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 12 funds opening new positions, 24 increasing their positions, 35 reducing their positions, and 3 closing their positions.
300% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 3
27% more capital invested
Capital invested by funds: $584M → $740M (+$156M)
11% more funds holding
Funds holding: 81 → 90 (+9)
8.09% more ownership
Funds ownership: 162.3% → 170.39% (+8.1%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
31% less repeat investments, than reductions
Existing positions increased: 24 | Existing positions reduced: 35
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$2.52M |
| 2 |
Millennium Management
New York
|
+$1.3M |
| 3 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$1.04M |
| 4 |
Russell Investments Group
London,
United Kingdom
|
+$436K |
| 5 |
Neuberger Berman Group
New York
|
+$410K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
-$864K |
| 2 |
Jacobs Levy Equity Management
Florham Park,
New Jersey
|
-$806K |
| 3 |
RA
Royce & Associates
New York
|
-$689K |
| 4 |
Invesco
Atlanta,
Georgia
|
-$607K |
| 5 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
-$551K |
IESC Hedge Fund Activity: Q1 2023 in Review
90 of the 6,283 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: 12 funds opened new IESC positions and 3 closed out — a net gain of 9 holders — while 24 added to existing stakes and 35 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 81 in Q4 2022.
- Funds reported $740M of IES Holdings stock for Q1 2023, up 27% quarter-over-quarter.
- 12 funds opened new IES Holdings positions in Q1 2023 and 3 closed out, a net change of +9 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.