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IES Holdings
IESC

94 hedge funds and large institutions have $792M invested in IES Holdings in 2020 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 26 increasing their positions, 31 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

171% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 7

50% more funds holding in top 10

Funds holding in top 10: 2 → 3 (+1)

48% more capital invested

Capital invested by funds: $535M → $792M (+$258M)

15% more funds holding

Funds holding: 82 → 94 (+12)

3% more ownership

Funds ownership: 79.95% → 82.95% (+3%)

16% less repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 31

Holders
94
Holders Change
+12
Holders Change %
+14.63%
% of All Funds
1.66%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
19
Increased
26
Reduced
31
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BlackRock
BlackRock
New York
+$5.13M
2
AC
AltraVue Capital
Washington
+$4.02M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$1.93M
4
Millennium Management
Millennium Management
New York
+$879K
5
JP Morgan Chase
JP Morgan Chase
New York
+$825K

Top Sellers

1
RA
Royce & Associates
New York
-$4.59M
2
Renaissance Technologies
Renaissance Technologies
New York
-$2.35M
3
PCM
Perritt Capital Management
Illinois
-$1.7M
4
TAM
Timucuan Asset Management
Florida
-$1.31M
5
MAM
Martingale Asset Management
Massachusetts
-$1.24M
Name Holding Trade Value Shares
Change 		Change in
Stake
Osaic Holdings
101
Osaic Holdings
Arizona
– -$352 -9 -47%
1 2 3 4
5

IESC Hedge Fund Activity: Q4 2020 in Review

94 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in IES Holdings (IESC) for Q4 2020, worth a combined $792M — up 48% from $535M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new IESC positions and 7 closed out — a net gain of 12 holders — while 26 added to existing stakes and 31 trimmed.

The largest buyer was BlackRock, adding an estimated $5.13M. The largest seller was Royce & Associates, cutting an estimated $4.59M.

  • 94 institutional investors held IES Holdings (IESC) as of Q4 2020, up from 82 in Q3 2020.
  • Funds reported $792M of IES Holdings stock for Q4 2020, up 48% quarter-over-quarter.
  • 19 funds opened new IES Holdings positions in Q4 2020 and 7 closed out, a net change of +12 holders.
  • The largest IES Holdings buyer in Q4 2020 was BlackRock, an estimated $5.13M added.
  • The largest IES Holdings seller in Q4 2020 was Royce & Associates, an estimated $4.59M sold.

Based on aggregated 13F filings for Q4 2020.