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International Flavors & Fragrances

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.

New
Increased
Maintained
Reduced
Closed

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: 738762 (+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: 1313 (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

Holders
762
Holders Change
+24
Holders Change %
+3.25%
% of All Funds
11.11%
Holding in Top 10
13
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.19%
New
119
Increased
228
Reduced
303
Closed
86
Calls
$112M
Puts
$132M
Net Calls
-$20.1M
Net Calls Change
-$21.5M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.56B -$11M -151,756 -0.5%
WPL
2
Winder Pte Ltd
Singapore
$2.05B
BlackRock
3
BlackRock
New York
$1.82B -$59.9M -827,998 -4%
State Street
4
State Street
Massachusetts
$1.29B -$81.9M -1,132,482 -7%
Dodge & Cox
5
Dodge & Cox
California
$1.25B +$1.12B +15,440,725 New
Massachusetts Financial Services
6
Massachusetts Financial Services
Massachusetts
$469M -$9.09M -125,648 -2%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$454M +$6.43M +88,901 +2%
Nordea Investment Management
8
Nordea Investment Management
Sweden
$423M -$32.3M -446,883 -8%
Morgan Stanley
9
Morgan Stanley
New York
$413M +$171M +2,367,648 +87%
SHCM
10
Sachem Head Capital Management
New York
$388M -$285M -3,943,288 -45%
VanEck Associates
11
VanEck Associates
New York
$359M +$36.7M +507,193 +13%
FPA
12
First Pacific Advisors
California
$322M +$6.31M +87,183 +2%
State Farm Mutual Automobile Insurance
13
State Farm Mutual Automobile Insurance
Illinois
$309M -$10.5M -144,682 -4%
Capital Research Global Investors
14
Capital Research Global Investors
California
$300M -$95.8M -1,324,800 -26%
Northern Trust
15
Northern Trust
Illinois
$243M -$8.52M -117,843 -4%
UBS AM
16
UBS AM
Illinois
$233M +$80.7M +1,115,717 +63%
Capital International Investors
17
Capital International Investors
California
$192M +$2.43M +33,548 +1%
Invesco
18
Invesco
Georgia
$189M +$23.9M +329,900 +16%
TP
19
Third Point
New York
$167M -$30M -415,000 -17%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$162M -$1.51M -20,946 -1%
Pictet Asset Management
21
Pictet Asset Management
Switzerland
$151M +$6.97M +96,381 +5%
T. Rowe Price Associates
22
T. Rowe Price Associates
Maryland
$140M +$20.3M +280,069 +19%
Legal & General Group
23
Legal & General Group
United Kingdom
$131M -$6.02M -83,174 -5%
Impax Asset Management Group
24
Impax Asset Management Group
United Kingdom
$129M -$12.6M -173,567 -10%
LOM
25
LTS One Management
New York
$125M -$52.1M -720,000 -32%

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.