Intercorp Financial Services
IFS
38 hedge funds and large institutions have $315M invested in Intercorp Financial Services in 2021 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 11 increasing their positions, 11 reducing their positions, and 5 closing their positions.
20% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 5
17% more capital invested
Capital invested by funds: $271M → $315M (+$44.7M)
3% more funds holding
Funds holding: 37 → 38 (+1)
1.82% more ownership
Funds ownership: 7.29% → 9.11% (+1.8%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0% more repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 11
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Franklin Resources
San Mateo,
California
|
+$69.5M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$6.96M |
| 3 |
Schroder Investment Management Group
London,
United Kingdom
|
+$5.28M |
| 4 |
BlackRock
New York
|
+$3.68M |
| 5 |
State Street
Boston,
Massachusetts
|
+$2.37M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AllianceBernstein
Nashville,
Tennessee
|
-$11.5M |
| 2 |
Axa
Paris,
France
|
-$2.61M |
| 3 |
DCM
Discovery Capital Management
South Norwalk,
Connecticut
|
-$1.8M |
| 4 |
PPFA
Provida Pension Fund Administrator
Las Condes, Santiago,
Chile
|
-$1.68M |
| 5 |
Handelsbanken Fonder
Stockholm,
Sweden
|
-$1.42M |
IFS Hedge Fund Activity: Q1 2021 in Review
38 of the 5,696 institutional investors tracked by Wall St. Rank reported a position in Intercorp Financial Services (IFS) for Q1 2021, worth a combined $315M — up 17% from $271M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new IFS positions and 5 closed out — a net gain of 1 holder — while 11 added to existing stakes and 11 trimmed.
The largest buyer was Franklin Resources, adding an estimated $69.5M. The largest seller was AllianceBernstein, cutting an estimated $11.5M.
- 38 institutional investors held Intercorp Financial Services (IFS) as of Q1 2021, up from 37 in Q4 2020.
- Funds reported $315M of Intercorp Financial Services stock for Q1 2021, up 17% quarter-over-quarter.
- 6 funds opened new Intercorp Financial Services positions in Q1 2021 and 5 closed out, a net change of +1 holder.
- The largest Intercorp Financial Services buyer in Q1 2021 was Franklin Resources, an estimated $69.5M added.
- The largest Intercorp Financial Services seller in Q1 2021 was AllianceBernstein, an estimated $11.5M sold.
Based on aggregated 13F filings for Q1 2021.