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IES Holdings
IESC

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: 57 → 64 (+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: 1 → 1 (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
–

Top Buyers

1
Renaissance Technologies
Renaissance Technologies
New York
+$704K
2
WG
Winton Group
United Kingdom
+$628K
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$553K
4
BCC
Bridge City Capital
Oregon
+$384K
5
AIM
Alambic Investment Management
California
+$304K

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$563K
2
Morgan Stanley
Morgan Stanley
New York
-$499K
3
TAM
Timucuan Asset Management
Florida
-$299K
4
MCC
Malaga Cove Capital
California
-$289K
5
Deutsche Bank
Deutsche Bank
Germany
-$283K
Name Holding Trade Value Shares
Change 		Change in
Stake
Barclays
51
Barclays
United Kingdom
$85K -$23.2K -1,222 -23%
Victory Capital Management
52
Victory Capital Management
Texas
$79K +$73.2K +3,848 New
PCM
53
Prelude Capital Management
New York
$68K +$22.6K +1,187 +57%
BNP Paribas Financial Markets
54
BNP Paribas Financial Markets
France
$28.1K +$3.65K +192 +16%
Legal & General Group
55
Legal & General Group
United Kingdom
$25K – – –
Citigroup
56
Citigroup
New York
$24K -$20K -1,054 -48%
Lazard Asset Management
57
Lazard Asset Management
New York
$19K +$17.9K +940 New
Bank of Montreal
58
Bank of Montreal
Ontario, Canada
$15K +$590 +31 +4%
APA
59
American Portfolios Advisors
New York
$13.3K – – –
AIP
60
Ameritas Investment Partners
Nebraska
$13K – – –
TRCT
61
Tower Research Capital (TRC)
New York
$3K -$20.4K -1,071 -87%
EWM
62
Edge Wealth Management
New York
$2K -$190K -10,000 -99%
TFS
63
TrustCore Financial Services
Tennessee
– -$47K -2,500 Closed
Royal Bank of Canada
64
Royal Bank of Canada
Ontario, Canada
– +$38 +2 New
1 2
3

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.