoke Wealth
California
$132 +$127 +5 New
PP
187
Prudential plc
United Kingdom
– -$3.6M -136,217 Closed
Marshall Wace
188
Marshall Wace
United Kingdom
– -$2.08M -80,000 Closed
GH
189
GAM Holding
Switzerland
– -$1.91M -73,102 Closed
Jane Street
190
Jane Street
New York
– -$1.8M -69,072 Closed
Point72 Asset Management
191
Point72 Asset Management
Connecticut
– -$1.57M -60,394 Closed
Baird Financial Group
192
Baird Financial Group
Wisconsin
– -$1.3M -50,059 Closed
RL
193
Ruffer LLP
United Kingdom
– -$1.15M -43,915 Closed
LMAM
194
Legg Mason Asset Management
Japan
– -$750K -28,800 Closed
GAM
195
Gotham Asset Management
New York
– -$402K -15,458 Closed
Voloridge Investment Management
196
Voloridge Investment Management
Florida
– -$328K -12,617 Closed
Allianz Asset Management
197
Allianz Asset Management
Germany
– -$328K -12,594 Closed
MWNA
198
Marshall Wace North America
New York
– -$310K -11,900 Closed
VI
199
Versor Investments
New York
– -$308K -11,835 Closed
Stifel Financial
200
Stifel Financial
Missouri
– -$289K -11,111 Closed
5 6 7
8
9

IMO Hedge Fund Activity: Q4 2019 in Review

188 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Imperial Oil (IMO) for Q4 2019, worth a combined $3.75B — up 1.3% from $3.7B a quarter earlier.

Sellers outnumbered buyers: 23 funds closed out of IMO and 19 opened new positions — a net loss of 4 holders — while 74 trimmed existing stakes and 59 added.

The largest buyer was Artisan Partners, adding an estimated $22M. The largest seller was Mackenzie Financial, cutting an estimated $33.7M.

  • 188 institutional investors held Imperial Oil (IMO) as of Q4 2019, down from 198 in Q3 2019.
  • Funds reported $3.75B of Imperial Oil stock for Q4 2019, up 1.3% quarter-over-quarter.
  • 19 funds opened new Imperial Oil positions in Q4 2019 and 23 closed out, a net change of -4 holders.
  • The largest Imperial Oil buyer in Q4 2019 was Artisan Partners, an estimated $22M added.
  • The largest Imperial Oil seller in Q4 2019 was Mackenzie Financial, an estimated $33.7M sold.

Based on aggregated 13F filings for Q4 2019.