IES Holdings
IESC
64 hedge funds and large institutions have $324M invested in IES Holdings in 2016 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 20 increasing their positions, 20 reducing their positions, and 8 closing their positions.
157.5% more ownership
Funds ownership: 0% → 157.5% (+158%)
25% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 8
2% more funds holding
Funds holding: 63 → 64 (+1)
2% more capital invested
Capital invested by funds: $316M → $324M (+$7.18M)
0% more repeat investments, than reductions
Existing positions increased: 20 | Existing positions reduced: 20
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Dimensional Fund Advisors
Austin,
Texas
|
+$2.84M |
| 2 |
Invesco
Atlanta,
Georgia
|
+$1.07M |
| 3 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
+$699K |
| 4 |
EI
EAM Investors
Solana Beach,
California
|
+$698K |
| 5 |
BPM
Bowling Portfolio Management
Cincinnati,
Ohio
|
+$566K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GJL
Gendell Jeffrey L
|
-$17.2M |
| 2 |
RA
Royce & Associates
New York
|
-$3.74M |
| 3 |
GCP
GSA Capital Partners
London,
United Kingdom
|
-$739K |
| 4 |
ICM
ISZO Capital Management
New York
|
-$682K |
| 5 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$577K |
IESC Hedge Fund Activity: Q4 2016 in Review
64 of the 4,008 institutional investors tracked by Wall St. Rank reported a position in IES Holdings (IESC) for Q4 2016, worth a combined $324M — up 2.3% from $316M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new IESC positions and 8 closed out — a net gain of 2 holders — while 20 added to existing stakes and 20 trimmed.
The largest buyer was Dimensional Fund Advisors, adding an estimated $2.84M. The largest seller was Gendell Jeffrey L, cutting an estimated $17.2M.
- 64 institutional investors held IES Holdings (IESC) as of Q4 2016, up from 63 in Q3 2016.
- Funds reported $324M of IES Holdings stock for Q4 2016, up 2.3% quarter-over-quarter.
- 10 funds opened new IES Holdings positions in Q4 2016 and 8 closed out, a net change of +2 holders.
- The largest IES Holdings buyer in Q4 2016 was Dimensional Fund Advisors, an estimated $2.84M added.
- The largest IES Holdings seller in Q4 2016 was Gendell Jeffrey L, an estimated $17.2M sold.
Based on aggregated 13F filings for Q4 2016.