ALBERTA INVESTMENT MANAGEMENT CORP

EDMONTON, A0 How do I update this listing?

Alberta Investment Management Corp is based out of Edmonton. Their last reported 13F filing for Q4 2019 included $11,837,932,000 in managed 13F securities and a top 10 holdings concentration of 20.83%. Alberta Investment Management Corp's largest holding is Canadian Imperial Bank of Commerce (NYSE) with shares held of 4,145,900. Whalewisdom has at least 40 13F filings, 2 13D filings, 12 13G filings, and 5 Form 4 filings

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12/31/2019

13F Sector Allocation Over Time

12/31/2019

13F Activity

  • Market Value $11.838 Billion
  • Prior Market Value $10.611 Billion
  • New Purchases181 stocks
  • Additional Purchases251 stocks
  • Sold out of166 stocks
  • Reduced holdings in242 stocks
  • Top 10 Holdings % 20.83 %
  • Turnover % [1]:38.22%
  • Turnover Alt % [2]: 21.52 %
  • Time Held Top20:9.50 quarters
  • Time Held Top10:4.00 quarters
  • Time Held All:8.24 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2020-02-14

Performance for Q4 2019: 4.99%
Performance Last 4 Quarters: 19.62%
Performance Metrics
Stdev (5-yrs): Subscription required BETA (5-yrs): Subscription required ALPHA (3-yrs): Subscription required
Max Drawdown (all-years): Subscription required Annualized Perf (3-yrs): Subscription required Batting Avg vs S&P. (3-yrs): Subscription required
Sortino (3-yrs): Subscription required Stutzer (3-yrs): Subscription required Treynor (3-yrs): Subscription required
Sterling (3-yrs): Subscription required Calmar (3-yrs): Subscription required Information Ratio (3-yrs): Subscription required
Tracking Error (3 yrs): Subscription required Stdev Down (3-yrs): Subscription required Winning Months %: Subscription required
Losing Months %: Subscription required Best 12 Months: Subscription required Worst 12 Months: Subscription required
Efficiency Ratio (3-yrs): Subscription required Sharpe: Subscription required Stdev Sectors: Subscription required
Skewness (3-yrs): Subscription required Kurtosis (3-yrs): Subscription required Upside Potential (3-yrs): Subscription required

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*Shares are split adjusted

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Form 4 - Recent Insider Transactions

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WhaleScore history for ALBERTA INVESTMENT MANAGEMENT CORP

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**EXPERIMENTAL** Current Hong Kong Exchange Long Positions

Updated daily

Holder Issuer Transaction Date Transaction Type Avg PPS Shares Involved Shares Owned % Capital Origin
PX Capital Management Ltd. G-Resources Group Ltd. 2018-08-10 Long 0.088 99,999,000 6,264,163,000 23.16% Hong Kong

Position History

Holder Issuer Transaction Date Transaction Type Avg PPS Shares Involved Shares Owned % Capital Origin
Capital Queen Limited Beijing Urban Construction Design & Dev. Group Co., Ltd - H Shares 2017-07-11 Long 4.6 56,222,000 0 0.0% Hong Kong
PX Capital Management Ltd. G-Resources Group Ltd. 2018-08-07 Long 0.09 99,999,000 5,964,166,000 22.05% Hong Kong
PX Capital Management Ltd. G-Resources Group Ltd. 2018-08-06 Long 0.088 99,999,000 5,864,167,000 21.68% Hong Kong
PX Capital Management Ltd. G-Resources Group Ltd. 2018-08-03 Long 0.085 99,999,000 5,764,168,000 21.31% Hong Kong

**EXPERIMENTAL** Current UK Positions

Updated daily

Contains transactions from January 1st, 2015 on.

Holder Issuer Transaction Date Number of Voting Rights % of Voting Rights
ALBERTA INVESTMENT MANAGEMENT CORP PLC ORD 10P 2017-03-09 671,000 5.398%

Position History

Holder Issuer Transaction Date Number of Voting Rights % of Voting Rights

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