Intercorp Financial Services
31 hedge funds and large institutions have $216M invested in Intercorp Financial Services in 2020 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 12 increasing their positions, 8 reducing their positions, and 3 closing their positions.
67% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 3
50% more repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 8
7% more funds holding
Funds holding: 29 → 31 (+2)
0.14% less ownership
Funds ownership: 7.33% → 7.19% (-0.14%)
8% less capital invested
Capital invested by funds: $236M → $216M (-$19.9M)
25% less funds holding in top 10
Funds holding in top 10: 4 → 3 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$5.88M |
| 2 |
SC
Sagil Capital
London,
United Kingdom
|
+$5.6M |
| 3 |
PPFA
Provida Pension Fund Administrator
Las Condes, Santiago,
Chile
|
+$3.99M |
| 4 |
JP Morgan Chase
New York
|
+$2.13M |
| 5 |
AllianceBernstein
Nashville,
Tennessee
|
+$1.61M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IUHSA
Itau Unibanco Holding S.A.
Sao Paulo,
Brazil
|
-$6.82M |
| 2 |
Invesco
Atlanta,
Georgia
|
-$6.81M |
| 3 |
William Blair Investment Management
Chicago,
Illinois
|
-$6M |
| 4 |
CI Investments Inc
Toronto,
Ontario, Canada
|
-$3.79M |
| 5 |
NCM
Newfoundland Capital Management
Sao Paulo,
Brazil
|
-$1.23M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Citigroup
New York
| $64K | – | – | – |
|
27
Legal & General Group
London,
United Kingdom
| $54K | +$53.6K | +2,045 | New |
|
28
Deutsche Bank
Frankfurt Am Main Ge,
Germany
| $43K | +$29.3K | +1,118 | +222% |
|
29
Morgan Stanley
New York
| $33K | +$33.2K | +1,267 | New |
|
30
Bank of America
Charlotte,
North Carolina
| $13K | – | – | – |
|
31
UBS Group
Zurich,
Switzerland
| $3K | +$2.81K | +107 | New |
|
|
IUHSA
32
Itau Unibanco Holding S.A.
Sao Paulo,
Brazil
| – | -$6.82M | -245,999 | Closed |
|
|
33
Invesco
Atlanta,
Georgia
| – | -$6.81M | -245,594 | Closed |
|
|
34
William Blair Investment Management
Chicago,
Illinois
| – | -$6M | -216,635 | Closed |
|
IFS Hedge Fund Activity: Q2 2020 in Review
31 of the 4,878 institutional investors tracked by Wall St. Rank reported a position in Intercorp Financial Services (IFS) for Q2 2020, worth a combined $216M — down 8.4% from $236M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new IFS positions and 3 closed out — a net gain of 2 holders — while 12 added to existing stakes and 8 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $5.88M. The largest seller was Itau Unibanco Holding S.A., exiting entirely with an estimated $6.82M sold.
- 31 institutional investors held Intercorp Financial Services (IFS) as of Q2 2020, up from 29 in Q1 2020.
- Funds reported $216M of Intercorp Financial Services stock for Q2 2020, down 8.4% quarter-over-quarter.
- 5 funds opened new Intercorp Financial Services positions in Q2 2020 and 3 closed out, a net change of +2 holders.
- The largest Intercorp Financial Services buyer in Q2 2020 was Fidelity Investments, an estimated $5.88M added.
- The largest Intercorp Financial Services seller in Q2 2020 was Itau Unibanco Holding S.A., an estimated $6.82M sold.
Based on aggregated 13F filings for Q2 2020.