IES Holdings
IESC
28 hedge funds and large institutions have $142M invested in IES Holdings in 2014 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 20 increasing their positions, 3 reducing their positions, and 3 closing their positions.
567% more repeat investments, than reductions
Existing positions increased: 20 | Existing positions reduced: 3
52% more capital invested
Capital invested by funds: $93.2M → $142M (+$48.5M)
0% more funds holding
Funds holding: 28 → 28 (0)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 3
Top Buyers
| 1 |
GJL
Gendell Jeffrey L
|
+$18.3M |
| 2 |
RA
Royce & Associates
New York
|
+$2.12M |
| 3 |
TBAM
True Bearing Asset Management
San Francisco,
California
|
+$947K |
| 4 |
Wells Fargo
San Francisco,
California
|
+$498K |
| 5 |
Dimensional Fund Advisors
Austin,
Texas
|
+$446K |
Top Sellers
| 1 |
AF
Aegis Financial
Mc Lean,
Virginia
|
-$922K |
| 2 |
SKK
Shepherd Kaplan Krochuk
Boston,
Massachusetts
|
-$69K |
| 3 |
JP Morgan Chase
New York
|
-$44.3K |
| 4 |
Barclays
London,
United Kingdom
|
-$2K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$1.02K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
GSC
26
Ground Swell Capital
Folly Beach,
South Carolina
| $1K | -$759 | -107 | -54% |
|
|
TRCT
27
Tower Research Capital (TRC)
New York
| $1K | +$511 | +72 | New |
|
|
AF
28
Aegis Financial
Mc Lean,
Virginia
| – | -$922K | -138,202 | Closed |
|
|
SKK
29
Shepherd Kaplan Krochuk
Boston,
Massachusetts
| – | -$69K | -10,403 | Closed |
|
|
30
Barclays
London,
United Kingdom
| – | -$2K | -342 | Closed |
|
31
US Bancorp
Minneapolis,
Minnesota
| – | +$7 | +1 | New |
|
IESC Hedge Fund Activity: Q3 2014 in Review
28 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in IES Holdings (IESC) for Q3 2014, worth a combined $142M — up 52% from $93.2M a quarter earlier.
Fund positioning in IESC was balanced in Q3 2014: 3 funds opened new positions, 3 closed out, 20 added to existing stakes and 3 trimmed.
The largest buyer was Gendell Jeffrey L, adding an estimated $18.3M. The largest seller was Aegis Financial, exiting entirely with an estimated $922K sold.
- 28 institutional investors held IES Holdings (IESC) as of Q3 2014, unchanged from Q2 2014.
- Funds reported $142M of IES Holdings stock for Q3 2014, up 52% quarter-over-quarter.
- 3 funds opened new IES Holdings positions in Q3 2014 and 3 closed out, a net change of 0 holders.
- The largest IES Holdings buyer in Q3 2014 was Gendell Jeffrey L, an estimated $18.3M added.
- The largest IES Holdings seller in Q3 2014 was Aegis Financial, an estimated $922K sold.
Based on aggregated 13F filings for Q3 2014.