IES Holdings
IESC
98 hedge funds and large institutions have $876M invested in IES Holdings in 2021 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 30 increasing their positions, 38 reducing their positions, and 8 closing their positions.
38% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 8
10% more capital invested
Capital invested by funds: $795M → $876M (+$81.4M)
3% more funds holding
Funds holding: 95 → 98 (+3)
0.26% more ownership
Funds ownership: 83.41% → 83.67% (+0.26%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
21% less repeat investments, than reductions
Existing positions increased: 30 | Existing positions reduced: 38
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KCM
Kennedy Capital Management
St Louis,
Missouri
|
+$2.97M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$1.41M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1.03M |
| 4 |
BlackRock
New York
|
+$1.01M |
| 5 |
OCA
Otter Creek Advisors
Palm Beach Gardens,
Florida
|
+$696K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Millennium Management
New York
|
-$2.25M |
| 2 |
Goldman Sachs
New York
|
-$1.28M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$1.27M |
| 4 |
RA
Royce & Associates
New York
|
-$1.09M |
| 5 |
Geode Capital Management
Boston,
Massachusetts
|
-$922K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CSS
101
Cubist Systematic Strategies
Stamford,
Connecticut
| – | -$319K | -6,986 | Closed |
|
|
AIP
102
ARS Investment Partners
New York
| – | -$274K | -6,000 | Closed |
|
103
Arrowstreet Capital
Boston,
Massachusetts
| – | -$253K | -5,530 | Closed |
|
104
Jane Street
New York
| – | -$210K | -4,600 | Closed |
|
105
New York State Teachers Retirement System (NYSTRS)
Albany,
New York
| – | -$32K | -700 | Closed |
|
IESC Hedge Fund Activity: Q4 2021 in Review
98 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in IES Holdings (IESC) for Q4 2021, worth a combined $876M — up 10% from $795M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new IESC positions and 8 closed out — a net gain of 3 holders — while 30 added to existing stakes and 38 trimmed.
The largest buyer was Kennedy Capital Management, adding an estimated $2.97M. The largest seller was Millennium Management, cutting an estimated $2.25M.
- 98 institutional investors held IES Holdings (IESC) as of Q4 2021, up from 95 in Q3 2021.
- Funds reported $876M of IES Holdings stock for Q4 2021, up 10% quarter-over-quarter.
- 11 funds opened new IES Holdings positions in Q4 2021 and 8 closed out, a net change of +3 holders.
- The largest IES Holdings buyer in Q4 2021 was Kennedy Capital Management, an estimated $2.97M added.
- The largest IES Holdings seller in Q4 2021 was Millennium Management, an estimated $2.25M sold.
Based on aggregated 13F filings for Q4 2021.