IES Holdings
IESC
75 hedge funds and large institutions have $377M invested in IES Holdings in 2020 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 20 increasing their positions, 27 reducing their positions, and 7 closing their positions.
200% more funds holding in top 10
Funds holding in top 10: 1 → 3 (+2)
29% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 7
28% more capital invested
Capital invested by funds: $295M → $377M (+$81.8M)
1% more funds holding
Funds holding: 74 → 75 (+1)
1.67% less ownership
Funds ownership: 78.68% → 77.01% (-1.7%)
26% less repeat investments, than reductions
Existing positions increased: 20 | Existing positions reduced: 27
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PAIM
Punch & Associates Investment Management
Edina,
Minnesota
|
+$1.11M |
| 2 |
MSL
Mackay Shields LLC
New York
|
+$579K |
| 3 |
Renaissance Technologies
New York
|
+$379K |
| 4 |
Charles Schwab
San Francisco,
California
|
+$259K |
| 5 |
Mariner
Overland Park,
Kansas
|
+$255K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GJL
Gendell Jeffrey L
|
-$10.3M |
| 2 |
Mercer Global Advisors
Denver,
Colorado
|
-$953K |
| 3 |
Goldman Sachs
New York
|
-$349K |
| 4 |
BCC
Bridge City Capital
Lake Oswego,
Oregon
|
-$291K |
| 5 |
Millennium Management
New York
|
-$274K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
76
Millennium Management
New York
| – | -$274K | -15,499 | Closed |
|
|
EGM
77
Engineers Gate Manager
New York
| – | -$180K | -10,201 | Closed |
|
|
SCA
78
Stonebridge Capital Advisors
St Paul,
Minnesota
| – | -$156K | -8,829 | Closed |
|
79
Victory Capital Management
San Antonio,
Texas
| – | -$130K | -7,354 | Closed |
|
80
Royal Bank of Canada
Toronto,
Ontario, Canada
| – | -$22.6K | -1,081 | -100% |
|
81
Osaic Holdings
Scottsdale,
Arizona
| – | -$502 | -24 | -56% |
|
IESC Hedge Fund Activity: Q2 2020 in Review
75 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in IES Holdings (IESC) for Q2 2020, worth a combined $377M — up 28% from $295M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new IESC positions and 7 closed out — a net gain of 2 holders — while 20 added to existing stakes and 27 trimmed.
The largest buyer was Punch & Associates Investment Management, opening a new position worth an estimated $1.11M. The largest seller was Gendell Jeffrey L, cutting an estimated $10.3M.
- 75 institutional investors held IES Holdings (IESC) as of Q2 2020, up from 74 in Q1 2020.
- Funds reported $377M of IES Holdings stock for Q2 2020, up 28% quarter-over-quarter.
- 9 funds opened new IES Holdings positions in Q2 2020 and 7 closed out, a net change of +2 holders.
- The largest IES Holdings buyer in Q2 2020 was Punch & Associates Investment Management, an estimated $1.11M added.
- The largest IES Holdings seller in Q2 2020 was Gendell Jeffrey L, an estimated $10.3M sold.
Based on aggregated 13F filings for Q2 2020.