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Imperial Oil

271 hedge funds and large institutions have $5.95B invested in Imperial Oil in 2022 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 78 increasing their positions, 112 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

108% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 25

15% more capital invested

Capital invested by funds: $5.18B → $5.95B (+$771M)

8% more funds holding

Funds holding: 251271 (+20)

1.03% more ownership

Funds ownership: 19.34%20.37% (+1%)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

27% less call options, than puts

Call options by funds: $31.1M | Put options by funds: $42.4M

30% less repeat investments, than reductions

Existing positions increased: 78 | Existing positions reduced: 112

Holders
271
Holders Change
+20
Holders Change %
+7.97%
% of All Funds
4.36%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
52
Increased
78
Reduced
112
Closed
25
Calls
$31.1M
Puts
$42.4M
Net Calls
-$11.3M
Net Calls Change
-$16.8M
Name Holding Trade Value Shares
Change
Change in
Stake
First Eagle Investment Management
1
First Eagle Investment Management
New York
$1.17B -$37.9M -734,815 -3%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$1.15B +$26.3M +510,153 +2%
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$495M -$4.47M -86,741 -0.8%
Vanguard Group
4
Vanguard Group
Pennsylvania
$328M -$3.24M -62,890 -0.9%
Bank of Montreal
5
Bank of Montreal
Ontario, Canada
$277M +$114M +2,218,736 +65%
Artisan Partners
6
Artisan Partners
Wisconsin
$218M -$95.5M -1,852,831 -29%
Fidelity International
7
Fidelity International
Bermuda
$170M +$98.7M +1,916,271 +122%
Morgan Stanley
8
Morgan Stanley
New York
$125M +$63M +1,223,456 +92%
Connor, Clark & Lunn Investment Management (CC&L)
9
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$120M +$14.1M +274,075 +13%
T. Rowe Price Associates
10
T. Rowe Price Associates
Maryland
$112M -$2.77M -53,835 -2%
Bank of Nova Scotia
11
Bank of Nova Scotia
Ontario, Canada
$110M +$1.13M +21,965 +1%
Amundi
12
Amundi
France
$78.1M +$30.6M +594,260 +74%
State Farm Mutual Automobile Insurance
13
State Farm Mutual Automobile Insurance
Illinois
$74.3M
Manulife (Manufacturers Life Insurance)
14
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$69.3M -$3.26M -63,335 -4%
National Bank of Canada
15
National Bank of Canada
Quebec, Canada
$61.7M +$47M +912,770 +258%
JP Morgan Chase
16
JP Morgan Chase
New York
$59.1M +$21.3M +413,188 +52%
Bank of America
17
Bank of America
North Carolina
$57.5M -$9.74M -189,094 -14%
CIBC World Market
18
CIBC World Market
Ontario, Canada
$57.1M -$5.8M -112,531 -9%
GQG Partners
19
GQG Partners
Florida
$56.3M -$198M -3,843,090 -77%
Legal & General Group
20
Legal & General Group
United Kingdom
$56.2M +$288K +5,596 +0.5%
Mackenzie Financial
21
Mackenzie Financial
Ontario, Canada
$49.1M +$6.7M +130,093 +15%
Swiss National Bank
22
Swiss National Bank
Switzerland
$45.8M -$5.86M -113,700 -11%
TD Asset Management
23
TD Asset Management
Ontario, Canada
$44.2M -$12.7M -246,696 -21%
TPM
24
Triasima Portfolio Management
Quebec, Canada
$38.3M -$1.58M -30,645 -4%
Toronto Dominion Bank
25
Toronto Dominion Bank
Ontario, Canada
$36.7M -$14.2M -275,092 -27%

IMO Hedge Fund Activity: Q4 2022 in Review

271 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Imperial Oil (IMO) for Q4 2022, worth a combined $5.95B — up 15% from $5.18B a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new IMO positions and 25 closed out — a net gain of 27 holders — while 78 added to existing stakes and 112 trimmed.

The largest buyer was Bank of Montreal, adding an estimated $114M. The largest seller was GQG Partners, cutting an estimated $198M.

  • 271 institutional investors held Imperial Oil (IMO) as of Q4 2022, up from 251 in Q3 2022.
  • Funds reported $5.95B of Imperial Oil stock for Q4 2022, up 15% quarter-over-quarter.
  • 52 funds opened new Imperial Oil positions in Q4 2022 and 25 closed out, a net change of +27 holders.
  • The largest Imperial Oil buyer in Q4 2022 was Bank of Montreal, an estimated $114M added.
  • The largest Imperial Oil seller in Q4 2022 was GQG Partners, an estimated $198M sold.

Based on aggregated 13F filings for Q4 2022.