Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Imperial Oil Ltd (IMO)

404 + Investors. Track Smart Money conviction in IMO. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +53
Streak
9Q ▲
Buyers last Q
53%

Smart Money Signals — IMO

Based on 405 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 9 quarters in a row

last 6Q
For 9 consecutive quarters, more hedge funds added IMO than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
405 hedge funds hold IMO right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
🚀

Fast accumulation — +31% more funds vs a year ago

fund count last 6Q
+97 new funds entered over the past year (+31% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟡

Slight buying edge — 53% buying

204 buying182 selling
Last quarter: 204 funds bought or added vs 182 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
📈

More new buyers each quarter (+32 vs last Q)

new funds entering per quarter
Funds opening a new IMO position: 46 → 46 → 64 → 96. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

54% of holders stayed for 2+ years

■ 54% conviction (2yr+) ■ 18% medium ■ 28% new
220 out of 405 hedge funds have held IMO for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
💰

Price up while funds trimmed (+37% value, -9% shares)

Value
+36%
Shares
-9%
Last quarter: total value of institutional IMO holdings rose +37% even though funds reduced share count by 9%. The stock price increased enough to offset the selling. Institutions are quietly trimming into price strength — watch for rotation.
🚀

Acceleration phase — new buyers rushing in

46 → 46 → 46 → 64 → 96 new funds/Q
New funds entering each quarter: 46 → 46 → 64 → 96. The pace of institutional discovery is accelerating sharply. This is the 'hot idea' phase — the thesis is being passed from fund to fund. You are not late — the accumulation wave is still building.
🏛️

Deep conviction — 60% of holders stayed 2+ years

■ 60% veterans ■ 9% 1-2yr ■ 31% new
Of 422 current holders: 255 (60%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
🏆

Elite ownership — 73% AUM from top-100 funds

73% from top-100 AUM funds
50 of 405 holders are among the 100 largest funds by AUM, controlling 73% of total institutional value in IMO. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
4.1
out of 10
Moderate Exit Risk
Exit risk score 4.1/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — IMO

In 2026 Q1, 204 hedge funds were net buyers of IMO (96 opened a new position, 108 added to an existing one), while 182 reduced or exited (139 trimmed, 43 sold completely) — a 53% buyer ratio, indicating a slight buying edge. This marks 9 consecutive quarters of net institutional buying — a persistent conviction signal. 73% of total institutional value in IMO is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +53 funds (more new holders than closures). Total institutional holders: 405.

Hedge Fund Ownership: IMO

How many hedge funds hold IMO — quarterly history vs. share price
Quarterly hedge fund ownership of IMO vs. share price

Market Analysis: IMO

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: IMO

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy Imperial Oil Ltd (IMO) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much IMO has moved relative to its sector benchmark (XLE) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 79d ago
IMO
-14.6%
XLE
-10.8%

IMO outperformed XLE by -3.8% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 34d ago
IMO
-17.0%
XLE
-8.0%

Since the filing became public, IMO outperformed XLE by -9.0% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

23 top-rated funds 2 high-conviction
Consensus
6.0
/ 10
breadth
×
Elite
2.9
/ 10
conviction
Hedge Fund Positioning: IMO
404 + Investors

Track Smart Money conviction in IMO. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 404 352 14.77%
13F Shares 120M 133M -9.34%
Total Value $15.72B $11.48B 36.85%
New Positions 96 64 +32
Increased Positions 103 113 -10
Closed Positions 44 43 +1
Reduced Positions 134 105 +29
Total Calls 13 10 30.0%
Total Puts 9 8 12.5%
PUT/CALL Ratio 0.69 0.8 Bullish

Statistics: IMO

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Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

404 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in IMO. Verified SEC 13F-HR filings.

QUARTER:
Top 25 IMO holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Corigliano Investment Advisers, LLC 4.28% 83,700 $10.9M
2 Barometer Capital Management INC. 4.11% 65,870 $12.0M
3 First Eagle Investment Management, LLC 2.42% 13,972,305 $1.83B
4 Guardian Partners Inc. 1.69% 154,756 $20.3M
5 Triasima Portfolio Management inc. 1.44% 72,745 $9.5M
6 Gold Investment Management Ltd. 1.16% 28,551 $3.7M
7 Aventail Capital Group, LP 0.98% 156,906 $20.5M
8 Mufg Securities (canada), LTD. 0.84% 222,368 $29.1M
9 Hara Capital LLC 0.81% 12,330 $1.6M
10 Klein Pavlis & Peasley Financial, INC. 0.67% 9,251 $1.2M
11 MQS Management LLC 0.59% 6,686 $875K
12 Meixler Investment Management, Ltd. 0.49% 7,051 $920K
13 Azzad Asset Management Inc /Adv 0.45% 34,120 $4.5M
14 Fortress Private Ledger, LLC 0.45% 10,985 $1.4M
15 Chelsea Counsel Co 0.44% 11,839 $1.0M
16 Corient IA LLC 0.41% 3,320 $434K
17 Fmr LLC 0.38% 55,668,709 $7.29B
18 FIL Ltd 0.37% 3,682,569 $482.4M
19 Stronghold Wealth Management L.L.C. 0.37% 1,870 $245K
20 TD Asset Management Inc 0.36% 3,442,216 $449.4M
21 Connor, Clark & Lunn Investment Management Ltd. 0.36% 1,206,888 $158.1M
22 Corps Capital Advisors, LLC 0.33% 2,900 $379K
23 Searle & CO. 0.33% 10,000 $1.3M
24 Susquehanna Fundamental Investments, LLC 0.32% 65,800 $8.6M
25 Pacifica Partners Inc. 0.32% 7,385 $965K
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Imperial Oil Ltd (IMO)

What does the Smart Money Trend signal show for IMO?

Buying streak — 9 quarters in a row: For 9 consecutive quarters, more hedge funds added IMO than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for IMO?

Slight buying edge — 53% buying: Last quarter: 204 funds bought or added vs 182 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for IMO holders?

Elite ownership — 73% AUM from top-100 funds: 50 of 405 holders are among the 100 largest funds by AUM, controlling 73% of total institutional value in IMO. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held IMO?

54% of holders stayed for 2+ years: 220 out of 405 hedge funds have held IMO for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Is it too late to buy Imperial Oil Ltd (IMO) following the 2026 Q1 hedge fund 13F filings?

As of today, IMO has moved -17.0% since the 2026 Q1 13F filing date (May 15, 2026), compared to -8.0% for the XLE sector ETF — an outperformance of -9.0%. Since the quarter end (March 31, 2026), IMO has gained -14.6% vs -10.8% for XLE. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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