We are live on ! Find out more
IMO icon

Imperial Oil

260 hedge funds and large institutions have $6.23B invested in Imperial Oil in 2023 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 91 increasing their positions, 94 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

2% more capital invested

Capital invested by funds: $6.13B → $6.23B (+$96.6M)

0.2% more ownership

Funds ownership: 20.54%20.73% (+0.2%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

3% less repeat investments, than reductions

Existing positions increased: 91 | Existing positions reduced: 94

7% less first-time investments, than exits

New positions opened: 38 | Existing positions closed: 41

1% less funds holding

Funds holding: 263260 (-3)

10% less call options, than puts

Call options by funds: $35.8M | Put options by funds: $39.9M

Holders
260
Holders Change
-3
Holders Change %
-1.14%
% of All Funds
4.08%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
38
Increased
91
Reduced
94
Closed
41
Calls
$35.8M
Puts
$39.9M
Net Calls
-$4.1M
Net Calls Change
-$739K
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$1.41B +$53.7M +1,080,914 +4%
First Eagle Investment Management
2
First Eagle Investment Management
New York
$1.23B +$4.38M +88,097 +0.4%
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$556M +$23.8M +478,804 +5%
Vanguard Group
4
Vanguard Group
Pennsylvania
$336M +$6.61M +133,024 +2%
Bank of Montreal
5
Bank of Montreal
Ontario, Canada
$167M +$16.6M +334,475 +12%
Artisan Partners
6
Artisan Partners
Wisconsin
$160M -$9.22M -185,460 -6%
Fidelity International
7
Fidelity International
Bermuda
$125M +$25.9M +522,175 +27%
Connor, Clark & Lunn Investment Management (CC&L)
8
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$110M -$13.1M -264,200 -11%
Amundi
9
Amundi
France
$102M -$2.17M -43,676 -3%
Bank of Nova Scotia
10
Bank of Nova Scotia
Ontario, Canada
$98.5M +$463K +9,322 +0.5%
Balyasny Asset Management
11
Balyasny Asset Management
Illinois
$94.5M +$90.2M +1,814,720 +5,703%
T. Rowe Price Associates
12
T. Rowe Price Associates
Maryland
$94.3M -$22.5M -453,372 -20%
Manulife (Manufacturers Life Insurance)
13
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$80.3M +$2.73M +54,841 +4%
State Farm Mutual Automobile Insurance
14
State Farm Mutual Automobile Insurance
Illinois
$78M
Dimensional Fund Advisors
15
Dimensional Fund Advisors
Texas
$77.9M +$5.24M +105,416 +7%
Morgan Stanley
16
Morgan Stanley
New York
$72.2M +$16M +322,516 +30%
National Bank of Canada
17
National Bank of Canada
Quebec, Canada
$69.4M +$7.2M +144,822 +12%
CIBC World Market
18
CIBC World Market
Ontario, Canada
$65.1M +$5.64M +113,447 +10%
Point72 Asset Management
19
Point72 Asset Management
Connecticut
$57M -$12.8M -258,217 -19%
ECA
20
Encompass Capital Advisors
New York
$56.3M +$54.7M +1,099,996 New
Legal & General Group
21
Legal & General Group
United Kingdom
$53.8M -$2.23M -44,917 -4%
JP Morgan Chase
22
JP Morgan Chase
New York
$49.1M -$11.4M -228,661 -19%
TD Asset Management
23
TD Asset Management
Ontario, Canada
$48.9M +$1.89M +37,974 +4%
Bank of America
24
Bank of America
North Carolina
$46.3M +$9.96M +200,415 +28%
Swiss National Bank
25
Swiss National Bank
Switzerland
$39.4M -$4.01M -80,700 -9%

IMO Hedge Fund Activity: Q2 2023 in Review

260 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Imperial Oil (IMO) for Q2 2023, worth a combined $6.23B — up 1.6% from $6.13B a quarter earlier.

Sellers outnumbered buyers: 41 funds closed out of IMO and 38 opened new positions — a net loss of 3 holders — while 94 trimmed existing stakes and 91 added.

The largest buyer was Balyasny Asset Management, adding an estimated $90.2M. The largest seller was Arrowstreet Capital, exiting entirely with an estimated $80.4M sold.

  • 260 institutional investors held Imperial Oil (IMO) as of Q2 2023, down from 263 in Q1 2023.
  • Funds reported $6.23B of Imperial Oil stock for Q2 2023, up 1.6% quarter-over-quarter.
  • 38 funds opened new Imperial Oil positions in Q2 2023 and 41 closed out, a net change of -3 holders.
  • The largest Imperial Oil buyer in Q2 2023 was Balyasny Asset Management, an estimated $90.2M added.
  • The largest Imperial Oil seller in Q2 2023 was Arrowstreet Capital, an estimated $80.4M sold.

Based on aggregated 13F filings for Q2 2023.