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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
Wells Fargo
76
Wells Fargo
California
$69.3K +$66K +1,608 New
CHA
77
Carmichael Hill & Associates
Maryland
$64.6K – – –
AB
78
Amalgamated Bank
New York
$47K -$8.37K -204 -16%
Royal Bank of Canada
79
Royal Bank of Canada
Ontario, Canada
$34K -$38.4K -937 -54%
Osaic Holdings
80
Osaic Holdings
Arizona
$28.3K – – –
Canada Life
81
Canada Life
Manitoba, Canada
$28K – – –
AIP
82
Ameritas Investment Partners
Nebraska
$26.3K – – –
MLICM
83
Metropolitan Life Insurance Company (MetLife)
New York
$23.7K – – –
TRCT
84
Tower Research Capital (TRC)
New York
$16K -$2.26K -55 -13%
Citigroup
85
Citigroup
New York
$10K -$2.67K -65 -22%
FDCDDQ
86
Federation des caisses Desjardins du Quebec
Quebec, Canada
$8.62K – – –
EWA
87
EverSource Wealth Advisors
Alabama
$1.34K – – –
C
88
Covestor
United Kingdom
$1K -$2.71K -66 -84%
NA
89
NewEdge Advisors
Louisiana
$388 – – –
PA
90
Parallel Advisors
California
$172 – – –
Assenagon Asset Management
91
Assenagon Asset Management
Luxembourg
– -$208K -5,845 Closed
GCM
92
Gladius Capital Management
Illinois
– -$40K -1,125 Closed
Allspring Global Investments
93
Allspring Global Investments
North Carolina
– -$8.79K -247 Closed
1 2 3
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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.