Imperial Oil
186 hedge funds and large institutions have $4.92B invested in Imperial Oil in 2017 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 54 increasing their positions, 65 reducing their positions, and 23 closing their positions.
11% more capital invested
Capital invested by funds: $4.42B → $4.92B (+$499M)
0.37% more ownership
Funds ownership: 17.82% → 18.18% (+0.37%)
0% more first-time investments, than exits
New positions opened: 23 | Existing positions closed: 23
1% less funds holding
Funds holding: 188 → 186 (-2)
17% less repeat investments, than reductions
Existing positions increased: 54 | Existing positions reduced: 65
61% less call options, than puts
Call options by funds: $823K | Put options by funds: $2.13M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Artisan Partners
Milwaukee,
Wisconsin
|
+$139M |
| 2 |
First Eagle Investment Management
New York
|
+$83M |
| 3 |
Schroder Investment Management Group
London,
United Kingdom
|
+$24.1M |
| 4 |
TD Asset Management
Toronto,
Ontario, Canada
|
+$18.7M |
| 5 |
American Century Companies
Kansas City,
Missouri
|
+$8.86M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$89.4M |
| 2 |
Toronto Dominion Bank
Toronto, Ontario,
Ontario, Canada
|
-$22M |
| 3 |
Mawer Investment Management
Calgary,
Alberta, Canada
|
-$12.8M |
| 4 |
AIMCA
Alberta Investment Management Corp (AIMCo)
Edmonton,
Alberta, Canada
|
-$11.6M |
| 5 |
1832 Asset Management
Toronto,
Ontario, Canada
|
-$11.3M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
201
Creative Planning
Overland Park,
Kansas
| – | -$110K | -3,764 | Closed |
|
|
ST
202
Spot Trading
Chicago,
Illinois
| – | -$96K | -3,296 | Closed |
|
|
LWCFA
203
Loring Wolcott & Coolidge Fiduciary Advisors
Boston,
Massachusetts
| – | -$34K | -1,200 | Closed |
|
|
OIA
204
OneDigital Investment Advisors
Overland Park,
Kansas
| – | -$34K | -1,171 | Closed |
|
|
CSS
205
Cubist Systematic Strategies
Stamford,
Connecticut
| – | -$28K | -967 | Closed |
|
|
MIC
206
MU Investments Company
Tokyo,
Japan
| – | -$20.8K | -700 | Closed |
|
|
DADC
207
D.A. Davidson & Co
Great Falls,
Montana
| – | -$6K | -206 | Closed |
|
208
AssetMark Inc
Concord,
California
| – | +$297 | +10 | New |
|
|
WAP
209
Wealthcare Advisory Partners
West Chester,
Pennsylvania
| – | +$446 | +15 | New |
|
IMO Hedge Fund Activity: Q3 2017 in Review
186 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Imperial Oil (IMO) for Q3 2017, worth a combined $4.92B — up 11% from $4.42B a quarter earlier.
Fund positioning in IMO was balanced in Q3 2017: 23 funds opened new positions, 23 closed out, 54 added to existing stakes and 65 trimmed.
The largest buyer was Artisan Partners, adding an estimated $139M. The largest seller was Fidelity Investments, cutting an estimated $89.4M.
- 186 institutional investors held Imperial Oil (IMO) as of Q3 2017, down from 188 in Q2 2017.
- Funds reported $4.92B of Imperial Oil stock for Q3 2017, up 11% quarter-over-quarter.
- 23 funds opened new Imperial Oil positions in Q3 2017 and 23 closed out, a net change of 0 holders.
- The largest Imperial Oil buyer in Q3 2017 was Artisan Partners, an estimated $139M added.
- The largest Imperial Oil seller in Q3 2017 was Fidelity Investments, an estimated $89.4M sold.
Based on aggregated 13F filings for Q3 2017.