Imperial Oil
185 hedge funds and large institutions have $3.69B invested in Imperial Oil in 2021 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 61 increasing their positions, 55 reducing their positions, and 10 closing their positions.
180% more first-time investments, than exits
New positions opened: 28 | Existing positions closed: 10
35% more call options, than puts
Call options by funds: $2.13M | Put options by funds: $1.58M
20% more capital invested
Capital invested by funds: $3.07B → $3.69B (+$615M)
11% more repeat investments, than reductions
Existing positions increased: 61 | Existing positions reduced: 55
9% more funds holding
Funds holding: 169 → 185 (+16)
1.18% less ownership
Funds ownership: 21.8% → 20.62% (-1.2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$84.6M |
| 2 |
Connor, Clark & Lunn Investment Management (CC&L)
Vancouver,
British Columbia, Canada
|
+$26.8M |
| 3 |
D.E. Shaw & Co
New York
|
+$16.4M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$15.1M |
| 5 |
Balyasny Asset Management
Chicago,
Illinois
|
+$14.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity International
Hamilton,
Bermuda
|
-$311M |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$52.1M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$26.1M |
| 4 |
Artisan Partners
Milwaukee,
Wisconsin
|
-$7.82M |
| 5 |
TAM
Tocqueville Asset Management
New York
|
-$5.97M |
IMO Hedge Fund Activity: Q1 2021 in Review
185 of the 5,711 institutional investors tracked by Wall St. Rank reported a position in Imperial Oil (IMO) for Q1 2021, worth a combined $3.69B — up 20% from $3.07B a quarter earlier.
Buyers outnumbered sellers: 28 funds opened new IMO positions and 10 closed out — a net gain of 18 holders — while 61 added to existing stakes and 55 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $84.6M. The largest seller was Fidelity International, cutting an estimated $311M.
- 185 institutional investors held Imperial Oil (IMO) as of Q1 2021, up from 169 in Q4 2020.
- Funds reported $3.69B of Imperial Oil stock for Q1 2021, up 20% quarter-over-quarter.
- 28 funds opened new Imperial Oil positions in Q1 2021 and 10 closed out, a net change of +18 holders.
- The largest Imperial Oil buyer in Q1 2021 was Fidelity Investments, an estimated $84.6M added.
- The largest Imperial Oil seller in Q1 2021 was Fidelity International, an estimated $311M sold.
Based on aggregated 13F filings for Q1 2021.