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IES Holdings
IESC

Overview Fund Activity

256 hedge funds and large institutions have $3.71B invested in IES Holdings in 2024 Q4 according to their latest regulatory filings, with 51 funds opening new positions, 90 increasing their positions, 85 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
256
Holders Change
+18
Holders Change %
+7.56%
% of All Funds
3.41%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.07%
New
51
Increased
90
Reduced
85
Closed
30
Calls
$46.8M
Puts
$61.7M
Net Calls
-$14.9M
Net Calls Change
-$31.6M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
$151M
2
BlackRock
BlackRock
New York
$148M
3
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$25.2M
4
Invesco
Invesco
Georgia
$40.4M
5
Man Group
Man Group
United Kingdom
$8.5M

Top Sellers

1
RA
Royce & Associates
New York
$35.9M
2
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$2.97M
3
AC
AltraVue Capital
Washington
$40.2M
4
Capital International Investors
Capital International Investors
California
$0
5
OAM
Ophir Asset Management
Australia
$18M
Name Holding Trade Value Shares
Change 		Shares
Change %
SIC
251
SJS Investment Consulting
Ohio
$603 – – –
CIAM
252
Caitong International Asset Management
Hong Kong
$603 +$603 +3 New
FFA
253
Farther Finance Advisors
California
$201 – – –
TFM
254
TFC Financial Management
Massachusetts
$201 – – –
GFPC
255
Global Financial Private Client
Florida
$201 +$201 +1 New
PWM
256
Parkworth Wealth Management
California
$201 +$201 +1 New
Capital International Investors
257
Capital International Investors
California
– -$12.6M -63,289 Closed
SI
258
Stephens Inc
Arkansas
– -$7.91M -39,604 Closed
BAMF
259
BI Asset Management Fondsmaeglerselskab
Denmark
– -$3.95M -19,803 Closed
GIPM
260
G2 Investment Partners Management
New York
– -$1.99M -9,953 Closed
JF
261
Jump Financial
Illinois
– -$1.54M -7,712 Closed
HF
262
HRT Financial
New York
– -$1.4M -7,008 Closed
EA
263
Ellsworth Advisors
Ohio
– -$1.16M -5,789 Closed
MAM
264
Martingale Asset Management
Massachusetts
– -$660K -3,306 Closed
DC
265
Diametric Capital
Massachusetts
– -$532K -2,666 Closed
WG
266
Winton Group
United Kingdom
– -$494K -2,474 Closed
BFM
267
Boothbay Fund Management
New York
– -$405K -2,028 Closed
Simplex Trading
268
Simplex Trading
Illinois
– -$386K -1,935 Closed
VI
269
Versor Investments
New York
– -$378K -1,893 Closed
PCM
270
Prelude Capital Management
New York
– -$373K -1,871 Closed
I
271
InceptionR
California
– -$362K -1,814 Closed
Acadian Asset Management
272
Acadian Asset Management
Massachusetts
– -$313K -1,571 Closed
GC
273
Globeflex Capital
California
– -$303K -1,520 Closed
NL
274
NKCFO LLC
Illinois
– -$299K -1,500 Closed
Belvedere Trading
275
Belvedere Trading
Illinois
– -$292K -1,465 Closed
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