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IES Holdings
IESC

57 hedge funds and large institutions have $313M invested in IES Holdings in 2019 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 19 increasing their positions, 13 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

46% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 13

10% more funds holding

Funds holding: 52 → 57 (+5)

6% more capital invested

Capital invested by funds: $294M → $313M (+$18.2M)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0.77% less ownership

Funds ownership: 78.36% → 77.59% (-0.77%)

Holders
57
Holders Change
+5
Holders Change %
+9.62%
% of All Funds
1.24%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
7
Increased
19
Reduced
13
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
N
Nuveen
North Carolina
+$589K
2
Renaissance Technologies
Renaissance Technologies
New York
+$397K
3
ACA
Apis Capital Advisors
New York
+$362K
4
MAM
Martingale Asset Management
Massachusetts
+$315K
5
OAM
Oxford Asset Management
United Kingdom
+$253K

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$1.34M
2
Morgan Stanley
Morgan Stanley
New York
-$369K
3
GJL
Gendell Jeffrey L
-$218K
4
State Street
State Street
Massachusetts
-$189K
5
Deutsche Bank
Deutsche Bank
Germany
-$145K
Name Holding Trade Value Shares
Change 		Change in
Stake
GJL
1
Gendell Jeffrey L
$228M -$218K -12,038 -0.1%
RA
2
Royce & Associates
New York
$16M – – –
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$13.9M +$99.8K +5,516 +0.8%
BlackRock
4
BlackRock
New York
$7.66M -$45K -2,485 -0.6%
Vanguard Group
5
Vanguard Group
Pennsylvania
$7.09M +$82.3K +4,546 +1%
AC
6
AltraVue Capital
Washington
$5.64M -$47.1K -2,600 -0.9%
Renaissance Technologies
7
Renaissance Technologies
New York
$5.19M +$397K +21,914 +9%
State Street
8
State Street
Massachusetts
$2.74M -$189K -10,415 -7%
PCM
9
Perritt Capital Management
Illinois
$2.68M +$5.43K +300 +0.2%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$1.98M +$96.2K +5,312 +5%
Northern Trust
11
Northern Trust
Illinois
$1.79M +$45.1K +2,492 +3%
LCM
12
Legato Capital Management
California
$1.52M – – –
BCC
13
Bridge City Capital
Oregon
$1.38M +$6.5K +359 +0.5%
Mercer Global Advisors
14
Mercer Global Advisors
Colorado
$1.34M – – –
Morgan Stanley
15
Morgan Stanley
New York
$1.27M -$369K -20,366 -23%
TAM
16
Timucuan Asset Management
Florida
$1.26M – – –
EVM
17
Eaton Vance Management
Massachusetts
$943K – – –
Wells Fargo
18
Wells Fargo
California
$849K -$1.34M -74,054 -62%
California Public Employees Retirement System
19
California Public Employees Retirement System
California
$842K – – –
MPAM
20
Monarch Partners Asset Management
Massachusetts
$797K – – –
AWW
21
Alan W. Weber
$789K – – –
Millennium Management
22
Millennium Management
New York
$785K +$197K +10,886 +35%
MCC
23
Malaga Cove Capital
California
$651K -$5.43K -300 -0.9%
N
24
Nuveen
North Carolina
$613K +$589K +32,520 New
Bank of New York Mellon
25
Bank of New York Mellon
New York
$607K +$57.1K +3,153 +11%
1
2 3

IESC Hedge Fund Activity: Q2 2019 in Review

57 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in IES Holdings (IESC) for Q2 2019, worth a combined $313M — up 6.2% from $294M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new IESC positions and 0 closed out — a net gain of 7 holders — while 19 added to existing stakes and 13 trimmed.

The largest buyer was Nuveen, opening a new position worth an estimated $589K. The largest seller was Wells Fargo, cutting an estimated $1.34M.

  • 57 institutional investors held IES Holdings (IESC) as of Q2 2019, up from 52 in Q1 2019.
  • Funds reported $313M of IES Holdings stock for Q2 2019, up 6.2% quarter-over-quarter.
  • 7 funds opened new IES Holdings positions in Q2 2019 and 0 closed out, a net change of +7 holders.
  • The largest IES Holdings buyer in Q2 2019 was Nuveen, an estimated $589K added.
  • The largest IES Holdings seller in Q2 2019 was Wells Fargo, an estimated $1.34M sold.

Based on aggregated 13F filings for Q2 2019.