IES Holdings
IESC
94 hedge funds and large institutions have $792M invested in IES Holdings in 2020 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 26 increasing their positions, 31 reducing their positions, and 7 closing their positions.
171% more first-time investments, than exits
New positions opened: 19 | Existing positions closed: 7
101% more capital inflows, than outflows
Capital inflows: $31M | Capital outflows: $15.4M
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
15% more funds holding
Funds holding: 82 → 94 (+12)
3% more ownership
Funds ownership: 79.95% → 82.95% (+3%)
16% less repeat investments, than reductions
Existing positions increased: 26 | Existing positions reduced: 31
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$5.13M |
| 2 |
AltraVue Capital
Bellevue,
Washington
|
+$4.02M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$1.93M |
| 4 |
Millennium Management
New York
|
+$879K |
| 5 |
JP Morgan Chase
New York
|
+$825K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royce & Associates
New York
|
-$4.59M |
| 2 |
Renaissance Technologies
New York
|
-$2.35M |
| 3 |
PCM
Perritt Capital Management
Chicago,
Illinois
|
-$1.7M |
| 4 |
Timucuan Asset Management
Jacksonville,
Florida
|
-$1.32M |
| 5 |
Martingale Asset Management
Boston,
Massachusetts
|
-$1.24M |
IESC Hedge Fund Activity: Q4 2020 in Review
94 of the 5,678 institutional investors tracked by Wall St. Rank reported a position in IES Holdings (IESC) for Q4 2020, worth a combined $792M — up 48% from $535M a quarter earlier.
Buyers outnumbered sellers: 19 funds opened new IESC positions and 7 closed out — a net gain of 12 holders — while 26 added to existing stakes and 31 trimmed.
The largest buyer was BlackRock, adding an estimated $5.13M. The largest seller was Royce & Associates, cutting an estimated $4.59M.
- 94 institutional investors held IES Holdings (IESC) as of Q4 2020, up from 82 in Q3 2020.
- Funds reported $792M of IES Holdings stock for Q4 2020, up 48% quarter-over-quarter.
- 19 funds opened new IES Holdings positions in Q4 2020 and 7 closed out, a net change of +12 holders.
- The largest IES Holdings buyer in Q4 2020 was BlackRock, an estimated $5.13M added.
- The largest IES Holdings seller in Q4 2020 was Royce & Associates, an estimated $4.59M sold.
Based on aggregated 13F filings for Q4 2020.