Imperial Oil
188 hedge funds and large institutions have $3.75B invested in Imperial Oil in 2019 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 59 increasing their positions, 74 reducing their positions, and 23 closing their positions.
1% more capital invested
Capital invested by funds: $3.7B → $3.75B (+$48.6M)
0.21% more ownership
Funds ownership: 18.6% → 18.82% (+0.21%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
5% less funds holding
Funds holding: 198 → 188 (-10)
17% less first-time investments, than exits
New positions opened: 19 | Existing positions closed: 23
20% less repeat investments, than reductions
Existing positions increased: 59 | Existing positions reduced: 74
66% less call options, than puts
Call options by funds: $223K | Put options by funds: $652K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Artisan Partners
Milwaukee,
Wisconsin
|
+$22M |
| 2 |
CCP
Caymus Capital Partners
The Woodlands,
Texas
|
+$17.7M |
| 3 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$15.1M |
| 4 |
American Century Companies
Kansas City,
Missouri
|
+$9.65M |
| 5 |
First Eagle Investment Management
New York
|
+$8.18M |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
201
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$264K | -10,432 | Closed |
|
202
Creative Planning
Overland Park,
Kansas
| – | -$246K | -9,442 | Closed |
|
|
RJA
203
Raymond James & Associates
St Petersburg,
Florida
| – | -$215K | -8,255 | Closed |
|
|
CSS
204
Cubist Systematic Strategies
Stamford,
Connecticut
| – | -$198K | -7,600 | Closed |
|
205
Nomura Asset Management
Tokyo,
Japan
| – | -$43K | -1,646 | Closed |
|
|
BGIM
206
Brandywine Global Investment Management
Philadelphia,
Pennsylvania
| – | -$9K | -353 | Closed |
|
|
TCOV
207
Trust Company of Vermont
Brattleboro,
Vermont
| – | -$2K | -88 | Closed |
|
208
Rockefeller Capital Management
New York
| – | -$2K | -72 | Closed |
|
209
UBS AM
Chicago,
Illinois
| – | -$807 | -31 | Closed |
|
|
AS
210
Altshuler Shaham
Tel Aviv,
Israel
| – | +$25 | +1 | +9% |
|
|
GWS
211
Glassman Wealth Services
Vienna,
Virginia
| – | +$228 | +9 | New |
|
IMO Hedge Fund Activity: Q4 2019 in Review
188 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Imperial Oil (IMO) for Q4 2019, worth a combined $3.75B — up 1.3% from $3.7B a quarter earlier.
Sellers outnumbered buyers: 23 funds closed out of IMO and 19 opened new positions — a net loss of 4 holders — while 74 trimmed existing stakes and 59 added.
The largest buyer was Artisan Partners, adding an estimated $22M. The largest seller was Mackenzie Financial, cutting an estimated $33.7M.
- 188 institutional investors held Imperial Oil (IMO) as of Q4 2019, down from 198 in Q3 2019.
- Funds reported $3.75B of Imperial Oil stock for Q4 2019, up 1.3% quarter-over-quarter.
- 19 funds opened new Imperial Oil positions in Q4 2019 and 23 closed out, a net change of -4 holders.
- The largest Imperial Oil buyer in Q4 2019 was Artisan Partners, an estimated $22M added.
- The largest Imperial Oil seller in Q4 2019 was Mackenzie Financial, an estimated $33.7M sold.
Based on aggregated 13F filings for Q4 2019.