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IES Holdings
IESC

90 hedge funds and large institutions have $740M invested in IES Holdings in 2023 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 24 increasing their positions, 36 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

267% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 3

27% more capital invested

Capital invested by funds: $584M → $740M (+$156M)

10% more funds holding

Funds holding: 82 → 90 (+8)

0.58% more ownership

Funds ownership: 84.62% → 85.19% (+0.58%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

33% less repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 36

Holders
90
Holders Change
+8
Holders Change %
+9.76%
% of All Funds
1.43%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
11
Increased
24
Reduced
36
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$2.52M
2
Millennium Management
Millennium Management
New York
+$1.3M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$1.04M
4
Russell Investments Group
Russell Investments Group
United Kingdom
+$436K
5
Neuberger Berman Group
Neuberger Berman Group
New York
+$410K

Top Sellers

1
BlackRock
BlackRock
New York
-$864K
2
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
-$805K
3
RA
Royce & Associates
New York
-$689K
4
Invesco
Invesco
Georgia
-$606K
5
CAN
Cetera Advisor Networks
California
-$551K
Name Holding Trade Value Shares
Change 		Change in
Stake
GJL
1
Gendell Jeffrey L
$492M – – –
Fidelity Investments
2
Fidelity Investments
Massachusetts
$43.1M +$2.52M +61,457 +7%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$30.1M -$122K -2,964 -0.4%
BlackRock
4
BlackRock
New York
$24.6M -$864K -21,045 -4%
AC
5
AltraVue Capital
Washington
$22M -$33.6K -820 -0.2%
RA
6
Royce & Associates
New York
$20M -$689K -16,800 -3%
Vanguard Group
7
Vanguard Group
Pennsylvania
$18.5M -$15.7K -383 -0.1%
State Street
8
State Street
Massachusetts
$8.28M +$388K +9,466 +5%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$7.69M +$155K +3,783 +2%
Renaissance Technologies
10
Renaissance Technologies
New York
$7.61M +$16.4K +400 +0.2%
KCM
11
Kennedy Capital Management
Missouri
$5.13M -$369K -8,999 -7%
Morgan Stanley
12
Morgan Stanley
New York
$4.96M -$81.8K -1,993 -2%
Millennium Management
13
Millennium Management
New York
$4.64M +$1.3M +31,759 +42%
Wellington Management Group
14
Wellington Management Group
Massachusetts
$4.57M – – –
New York State Common Retirement Fund
15
New York State Common Retirement Fund
New York
$3.97M – – –
Northern Trust
16
Northern Trust
Illinois
$3.86M -$10.1K -246 -0.3%
Charles Schwab
17
Charles Schwab
California
$3.43M -$68.1K -1,659 -2%
CBC
18
Coombe, Bender & Co
New York
$3.05M +$98.3K +2,396 +4%
Citadel Advisors
19
Citadel Advisors
Florida
$2.63M +$408K +9,939 +19%
SOW
20
State of Wyoming
Wyoming
$2.58M -$388K -9,447 -14%
Neuberger Berman Group
21
Neuberger Berman Group
New York
$1.85M +$410K +9,981 +30%
JCP
22
JB Capital Partners
New York
$1.8M – – –
Bank of New York Mellon
23
Bank of New York Mellon
New York
$1.4M -$31.3K -762 -2%
Jacobs Levy Equity Management
24
Jacobs Levy Equity Management
New Jersey
$1.3M -$805K -19,631 -39%
N
25
Nuveen
North Carolina
$1.12M -$114K -2,780 -10%
1
2 3 4

IESC Hedge Fund Activity: Q1 2023 in Review

90 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in IES Holdings (IESC) for Q1 2023, worth a combined $740M — up 27% from $584M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new IESC positions and 3 closed out — a net gain of 8 holders — while 24 added to existing stakes and 36 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $2.52M. The largest seller was BlackRock, cutting an estimated $864K.

  • 90 institutional investors held IES Holdings (IESC) as of Q1 2023, up from 82 in Q4 2022.
  • Funds reported $740M of IES Holdings stock for Q1 2023, up 27% quarter-over-quarter.
  • 11 funds opened new IES Holdings positions in Q1 2023 and 3 closed out, a net change of +8 holders.
  • The largest IES Holdings buyer in Q1 2023 was Fidelity Investments, an estimated $2.52M added.
  • The largest IES Holdings seller in Q1 2023 was BlackRock, an estimated $864K sold.

Based on aggregated 13F filings for Q1 2023.