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IES Holdings
IESC

101 hedge funds and large institutions have $994M invested in IES Holdings in 2023 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 31 increasing their positions, 36 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 9

50% more funds holding in top 10

Funds holding in top 10: 2 → 3 (+1)

34% more capital invested

Capital invested by funds: $740M → $994M (+$254M)

12% more funds holding

Funds holding: 90 → 101 (+11)

1.46% more ownership

Funds ownership: 85.19% → 86.65% (+1.5%)

14% less repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 36

Holders
101
Holders Change
+11
Holders Change %
+12.22%
% of All Funds
1.59%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
21
Increased
31
Reduced
36
Closed
9
Calls
$22K
Puts
–
Net Calls
+$22K
Net Calls Change
+$22K

Top Buyers

Rank Fund Capital Flow
1
LCM
Legato Capital Management
California
+$4.56M
2
Wells Fargo
Wells Fargo
California
+$3.43M
3
Invesco
Invesco
Georgia
+$2.52M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$1.94M
5
JP Morgan Chase
JP Morgan Chase
New York
+$1.86M

Top Sellers

Rank Fund Capital Flow
1
RA
Royce & Associates
New York
-$2.29M
2
KCM
Kennedy Capital Management
Missouri
-$1.72M
3
Citadel Advisors
Citadel Advisors
Florida
-$1.32M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$1.19M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$696K
Name Holding Trade Value Shares
Change 		Change in
Stake
JCP
26
JB Capital Partners
New York
$2.38M – – –
Two Sigma Investments
27
Two Sigma Investments
New York
$2.3M +$1.64M +34,346 +556%
N
28
Nuveen
North Carolina
$2.18M +$589K +12,330 +48%
Citadel Advisors
29
Citadel Advisors
Florida
$1.9M -$1.32M -27,533 -45%
Bank of New York Mellon
30
Bank of New York Mellon
New York
$1.76M -$70.1K -1,466 -5%
QC
31
Quadrature Capital
United Kingdom
$1.64M +$556K +11,644 +68%
Goldman Sachs
32
Goldman Sachs
New York
$1.48M +$443K +9,261 +55%
Two Sigma Advisers
33
Two Sigma Advisers
New York
$1.33M +$1.11M +23,300 New
Jacobs Levy Equity Management
34
Jacobs Levy Equity Management
New Jersey
$1.29M -$361K -7,548 -25%
EI
35
EAM Investors
California
$1.15M +$965K +20,185 New
CS
36
Credit Suisse
Switzerland
$1.07M +$208K +4,359 +30%
Ameriprise
37
Ameriprise
Minnesota
$1.03M -$111K -2,317 -11%
Swiss National Bank
38
Swiss National Bank
Switzerland
$1M -$110K -2,300 -12%
MWM
39
Modera Wealth Management
New Jersey
$975K +$346K +7,240 +73%
State of Wisconsin Investment Board
40
State of Wisconsin Investment Board
Wisconsin
$895K -$192K -4,025 -20%
RC
41
RBF Capital
California
$853K – – –
AR
42
Advisory Research
Illinois
$781K +$656K +13,732 New
D.E. Shaw & Co
43
D.E. Shaw & Co
New York
$757K +$147K +3,075 +30%
TI
44
Trexquant Investment
Connecticut
$750K +$279K +5,848 +80%
RhumbLine Advisers
45
RhumbLine Advisers
Massachusetts
$658K -$59.2K -1,239 -10%
SO
46
STRS Ohio
Ohio
$637K -$71.7K -1,500 -12%
Russell Investments Group
47
Russell Investments Group
United Kingdom
$605K – – –
AQR Capital Management
48
AQR Capital Management
Connecticut
$600K +$504K +10,544 New
California State Teachers Retirement System (CalSTRS)
49
California State Teachers Retirement System (CalSTRS)
California
$559K -$70.1K -1,466 -13%
NYLIM
50
New York Life Investment Management
New York
$544K -$66.1K -1,384 -13%
1
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3 4 5

IESC Hedge Fund Activity: Q2 2023 in Review

101 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in IES Holdings (IESC) for Q2 2023, worth a combined $994M — up 34% from $740M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new IESC positions and 9 closed out — a net gain of 12 holders — while 31 added to existing stakes and 36 trimmed.

The largest buyer was Legato Capital Management, opening a new position worth an estimated $4.56M. The largest seller was Royce & Associates, cutting an estimated $2.29M.

  • 101 institutional investors held IES Holdings (IESC) as of Q2 2023, up from 90 in Q1 2023.
  • Funds reported $994M of IES Holdings stock for Q2 2023, up 34% quarter-over-quarter.
  • 21 funds opened new IES Holdings positions in Q2 2023 and 9 closed out, a net change of +12 holders.
  • The largest IES Holdings buyer in Q2 2023 was Legato Capital Management, an estimated $4.56M added.
  • The largest IES Holdings seller in Q2 2023 was Royce & Associates, an estimated $2.29M sold.

Based on aggregated 13F filings for Q2 2023.