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Intercorp Financial Services
IFS

46 hedge funds and large institutions have $270M invested in Intercorp Financial Services in 2024 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 17 increasing their positions, 9 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

89% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 9

83% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 6

19% more capital invested

Capital invested by funds: $226M → $270M (+$43.7M)

12% more funds holding

Funds holding: 41 → 46 (+5)

0.73% more ownership

Funds ownership: 8.23% → 8.96% (+0.73%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

Holders
46
Holders Change
+5
Holders Change %
+12.2%
% of All Funds
0.66%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
11
Increased
17
Reduced
9
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$6.22M
2
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
+$5.99M
3
HI
Helikon Investments
United Kingdom
+$4.58M
4
Principal Financial Group
Principal Financial Group
Iowa
+$4.27M
5
Citigroup
Citigroup
New York
+$4.16M

Top Sellers

Rank Fund Capital Flow
1
AllianceBernstein
AllianceBernstein
Tennessee
-$15.2M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$10.6M
3
Franklin Resources
Franklin Resources
California
-$781K
4
Handelsbanken Fonder
Handelsbanken Fonder
Sweden
-$428K
5
Morgan Stanley
Morgan Stanley
New York
-$387K
Name Holding Trade Value Shares
Change 		Change in
Stake
Millennium Management
26
Millennium Management
New York
$659K +$9.36K +395 +2%
N
27
Nuveen
North Carolina
$627K – – –
Goldman Sachs
28
Goldman Sachs
New York
$539K +$489K +20,642 New
MFS
29
Mirabella Financial Services
United Kingdom
$468K +$424K +17,897 New
Jane Street
30
Jane Street
New York
$447K +$405K +17,101 New
Geode Capital Management
31
Geode Capital Management
Massachusetts
$439K +$9.5K +401 +2%
Ohio Public Employees Retirement System (OPERS)
32
Ohio Public Employees Retirement System (OPERS)
Ohio
$423K +$384K +16,204 New
CSS
33
Cubist Systematic Strategies
Connecticut
$405K -$42K -1,772 -10%
Legal & General Group
34
Legal & General Group
United Kingdom
$357K -$6.99K -295 -2%
JF
35
Jump Financial
Illinois
$331K +$300K +12,668 New
Bank of America
36
Bank of America
North Carolina
$312K +$17.4K +735 +7%
XT
37
XTX Topco
Cayman Islands
$288K +$261K +11,012 New
PP
38
PDT Partners
New York
$237K +$215K +9,071 New
SCM
39
Semanteon Capital Management
Massachusetts
$222K +$201K +8,500 New
Russell Investments Group
40
Russell Investments Group
United Kingdom
$135K +$119K +5,040 +10,957%
QC
41
Quent Capital
New York
$105K – – –
QT
42
Quantbot Technologies
New York
$68.9K +$5.69K +240 +10%
TRCT
43
Tower Research Capital (TRC)
New York
$44K +$39.9K +1,682 New
CPG
44
Cornerstone Planning Group
New Jersey
$1.25K – – –
JWA
45
JFS Wealth Advisors
Pennsylvania
$27 +$24 +1 New
Handelsbanken Fonder
46
Handelsbanken Fonder
Sweden
– -$428K -19,100 Closed
EGM
47
Engineers Gate Manager
New York
– -$378K -16,875 Closed
Qube Research & Technologies (QRT)
48
Qube Research & Technologies (QRT)
United Kingdom
– -$285K -12,703 Closed
AllianceBernstein
49
AllianceBernstein
Tennessee
– -$15.2M -4,060 Closed
Lazard Asset Management
50
Lazard Asset Management
New York
– -$9K -443 Closed
1
2
3

IFS Hedge Fund Activity: Q3 2024 in Review

46 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in Intercorp Financial Services (IFS) for Q3 2024, worth a combined $270M — up 19% from $226M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new IFS positions and 6 closed out — a net gain of 5 holders — while 17 added to existing stakes and 9 trimmed.

The largest buyer was BlackRock, adding an estimated $6.22M. The largest seller was AllianceBernstein, exiting entirely with an estimated $15.2M sold.

  • 46 institutional investors held Intercorp Financial Services (IFS) as of Q3 2024, up from 41 in Q2 2024.
  • Funds reported $270M of Intercorp Financial Services stock for Q3 2024, up 19% quarter-over-quarter.
  • 11 funds opened new Intercorp Financial Services positions in Q3 2024 and 6 closed out, a net change of +5 holders.
  • The largest Intercorp Financial Services buyer in Q3 2024 was BlackRock, an estimated $6.22M added.
  • The largest Intercorp Financial Services seller in Q3 2024 was AllianceBernstein, an estimated $15.2M sold.

Based on aggregated 13F filings for Q3 2024.