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Imperial Oil

299 hedge funds and large institutions have $8.52B invested in Imperial Oil in 2024 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 104 increasing their positions, 103 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more funds holding in top 10

Funds holding in top 10: 14 (+3)

33% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 27

5% more capital invested

Capital invested by funds: $8.11B → $8.52B (+$417M)

2% more funds holding

Funds holding: 292299 (+7)

1% more repeat investments, than reductions

Existing positions increased: 104 | Existing positions reduced: 103

0.41% more ownership

Funds ownership: 22.17%22.58% (+0.41%)

47% less call options, than puts

Call options by funds: $30.6M | Put options by funds: $58.1M

Holders
299
Holders Change
+7
Holders Change %
+2.4%
% of All Funds
4.29%
Holding in Top 10
4
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+300%
% of All Funds
0.06%
New
36
Increased
104
Reduced
103
Closed
27
Calls
$30.6M
Puts
$58.1M
Net Calls
-$27.5M
Net Calls Change
+$6.6M
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$2.6B +$94.2M +1,331,235 +4%
First Eagle Investment Management
2
First Eagle Investment Management
New York
$1.53B -$10.3M -145,732 -0.7%
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$545M -$55.6M -785,751 -9%
Vanguard Group
4
Vanguard Group
Pennsylvania
$461M +$8.07M +114,048 +2%
TD Asset Management
5
TD Asset Management
Ontario, Canada
$332M +$65.4M +923,315 +24%
Fidelity International
6
Fidelity International
Bermuda
$326M -$46.3M -654,843 -12%
Manulife (Manufacturers Life Insurance)
7
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$311M +$24.2M +341,689 +8%
Bank of Montreal
8
Bank of Montreal
Ontario, Canada
$212M -$19.3M -272,402 -8%
Bank of America
9
Bank of America
North Carolina
$167M +$7.03M +99,389 +4%
Connor, Clark & Lunn Investment Management (CC&L)
10
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$148M +$13.2M +187,158 +10%
GQG Partners
11
GQG Partners
Florida
$113M +$114M +1,608,158 New
Goldman Sachs
12
Goldman Sachs
New York
$108M +$77.1M +1,088,845 +246%
CIBC World Market
13
CIBC World Market
Ontario, Canada
$87.5M +$9.79M +138,304 +13%
Morgan Stanley
14
Morgan Stanley
New York
$73.8M -$18.8M -265,124 -20%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$59.5M +$4.98M +70,357 +9%
Bank of Nova Scotia
16
Bank of Nova Scotia
Ontario, Canada
$57.7M -$19.9M -280,488 -25%
Legal & General Group
17
Legal & General Group
United Kingdom
$57.2M -$259K -3,655 -0.4%
Dimensional Fund Advisors
18
Dimensional Fund Advisors
Texas
$55.3M -$11.2M -157,892 -17%
National Bank of Canada
19
National Bank of Canada
Quebec, Canada
$52.9M +$6.22M +87,914 +13%
JP Morgan Chase
20
JP Morgan Chase
New York
$51.6M -$13.2M -186,917 -20%
Amundi
21
Amundi
France
$47.5M +$695K +9,813 +2%
Deutsche Bank
22
Deutsche Bank
Germany
$47.4M +$25M +353,910 +111%
AIMCA
23
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$43.3M -$10.6M -150,169 -20%
Swiss National Bank
24
Swiss National Bank
Switzerland
$40M +$311K +4,400 +0.8%
JAM
25
Jupiter Asset Management
United Kingdom
$39.6M -$2.52M -35,572 -6%

IMO Hedge Fund Activity: Q3 2024 in Review

299 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Imperial Oil (IMO) for Q3 2024, worth a combined $8.52B — up 5.1% from $8.11B a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new IMO positions and 27 closed out — a net gain of 9 holders — while 104 added to existing stakes and 103 trimmed.

The largest buyer was GQG Partners, opening a new position worth an estimated $114M. The largest seller was British Columbia Investment Management, cutting an estimated $56.8M.

  • 299 institutional investors held Imperial Oil (IMO) as of Q3 2024, up from 292 in Q2 2024.
  • Funds reported $8.52B of Imperial Oil stock for Q3 2024, up 5.1% quarter-over-quarter.
  • 36 funds opened new Imperial Oil positions in Q3 2024 and 27 closed out, a net change of +9 holders.
  • The largest Imperial Oil buyer in Q3 2024 was GQG Partners, an estimated $114M added.
  • The largest Imperial Oil seller in Q3 2024 was British Columbia Investment Management, an estimated $56.8M sold.

Based on aggregated 13F filings for Q3 2024.