International Flavors & Fragrances
IFF
546 hedge funds and large institutions have $10.5B invested in International Flavors & Fragrances in 2020 Q1 according to their latest regulatory filings, with 68 funds opening new positions, 198 increasing their positions, 185 reducing their positions, and 85 closing their positions.
2.01% more ownership
Funds ownership: 94.33% → 96.34% (+2%)
7% more repeat investments, than reductions
Existing positions increased: 198 | Existing positions reduced: 185
5% less call options, than puts
Call options by funds: $22.2M | Put options by funds: $23.4M
4% less funds holding
Funds holding: 568 → 546 (-22)
19% less capital invested
Capital invested by funds: $13B → $10.5B (-$2.47B)
20% less first-time investments, than exits
New positions opened: 68 | Existing positions closed: 85
29% less funds holding in top 10
Funds holding in top 10: 7 → 5 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WI
Winder Investment
Singapore
|
+$436M |
| 2 |
EIG
EdgePoint Investment Group
Toronto,
Ontario, Canada
|
+$263M |
| 3 |
BlackRock
New York
|
+$199M |
| 4 |
Goldman Sachs
New York
|
+$80.5M |
| 5 |
AllianceBernstein
Nashville,
Tennessee
|
+$30.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$306M |
| 2 |
CIP
Champlain Investment Partners
Burlington,
Vermont
|
-$119M |
| 3 |
Millennium Management
New York
|
-$59.9M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
-$58.7M |
| 5 |
RA
Rovida Advisors
Fort Lauderdale,
Florida
|
-$50.4M |
IFF Hedge Fund Activity: Q1 2020 in Review
546 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in International Flavors & Fragrances (IFF) for Q1 2020, worth a combined $10.5B — down 19% from $13B a quarter earlier.
Sellers outnumbered buyers: 85 funds closed out of IFF and 68 opened new positions — a net loss of 17 holders — while 185 trimmed existing stakes and 198 added.
The largest buyer was Winder Investment, adding an estimated $436M. The largest seller was Fidelity Investments, cutting an estimated $306M.
- 546 institutional investors held International Flavors & Fragrances (IFF) as of Q1 2020, down from 568 in Q4 2019.
- Funds reported $10.5B of International Flavors & Fragrances stock for Q1 2020, down 19% quarter-over-quarter.
- 68 funds opened new International Flavors & Fragrances positions in Q1 2020 and 85 closed out, a net change of -17 holders.
- The largest International Flavors & Fragrances buyer in Q1 2020 was Winder Investment, an estimated $436M added.
- The largest International Flavors & Fragrances seller in Q1 2020 was Fidelity Investments, an estimated $306M sold.
Based on aggregated 13F filings for Q1 2020.