IES Holdings
IESC
25 hedge funds and large institutions have $87.1M invested in IES Holdings in 2014 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 9 increasing their positions, 5 reducing their positions, and 5 closing their positions.
80% more repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 5
15% more capital invested
Capital invested by funds: $75.9M → $87.1M (+$11.2M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
11% less funds holding
Funds holding: 28 → 25 (-3)
60% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 5
Top Buyers
| 1 |
GJL
Gendell Jeffrey L
|
+$2.47M |
| 2 |
TBAM
True Bearing Asset Management
San Francisco,
California
|
+$545K |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$151K |
| 4 |
EWM
Edge Wealth Management
New York
|
+$109K |
| 5 |
Renaissance Technologies
New York
|
+$17.6K |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
TRCT
26
Tower Research Capital (TRC)
New York
| – | -$15K | -2,698 | Closed |
|
27
Bank of America
Charlotte,
North Carolina
| – | -$200 | -33 | -53% |
|
28
Royal Bank of Canada
Toronto,
Ontario, Canada
| – | +$134 | +22 | New |
|
IESC Hedge Fund Activity: Q1 2014 in Review
25 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in IES Holdings (IESC) for Q1 2014, worth a combined $87.1M — up 15% from $75.9M a quarter earlier.
Sellers outnumbered buyers: 5 funds closed out of IESC and 2 opened new positions — a net loss of 3 holders — while 5 trimmed existing stakes and 9 added.
The largest buyer was Gendell Jeffrey L, adding an estimated $2.47M. The largest seller was Lafitte Capital Management, exiting entirely with an estimated $2.19M sold.
- 25 institutional investors held IES Holdings (IESC) as of Q1 2014, down from 28 in Q4 2013.
- Funds reported $87.1M of IES Holdings stock for Q1 2014, up 15% quarter-over-quarter.
- 2 funds opened new IES Holdings positions in Q1 2014 and 5 closed out, a net change of -3 holders.
- The largest IES Holdings buyer in Q1 2014 was Gendell Jeffrey L, an estimated $2.47M added.
- The largest IES Holdings seller in Q1 2014 was Lafitte Capital Management, an estimated $2.19M sold.
Based on aggregated 13F filings for Q1 2014.