IES Holdings
IESC
81 hedge funds and large institutions have $584M invested in IES Holdings in 2022 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 24 increasing their positions, 24 reducing their positions, and 7 closing their positions.
100% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 7
22% more capital invested
Capital invested by funds: $479M → $584M (+$105M)
4% more funds holding
Funds holding: 78 → 81 (+3)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
0% more repeat investments, than reductions
Existing positions increased: 24 | Existing positions reduced: 24
6.84% less ownership
Funds ownership: 169.14% → 162.3% (-6.8%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$1.59M |
| 2 |
Millennium Management
New York
|
+$1.48M |
| 3 |
Wellington Management Group
Boston,
Massachusetts
|
+$1.4M |
| 4 |
Goldman Sachs
New York
|
+$936K |
| 5 |
Jane Street
New York
|
+$708K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
-$10.4M |
| 2 |
LCM
Legato Capital Management
San Francisco,
California
|
-$2.54M |
| 3 |
National Bank of Canada
Montreal,
Quebec, Canada
|
-$1.15M |
| 4 |
RA
Royce & Associates
New York
|
-$468K |
| 5 |
Renaissance Technologies
New York
|
-$444K |
IESC Hedge Fund Activity: Q4 2022 in Review
81 of the 6,237 institutional investors tracked by Wall St. Rank reported a position in IES Holdings (IESC) for Q4 2022, worth a combined $584M — up 22% from $479M a quarter earlier.
Buyers outnumbered sellers: 14 funds opened new IESC positions and 7 closed out — a net gain of 7 holders — while 24 added to existing stakes and 24 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $1.59M. The largest seller was BlackRock, cutting an estimated $10.4M.
- 81 institutional investors held IES Holdings (IESC) as of Q4 2022, up from 78 in Q3 2022.
- Funds reported $584M of IES Holdings stock for Q4 2022, up 22% quarter-over-quarter.
- 14 funds opened new IES Holdings positions in Q4 2022 and 7 closed out, a net change of +7 holders.
- The largest IES Holdings buyer in Q4 2022 was Morgan Stanley, an estimated $1.59M added.
- The largest IES Holdings seller in Q4 2022 was BlackRock, an estimated $10.4M sold.
Based on aggregated 13F filings for Q4 2022.