IES Holdings
IESC
51 hedge funds and large institutions have $275M invested in IES Holdings in 2018 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 16 increasing their positions, 19 reducing their positions, and 2 closing their positions.
100% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 2
11% more capital invested
Capital invested by funds: $248M → $275M (+$27.2M)
4% more funds holding
Funds holding: 49 → 51 (+2)
0.83% more ownership
Funds ownership: 76.71% → 77.55% (+0.83%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
16% less repeat investments, than reductions
Existing positions increased: 16 | Existing positions reduced: 19
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AI
Acuitas Investments
Seattle,
Washington
|
+$1.81M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$294K |
| 3 |
SO
STRS Ohio
Columbus,
Ohio
|
+$219K |
| 4 |
RhumbLine Advisers
Boston,
Massachusetts
|
+$172K |
| 5 |
Renaissance Technologies
New York
|
+$144K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$489K |
| 2 |
BFM
Boothbay Fund Management
New York
|
-$340K |
| 3 |
UA
Unison Advisors
Washington,
District of Columbia
|
-$203K |
| 4 |
EWM
Edge Wealth Management
New York
|
-$171K |
| 5 |
ZCM
Zebra Capital Management
Stamford,
Connecticut
|
-$94.2K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
51
Royal Bank of Canada
Toronto,
Ontario, Canada
| $1K | +$1.06K | +62 | New |
|
|
BFM
52
Boothbay Fund Management
New York
| – | -$340K | -22,444 | Closed |
|
|
UA
53
Unison Advisors
Washington,
District of Columbia
| – | -$203K | -13,362 | Closed |
|
IESC Hedge Fund Activity: Q2 2018 in Review
51 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in IES Holdings (IESC) for Q2 2018, worth a combined $275M — up 11% from $248M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new IESC positions and 2 closed out — a net gain of 2 holders — while 16 added to existing stakes and 19 trimmed.
The largest buyer was Acuitas Investments, adding an estimated $1.81M. The largest seller was Wells Fargo, cutting an estimated $489K.
- 51 institutional investors held IES Holdings (IESC) as of Q2 2018, up from 49 in Q1 2018.
- Funds reported $275M of IES Holdings stock for Q2 2018, up 11% quarter-over-quarter.
- 4 funds opened new IES Holdings positions in Q2 2018 and 2 closed out, a net change of +2 holders.
- The largest IES Holdings buyer in Q2 2018 was Acuitas Investments, an estimated $1.81M added.
- The largest IES Holdings seller in Q2 2018 was Wells Fargo, an estimated $489K sold.
Based on aggregated 13F filings for Q2 2018.