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Imperial Oil

186 hedge funds and large institutions have $4.92B invested in Imperial Oil in 2017 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 54 increasing their positions, 65 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more capital invested

Capital invested by funds: $4.42B → $4.92B (+$499M)

0.37% more ownership

Funds ownership: 17.82%18.18% (+0.37%)

0% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 23

1% less funds holding

Funds holding: 188186 (-2)

17% less repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 65

61% less call options, than puts

Call options by funds: $823K | Put options by funds: $2.13M

Holders
186
Holders Change
-2
Holders Change %
-1.06%
% of All Funds
4.64%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
23
Increased
54
Reduced
65
Closed
23
Calls
$823K
Puts
$2.13M
Net Calls
-$1.3M
Net Calls Change
+$2.35M
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$854M -$89.4M -3,009,816 -10%
Artisan Partners
2
Artisan Partners
Wisconsin
$829M +$139M +4,669,993 +22%
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$484M -$3.17M -106,584 -0.7%
First Eagle Investment Management
4
First Eagle Investment Management
New York
$387M +$83M +2,793,989 +30%
American Century Companies
5
American Century Companies
Missouri
$344M +$8.86M +298,225 +3%
TD Asset Management
6
TD Asset Management
Ontario, Canada
$293M +$18.7M +628,346 +7%
Vanguard Group
7
Vanguard Group
Pennsylvania
$213M +$4.91M +165,260 +3%
Bank of Montreal
8
Bank of Montreal
Ontario, Canada
$186M +$1M +33,756 +0.6%
Norges Bank
9
Norges Bank
Norway
$131M
CIBC World Market
10
CIBC World Market
Ontario, Canada
$99.4M -$6.01M -202,351 -6%
State Farm Mutual Automobile Insurance
11
State Farm Mutual Automobile Insurance
Illinois
$96.5M
Manulife (Manufacturers Life Insurance)
12
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$68.8M -$1.62M -54,676 -2%
Mawer Investment Management
13
Mawer Investment Management
Alberta, Canada
$50.7M -$12.8M -430,312 -21%
Canada Life
14
Canada Life
Manitoba, Canada
$43.8M +$1.83M +61,749 +5%
AIMCA
15
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$41.1M -$11.6M -390,600 -27%
Legal & General Group
16
Legal & General Group
United Kingdom
$37.4M +$744K +25,032 +2%
Swiss National Bank
17
Swiss National Bank
Switzerland
$36.6M -$50.5K -1,700 -0.1%
Russell Investments Group
18
Russell Investments Group
United Kingdom
$33.3M +$7.36M +247,731 +31%
Toronto Dominion Bank
19
Toronto Dominion Bank
Ontario, Canada
$32.9M -$22M -739,042 -42%
Schroder Investment Management Group
20
Schroder Investment Management Group
United Kingdom
$32.1M +$24.1M +811,174 New
APG Asset Management
21
APG Asset Management
Netherlands
$29.9M +$3.44M +115,700 +14%
Fiera Capital (Canada)
22
Fiera Capital (Canada)
Quebec, Canada
$29.7M +$777K +26,143 +3%
Morgan Stanley
23
Morgan Stanley
New York
$27.3M +$8.43M +283,624 +50%
Sumitomo Mitsui Trust Group
24
Sumitomo Mitsui Trust Group
Japan
$26.2M -$567K -19,100 -2%
MBI
25
Montrusco Bolton Investments
Quebec, Canada
$25.3M -$9.56M -321,871 -29%

IMO Hedge Fund Activity: Q3 2017 in Review

186 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Imperial Oil (IMO) for Q3 2017, worth a combined $4.92B — up 11% from $4.42B a quarter earlier.

Fund positioning in IMO was balanced in Q3 2017: 23 funds opened new positions, 23 closed out, 54 added to existing stakes and 65 trimmed.

The largest buyer was Artisan Partners, adding an estimated $139M. The largest seller was Fidelity Investments, cutting an estimated $89.4M.

  • 186 institutional investors held Imperial Oil (IMO) as of Q3 2017, down from 188 in Q2 2017.
  • Funds reported $4.92B of Imperial Oil stock for Q3 2017, up 11% quarter-over-quarter.
  • 23 funds opened new Imperial Oil positions in Q3 2017 and 23 closed out, a net change of 0 holders.
  • The largest Imperial Oil buyer in Q3 2017 was Artisan Partners, an estimated $139M added.
  • The largest Imperial Oil seller in Q3 2017 was Fidelity Investments, an estimated $89.4M sold.

Based on aggregated 13F filings for Q3 2017.