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IES Holdings
IESC

Overview Fund Activity

27 hedge funds and large institutions have $57.2M invested in IES Holdings in 2013 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 6 increasing their positions, 7 reducing their positions, and 1 closing their positions.

Holders
27
Holders Change
+2
Holders Change %
+8%
% of All Funds
0.88%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
3
Increased
6
Reduced
7
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GJL
1
Gendell Jeffrey L
$42.1M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$304K
3
Morgan Stanley
3
Morgan Stanley
New York
$196K
4
PSI
4
Pinnacle Summer Investments
Virginia
$163K
5
EWM
5
Edge Wealth Management
New York
$155K

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$2.45M
2
EVC
2
Eidelman Virant Capital
Missouri
$0
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$452K
4
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$1.3M
5
Northern Trust
5
Northern Trust
Illinois
$61K
Name Market Value Shares Shares
Change 		Shares
Change %
GJL
1
Gendell Jeffrey L
$42.1M 10,373,324 +1,818,831 +21%
RA
2
Royce & Associates
New York
$5.93M 1,460,460 – –
Wells Fargo
3
Wells Fargo
California
$2.45M 602,870 -77,459 -11%
LCM
4
Lafitte Capital Management
Texas
$1.65M 406,700 – –
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$1.3M 318,867 -1,010 -0.3%
Renaissance Technologies
6
Renaissance Technologies
New York
$706K 174,000 -600 -0.3%
AF
7
Aegis Financial
Virginia
$588K 144,801 – –
TBAM
8
True Bearing Asset Management
California
$460K 113,421 – –
Vanguard Group
9
Vanguard Group
Pennsylvania
$452K 111,319 -4,814 -4%
JPMorgan Chase & Co
10
JPMorgan Chase & Co
New York
$304K 74,832 +74,832 New
Morgan Stanley
11
Morgan Stanley
New York
$196K 48,358 +48,358 New
Geode Capital Management
12
Geode Capital Management
Massachusetts
$194K 47,668 +96 +0.2%
PSI
13
Pinnacle Summer Investments
Virginia
$163K 40,210 +35,210 +704%
EWM
14
Edge Wealth Management
New York
$155K 38,066 +13,066 +52%
California Public Employees Retirement System
15
California Public Employees Retirement System
California
$145K 35,600 – –
RC
16
RBF Capital
California
$122K 30,000 – –
Bank of New York Mellon
17
Bank of New York Mellon
New York
$65K 15,997 +23 +0.1%
Northern Trust
18
Northern Trust
Illinois
$61K 14,978 -898 -6%
MAA
19
Managed Account Advisors
New Jersey
$50K 12,234 -756 -6%
SKK
20
Shepherd Kaplan Krochuk
Massachusetts
$50K 12,414 – –
BA
21
BlackRock Advisors
Delaware
$9K 2,175 – –
NFA
22
Nationwide Fund Advisors
Ohio
$5K 1,200 – –
TRCT
23
Tower Research Capital (TRC)
New York
$3K 698 -287 -29%
Citigroup
24
Citigroup
New York
$1K 200 – –
U
25
UBS
Switzerland
$1K 263 +263 New
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