IES Holdings
IESC
97 hedge funds and large institutions have $874M invested in IES Holdings in 2021 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 31 increasing their positions, 33 reducing their positions, and 9 closing their positions.
56% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 9
10% more capital invested
Capital invested by funds: $792M → $874M (+$82.3M)
3% more funds holding
Funds holding: 94 → 97 (+3)
0.6% more ownership
Funds ownership: 82.95% → 83.54% (+0.6%)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
6% less repeat investments, than reductions
Existing positions increased: 31 | Existing positions reduced: 33
Top Buyers
| 1 |
BlackRock
New York
|
+$4.94M |
| 2 |
AC
AltraVue Capital
Bellevue,
Washington
|
+$4.24M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
+$4.04M |
| 4 |
Victory Capital Management
San Antonio,
Texas
|
+$2.61M |
| 5 |
SCA
Stonebridge Capital Advisors
St Paul,
Minnesota
|
+$2.41M |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
101
Two Sigma Investments
New York
| – | -$221K | -4,800 | Closed |
|
|
MAM
102
Martingale Asset Management
Boston,
Massachusetts
| – | -$213K | -4,607 | Closed |
|
103
T. Rowe Price Associates
Baltimore,
Maryland
| – | -$211K | -4,578 | Closed |
|
104
Russell Investments Group
London,
United Kingdom
| – | -$110K | -2,400 | Closed |
|
|
IA
105
IFP Advisors
Tampa,
Florida
| – | -$20.7K | -430 | Closed |
|
|
PWPS
106
Pinnacle Wealth Planning Services
Mansfield,
Ohio
| – | -$8K | -179 | Closed |
|
IESC Hedge Fund Activity: Q1 2021 in Review
97 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in IES Holdings (IESC) for Q1 2021, worth a combined $874M — up 10% from $792M a quarter earlier.
Buyers outnumbered sellers: 14 funds opened new IESC positions and 9 closed out — a net gain of 5 holders — while 31 added to existing stakes and 33 trimmed.
The largest buyer was BlackRock, adding an estimated $4.94M. The largest seller was Punch & Associates Investment Management, cutting an estimated $2.88M.
- 97 institutional investors held IES Holdings (IESC) as of Q1 2021, up from 94 in Q4 2020.
- Funds reported $874M of IES Holdings stock for Q1 2021, up 10% quarter-over-quarter.
- 14 funds opened new IES Holdings positions in Q1 2021 and 9 closed out, a net change of +5 holders.
- The largest IES Holdings buyer in Q1 2021 was BlackRock, an estimated $4.94M added.
- The largest IES Holdings seller in Q1 2021 was Punch & Associates Investment Management, an estimated $2.88M sold.
Based on aggregated 13F filings for Q1 2021.