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Imperial Oil

185 hedge funds and large institutions have $3.68B invested in Imperial Oil in 2021 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 61 increasing their positions, 55 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

180% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 10

35% more call options, than puts

Call options by funds: $2.13M | Put options by funds: $1.58M

20% more capital invested

Capital invested by funds: $3.07B → $3.68B (+$614M)

11% more repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 55

9% more funds holding

Funds holding: 169185 (+16)

1.18% less ownership

Funds ownership: 21.8%20.62% (-1.2%)

Holders
185
Holders Change
+16
Holders Change %
+9.47%
% of All Funds
3.25%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
28
Increased
61
Reduced
55
Closed
10
Calls
$2.13M
Puts
$1.58M
Net Calls
+$547K
Net Calls Change
-$545K
Name Holding Trade Value Shares
Change
Change in
Stake
APA
176
American Portfolios Advisors
New York
$4.84K
MGIM
177
M&G Investment Management
United Kingdom
$4.12K -$2.67K -121 -0.1%
EFSCE
178
Enterprise Financial Services Corp (EFSC)
Missouri
$4K
GWS
179
Glassman Wealth Services
Virginia
$3K +$397 +18 +21%
EW
180
Evoke Wealth
California
$2K
PFGIA
181
Patriot Financial Group Insurance Agency
Massachusetts
$2K +$2.21K +100 New
TWA
182
TCI Wealth Advisors
Arizona
$1K -$108K -4,911 -99%
EARNEST Partners
183
EARNEST Partners
Georgia
$1K
MWP
184
Meridian Wealth Partners
Pennsylvania
$1K +$1.06K +48 New
Mitsubishi UFJ Trust & Banking
185
Mitsubishi UFJ Trust & Banking
Japan
-$2.86M -151,209 Closed
EAM
186
Eagle Asset Management
Florida
-$1.5M -78,780 Closed
IMCOOI
187
Investment Management Corp of Ontario (IMCO)
Canada
-$1.23M -64,406 Closed
SEI Investments
188
SEI Investments
Pennsylvania
-$343K -18,000 Closed
CCIA
189
Campbell & Co Investment Adviser
Maryland
-$208K -10,919 Closed
PAM
190
Paradigm Asset Management
New York
-$40.7K -2,140 Closed
AWM
191
Accel Wealth Management
Iowa
-$2K -100 Closed
ABC
192
Associated Banc-Corp
Wisconsin
-$2K -98 Closed
Rockefeller Capital Management
193
Rockefeller Capital Management
New York
-$1K -69 Closed
PWPS
194
Pinnacle Wealth Planning Services
Ohio
-$1K -68 Closed

IMO Hedge Fund Activity: Q1 2021 in Review

185 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Imperial Oil (IMO) for Q1 2021, worth a combined $3.68B — up 20% from $3.07B a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new IMO positions and 10 closed out — a net gain of 18 holders — while 61 added to existing stakes and 55 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $84.6M. The largest seller was Fidelity International, cutting an estimated $311M.

  • 185 institutional investors held Imperial Oil (IMO) as of Q1 2021, up from 169 in Q4 2020.
  • Funds reported $3.68B of Imperial Oil stock for Q1 2021, up 20% quarter-over-quarter.
  • 28 funds opened new Imperial Oil positions in Q1 2021 and 10 closed out, a net change of +18 holders.
  • The largest Imperial Oil buyer in Q1 2021 was Fidelity Investments, an estimated $84.6M added.
  • The largest Imperial Oil seller in Q1 2021 was Fidelity International, an estimated $311M sold.

Based on aggregated 13F filings for Q1 2021.