Intercorp Financial Services
IFS
43 hedge funds and large institutions have $206M invested in Intercorp Financial Services in 2023 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 9 increasing their positions, 15 reducing their positions, and 5 closing their positions.
6% more capital invested
Capital invested by funds: $194M → $206M (+$12.3M)
0.67% more ownership
Funds ownership: 7.15% → 7.82% (+0.67%)
0% more funds holding
Funds holding: 43 → 43 (0)
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: 5 | Existing positions closed: 5
40% less repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 15
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$21.6M |
| 2 |
Principal Financial Group
Des Moines,
Iowa
|
+$1.2M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$976K |
| 4 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
+$773K |
| 5 |
Point72 Asset Management
Stamford,
Connecticut
|
+$299K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Schroder Investment Management Group
London,
United Kingdom
|
-$1.69M |
| 2 |
Franklin Resources
San Mateo,
California
|
-$1.48M |
| 3 |
Jane Street
New York
|
-$1.01M |
| 4 |
Morgan Stanley
New York
|
-$882K |
| 5 |
Millennium Management
New York
|
-$419K |
IFS Hedge Fund Activity: Q1 2023 in Review
43 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in Intercorp Financial Services (IFS) for Q1 2023, worth a combined $206M — up 6.4% from $194M a quarter earlier.
Fund positioning in IFS was balanced in Q1 2023: 5 funds opened new positions, 5 closed out, 9 added to existing stakes and 15 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $21.6M. The largest seller was Schroder Investment Management Group, cutting an estimated $1.69M.
- 43 institutional investors held Intercorp Financial Services (IFS) as of Q1 2023, unchanged from Q4 2022.
- Funds reported $206M of Intercorp Financial Services stock for Q1 2023, up 6.4% quarter-over-quarter.
- 5 funds opened new Intercorp Financial Services positions in Q1 2023 and 5 closed out, a net change of 0 holders.
- The largest Intercorp Financial Services buyer in Q1 2023 was Fidelity Investments, an estimated $21.6M added.
- The largest Intercorp Financial Services seller in Q1 2023 was Schroder Investment Management Group, an estimated $1.69M sold.
Based on aggregated 13F filings for Q1 2023.