Imperial Oil
IMO
213 hedge funds and large institutions have $5.88B invested in Imperial Oil in 2015 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 83 increasing their positions, 79 reducing their positions, and 30 closing their positions.
518% more call options, than puts
Call options by funds: $20.8M | Put options by funds: $3.37M
5% more repeat investments, than reductions
Existing positions increased: 83 | Existing positions reduced: 79
0.24% more ownership
Funds ownership: 17.12% → 17.36% (+0.24%)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
6% less capital invested
Capital invested by funds: $6.26B → $5.88B (-$387M)
7% less funds holding
Funds holding: 229 → 213 (-16)
43% less first-time investments, than exits
New positions opened: 17 | Existing positions closed: 30
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
+$131M |
| 2 |
American Century Companies
Kansas City,
Missouri
|
+$126M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$12.7M |
| 4 |
AIMCA
Alberta Investment Management Corp (AIMCo)
Edmonton,
Alberta, Canada
|
+$11M |
| 5 |
HL
Harding Loevner
Bridgewater,
New Jersey
|
+$10.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
-$94.9M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$40.6M |
| 3 |
Mackenzie Financial
Toronto Ontario,
Ontario, Canada
|
-$19.9M |
| 4 |
Artisan Partners
Milwaukee,
Wisconsin
|
-$13.1M |
| 5 |
Bank of New York Mellon
New York
|
-$8.89M |
IMO Hedge Fund Activity: Q1 2015 in Review
213 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Imperial Oil (IMO) for Q1 2015, worth a combined $5.88B — down 6.2% from $6.26B a quarter earlier.
Sellers outnumbered buyers: 30 funds closed out of IMO and 17 opened new positions — a net loss of 13 holders — while 79 trimmed existing stakes and 83 added.
The largest buyer was Vanguard Group, opening a new position worth an estimated $131M. The largest seller was Wellington Management Group, cutting an estimated $94.9M.
- 213 institutional investors held Imperial Oil (IMO) as of Q1 2015, down from 229 in Q4 2014.
- Funds reported $5.88B of Imperial Oil stock for Q1 2015, down 6.2% quarter-over-quarter.
- 17 funds opened new Imperial Oil positions in Q1 2015 and 30 closed out, a net change of -13 holders.
- The largest Imperial Oil buyer in Q1 2015 was Vanguard Group, an estimated $131M added.
- The largest Imperial Oil seller in Q1 2015 was Wellington Management Group, an estimated $94.9M sold.
Based on aggregated 13F filings for Q1 2015.