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Imperial Oil

283 hedge funds and large institutions have $7.22B invested in Imperial Oil in 2023 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 102 increasing their positions, 88 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more funds holding in top 10

Funds holding in top 10: 25 (+3)

114% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 22

16% more repeat investments, than reductions

Existing positions increased: 102 | Existing positions reduced: 88

16% more capital invested

Capital invested by funds: $6.23B → $7.22B (+$986M)

9% more funds holding

Funds holding: 260283 (+23)

4% more call options, than puts

Call options by funds: $53.5M | Put options by funds: $51.6M

0.68% less ownership

Funds ownership: 20.73%20.06% (-0.68%)

Holders
283
Holders Change
+23
Holders Change %
+8.85%
% of All Funds
4.49%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.08%
New
47
Increased
102
Reduced
88
Closed
22
Calls
$53.5M
Puts
$51.6M
Net Calls
+$1.84M
Net Calls Change
+$5.94M
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$1.76B +$54.9M +1,001,847 +4%
First Eagle Investment Management
2
First Eagle Investment Management
New York
$1.37B -$102M -1,864,635 -8%
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$619M -$45.3M -826,958 -8%
Vanguard Group
4
Vanguard Group
Pennsylvania
$408M +$3.84M +70,144 +1%
Bank of Montreal
5
Bank of Montreal
Ontario, Canada
$212M +$19.3M +353,018 +11%
Manulife (Manufacturers Life Insurance)
6
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$209M +$98.7M +1,801,671 +115%
Connor, Clark & Lunn Investment Management (CC&L)
7
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$169M +$32.3M +589,017 +27%
Fidelity International
8
Fidelity International
Bermuda
$148M -$2.59M -47,275 -2%
Bank of Nova Scotia
9
Bank of Nova Scotia
Ontario, Canada
$118M -$535K -9,762 -0.5%
Goldman Sachs
10
Goldman Sachs
New York
$98.6M +$54.5M +995,582 +164%
State Farm Mutual Automobile Insurance
11
State Farm Mutual Automobile Insurance
Illinois
$93.9M
Arrowstreet Capital
12
Arrowstreet Capital
Massachusetts
$90M +$80M +1,460,589 New
Dimensional Fund Advisors
13
Dimensional Fund Advisors
Texas
$88.6M -$4.58M -83,511 -5%
CIBC World Market
14
CIBC World Market
Ontario, Canada
$78M -$281K -5,122 -0.4%
National Bank of Canada
15
National Bank of Canada
Quebec, Canada
$69.3M -$10.9M -198,147 -15%
Legal & General Group
16
Legal & General Group
United Kingdom
$66.1M +$979K +17,874 +2%
Morgan Stanley
17
Morgan Stanley
New York
$64.1M -$20.4M -371,752 -26%
JP Morgan Chase
18
JP Morgan Chase
New York
$64M +$4.34M +79,241 +8%
TD Asset Management
19
TD Asset Management
Ontario, Canada
$55.3M -$3.32M -60,541 -6%
ECA
20
Encompass Capital Advisors
New York
$54.2M -$12.1M -221,196 -20%
Point72 Asset Management
21
Point72 Asset Management
Connecticut
$51M -$15.8M -287,617 -26%
WCA
22
Waratah Capital Advisors
Ontario, Canada
$49.8M +$24.6M +449,013 +125%
Geode Capital Management
23
Geode Capital Management
Massachusetts
$46.4M +$3.16M +57,595 +8%
Toronto Dominion Bank
24
Toronto Dominion Bank
Ontario, Canada
$44.2M +$819K +14,940 +2%
Swiss National Bank
25
Swiss National Bank
Switzerland
$42.5M -$4.63M -84,500 -11%

IMO Hedge Fund Activity: Q3 2023 in Review

283 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Imperial Oil (IMO) for Q3 2023, worth a combined $7.22B — up 16% from $6.23B a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new IMO positions and 22 closed out — a net gain of 25 holders — while 102 added to existing stakes and 88 trimmed.

The largest buyer was Manulife (Manufacturers Life Insurance), adding an estimated $98.7M. The largest seller was Artisan Partners, exiting entirely with an estimated $160M sold.

  • 283 institutional investors held Imperial Oil (IMO) as of Q3 2023, up from 260 in Q2 2023.
  • Funds reported $7.22B of Imperial Oil stock for Q3 2023, up 16% quarter-over-quarter.
  • 47 funds opened new Imperial Oil positions in Q3 2023 and 22 closed out, a net change of +25 holders.
  • The largest Imperial Oil buyer in Q3 2023 was Manulife (Manufacturers Life Insurance), an estimated $98.7M added.
  • The largest Imperial Oil seller in Q3 2023 was Artisan Partners, an estimated $160M sold.

Based on aggregated 13F filings for Q3 2023.