IES Holdings
IESC
97 hedge funds and large institutions have $875M invested in IES Holdings in 2021 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 31 increasing their positions, 33 reducing their positions, and 9 closing their positions.
56% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 9
10% more capital invested
Capital invested by funds: $792M → $875M (+$82.3M)
3% more funds holding
Funds holding: 94 → 97 (+3)
1.2% more ownership
Funds ownership: 165.89% → 167.09% (+1.2%)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
6% less repeat investments, than reductions
Existing positions increased: 31 | Existing positions reduced: 33
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$4.94M |
| 2 |
AC
AltraVue Capital
Bellevue,
Washington
|
+$4.24M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
+$4.04M |
| 4 |
Victory Capital Management
San Antonio,
Texas
|
+$2.61M |
| 5 |
SCA
Stonebridge Capital Advisors
St Paul,
Minnesota
|
+$2.41M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PAIM
Punch & Associates Investment Management
Edina,
Minnesota
|
-$2.88M |
| 2 |
CRC
Catawba River Capital
Lake Wylie,
South Carolina
|
-$2.43M |
| 3 |
Renaissance Technologies
New York
|
-$2.35M |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$1.76M |
| 5 |
EGI
EAM Global Investors
Solana Beach,
California
|
-$1.05M |
IESC Hedge Fund Activity: Q1 2021 in Review
97 of the 5,711 institutional investors tracked by Wall St. Rank reported a position in IES Holdings (IESC) for Q1 2021, worth a combined $875M — up 10% from $792M a quarter earlier.
Buyers outnumbered sellers: 14 funds opened new IESC positions and 9 closed out — a net gain of 5 holders — while 31 added to existing stakes and 33 trimmed.
The largest buyer was BlackRock, adding an estimated $4.94M. The largest seller was Punch & Associates Investment Management, cutting an estimated $2.88M.
- 97 institutional investors held IES Holdings (IESC) as of Q1 2021, up from 94 in Q4 2020.
- Funds reported $875M of IES Holdings stock for Q1 2021, up 10% quarter-over-quarter.
- 14 funds opened new IES Holdings positions in Q1 2021 and 9 closed out, a net change of +5 holders.
- The largest IES Holdings buyer in Q1 2021 was BlackRock, an estimated $4.94M added.
- The largest IES Holdings seller in Q1 2021 was Punch & Associates Investment Management, an estimated $2.88M sold.
Based on aggregated 13F filings for Q1 2021.