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IES Holdings

64 hedge funds and large institutions have $343M invested in IES Holdings in 2019 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 21 increasing their positions, 21 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

700% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 1

12% more funds holding

Funds holding: 5764 (+7)

10% more capital invested

Capital invested by funds: $313M → $343M (+$30.4M)

0.92% more ownership

Funds ownership: 77.59%78.51% (+0.92%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 21

Holders
64
Holders Change
+7
Holders Change %
+12.28%
% of All Funds
1.4%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
8
Increased
21
Reduced
21
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ACA
26
Apis Capital Advisors
New York
$618K +$190K +10,000 +50%
Arrowstreet Capital
27
Arrowstreet Capital
Massachusetts
$599K +$553K +29,083 New
Neuberger Berman Group
28
Neuberger Berman Group
New York
$560K +$475 +25 +0.1%
Bank of New York Mellon
29
Bank of New York Mellon
New York
$548K -$107K -5,629 -17%
SO
30
STRS Ohio
Ohio
$539K +$89.4K +4,700 +22%
Charles Schwab
31
Charles Schwab
California
$435K
MCC
32
Malaga Cove Capital
California
$398K -$289K -15,218 -44%
OSAM
33
O'Shaughnessy Asset Management
Connecticut
$338K -$4.79K -252 -2%
AIM
34
Alambic Investment Management
California
$329K +$304K +15,960 New
Wells Fargo
35
Wells Fargo
California
$319K -$563K -29,581 -66%
Deutsche Bank
36
Deutsche Bank
Germany
$307K -$283K -14,874 -50%
OAM
37
Oxford Asset Management
United Kingdom
$299K +$10.8K +566 +4%
UBS Group
38
UBS Group
Switzerland
$294K +$18K +945 +7%
RhumbLine Advisers
39
RhumbLine Advisers
Massachusetts
$277K +$11.2K +587 +5%
JP Morgan Chase
40
JP Morgan Chase
New York
$264K -$76K -3,995 -24%
California State Teachers Retirement System (CalSTRS)
41
California State Teachers Retirement System (CalSTRS)
California
$263K
Bessemer Group
42
Bessemer Group
New Jersey
$259K +$141K +7,400 +142%
Connor, Clark & Lunn Investment Management (CC&L)
43
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$257K +$237K +12,475 New
Citadel Advisors
44
Citadel Advisors
Florida
$238K +$220K +11,563 New
GF
45
Gabelli Funds
New York
$230K +$3.1K +163 +1%
Jacobs Levy Equity Management
46
Jacobs Levy Equity Management
New Jersey
$224K -$38K -2,000 -16%
SCA
47
Stonebridge Capital Advisors
Minnesota
$182K
New York State Common Retirement Fund
48
New York State Common Retirement Fund
New York
$173K
AIG
49
American International Group
New York
$107K -$704 -37 -0.7%
Bank of America
50
Bank of America
North Carolina
$100K -$152 -8 -0.2%

IESC Hedge Fund Activity: Q3 2019 in Review

64 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in IES Holdings (IESC) for Q3 2019, worth a combined $343M — up 9.7% from $313M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new IESC positions and 1 closed out — a net gain of 7 holders — while 21 added to existing stakes and 21 trimmed.

The largest buyer was Renaissance Technologies, adding an estimated $704K. The largest seller was Wells Fargo, cutting an estimated $563K.

  • 64 institutional investors held IES Holdings (IESC) as of Q3 2019, up from 57 in Q2 2019.
  • Funds reported $343M of IES Holdings stock for Q3 2019, up 9.7% quarter-over-quarter.
  • 8 funds opened new IES Holdings positions in Q3 2019 and 1 closed out, a net change of +7 holders.
  • The largest IES Holdings buyer in Q3 2019 was Renaissance Technologies, an estimated $704K added.
  • The largest IES Holdings seller in Q3 2019 was Wells Fargo, an estimated $563K sold.

Based on aggregated 13F filings for Q3 2019.