IES Holdings
IESC
27 hedge funds and large institutions have $57.2M invested in IES Holdings in 2013 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 6 increasing their positions, 7 reducing their positions, and 1 closing their positions.
200% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 1
8% more funds holding
Funds holding: 25 → 27 (+2)
5% more capital invested
Capital invested by funds: $54.2M → $57.2M (+$2.96M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
14% less repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 7
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GJL
Gendell Jeffrey L
|
+$8.31M |
| 2 |
JP Morgan Chase
New York
|
+$342K |
| 3 |
Morgan Stanley
New York
|
+$221K |
| 4 |
PSI
Pinnacle Summer Investments
Fairfax,
Virginia
|
+$161K |
| 5 |
EWM
Edge Wealth Management
New York
|
+$59.7K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$354K |
| 2 |
EVC
Eidelman Virant Capital
Saint Louis,
Missouri
|
-$122K |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
-$22K |
| 4 |
Dimensional Fund Advisors
Austin,
Texas
|
-$4.61K |
| 5 |
Northern Trust
Chicago,
Illinois
|
-$4.1K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
EVC
26
Eidelman Virant Capital
Saint Louis,
Missouri
| – | -$122K | -27,530 | Closed |
|
27
Bank of America
Charlotte,
North Carolina
| – | +$407 | +89 | +809% |
|
IESC Hedge Fund Activity: Q3 2013 in Review
27 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in IES Holdings (IESC) for Q3 2013, worth a combined $57.2M — up 5.5% from $54.2M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new IESC positions and 1 closed out — a net gain of 2 holders — while 6 added to existing stakes and 7 trimmed.
The largest buyer was Gendell Jeffrey L, adding an estimated $8.31M. The largest seller was Wells Fargo, cutting an estimated $354K.
- 27 institutional investors held IES Holdings (IESC) as of Q3 2013, up from 25 in Q2 2013.
- Funds reported $57.2M of IES Holdings stock for Q3 2013, up 5.5% quarter-over-quarter.
- 3 funds opened new IES Holdings positions in Q3 2013 and 1 closed out, a net change of +2 holders.
- The largest IES Holdings buyer in Q3 2013 was Gendell Jeffrey L, an estimated $8.31M added.
- The largest IES Holdings seller in Q3 2013 was Wells Fargo, an estimated $354K sold.
Based on aggregated 13F filings for Q3 2013.