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IES Holdings
IESC

49 hedge funds and large institutions have $248M invested in IES Holdings in 2018 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 14 increasing their positions, 15 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

7% less repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 15

3.3% less ownership

Funds ownership: 156.73% → 153.43% (-3.3%)

14% less capital invested

Capital invested by funds: $288M → $248M (-$40.1M)

20% less funds holding

Funds holding: 61 → 49 (-12)

80% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 15

Holders
49
Holders Change
-12
Holders Change %
-19.67%
% of All Funds
1.12%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
3
Increased
14
Reduced
15
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Invesco
Invesco
Georgia
+$354K
2
Morgan Stanley
Morgan Stanley
New York
+$350K
3
State Street
State Street
Massachusetts
+$274K
4
GF
Gabelli Funds
New York
+$181K
5
Bank of America
Bank of America
North Carolina
+$99.9K

Top Sellers

Rank Fund Capital Flow
1
IA
IndexIQ Advisors
New York
-$1.34M
2
Allianz Asset Management
Allianz Asset Management
Germany
-$1.02M
3
Axa
Axa
France
-$778K
4
GJL
Gendell Jeffrey L
-$595K
5
Millennium Management
Millennium Management
New York
-$561K

IESC Hedge Fund Activity: Q1 2018 in Review

49 of the 4,373 institutional investors tracked by Wall St. Rank reported a position in IES Holdings (IESC) for Q1 2018, worth a combined $248M — down 14% from $288M a quarter earlier.

Sellers outnumbered buyers: 15 funds closed out of IESC and 3 opened new positions — a net loss of 12 holders — while 15 trimmed existing stakes and 14 added.

The largest buyer was Invesco, opening a new position worth an estimated $354K. The largest seller was IndexIQ Advisors, exiting entirely with an estimated $1.34M sold.

  • 49 institutional investors held IES Holdings (IESC) as of Q1 2018, down from 61 in Q4 2017.
  • Funds reported $248M of IES Holdings stock for Q1 2018, down 14% quarter-over-quarter.
  • 3 funds opened new IES Holdings positions in Q1 2018 and 15 closed out, a net change of -12 holders.
  • The largest IES Holdings buyer in Q1 2018 was Invesco, an estimated $354K added.
  • The largest IES Holdings seller in Q1 2018 was IndexIQ Advisors, an estimated $1.34M sold.

Based on aggregated 13F filings for Q1 2018.