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IES Holdings
IESC

90 hedge funds and large institutions have $740M invested in IES Holdings in 2023 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 24 increasing their positions, 36 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

267% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 3

27% more capital invested

Capital invested by funds: $584M → $740M (+$156M)

10% more funds holding

Funds holding: 82 → 90 (+8)

0.58% more ownership

Funds ownership: 84.62% → 85.19% (+0.58%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

33% less repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 36

Holders
90
Holders Change
+8
Holders Change %
+9.76%
% of All Funds
1.43%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
11
Increased
24
Reduced
36
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$2.52M
2
Millennium Management
Millennium Management
New York
+$1.3M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$1.04M
4
Russell Investments Group
Russell Investments Group
United Kingdom
+$436K
5
Neuberger Berman Group
Neuberger Berman Group
New York
+$410K

Top Sellers

1
BlackRock
BlackRock
New York
-$864K
2
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
-$805K
3
RA
Royce & Associates
New York
-$689K
4
Invesco
Invesco
Georgia
-$606K
5
CAN
Cetera Advisor Networks
California
-$551K
Name Holding Trade Value Shares
Change 		Change in
Stake
PFM
51
Parsec Financial Management
North Carolina
$312K – – –
BCM
52
Bourgeon Capital Management
Connecticut
$311K – – –
GCP
53
GSA Capital Partners
United Kingdom
$311K +$297K +7,228 New
Walleye Capital
54
Walleye Capital
New York
$308K +$293K +7,146 New
EWA
55
Exencial Wealth Advisors
Oklahoma
$302K -$41K -1,000 -13%
Susquehanna International Group
56
Susquehanna International Group
Pennsylvania
$300K +$34.6K +844 +14%
JP Morgan Chase
57
JP Morgan Chase
New York
$293K +$65K +1,584 +30%
Bank of America
58
Bank of America
North Carolina
$292K -$129K -3,150 -32%
WC
59
Wexford Capital
Florida
$284K -$41K -1,000 -13%
Two Sigma Investments
60
Two Sigma Investments
New York
$266K +$9.89K +241 +4%
ECM
61
ExodusPoint Capital Management
New York
$258K -$223K -5,433 -48%
AC
62
Aldebaran Capital
Indiana
$252K -$10.3K -250 -4%
JF
63
Jump Financial
Illinois
$233K +$222K +5,400 New
Deutsche Bank
64
Deutsche Bank
Germany
$231K +$66.8K +1,628 +44%
UBS Group
65
UBS Group
Switzerland
$224K +$27.3K +665 +15%
B
66
Bailard
California
$215K +$205K +5,000 New
AllianceBernstein
67
AllianceBernstein
Tennessee
$213K +$203K +4,941 New
Qube Research & Technologies (QRT)
68
Qube Research & Technologies (QRT)
United Kingdom
$204K +$195K +4,742 New
Barclays
69
Barclays
United Kingdom
$186K +$81.2K +1,978 +84%
MIM
70
MetLife Investment Management
New Jersey
$183K -$37K -901 -17%
AIG
71
American International Group
New York
$178K +$451 +11 +0.3%
Legal & General Group
72
Legal & General Group
United Kingdom
$160K +$6.32K +154 +4%
SG Americas Securities
73
SG Americas Securities
New York
$159K +$151K +3,679 New
Lazard Asset Management
74
Lazard Asset Management
New York
$157K +$1.27K +31 +0.9%
Victory Capital Management
75
Victory Capital Management
Texas
$123K – – –
1 2
3
4

IESC Hedge Fund Activity: Q1 2023 in Review

90 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in IES Holdings (IESC) for Q1 2023, worth a combined $740M — up 27% from $584M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new IESC positions and 3 closed out — a net gain of 8 holders — while 24 added to existing stakes and 36 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $2.52M. The largest seller was BlackRock, cutting an estimated $864K.

  • 90 institutional investors held IES Holdings (IESC) as of Q1 2023, up from 82 in Q4 2022.
  • Funds reported $740M of IES Holdings stock for Q1 2023, up 27% quarter-over-quarter.
  • 11 funds opened new IES Holdings positions in Q1 2023 and 3 closed out, a net change of +8 holders.
  • The largest IES Holdings buyer in Q1 2023 was Fidelity Investments, an estimated $2.52M added.
  • The largest IES Holdings seller in Q1 2023 was BlackRock, an estimated $864K sold.

Based on aggregated 13F filings for Q1 2023.