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IES Holdings
IESC

82 hedge funds and large institutions have $584M invested in IES Holdings in 2022 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 26 increasing their positions, 24 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

86% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 7

22% more capital invested

Capital invested by funds: $480M → $584M (+$104M)

4% more funds holding

Funds holding: 79 → 82 (+3)

8% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 24

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

0% more ownership

Funds ownership: 84.61% → 84.62% (+0%)

Holders
82
Holders Change
+3
Holders Change %
+3.8%
% of All Funds
1.32%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
13
Increased
26
Reduced
24
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$1.59M
2
Millennium Management
Millennium Management
New York
+$1.48M
3
Wellington Management Group
Wellington Management Group
Massachusetts
+$1.4M
4
Goldman Sachs
Goldman Sachs
New York
+$936K
5
Jane Street
Jane Street
New York
+$708K

Top Sellers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
-$10.4M
2
LCM
Legato Capital Management
California
-$2.54M
3
National Bank of Canada
National Bank of Canada
Quebec, Canada
-$1.15M
4
RA
Royce & Associates
New York
-$468K
5
Renaissance Technologies
Renaissance Technologies
New York
-$444K
Name Holding Trade Value Shares
Change 		Change in
Stake
Citigroup
76
Citigroup
New York
$10.6K -$2.11K -65 -18%
Allspring Global Investments
77
Allspring Global Investments
North Carolina
$8.79K -$195 -6 -2%
FDCDDQ
78
Federation des caisses Desjardins du Quebec
Quebec, Canada
$7.11K – – –
C
79
Covestor
United Kingdom
$3K -$454 -14 -15%
EWA
80
EverSource Wealth Advisors
Alabama
$1.1K – – –
PA
81
Parallel Advisors
California
$142 -$746 -23 -85%
LCM
82
Legato Capital Management
California
– -$2.54M -92,025 Closed
National Bank of Canada
83
National Bank of Canada
Quebec, Canada
– -$1.15M -40,045 Closed
OCA
84
Otter Creek Advisors
Florida
– -$432K -15,634 Closed
AQR Capital Management
85
AQR Capital Management
Connecticut
– -$377K -13,633 Closed
DA
86
Denali Advisors
California
– -$22K -800 Closed
ACM
87
Aquatic Capital Management
Illinois
– -$8K -300 Closed
Wells Fargo
88
Wells Fargo
California
– -$3K -114 Closed
NA
89
NewEdge Advisors
Louisiana
– +$292 +9 New
1 2 3
4

IESC Hedge Fund Activity: Q4 2022 in Review

82 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in IES Holdings (IESC) for Q4 2022, worth a combined $584M — up 22% from $480M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new IESC positions and 7 closed out — a net gain of 6 holders — while 26 added to existing stakes and 24 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $1.59M. The largest seller was BlackRock, cutting an estimated $10.4M.

  • 82 institutional investors held IES Holdings (IESC) as of Q4 2022, up from 79 in Q3 2022.
  • Funds reported $584M of IES Holdings stock for Q4 2022, up 22% quarter-over-quarter.
  • 13 funds opened new IES Holdings positions in Q4 2022 and 7 closed out, a net change of +6 holders.
  • The largest IES Holdings buyer in Q4 2022 was Morgan Stanley, an estimated $1.59M added.
  • The largest IES Holdings seller in Q4 2022 was BlackRock, an estimated $10.4M sold.

Based on aggregated 13F filings for Q4 2022.