IES Holdings
IESC
53 hedge funds and large institutions have $259M invested in IES Holdings in 2018 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 13 increasing their positions, 17 reducing their positions, and 2 closing their positions.
250% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 2
8% more funds holding
Funds holding: 49 → 53 (+4)
0.18% more ownership
Funds ownership: 78.29% → 78.48% (+0.18%)
20% less capital invested
Capital invested by funds: $324M → $259M (-$65M)
24% less repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 17
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
Top Sellers
| 1 |
Bank of New York Mellon
New York
|
-$1.38M |
| 2 |
Two Sigma Investments
New York
|
-$283K |
| 3 |
Wells Fargo
San Francisco,
California
|
-$255K |
| 4 |
RA
Royce & Associates
New York
|
-$241K |
| 5 |
EWM
Edge Wealth Management
New York
|
-$173K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
EWM
51
Edge Wealth Management
New York
| $2K | -$173K | -10,000 | -99% |
|
|
QT
52
Quantamental Technologies
White Plains,
New York
| $2K | +$1.73K | +100 | New |
|
53
Royal Bank of Canada
Toronto,
Ontario, Canada
| $1K | -$2.82K | -163 | -75% |
|
|
54
Two Sigma Investments
New York
| – | -$283K | -14,529 | Closed |
|
|
LYV
55
Live Your Vision
West Conshohocken,
Pennsylvania
| – | -$10K | -500 | Closed |
|
IESC Hedge Fund Activity: Q4 2018 in Review
53 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in IES Holdings (IESC) for Q4 2018, worth a combined $259M — down 20% from $324M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new IESC positions and 2 closed out — a net gain of 5 holders — while 13 added to existing stakes and 17 trimmed.
The largest buyer was Millennium Management, opening a new position worth an estimated $520K. The largest seller was Bank of New York Mellon, cutting an estimated $1.38M.
- 53 institutional investors held IES Holdings (IESC) as of Q4 2018, up from 49 in Q3 2018.
- Funds reported $259M of IES Holdings stock for Q4 2018, down 20% quarter-over-quarter.
- 7 funds opened new IES Holdings positions in Q4 2018 and 2 closed out, a net change of +5 holders.
- The largest IES Holdings buyer in Q4 2018 was Millennium Management, an estimated $520K added.
- The largest IES Holdings seller in Q4 2018 was Bank of New York Mellon, an estimated $1.38M sold.
Based on aggregated 13F filings for Q4 2018.