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Intercorp Financial Services
IFS

38 hedge funds and large institutions have $212M invested in Intercorp Financial Services in 2022 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 12 increasing their positions, 8 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 8

0.08% more ownership

Funds ownership: 7.79% → 7.88% (+0.08%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 6

3% less funds holding

Funds holding: 39 → 38 (-1)

32% less capital invested

Capital invested by funds: $310M → $212M (-$97.8M)

Holders
38
Holders Change
-1
Holders Change %
-2.56%
% of All Funds
0.64%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
6
Increased
12
Reduced
8
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
+$4.07M
2
DCM
Discovery Capital Management
Connecticut
+$1.64M
3
State Street
State Street
Massachusetts
+$1.62M
4
Morgan Stanley
Morgan Stanley
New York
+$1.3M
5
Citadel Advisors
Citadel Advisors
Florida
+$1.06M

Top Sellers

Rank Fund Capital Flow
1
CI Investments Inc
CI Investments Inc
Ontario, Canada
-$5.19M
2
BlackRock
BlackRock
New York
-$1.75M
3
Prudential Financial
Prudential Financial
New Jersey
-$487K
4
Victory Capital Management
Victory Capital Management
Texas
-$439K
5
HF
HRT Financial
New York
-$401K
Name Holding Trade Value Shares
Change 		Change in
Stake
Franklin Resources
1
Franklin Resources
California
$65.9M +$801K +29,061 +1%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$39.4M -$8.27K -300 -0%
NM
3
NWI Management
New York
$23.4M – – –
CI Investments Inc
4
CI Investments Inc
Ontario, Canada
$22.9M -$5.19M -188,224 -16%
BlackRock
5
BlackRock
New York
$17.4M -$1.75M -63,394 -8%
Schroder Investment Management Group
6
Schroder Investment Management Group
United Kingdom
$8.05M +$540K +19,566 +6%
Handelsbanken Fonder
7
Handelsbanken Fonder
Sweden
$5.76M – – –
State Street
8
State Street
Massachusetts
$4.82M +$1.62M +58,681 +40%
DCM
9
Discovery Capital Management
Connecticut
$4.69M +$1.64M +59,500 +42%
JP Morgan Chase
10
JP Morgan Chase
New York
$4.25M – – –
Lord, Abbett & Co
11
Lord, Abbett & Co
New Jersey
$3.46M +$4.07M +147,658 New
Morgan Stanley
12
Morgan Stanley
New York
$2.09M +$1.3M +46,985 +112%
PPFA
13
Provida Pension Fund Administrator
Chile
$1.41M – – –
AllianceBernstein
14
AllianceBernstein
Tennessee
$1.37M – – –
RG
15
Renaissance Group
Kentucky
$1.03M +$274K +9,950 +29%
Citadel Advisors
16
Citadel Advisors
Florida
$904K +$1.06M +38,613 New
AQR Capital Management
17
AQR Capital Management
Connecticut
$753K – – –
American Century Companies
18
American Century Companies
Missouri
$666K +$113K +4,089 +17%
Legal & General Group
19
Legal & General Group
United Kingdom
$521K +$75.6K +2,741 +14%
Dimensional Fund Advisors
20
Dimensional Fund Advisors
Texas
$501K +$105K +3,804 +22%
CG
21
Compass Group
New York
$469K – – –
PAMS
22
Pictet Asset Management (Switzerland)
Switzerland
$321K -$189K -6,867 -33%
CS
23
Credit Suisse
Switzerland
$321K – – –
Allianz Asset Management
24
Allianz Asset Management
Germany
$313K +$369K +13,366 New
Northern Trust
25
Northern Trust
Illinois
$307K +$362K +13,127 New
1
2

IFS Hedge Fund Activity: Q2 2022 in Review

38 of the 5,937 institutional investors tracked by Wall St. Rank reported a position in Intercorp Financial Services (IFS) for Q2 2022, worth a combined $212M — down 32% from $310M a quarter earlier.

Fund positioning in IFS was balanced in Q2 2022: 6 funds opened new positions, 6 closed out, 12 added to existing stakes and 8 trimmed.

The largest buyer was Lord, Abbett & Co, opening a new position worth an estimated $4.07M. The largest seller was CI Investments Inc, cutting an estimated $5.19M.

  • 38 institutional investors held Intercorp Financial Services (IFS) as of Q2 2022, down from 39 in Q1 2022.
  • Funds reported $212M of Intercorp Financial Services stock for Q2 2022, down 32% quarter-over-quarter.
  • 6 funds opened new Intercorp Financial Services positions in Q2 2022 and 6 closed out, a net change of 0 holders.
  • The largest Intercorp Financial Services buyer in Q2 2022 was Lord, Abbett & Co, an estimated $4.07M added.
  • The largest Intercorp Financial Services seller in Q2 2022 was CI Investments Inc, an estimated $5.19M sold.

Based on aggregated 13F filings for Q2 2022.