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IES Holdings
IESC

Overview Fund Activity

28 hedge funds and large institutions have $75.9M invested in IES Holdings in 2013 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 8 increasing their positions, 9 reducing their positions, and 1 closing their positions.

Holders
28
Holders Change
+1
Holders Change %
+3.7%
% of All Funds
0.81%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
2
Increased
8
Reduced
9
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$3.68M
2
TBAM
2
True Bearing Asset Management
California
$943K
3
EWM
3
Edge Wealth Management
New York
$280K
4
SKK
4
Shepherd Kaplan Krochuk
Massachusetts
$140K
5
TRCT
5
Tower Research Capital (TRC)
New York
$15K

Top Sellers

1
RA
1
Royce & Associates
New York
$7.53M
2
Morgan Stanley
2
Morgan Stanley
New York
$25K
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$396K
4
PSI
4
Pinnacle Summer Investments
Virginia
$159K
5
MAA
5
Managed Account Advisors
New Jersey
$39K
Name Market Value Shares Shares
Change 		Shares
Change %
GJL
1
Gendell Jeffrey L
$55.9M 10,373,324 – –
RA
2
Royce & Associates
New York
$7.53M 1,396,160 -64,300 -4%
Wells Fargo
3
Wells Fargo
California
$3.68M 681,901 +79,031 +13%
LCM
4
Lafitte Capital Management
Texas
$2.19M 406,700 – –
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$1.72M 318,267 -600 -0.2%
Renaissance Technologies
6
Renaissance Technologies
New York
$945K 175,300 +1,300 +0.7%
TBAM
7
True Bearing Asset Management
California
$943K 175,018 +61,597 +54%
AF
8
Aegis Financial
Virginia
$780K 144,801 – –
JPMorgan Chase & Co
9
JPMorgan Chase & Co
New York
$403K 74,832 – –
Vanguard Group
10
Vanguard Group
Pennsylvania
$396K 73,432 -37,887 -34%
EWM
11
Edge Wealth Management
New York
$280K 52,000 +13,934 +37%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$257K 47,764 +96 +0.2%
California Public Employees Retirement System
13
California Public Employees Retirement System
California
$177K 35,600 – –
RC
14
RBF Capital
California
$162K 30,000 – –
PSI
15
Pinnacle Summer Investments
Virginia
$159K 29,500 -10,710 -27%
SKK
16
Shepherd Kaplan Krochuk
Massachusetts
$140K 25,903 +13,489 +109%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$86K 15,974 -23 -0.1%
Northern Trust
18
Northern Trust
Illinois
$80K 14,878 -100 -0.7%
MAA
19
Managed Account Advisors
New Jersey
$39K 7,301 -4,933 -40%
Morgan Stanley
20
Morgan Stanley
New York
$25K 4,555 -43,803 -91%
TRCT
21
Tower Research Capital (TRC)
New York
$15K 2,698 +2,000 +287%
BA
22
BlackRock Advisors
Delaware
$12K 2,175 – –
KT
23
Kanaly Trust
Texas
$11K 2,000 +2,000 New
U
24
UBS
Switzerland
$8K 1,424 +1,161 +441%
NFA
25
Nationwide Fund Advisors
Ohio
$6K 1,200 – –
1
2