IES Holdings
IESC
95 hedge funds and large institutions have $795M invested in IES Holdings in 2021 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 26 increasing their positions, 36 reducing their positions, and 16 closing their positions.
3% less funds holding
Funds holding: 98 → 95 (-3)
5.12% less ownership
Funds ownership: 171.94% → 166.82% (-5.1%)
13% less first-time investments, than exits
New positions opened: 14 | Existing positions closed: 16
14% less capital invested
Capital invested by funds: $920M → $795M (-$125M)
28% less repeat investments, than reductions
Existing positions increased: 26 | Existing positions reduced: 36
33% less funds holding in top 10
Funds holding in top 10: 3 → 2 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$5.87M |
| 2 |
Millennium Management
New York
|
+$2.45M |
| 3 |
MPAM
Monarch Partners Asset Management
Boston,
Massachusetts
|
+$2.03M |
| 4 |
HF
HRT Financial
New York
|
+$1.52M |
| 5 |
Goldman Sachs
New York
|
+$1.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
-$8.97M |
| 2 |
BlackRock
New York
|
-$7.29M |
| 3 |
Geode Capital Management
Boston,
Massachusetts
|
-$3.67M |
| 4 |
First Trust Advisors
Wheaton,
Illinois
|
-$2.73M |
| 5 |
Charles Schwab
San Francisco,
California
|
-$2.72M |
IESC Hedge Fund Activity: Q3 2021 in Review
95 of the 5,728 institutional investors tracked by Wall St. Rank reported a position in IES Holdings (IESC) for Q3 2021, worth a combined $795M — down 14% from $920M a quarter earlier.
Sellers outnumbered buyers: 16 funds closed out of IESC and 14 opened new positions — a net loss of 2 holders — while 36 trimmed existing stakes and 26 added.
The largest buyer was Fidelity Investments, adding an estimated $5.87M. The largest seller was Vanguard Group, cutting an estimated $8.97M.
- 95 institutional investors held IES Holdings (IESC) as of Q3 2021, down from 98 in Q2 2021.
- Funds reported $795M of IES Holdings stock for Q3 2021, down 14% quarter-over-quarter.
- 14 funds opened new IES Holdings positions in Q3 2021 and 16 closed out, a net change of -2 holders.
- The largest IES Holdings buyer in Q3 2021 was Fidelity Investments, an estimated $5.87M added.
- The largest IES Holdings seller in Q3 2021 was Vanguard Group, an estimated $8.97M sold.
Based on aggregated 13F filings for Q3 2021.