Intercorp Financial Services
IFS
34 hedge funds and large institutions have $202M invested in Intercorp Financial Services in 2023 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 9 increasing their positions, 7 reducing their positions, and 10 closing their positions.
29% more repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 7
0% less ownership
Funds ownership: 7.96% → 7.96% (-0%)
3% less capital invested
Capital invested by funds: $207M → $202M (-$5.32M)
8% less funds holding
Funds holding: 37 → 34 (-3)
30% less first-time investments, than exits
New positions opened: 7 | Existing positions closed: 10
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HI
Helikon Investments
London,
United Kingdom
|
+$3.93M |
| 2 |
Morgan Stanley
New York
|
+$2.03M |
| 3 |
DCM
Discovery Capital Management
South Norwalk,
Connecticut
|
+$1.38M |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$986K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$888K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$5.89M |
| 2 |
CI Investments Inc
Toronto,
Ontario, Canada
|
-$2.78M |
| 3 |
State Street
Boston,
Massachusetts
|
-$1.24M |
| 4 |
Franklin Resources
San Mateo,
California
|
-$1.15M |
| 5 |
Millennium Management
New York
|
-$933K |
IFS Hedge Fund Activity: Q4 2023 in Review
34 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in Intercorp Financial Services (IFS) for Q4 2023, worth a combined $202M — down 2.6% from $207M a quarter earlier.
Sellers outnumbered buyers: 10 funds closed out of IFS and 7 opened new positions — a net loss of 3 holders — while 7 trimmed existing stakes and 9 added.
The largest buyer was Helikon Investments, adding an estimated $3.93M. The largest seller was Fidelity Investments, cutting an estimated $5.89M.
- 34 institutional investors held Intercorp Financial Services (IFS) as of Q4 2023, down from 37 in Q3 2023.
- Funds reported $202M of Intercorp Financial Services stock for Q4 2023, down 2.6% quarter-over-quarter.
- 7 funds opened new Intercorp Financial Services positions in Q4 2023 and 10 closed out, a net change of -3 holders.
- The largest Intercorp Financial Services buyer in Q4 2023 was Helikon Investments, an estimated $3.93M added.
- The largest Intercorp Financial Services seller in Q4 2023 was Fidelity Investments, an estimated $5.89M sold.
Based on aggregated 13F filings for Q4 2023.