Imperial Oil
IMO
199 hedge funds and large institutions have $5.43B invested in Imperial Oil in 2013 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 68 increasing their positions, 67 reducing their positions, and 21 closing their positions.
67% more funds holding in top 10
Funds holding in top 10: 3 → 5 (+2)
21% more capital invested
Capital invested by funds: $4.48B → $5.43B (+$950M)
17% more call options, than puts
Call options by funds: $35.8M | Put options by funds: $30.6M
14% more first-time investments, than exits
New positions opened: 24 | Existing positions closed: 21
1% more repeat investments, than reductions
Existing positions increased: 68 | Existing positions reduced: 67
0.86% more ownership
Funds ownership: 13.81% → 14.67% (+0.86%)
0% more funds holding
Funds holding: 199 → 199 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Artisan Partners
Milwaukee,
Wisconsin
|
+$140M |
| 2 |
Mawer Investment Management
Calgary,
Alberta, Canada
|
+$82.8M |
| 3 |
H
Hexavest
Montreal,
Quebec, Canada
|
+$64.2M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
+$53.6M |
| 5 |
Wellington Management Group
Boston,
Massachusetts
|
+$50.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TCM
Tetrem Capital Management
Winnipeg,
Manitoba, Canada
|
-$27.8M |
| 2 |
Renaissance Technologies
New York
|
-$18.7M |
| 3 |
Canada Life
Winnipeg,
Manitoba, Canada
|
-$16.5M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$15.8M |
| 5 |
1832 Asset Management
Toronto,
Ontario, Canada
|
-$15.7M |
IMO Hedge Fund Activity: Q3 2013 in Review
199 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in Imperial Oil (IMO) for Q3 2013, worth a combined $5.43B — up 21% from $4.48B a quarter earlier.
Buyers outnumbered sellers: 24 funds opened new IMO positions and 21 closed out — a net gain of 3 holders — while 68 added to existing stakes and 67 trimmed.
The largest buyer was Artisan Partners, adding an estimated $140M. The largest seller was Tetrem Capital Management, exiting entirely with an estimated $27.8M sold.
- 199 institutional investors held Imperial Oil (IMO) as of Q3 2013, unchanged from Q2 2013.
- Funds reported $5.43B of Imperial Oil stock for Q3 2013, up 21% quarter-over-quarter.
- 24 funds opened new Imperial Oil positions in Q3 2013 and 21 closed out, a net change of +3 holders.
- The largest Imperial Oil buyer in Q3 2013 was Artisan Partners, an estimated $140M added.
- The largest Imperial Oil seller in Q3 2013 was Tetrem Capital Management, an estimated $27.8M sold.
Based on aggregated 13F filings for Q3 2013.