Intercorp Financial Services
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.
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)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$6.22M |
| 2 |
Schroder Investment Management Group
London,
United Kingdom
|
+$5.99M |
| 3 |
HI
Helikon Investments
London,
United Kingdom
|
+$4.58M |
| 4 |
Principal Financial Group
Des Moines,
Iowa
|
+$4.27M |
| 5 |
Citigroup
New York
|
+$4.16M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AllianceBernstein
Nashville,
Tennessee
|
-$15.2M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$10.6M |
| 3 |
Franklin Resources
San Mateo,
California
|
-$781K |
| 4 |
Handelsbanken Fonder
Stockholm,
Sweden
|
-$428K |
| 5 |
Morgan Stanley
New York
|
-$387K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
51
UBS Group
Zurich,
Switzerland
| – | -$134 | -6 | Closed |
|
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.