Intercorp Financial Services
41 hedge funds and large institutions have $226M invested in Intercorp Financial Services in 2024 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 15 increasing their positions, 9 reducing their positions, and 8 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
67% more repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 9
10% more capital invested
Capital invested by funds: $206M → $226M (+$20.1M)
0.74% more ownership
Funds ownership: 7.49% → 8.23% (+0.74%)
2% less funds holding
Funds holding: 42 → 41 (-1)
13% less first-time investments, than exits
New positions opened: 7 | Existing positions closed: 8
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HI
Helikon Investments
London,
United Kingdom
|
+$11.9M |
| 2 |
BlackRock
New York
|
+$6.32M |
| 3 |
State Street
Boston,
Massachusetts
|
+$2.05M |
| 4 |
UBS AM
Chicago,
Illinois
|
+$1.92M |
| 5 |
Marshall Wace
London,
United Kingdom
|
+$1.61M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Handelsbanken Fonder
Stockholm,
Sweden
|
-$3.72M |
| 2 |
Franklin Resources
San Mateo,
California
|
-$2.07M |
| 3 |
Schroder Investment Management Group
London,
United Kingdom
|
-$1.76M |
| 4 |
AGDI
Absolute Gestao de Investimentos
Sao Paulo,
Brazil
|
-$1.47M |
| 5 |
CG
Compass Group
New York
|
-$754K |
IFS Hedge Fund Activity: Q2 2024 in Review
41 of the 6,925 institutional investors tracked by Wall St. Rank reported a position in Intercorp Financial Services (IFS) for Q2 2024, worth a combined $226M — up 9.8% from $206M a quarter earlier.
Sellers outnumbered buyers: 8 funds closed out of IFS and 7 opened new positions — a net loss of 1 holder — while 9 trimmed existing stakes and 15 added.
The largest buyer was Helikon Investments, adding an estimated $11.9M. The largest seller was Handelsbanken Fonder, cutting an estimated $3.72M.
- 41 institutional investors held Intercorp Financial Services (IFS) as of Q2 2024, down from 42 in Q1 2024.
- Funds reported $226M of Intercorp Financial Services stock for Q2 2024, up 9.8% quarter-over-quarter.
- 7 funds opened new Intercorp Financial Services positions in Q2 2024 and 8 closed out, a net change of -1 holder.
- The largest Intercorp Financial Services buyer in Q2 2024 was Helikon Investments, an estimated $11.9M added.
- The largest Intercorp Financial Services seller in Q2 2024 was Handelsbanken Fonder, an estimated $3.72M sold.
Based on aggregated 13F filings for Q2 2024.