Imperial Oil
192 hedge funds and large institutions have $4.58B invested in Imperial Oil in 2016 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 69 increasing their positions, 66 reducing their positions, and 20 closing their positions.
5% more repeat investments, than reductions
Existing positions increased: 69 | Existing positions reduced: 66
0.32% more ownership
Funds ownership: 16.92% → 17.24% (+0.32%)
1% less capital invested
Capital invested by funds: $4.61B → $4.58B (-$25M)
2% less funds holding
Funds holding: 196 → 192 (-4)
11% less call options, than puts
Call options by funds: $3.44M | Put options by funds: $3.87M
15% less first-time investments, than exits
New positions opened: 17 | Existing positions closed: 20
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Mawer Investment Management
Calgary,
Alberta, Canada
|
+$78.6M |
| 2 |
American Century Companies
Kansas City,
Missouri
|
+$32.2M |
| 3 |
Connor, Clark & Lunn Investment Management (CC&L)
Vancouver,
British Columbia, Canada
|
+$28.8M |
| 4 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$25.3M |
| 5 |
Ninety One (UK)
London,
United Kingdom
|
+$19M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
-$102M |
| 2 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
-$17.1M |
| 3 |
Goldman Sachs
New York
|
-$16.6M |
| 4 |
EAM
EverPoint Asset Management
Stamford,
Connecticut
|
-$10.2M |
| 5 |
Mackenzie Financial
Toronto Ontario,
Ontario, Canada
|
-$8.12M |
IMO Hedge Fund Activity: Q3 2016 in Review
192 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Imperial Oil (IMO) for Q3 2016, worth a combined $4.58B — down 0.54% from $4.61B a quarter earlier.
Sellers outnumbered buyers: 20 funds closed out of IMO and 17 opened new positions — a net loss of 3 holders — while 66 trimmed existing stakes and 69 added.
The largest buyer was Mawer Investment Management, opening a new position worth an estimated $78.6M. The largest seller was Wellington Management Group, cutting an estimated $102M.
- 192 institutional investors held Imperial Oil (IMO) as of Q3 2016, down from 196 in Q2 2016.
- Funds reported $4.58B of Imperial Oil stock for Q3 2016, down 0.54% quarter-over-quarter.
- 17 funds opened new Imperial Oil positions in Q3 2016 and 20 closed out, a net change of -3 holders.
- The largest Imperial Oil buyer in Q3 2016 was Mawer Investment Management, an estimated $78.6M added.
- The largest Imperial Oil seller in Q3 2016 was Wellington Management Group, an estimated $102M sold.
Based on aggregated 13F filings for Q3 2016.