International Flavors & Fragrances
IFF
762 hedge funds and large institutions have $19.2B invested in International Flavors & Fragrances in 2023 Q4 according to their latest regulatory filings, with 119 funds opening new positions, 228 increasing their positions, 303 reducing their positions, and 86 closing their positions.
38% more first-time investments, than exits
New positions opened: 119 | Existing positions closed: 86
19% more capital invested
Capital invested by funds: $16.1B → $19.2B (+$3.09B)
3% more funds holding
Funds holding: 738 → 762 (+24)
0.41% more ownership
Funds ownership: 92.23% → 92.64% (+0.41%)
0% more funds holding in top 10
Funds holding in top 10: 13 → 13 (0)
15% less call options, than puts
Call options by funds: $112M | Put options by funds: $132M
25% less repeat investments, than reductions
Existing positions increased: 228 | Existing positions reduced: 303
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Dodge & Cox
San Francisco,
California
|
+$1.12B |
| 2 |
Morgan Stanley
New York
|
+$171M |
| 3 |
UBS AM
Chicago,
Illinois
|
+$80.7M |
| 4 |
Nomura Holdings
Tokyo,
Japan
|
+$57.8M |
| 5 |
CGC
Continental Grain Company
New York
|
+$39.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SHCM
Sachem Head Capital Management
New York
|
-$285M |
| 2 |
N
Nuveen
Charlotte,
North Carolina
|
-$170M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$102M |
| 4 |
Capital Research Global Investors
Los Angeles,
California
|
-$95.8M |
| 5 |
State Street
Boston,
Massachusetts
|
-$81.9M |
IFF Hedge Fund Activity: Q4 2023 in Review
762 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in International Flavors & Fragrances (IFF) for Q4 2023, worth a combined $19.2B — up 19% from $16.1B a quarter earlier.
Buyers outnumbered sellers: 119 funds opened new IFF positions and 86 closed out — a net gain of 33 holders — while 228 added to existing stakes and 303 trimmed.
The largest buyer was Dodge & Cox, opening a new position worth an estimated $1.12B. The largest seller was Sachem Head Capital Management, cutting an estimated $285M.
- 762 institutional investors held International Flavors & Fragrances (IFF) as of Q4 2023, up from 738 in Q3 2023.
- Funds reported $19.2B of International Flavors & Fragrances stock for Q4 2023, up 19% quarter-over-quarter.
- 119 funds opened new International Flavors & Fragrances positions in Q4 2023 and 86 closed out, a net change of +33 holders.
- The largest International Flavors & Fragrances buyer in Q4 2023 was Dodge & Cox, an estimated $1.12B added.
- The largest International Flavors & Fragrances seller in Q4 2023 was Sachem Head Capital Management, an estimated $285M sold.
Based on aggregated 13F filings for Q4 2023.