IES Holdings
IESC
28 hedge funds and large institutions have $75.9M invested in IES Holdings in 2013 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 8 increasing their positions, 9 reducing their positions, and 1 closing their positions.
100% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 1
33% more capital invested
Capital invested by funds: $57.2M → $75.9M (+$18.8M)
4% more funds holding
Funds holding: 27 → 28 (+1)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
11% less repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 9
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$377K |
| 2 |
TBAM
True Bearing Asset Management
San Francisco,
California
|
+$294K |
| 3 |
EWM
Edge Wealth Management
New York
|
+$66.5K |
| 4 |
SKK
Shepherd Kaplan Krochuk
Boston,
Massachusetts
|
+$64.4K |
| 5 |
KT
Kanaly Trust
Houston,
Texas
|
+$9.55K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RA
Royce & Associates
New York
|
-$307K |
| 2 |
Morgan Stanley
New York
|
-$209K |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
-$181K |
| 4 |
PSI
Pinnacle Summer Investments
Fairfax,
Virginia
|
-$51.1K |
| 5 |
MAA
Managed Account Advisors
Jersey City,
New Jersey
|
-$23.6K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Citigroup
New York
| – | -$1K | -200 | Closed |
|
27
Bank of America
Charlotte,
North Carolina
| – | -$181 | -38 | -38% |
|
28
Creative Planning
Overland Park,
Kansas
| – | +$53 | +11 | New |
|
IESC Hedge Fund Activity: Q4 2013 in Review
28 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in IES Holdings (IESC) for Q4 2013, worth a combined $75.9M — up 33% from $57.2M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new IESC positions and 1 closed out — a net gain of 1 holder — while 8 added to existing stakes and 9 trimmed.
The largest buyer was Wells Fargo, adding an estimated $377K. The largest seller was Royce & Associates, cutting an estimated $307K.
- 28 institutional investors held IES Holdings (IESC) as of Q4 2013, up from 27 in Q3 2013.
- Funds reported $75.9M of IES Holdings stock for Q4 2013, up 33% quarter-over-quarter.
- 2 funds opened new IES Holdings positions in Q4 2013 and 1 closed out, a net change of +1 holder.
- The largest IES Holdings buyer in Q4 2013 was Wells Fargo, an estimated $377K added.
- The largest IES Holdings seller in Q4 2013 was Royce & Associates, an estimated $307K sold.
Based on aggregated 13F filings for Q4 2013.