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Imperial Oil

292 hedge funds and large institutions have $8.11B invested in Imperial Oil in 2024 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 96 increasing their positions, 109 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 31

2% more funds holding

Funds holding: 287292 (+5)

2.41% less ownership

Funds ownership: 24.58%22.17% (-2.4%)

11% less capital invested

Capital invested by funds: $9.11B → $8.11B (-$1B)

12% less repeat investments, than reductions

Existing positions increased: 96 | Existing positions reduced: 109

56% less call options, than puts

Call options by funds: $26.4M | Put options by funds: $60.5M

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

Holders
292
Holders Change
+5
Holders Change %
+1.74%
% of All Funds
4.22%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.01%
New
40
Increased
96
Reduced
109
Closed
31
Calls
$26.4M
Puts
$60.5M
Net Calls
-$34.1M
Net Calls Change
-$2.55M
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$2.43B -$4.73M -68,742 -0.2%
First Eagle Investment Management
2
First Eagle Investment Management
New York
$1.49B -$36M -523,505 -2%
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$582M -$26.8M -389,090 -4%
Vanguard Group
4
Vanguard Group
Pennsylvania
$439M +$7.74M +112,396 +2%
Fidelity International
5
Fidelity International
Bermuda
$360M +$74M +1,074,680 +26%
Manulife (Manufacturers Life Insurance)
6
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$278M -$90.5M -1,314,702 -24%
TD Asset Management
7
TD Asset Management
Ontario, Canada
$259M +$28.4M +412,600 +12%
Bank of Montreal
8
Bank of Montreal
Ontario, Canada
$227M +$28.8M +418,618 +15%
Bank of America
9
Bank of America
North Carolina
$155M -$18.1M -262,483 -10%
Connor, Clark & Lunn Investment Management (CC&L)
10
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$131M +$2.24M +32,486 +2%
Morgan Stanley
11
Morgan Stanley
New York
$89.6M +$17.4M +253,358 +24%
CIBC World Market
12
CIBC World Market
Ontario, Canada
$75.4M -$4.69M -68,071 -6%
Bank of Nova Scotia
13
Bank of Nova Scotia
Ontario, Canada
$75M -$12.4M -180,675 -14%
Dimensional Fund Advisors
14
Dimensional Fund Advisors
Texas
$64.4M -$13.2M -192,234 -17%
JP Morgan Chase
15
JP Morgan Chase
New York
$62.7M -$10.5M -152,416 -14%
BCIM
16
British Columbia Investment Management
British Columbia, Canada
$59.1M +$59.2M +859,288 +10,896%
Legal & General Group
17
Legal & General Group
United Kingdom
$55.7M -$182K -2,647 -0.3%
Geode Capital Management
18
Geode Capital Management
Massachusetts
$53M +$2.23M +32,363 +4%
AIMCA
19
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$52.2M +$16.6M +240,933 +46%
National Bank of Canada
20
National Bank of Canada
Quebec, Canada
$44.7M -$6.63M -96,265 -13%
Amundi
21
Amundi
France
$42.1M +$1.32M +19,240 +3%
JAM
22
Jupiter Asset Management
United Kingdom
$40.7M +$41.1M +597,468 New
Swiss National Bank
23
Swiss National Bank
Switzerland
$38.3M -$255K -3,700 -0.7%
Charles Schwab
24
Charles Schwab
California
$36.3M +$36.6M +531,999 New
Lord, Abbett & Co
25
Lord, Abbett & Co
New Jersey
$35.8M +$36.1M +524,721 New

IMO Hedge Fund Activity: Q2 2024 in Review

292 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Imperial Oil (IMO) for Q2 2024, worth a combined $8.11B — down 11% from $9.11B a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new IMO positions and 31 closed out — a net gain of 9 holders — while 96 added to existing stakes and 109 trimmed.

The largest buyer was Fidelity International, adding an estimated $74M. The largest seller was Goldman Sachs, cutting an estimated $804M.

  • 292 institutional investors held Imperial Oil (IMO) as of Q2 2024, up from 287 in Q1 2024.
  • Funds reported $8.11B of Imperial Oil stock for Q2 2024, down 11% quarter-over-quarter.
  • 40 funds opened new Imperial Oil positions in Q2 2024 and 31 closed out, a net change of +9 holders.
  • The largest Imperial Oil buyer in Q2 2024 was Fidelity International, an estimated $74M added.
  • The largest Imperial Oil seller in Q2 2024 was Goldman Sachs, an estimated $804M sold.

Based on aggregated 13F filings for Q2 2024.