IES Holdings
IESC
116 hedge funds and large institutions have $1.17B invested in IES Holdings in 2023 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 49 increasing their positions, 30 reducing their positions, and 2 closing their positions.
750% more first-time investments, than exits
New positions opened: 17 | Existing positions closed: 2
67% more funds holding in top 10
Funds holding in top 10: 3 → 5 (+2)
63% more repeat investments, than reductions
Existing positions increased: 49 | Existing positions reduced: 30
18% more capital invested
Capital invested by funds: $994M → $1.17B (+$175M)
15% more funds holding
Funds holding: 101 → 116 (+15)
1.21% more ownership
Funds ownership: 86.65% → 87.87% (+1.2%)
Top Buyers
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$7.94M |
| 2 |
Goldman Sachs
New York
|
+$2.37M |
| 3 |
AR
Advisory Research
Chicago,
Illinois
|
+$2.12M |
| 4 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
+$1.58M |
| 5 |
EI
EAM Investors
Solana Beach,
California
|
+$1.17M |
Top Sellers
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
-$4.62M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$1.39M |
| 3 |
AC
AltraVue Capital
Bellevue,
Washington
|
-$917K |
| 4 |
QC
Quadrature Capital
London,
United Kingdom
|
-$914K |
| 5 |
Two Sigma Investments
New York
|
-$587K |
IESC Hedge Fund Activity: Q3 2023 in Review
116 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in IES Holdings (IESC) for Q3 2023, worth a combined $1.17B — up 18% from $994M a quarter earlier.
Buyers outnumbered sellers: 17 funds opened new IESC positions and 2 closed out — a net gain of 15 holders — while 49 added to existing stakes and 30 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $7.94M. The largest seller was Wellington Management Group, exiting entirely with an estimated $4.62M sold.
- 116 institutional investors held IES Holdings (IESC) as of Q3 2023, up from 101 in Q2 2023.
- Funds reported $1.17B of IES Holdings stock for Q3 2023, up 18% quarter-over-quarter.
- 17 funds opened new IES Holdings positions in Q3 2023 and 2 closed out, a net change of +15 holders.
- The largest IES Holdings buyer in Q3 2023 was Fidelity Investments, an estimated $7.94M added.
- The largest IES Holdings seller in Q3 2023 was Wellington Management Group, an estimated $4.62M sold.
Based on aggregated 13F filings for Q3 2023.