IES Holdings
IESC
28 hedge funds and large institutions have $93.2M invested in IES Holdings in 2014 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 8 increasing their positions, 8 reducing their positions, and 2 closing their positions.
150% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 2
12% more funds holding
Funds holding: 25 → 28 (+3)
7% more capital invested
Capital invested by funds: $87.1M → $93.2M (+$6.12M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0% more repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 8
Top Buyers
| 1 |
BCM
Bridgeway Capital Management
Houston,
Texas
|
+$642K |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$140K |
| 3 |
EWM
Edge Wealth Management
New York
|
+$127K |
| 4 |
Morgan Stanley
New York
|
+$31.9K |
| 5 |
TBAM
True Bearing Asset Management
San Francisco,
California
|
+$18.8K |
Top Sellers
| 1 |
Wells Fargo
San Francisco,
California
|
-$880K |
| 2 |
AF
Aegis Financial
Mc Lean,
Virginia
|
-$42.1K |
| 3 |
JP Morgan Chase
New York
|
-$26.5K |
| 4 |
RA
Royce & Associates
New York
|
-$23.5K |
| 5 |
U
UBS
Zurich,
Switzerland
|
-$15.9K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Bank of America
Charlotte,
North Carolina
| $2K | +$2.01K | +315 | +1,086% |
|
27
Barclays
London,
United Kingdom
| $2K | +$2.18K | +342 | New |
|
|
GSC
28
Ground Swell Capital
Folly Beach,
South Carolina
| $1K | +$1.27K | +200 | New |
|
29
Deutsche Bank
Frankfurt Am Main Ge,
Germany
| – | -$3K | -728 | Closed |
|
IESC Hedge Fund Activity: Q2 2014 in Review
28 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in IES Holdings (IESC) for Q2 2014, worth a combined $93.2M — up 7% from $87.1M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new IESC positions and 2 closed out — a net gain of 3 holders — while 8 added to existing stakes and 8 trimmed.
The largest buyer was Bridgeway Capital Management, opening a new position worth an estimated $642K. The largest seller was Wells Fargo, cutting an estimated $880K.
- 28 institutional investors held IES Holdings (IESC) as of Q2 2014, up from 25 in Q1 2014.
- Funds reported $93.2M of IES Holdings stock for Q2 2014, up 7% quarter-over-quarter.
- 5 funds opened new IES Holdings positions in Q2 2014 and 2 closed out, a net change of +3 holders.
- The largest IES Holdings buyer in Q2 2014 was Bridgeway Capital Management, an estimated $642K added.
- The largest IES Holdings seller in Q2 2014 was Wells Fargo, an estimated $880K sold.
Based on aggregated 13F filings for Q2 2014.