Imperial Oil
228 hedge funds and large institutions have $7.61B invested in Imperial Oil in 2014 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 72 increasing their positions, 83 reducing their positions, and 14 closing their positions.
238% more call options, than puts
Call options by funds: $26.1M | Put options by funds: $7.75M
93% more first-time investments, than exits
New positions opened: 27 | Existing positions closed: 14
20% more capital invested
Capital invested by funds: $6.33B → $7.61B (+$1.28B)
5% more funds holding
Funds holding: 217 → 228 (+11)
0.87% more ownership
Funds ownership: 16.16% → 17.04% (+0.87%)
13% less repeat investments, than reductions
Existing positions increased: 72 | Existing positions reduced: 83
14% less funds holding in top 10
Funds holding in top 10: 7 → 6 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
+$196M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$191M |
| 3 |
Norges Bank
Oslo,
Norway
|
+$188M |
| 4 |
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
+$41.5M |
| 5 |
PC
Polar Capital
London,
United Kingdom
|
+$29.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BAM
Burgundy Asset Management
Toronto,
Ontario, Canada
|
-$95.9M |
| 2 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$50.9M |
| 3 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
-$34.3M |
| 4 |
American Century Companies
Kansas City,
Missouri
|
-$24.2M |
| 5 |
HSBC Holdings
London,
United Kingdom
|
-$20.1M |
IMO Hedge Fund Activity: Q2 2014 in Review
228 of the 3,480 institutional investors tracked by Wall St. Rank reported a position in Imperial Oil (IMO) for Q2 2014, worth a combined $7.61B — up 20% from $6.33B a quarter earlier.
Buyers outnumbered sellers: 27 funds opened new IMO positions and 14 closed out — a net gain of 13 holders — while 72 added to existing stakes and 83 trimmed.
The largest buyer was Wellington Management Group, adding an estimated $196M. The largest seller was Burgundy Asset Management, exiting entirely with an estimated $95.9M sold.
- 228 institutional investors held Imperial Oil (IMO) as of Q2 2014, up from 217 in Q1 2014.
- Funds reported $7.61B of Imperial Oil stock for Q2 2014, up 20% quarter-over-quarter.
- 27 funds opened new Imperial Oil positions in Q2 2014 and 14 closed out, a net change of +13 holders.
- The largest Imperial Oil buyer in Q2 2014 was Wellington Management Group, an estimated $196M added.
- The largest Imperial Oil seller in Q2 2014 was Burgundy Asset Management, an estimated $95.9M sold.
Based on aggregated 13F filings for Q2 2014.