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IES Holdings
IESC

29 hedge funds and large institutions have $142M invested in IES Holdings in 2014 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 5 increasing their positions, 7 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 1 → 3 (+2)

150% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 2

4% more funds holding

Funds holding: 28 → 29 (+1)

0% more capital invested

Capital invested by funds: $142M → $142M (+$15.3K)

29% less repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 7

Holders
29
Holders Change
+1
Holders Change %
+3.57%
% of All Funds
0.77%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.08%
New
5
Increased
5
Reduced
7
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
+$131K
2
Renaissance Technologies
Renaissance Technologies
New York
+$65.6K
3
MAA
Managed Account Advisors
New Jersey
+$15.4K
4
EWM
Edge Wealth Management
New York
+$7.81K
5
Geode Capital Management
Geode Capital Management
Massachusetts
+$1.34K

Top Sellers

1
RA
Royce & Associates
New York
-$183K
2
Wells Fargo
Wells Fargo
California
-$150K
3
Morgan Stanley
Morgan Stanley
New York
-$47.8K
4
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
-$34K
5
JP Morgan Chase
JP Morgan Chase
New York
-$32.1K
Name Holding Trade Value Shares
Change 		Change in
Stake
First Manhattan
26
First Manhattan
New York
$9K – – –
Bank of America
27
Bank of America
North Carolina
$2K – – –
TRCT
28
Tower Research Capital (TRC)
New York
$1K +$710 +92 +128%
AIG
29
American International Group
New York
$291 +$293 +38 New
PNC Financial Services Group
30
PNC Financial Services Group
Pennsylvania
– -$34K -4,000 Closed
1
2

IESC Hedge Fund Activity: Q4 2014 in Review

29 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in IES Holdings (IESC) for Q4 2014, worth a combined $142M — up 0.01% from $142M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new IESC positions and 2 closed out — a net gain of 3 holders — while 5 added to existing stakes and 7 trimmed.

The largest buyer was Jacobs Levy Equity Management, opening a new position worth an estimated $131K. The largest seller was Royce & Associates, cutting an estimated $183K.

  • 29 institutional investors held IES Holdings (IESC) as of Q4 2014, up from 28 in Q3 2014.
  • Funds reported $142M of IES Holdings stock for Q4 2014, up 0.01% quarter-over-quarter.
  • 5 funds opened new IES Holdings positions in Q4 2014 and 2 closed out, a net change of +3 holders.
  • The largest IES Holdings buyer in Q4 2014 was Jacobs Levy Equity Management, an estimated $131K added.
  • The largest IES Holdings seller in Q4 2014 was Royce & Associates, an estimated $183K sold.

Based on aggregated 13F filings for Q4 2014.