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Imperial Oil

248 hedge funds and large institutions have $6.59B invested in Imperial Oil in 2022 Q1 according to their latest regulatory filings, with 62 funds opening new positions, 73 increasing their positions, 79 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

170% more first-time investments, than exits

New positions opened: 62 | Existing positions closed: 23

164% more call options, than puts

Call options by funds: $43.4M | Put options by funds: $16.4M

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

34% more capital invested

Capital invested by funds: $4.91B → $6.59B (+$1.69B)

18% more funds holding

Funds holding: 211248 (+37)

0.74% more ownership

Funds ownership: 19.69%20.42% (+0.74%)

8% less repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 79

Holders
248
Holders Change
+37
Holders Change %
+17.54%
% of All Funds
3.91%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
62
Increased
73
Reduced
79
Closed
23
Calls
$43.4M
Puts
$16.4M
Net Calls
+$27M
Net Calls Change
+$14.2M
Name Holding Trade Value Shares
Change
Change in
Stake
First Eagle Investment Management
1
First Eagle Investment Management
New York
$1.19B -$2.64M -61,638 -0.2%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$735M +$140M +3,252,622 +27%
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$558M -$150M -3,484,656 -23%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$518M -$2.61M -60,816 -0.6%
Artisan Partners
5
Artisan Partners
Wisconsin
$511M -$576M -13,430,617 -56%
GQG Partners
6
GQG Partners
Florida
$366M +$324M +7,550,327 New
Vanguard Group
7
Vanguard Group
Pennsylvania
$342M +$4.72M +109,916 +2%
Bank of Montreal
8
Bank of Montreal
Ontario, Canada
$169M -$23M -535,605 -13%
Connor, Clark & Lunn Investment Management (CC&L)
9
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$113M +$42.7M +995,775 +74%
Bank of Nova Scotia
10
Bank of Nova Scotia
Ontario, Canada
$105M -$1.77M -41,268 -2%
Millennium Management
11
Millennium Management
New York
$87.3M +$52.1M +1,215,258 +207%
State Farm Mutual Automobile Insurance
12
State Farm Mutual Automobile Insurance
Illinois
$73.7M
Goldman Sachs
13
Goldman Sachs
New York
$72.7M +$39.1M +911,333 +153%
Toronto Dominion Bank
14
Toronto Dominion Bank
Ontario, Canada
$72.2M -$5.34M -124,422 -8%
CIBC World Market
15
CIBC World Market
Ontario, Canada
$70.5M -$17.4M -405,599 -22%
Jane Street
16
Jane Street
New York
$69.3M +$54.1M +1,260,461 +730%
TD Asset Management
17
TD Asset Management
Ontario, Canada
$66.8M -$3.23M -75,371 -5%
Morgan Stanley
18
Morgan Stanley
New York
$60.6M +$4.42M +102,934 +9%
Dimensional Fund Advisors
19
Dimensional Fund Advisors
Texas
$57.5M -$1.99M -46,357 -4%
Ameriprise
20
Ameriprise
Minnesota
$55.1M -$1.72M -40,195 -3%
Legal & General Group
21
Legal & General Group
United Kingdom
$54.7M -$563K -13,116 -1%
Swiss National Bank
22
Swiss National Bank
Switzerland
$52.3M +$4.77M +111,200 +11%
D.E. Shaw & Co
23
D.E. Shaw & Co
New York
$50.4M -$27.5M -639,922 -38%
TPM
24
Triasima Portfolio Management
Quebec, Canada
$49.6M -$7.27M -169,482 -14%
Bank of America
25
Bank of America
North Carolina
$45.8M +$10.3M +239,620 +34%

IMO Hedge Fund Activity: Q1 2022 in Review

248 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Imperial Oil (IMO) for Q1 2022, worth a combined $6.59B — up 34% from $4.91B a quarter earlier.

Buyers outnumbered sellers: 62 funds opened new IMO positions and 23 closed out — a net gain of 39 holders — while 73 added to existing stakes and 79 trimmed.

The largest buyer was GQG Partners, opening a new position worth an estimated $324M. The largest seller was Artisan Partners, cutting an estimated $576M.

  • 248 institutional investors held Imperial Oil (IMO) as of Q1 2022, up from 211 in Q4 2021.
  • Funds reported $6.59B of Imperial Oil stock for Q1 2022, up 34% quarter-over-quarter.
  • 62 funds opened new Imperial Oil positions in Q1 2022 and 23 closed out, a net change of +39 holders.
  • The largest Imperial Oil buyer in Q1 2022 was GQG Partners, an estimated $324M added.
  • The largest Imperial Oil seller in Q1 2022 was Artisan Partners, an estimated $576M sold.

Based on aggregated 13F filings for Q1 2022.