IES Holdings
IESC
98 hedge funds and large institutions have $920M invested in IES Holdings in 2021 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 32 increasing their positions, 36 reducing their positions, and 6 closing their positions.
17% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 6
5% more capital invested
Capital invested by funds: $875M → $920M (+$45.4M)
4.85% more ownership
Funds ownership: 167.09% → 171.94% (+4.8%)
1% more funds holding
Funds holding: 97 → 98 (+1)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
11% less repeat investments, than reductions
Existing positions increased: 32 | Existing positions reduced: 36
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$28.7M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$2.67M |
| 3 |
AR
Advisory Research
Chicago,
Illinois
|
+$2.43M |
| 4 |
AC
AltraVue Capital
Bellevue,
Washington
|
+$2.13M |
| 5 |
Invesco
Atlanta,
Georgia
|
+$1.87M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RA
Royce & Associates
New York
|
-$3.99M |
| 2 |
Goldman Sachs
New York
|
-$1.61M |
| 3 |
Renaissance Technologies
New York
|
-$1.35M |
| 4 |
GJL
Gendell Jeffrey L
|
-$1.3M |
| 5 |
MPAM
Monarch Partners Asset Management
Boston,
Massachusetts
|
-$1.29M |
IESC Hedge Fund Activity: Q2 2021 in Review
98 of the 5,767 institutional investors tracked by Wall St. Rank reported a position in IES Holdings (IESC) for Q2 2021, worth a combined $920M — up 5.2% from $875M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new IESC positions and 6 closed out — a net gain of 1 holder — while 32 added to existing stakes and 36 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $28.7M. The largest seller was Royce & Associates, cutting an estimated $3.99M.
- 98 institutional investors held IES Holdings (IESC) as of Q2 2021, up from 97 in Q1 2021.
- Funds reported $920M of IES Holdings stock for Q2 2021, up 5.2% quarter-over-quarter.
- 7 funds opened new IES Holdings positions in Q2 2021 and 6 closed out, a net change of +1 holder.
- The largest IES Holdings buyer in Q2 2021 was Fidelity Investments, an estimated $28.7M added.
- The largest IES Holdings seller in Q2 2021 was Royce & Associates, an estimated $3.99M sold.
Based on aggregated 13F filings for Q2 2021.