IES Holdings
IESC
101 hedge funds and large institutions have $994M invested in IES Holdings in 2023 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 31 increasing their positions, 36 reducing their positions, and 9 closing their positions.
133% more first-time investments, than exits
New positions opened: 21 | Existing positions closed: 9
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
34% more capital invested
Capital invested by funds: $740M → $994M (+$254M)
12% more funds holding
Funds holding: 90 → 101 (+11)
1.46% more ownership
Funds ownership: 85.19% → 86.65% (+1.5%)
14% less repeat investments, than reductions
Existing positions increased: 31 | Existing positions reduced: 36
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LCM
Legato Capital Management
San Francisco,
California
|
+$4.56M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$3.43M |
| 3 |
Invesco
Atlanta,
Georgia
|
+$2.52M |
| 4 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$1.94M |
| 5 |
JP Morgan Chase
New York
|
+$1.86M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RA
Royce & Associates
New York
|
-$2.29M |
| 2 |
KCM
Kennedy Capital Management
St Louis,
Missouri
|
-$1.72M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$1.32M |
| 4 |
Wellington Management Group
Boston,
Massachusetts
|
-$1.19M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
-$696K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
GF
101
Gabelli Funds
Rye,
New York
| – | -$517K | -12,000 | Closed |
|
102
Marshall Wace
London,
United Kingdom
| – | -$480K | -11,147 | Closed |
|
103
Jane Street
New York
| – | -$446K | -10,348 | Closed |
|
|
PCM
104
Perritt Capital Management
Chicago,
Illinois
| – | -$388K | -9,000 | Closed |
|
|
ECM
105
ExodusPoint Capital Management
New York
| – | -$258K | -5,998 | Closed |
|
106
SG Americas Securities
New York
| – | -$159K | -3,679 | Closed |
|
107
Victory Capital Management
San Antonio,
Texas
| – | -$123K | -2,865 | Closed |
|
|
C
108
Covestor
London,
United Kingdom
| – | -$526 | -11 | -85% |
|
|
NA
109
NewEdge Advisors
New Orleans,
Louisiana
| – | -$388 | -9 | Closed |
|
|
PA
110
Parallel Advisors
San Francisco,
California
| – | -$172 | -4 | Closed |
|
IESC Hedge Fund Activity: Q2 2023 in Review
101 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in IES Holdings (IESC) for Q2 2023, worth a combined $994M — up 34% from $740M a quarter earlier.
Buyers outnumbered sellers: 21 funds opened new IESC positions and 9 closed out — a net gain of 12 holders — while 31 added to existing stakes and 36 trimmed.
The largest buyer was Legato Capital Management, opening a new position worth an estimated $4.56M. The largest seller was Royce & Associates, cutting an estimated $2.29M.
- 101 institutional investors held IES Holdings (IESC) as of Q2 2023, up from 90 in Q1 2023.
- Funds reported $994M of IES Holdings stock for Q2 2023, up 34% quarter-over-quarter.
- 21 funds opened new IES Holdings positions in Q2 2023 and 9 closed out, a net change of +12 holders.
- The largest IES Holdings buyer in Q2 2023 was Legato Capital Management, an estimated $4.56M added.
- The largest IES Holdings seller in Q2 2023 was Royce & Associates, an estimated $2.29M sold.
Based on aggregated 13F filings for Q2 2023.