IES Holdings
IESC
81 hedge funds and large institutions have $533M invested in IES Holdings in 2022 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 30 increasing their positions, 29 reducing their positions, and 16 closing their positions.
1.56% more ownership
Funds ownership: 168.46% → 170.02% (+1.6%)
3% more repeat investments, than reductions
Existing positions increased: 30 | Existing positions reduced: 29
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
14% less funds holding
Funds holding: 94 → 81 (-13)
24% less capital invested
Capital invested by funds: $704M → $533M (-$171M)
56% less first-time investments, than exits
New positions opened: 7 | Existing positions closed: 16
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$7.86M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$2.85M |
| 3 |
Jacobs Levy Equity Management
Florham Park,
New Jersey
|
+$1.77M |
| 4 |
SOW
State of Wyoming
Cheyenne,
Wyoming
|
+$1.7M |
| 5 |
AC
AltraVue Capital
Bellevue,
Washington
|
+$1.48M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CRC
Catawba River Capital
Lake Wylie,
South Carolina
|
-$6.66M |
| 2 |
BCC
Bridge City Capital
Lake Oswego,
Oregon
|
-$1.89M |
| 3 |
MPAM
Monarch Partners Asset Management
Boston,
Massachusetts
|
-$1.83M |
| 4 |
ACA
Apis Capital Advisors
New York
|
-$1.29M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$807K |
IESC Hedge Fund Activity: Q2 2022 in Review
81 of the 5,959 institutional investors tracked by Wall St. Rank reported a position in IES Holdings (IESC) for Q2 2022, worth a combined $533M — down 24% from $704M a quarter earlier.
Sellers outnumbered buyers: 16 funds closed out of IESC and 7 opened new positions — a net loss of 9 holders — while 29 trimmed existing stakes and 30 added.
The largest buyer was BlackRock, adding an estimated $7.86M. The largest seller was Catawba River Capital, exiting entirely with an estimated $6.66M sold.
- 81 institutional investors held IES Holdings (IESC) as of Q2 2022, down from 94 in Q1 2022.
- Funds reported $533M of IES Holdings stock for Q2 2022, down 24% quarter-over-quarter.
- 7 funds opened new IES Holdings positions in Q2 2022 and 16 closed out, a net change of -9 holders.
- The largest IES Holdings buyer in Q2 2022 was BlackRock, an estimated $7.86M added.
- The largest IES Holdings seller in Q2 2022 was Catawba River Capital, an estimated $6.66M sold.
Based on aggregated 13F filings for Q2 2022.