Imperial Oil
263 hedge funds and large institutions have $6.13B invested in Imperial Oil in 2023 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 98 increasing their positions, 86 reducing their positions, and 37 closing their positions.
14% more repeat investments, than reductions
Existing positions increased: 98 | Existing positions reduced: 86
3% more capital invested
Capital invested by funds: $5.95B → $6.13B (+$182M)
0.39% more ownership
Funds ownership: 20.15% → 20.54% (+0.39%)
5% less first-time investments, than exits
New positions opened: 35 | Existing positions closed: 37
9% less call options, than puts
Call options by funds: $34.5M | Put options by funds: $37.9M
2% less funds holding
Funds holding: 269 → 263 (-6)
50% less funds holding in top 10
Funds holding in top 10: 4 → 2 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$140M |
| 2 |
Point72 Asset Management
Stamford,
Connecticut
|
+$68.5M |
| 3 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$53.3M |
| 4 |
ACG
Aventail Capital Group
New York
|
+$42.8M |
| 5 |
Millennium Management
New York
|
+$22.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$136M |
| 2 |
Fidelity International
Hamilton,
Bermuda
|
-$77.9M |
| 3 |
Morgan Stanley
New York
|
-$73.2M |
| 4 |
Artisan Partners
Milwaukee,
Wisconsin
|
-$58.6M |
| 5 |
GQG Partners
Ft. Lauderdale,
Florida
|
-$56.3M |
IMO Hedge Fund Activity: Q1 2023 in Review
263 of the 6,283 institutional investors tracked by Wall St. Rank reported a position in Imperial Oil (IMO) for Q1 2023, worth a combined $6.13B — up 3.1% from $5.95B a quarter earlier.
Sellers outnumbered buyers: 37 funds closed out of IMO and 35 opened new positions — a net loss of 2 holders — while 86 trimmed existing stakes and 98 added.
The largest buyer was Fidelity Investments, adding an estimated $140M. The largest seller was Bank of Montreal, cutting an estimated $136M.
- 263 institutional investors held Imperial Oil (IMO) as of Q1 2023, down from 269 in Q4 2022.
- Funds reported $6.13B of Imperial Oil stock for Q1 2023, up 3.1% quarter-over-quarter.
- 35 funds opened new Imperial Oil positions in Q1 2023 and 37 closed out, a net change of -2 holders.
- The largest Imperial Oil buyer in Q1 2023 was Fidelity Investments, an estimated $140M added.
- The largest Imperial Oil seller in Q1 2023 was Bank of Montreal, an estimated $136M sold.
Based on aggregated 13F filings for Q1 2023.