Imperial Oil
177 hedge funds and large institutions have $1.8B invested in Imperial Oil in 2020 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 53 increasing their positions, 66 reducing their positions, and 36 closing their positions.
292% more call options, than puts
Call options by funds: $3.4M | Put options by funds: $867K
2.74% more ownership
Funds ownership: 18.82% → 21.56% (+2.7%)
6% less funds holding
Funds holding: 188 → 177 (-11)
17% less first-time investments, than exits
New positions opened: 30 | Existing positions closed: 36
20% less repeat investments, than reductions
Existing positions increased: 53 | Existing positions reduced: 66
52% less capital invested
Capital invested by funds: $3.75B → $1.8B (-$1.95B)
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity International
Hamilton,
Bermuda
|
+$251M |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$143M |
| 3 |
Artisan Partners
Milwaukee,
Wisconsin
|
+$75.6M |
| 4 |
HCM
Heathbridge Capital Management
Toronto,
Ontario, Canada
|
+$29.8M |
| 5 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$21.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Norges Bank
Oslo,
Norway
|
-$55.2M |
| 2 |
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
-$32.3M |
| 3 |
CP
Cumberland Partners
Toronto,
Ontario, Canada
|
-$25.2M |
| 4 |
CCP
Caymus Capital Partners
The Woodlands,
Texas
|
-$25.2M |
| 5 |
TD Asset Management
Toronto,
Ontario, Canada
|
-$25M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
201
BlackRock
New York
| – | -$110K | -4,170 | Closed |
|
|
CB
202
Community Bank
Dewitt,
New York
| – | -$95K | -3,600 | Closed |
|
203
Simplex Trading
Chicago,
Illinois
| – | -$32K | -1,532 | Closed |
|
|
AIM
204
Aigen Investment Management
New York
| – | -$30K | -1,144 | Closed |
|
|
BAM
205
Barrett Asset Management
New York
| – | -$27K | -1,017 | Closed |
|
|
NCM
206
New Capital Management
Houston,
Texas
| – | -$12K | -460 | Closed |
|
|
FRA
207
Front Row Advisors
Tiburon,
California
| – | -$3K | -118 | Closed |
|
|
PWMG
208
Prestige Wealth Management Group
Flemington,
New Jersey
| – | -$2K | -87 | Closed |
|
|
WCM
209
Wealthcare Capital Management
Richmond,
Virginia
| – | -$2K | -78 | Closed |
|
|
EW
210
Evoke Wealth
Los Angeles,
California
| – | -$132 | -5 | Closed |
|
IMO Hedge Fund Activity: Q1 2020 in Review
177 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Imperial Oil (IMO) for Q1 2020, worth a combined $1.8B — down 52% from $3.75B a quarter earlier.
Sellers outnumbered buyers: 36 funds closed out of IMO and 30 opened new positions — a net loss of 6 holders — while 66 trimmed existing stakes and 53 added.
The largest buyer was Fidelity International, adding an estimated $251M. The largest seller was Norges Bank, cutting an estimated $55.2M.
- 177 institutional investors held Imperial Oil (IMO) as of Q1 2020, down from 188 in Q4 2019.
- Funds reported $1.8B of Imperial Oil stock for Q1 2020, down 52% quarter-over-quarter.
- 30 funds opened new Imperial Oil positions in Q1 2020 and 36 closed out, a net change of -6 holders.
- The largest Imperial Oil buyer in Q1 2020 was Fidelity International, an estimated $251M added.
- The largest Imperial Oil seller in Q1 2020 was Norges Bank, an estimated $55.2M sold.
Based on aggregated 13F filings for Q1 2020.