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Imperial Oil

260 hedge funds and large institutions have $6.23B invested in Imperial Oil in 2023 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 91 increasing their positions, 94 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

2% more capital invested

Capital invested by funds: $6.13B → $6.23B (+$96.6M)

0.2% more ownership

Funds ownership: 20.54%20.73% (+0.2%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

3% less repeat investments, than reductions

Existing positions increased: 91 | Existing positions reduced: 94

7% less first-time investments, than exits

New positions opened: 38 | Existing positions closed: 41

1% less funds holding

Funds holding: 263260 (-3)

10% less call options, than puts

Call options by funds: $35.8M | Put options by funds: $39.9M

Holders
260
Holders Change
-3
Holders Change %
-1.14%
% of All Funds
4.08%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
38
Increased
91
Reduced
94
Closed
41
Calls
$35.8M
Puts
$39.9M
Net Calls
-$4.1M
Net Calls Change
-$739K
Name Holding Trade Value Shares
Change
Change in
Stake
SC
201
Sawyer & Company
Massachusetts
$221K
TRCT
202
Tower Research Capital (TRC)
New York
$219K +$173K +3,488 +439%
XT
203
XTX Topco
Cayman Islands
$217K +$211K +4,245 New
HFP
204
Holistic Financial Partners
Indiana
$202K
QCG
205
Quadrant Capital Group
Ohio
$183K +$1.64K +33 +0.9%
VanEck Associates
206
VanEck Associates
New York
$180K +$48.4K +975 +38%
HDIM
207
Hanson & Doremus Investment Management
Vermont
$167K
SOW
208
State of Wyoming
Wyoming
$148K +$25.7K +517 +22%
IA
209
IFP Advisors
Florida
$145K +$7.06K +142 +5%
GIBU
210
Gulf International Bank (UK)
United Kingdom
$144K -$9.94K -200 -7%
EWA
211
EverSource Wealth Advisors
Alabama
$139K +$10.4K +210 +8%
UM
212
UniSuper Management
Australia
$108K +$79.5K +1,600 New
AA
213
AlphaCentric Advisors
Puerto Rico
$99.4K -$160K -3,211 -62%
BTI
214
Blue Trust Inc
Georgia
$78K -$526K -10,591 -87%
AAM
215
Advisors Asset Management
Colorado
$56.6K +$55K +1,107 New
PP
216
Pacifica Partners
Canada
$51.8K
BWP
217
Baldwin Wealth Partners
Massachusetts
$46.1K +$50 +1 +0.1%
Carson Wealth (CWM LLC)
218
Carson Wealth (CWM LLC)
Nebraska
$43K -$11.8K -238 -22%
WTA
219
Washington Trust Advisors
Massachusetts
$39.9K
LC
220
Lindbrook Capital
California
$39.2K +$2.14K +43 +6%
SWM
221
Spire Wealth Management
Virginia
$37.2K +$99 +2 +0.3%
BWM
222
Baystate Wealth Management
Massachusetts
$34.6K +$149 +3 +0.4%
AIM
223
Achmea Investment Management
Netherlands
$34K
CFGS
224
Concourse Financial Group Securities
Alabama
$30.5K +$4.92K +99 +20%
GRP
225
Global Retirement Partners
California
$26.2K +$1.59K +32 +7%

IMO Hedge Fund Activity: Q2 2023 in Review

260 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Imperial Oil (IMO) for Q2 2023, worth a combined $6.23B — up 1.6% from $6.13B a quarter earlier.

Sellers outnumbered buyers: 41 funds closed out of IMO and 38 opened new positions — a net loss of 3 holders — while 94 trimmed existing stakes and 91 added.

The largest buyer was Balyasny Asset Management, adding an estimated $90.2M. The largest seller was Arrowstreet Capital, exiting entirely with an estimated $80.4M sold.

  • 260 institutional investors held Imperial Oil (IMO) as of Q2 2023, down from 263 in Q1 2023.
  • Funds reported $6.23B of Imperial Oil stock for Q2 2023, up 1.6% quarter-over-quarter.
  • 38 funds opened new Imperial Oil positions in Q2 2023 and 41 closed out, a net change of -3 holders.
  • The largest Imperial Oil buyer in Q2 2023 was Balyasny Asset Management, an estimated $90.2M added.
  • The largest Imperial Oil seller in Q2 2023 was Arrowstreet Capital, an estimated $80.4M sold.

Based on aggregated 13F filings for Q2 2023.