Intercorp Financial Services
29 hedge funds and large institutions have $236M invested in Intercorp Financial Services in 2020 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 10 increasing their positions, 8 reducing their positions, and 4 closing their positions.
33% more funds holding in top 10
Funds holding in top 10: 3 → 4 (+1)
25% more repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 8
0.15% more ownership
Funds ownership: 7.18% → 7.33% (+0.15%)
0% more funds holding
Funds holding: 29 → 29 (0)
0% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 4
31% less capital invested
Capital invested by funds: $342M → $236M (-$106M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PPFA
Provida Pension Fund Administrator
Las Condes, Santiago,
Chile
|
+$12.9M |
| 2 |
Brown Advisory
Baltimore,
Maryland
|
+$4.92M |
| 3 |
Invesco
Atlanta,
Georgia
|
+$3.05M |
| 4 |
CI Investments Inc
Toronto,
Ontario, Canada
|
+$2.8M |
| 5 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$2.63M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NCM
Newfoundland Capital Management
Sao Paulo,
Brazil
|
-$13.1M |
| 2 |
William Blair Investment Management
Chicago,
Illinois
|
-$6.74M |
| 3 |
CG
Carmignac Gestion
Paris,
France
|
-$5.67M |
| 4 |
IUHSA
Itau Unibanco Holding S.A.
Sao Paulo,
Brazil
|
-$764K |
| 5 |
Allianz Asset Management
Munich,
Germany
|
-$439K |
IFS Hedge Fund Activity: Q1 2020 in Review
29 of the 4,548 institutional investors tracked by Wall St. Rank reported a position in Intercorp Financial Services (IFS) for Q1 2020, worth a combined $236M — down 31% from $342M a quarter earlier.
Fund positioning in IFS was balanced in Q1 2020: 4 funds opened new positions, 4 closed out, 10 added to existing stakes and 8 trimmed.
The largest buyer was Provida Pension Fund Administrator, opening a new position worth an estimated $12.9M. The largest seller was Newfoundland Capital Management, cutting an estimated $13.1M.
- 29 institutional investors held Intercorp Financial Services (IFS) as of Q1 2020, unchanged from Q4 2019.
- Funds reported $236M of Intercorp Financial Services stock for Q1 2020, down 31% quarter-over-quarter.
- 4 funds opened new Intercorp Financial Services positions in Q1 2020 and 4 closed out, a net change of 0 holders.
- The largest Intercorp Financial Services buyer in Q1 2020 was Provida Pension Fund Administrator, an estimated $12.9M added.
- The largest Intercorp Financial Services seller in Q1 2020 was Newfoundland Capital Management, an estimated $13.1M sold.
Based on aggregated 13F filings for Q1 2020.