Imperial Oil
169 hedge funds and large institutions have $3.07B invested in Imperial Oil in 2020 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 49 increasing their positions, 65 reducing their positions, and 18 closing their positions.
63% more capital invested
Capital invested by funds: $1.88B → $3.07B (+$1.18B)
47% more call options, than puts
Call options by funds: $3.44M | Put options by funds: $2.35M
6% more first-time investments, than exits
New positions opened: 19 | Existing positions closed: 18
0.4% more ownership
Funds ownership: 21.4% → 21.8% (+0.4%)
1% less funds holding
Funds holding: 170 → 169 (-1)
25% less repeat investments, than reductions
Existing positions increased: 49 | Existing positions reduced: 65
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$37.4M |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$33.6M |
| 3 |
Schroder Investment Management Group
London,
United Kingdom
|
+$11M |
| 4 |
AAMU
Amundi Asset Management US
Boston,
Massachusetts
|
+$10M |
| 5 |
IIM
Intact Investment Management
Montreal,
Quebec, Canada
|
+$7.77M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity International
Hamilton,
Bermuda
|
-$14.4M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$12.8M |
| 3 |
OSAM
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
-$11.7M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
-$10.9M |
| 5 |
Renaissance Technologies
New York
|
-$8.7M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
176
Arrowstreet Capital
Boston,
Massachusetts
| – | -$215K | -18,000 | Closed |
|
177
American Century Companies
Kansas City,
Missouri
| – | -$194K | -16,206 | Closed |
|
|
UH
178
Unigestion Holding
Geneva,
Switzerland
| – | -$179K | -14,970 | Closed |
|
179
Stifel Financial
St. Louis,
Missouri
| – | -$154K | -12,863 | Closed |
|
180
Two Sigma Advisers
New York
| – | -$147K | -12,300 | Closed |
|
|
H
181
Hexavest
Montreal,
Quebec, Canada
| – | -$95K | -7,930 | Closed |
|
|
GT
182
Glenmede Trust
Philadelphia,
Pennsylvania
| – | -$22K | -1,891 | Closed |
|
|
MRCM
183
M&R Capital Management
Summit,
New Jersey
| – | -$21K | -1,800 | Closed |
|
184
Group One Trading
Chicago,
Illinois
| – | -$21.1K | -1,316 | Closed |
|
|
CCM
185
Chiron Capital Management
Tallahassee,
Florida
| – | -$10K | -800 | Closed |
|
|
ASN
186
Advisory Services Network
Atlanta,
Georgia
| – | -$4.55K | -284 | Closed |
|
IMO Hedge Fund Activity: Q4 2020 in Review
169 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Imperial Oil (IMO) for Q4 2020, worth a combined $3.07B — up 63% from $1.88B a quarter earlier.
Buyers outnumbered sellers: 19 funds opened new IMO positions and 18 closed out — a net gain of 1 holder — while 49 added to existing stakes and 65 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $37.4M. The largest seller was Fidelity International, cutting an estimated $14.4M.
- 169 institutional investors held Imperial Oil (IMO) as of Q4 2020, down from 170 in Q3 2020.
- Funds reported $3.07B of Imperial Oil stock for Q4 2020, up 63% quarter-over-quarter.
- 19 funds opened new Imperial Oil positions in Q4 2020 and 18 closed out, a net change of +1 holder.
- The largest Imperial Oil buyer in Q4 2020 was Fidelity Investments, an estimated $37.4M added.
- The largest Imperial Oil seller in Q4 2020 was Fidelity International, an estimated $14.4M sold.
Based on aggregated 13F filings for Q4 2020.