Imperial Oil
197 hedge funds and large institutions have $4.61B invested in Imperial Oil in 2016 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 60 increasing their positions, 77 reducing their positions, and 31 closing their positions.
0.43% less ownership
Funds ownership: 17.35% → 16.92% (-0.43%)
4% less funds holding
Funds holding: 205 → 197 (-8)
7% less capital invested
Capital invested by funds: $4.93B → $4.61B (-$321M)
16% less first-time investments, than exits
New positions opened: 26 | Existing positions closed: 31
22% less repeat investments, than reductions
Existing positions increased: 60 | Existing positions reduced: 77
51% less call options, than puts
Call options by funds: $2.52M | Put options by funds: $5.11M
75% less funds holding in top 10
Funds holding in top 10: 4 → 1 (-3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
American Century Companies
Kansas City,
Missouri
|
+$105M |
| 2 |
First Eagle Investment Management
New York
|
+$55.4M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$21.8M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$17.9M |
| 5 |
AIMCA
Alberta Investment Management Corp (AIMCo)
Edmonton,
Alberta, Canada
|
+$17.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
-$96.4M |
| 2 |
Mawer Investment Management
Calgary,
Alberta, Canada
|
-$76.2M |
| 3 |
HL
Harding Loevner
Bridgewater,
New Jersey
|
-$57.2M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
-$48.8M |
| 5 |
CIBC Asset Management
Toronto,
Ontario, Canada
|
-$30.7M |
IMO Hedge Fund Activity: Q2 2016 in Review
197 of the 3,756 institutional investors tracked by Wall St. Rank reported a position in Imperial Oil (IMO) for Q2 2016, worth a combined $4.61B — down 6.5% from $4.93B a quarter earlier.
Sellers outnumbered buyers: 31 funds closed out of IMO and 26 opened new positions — a net loss of 5 holders — while 77 trimmed existing stakes and 60 added.
The largest buyer was American Century Companies, adding an estimated $105M. The largest seller was Wellington Management Group, cutting an estimated $96.4M.
- 197 institutional investors held Imperial Oil (IMO) as of Q2 2016, down from 205 in Q1 2016.
- Funds reported $4.61B of Imperial Oil stock for Q2 2016, down 6.5% quarter-over-quarter.
- 26 funds opened new Imperial Oil positions in Q2 2016 and 31 closed out, a net change of -5 holders.
- The largest Imperial Oil buyer in Q2 2016 was American Century Companies, an estimated $105M added.
- The largest Imperial Oil seller in Q2 2016 was Wellington Management Group, an estimated $96.4M sold.
Based on aggregated 13F filings for Q2 2016.