IES Holdings
IESC
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.
70% more first-time investments, than exits
New positions opened: 51 | Existing positions closed: 30
8% more funds holding
Funds holding: 238 → 256 (+18)
6% more repeat investments, than reductions
Existing positions increased: 90 | Existing positions reduced: 85
1% more capital invested
Capital invested by funds: $3.69B → $3.71B (+$19M)
0.01% more ownership
Funds ownership: 92.32% → 92.33% (+0.01%)
24% less call options, than puts
Call options by funds: $46.8M | Put options by funds: $61.7M
29% less funds holding in top 10
Funds holding in top 10: 7 → 5 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
+$50.7M |
| 2 |
BlackRock
New York
|
+$18.8M |
| 3 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
+$17.6M |
| 4 |
Invesco
Atlanta,
Georgia
|
+$10.4M |
| 5 |
Man Group
London,
United Kingdom
|
+$10.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RA
Royce & Associates
New York
|
-$28M |
| 2 |
Assenagon Asset Management
Senningerberg,
Luxembourg
|
-$16.8M |
| 3 |
AC
AltraVue Capital
Bellevue,
Washington
|
-$16.5M |
| 4 |
OAM
Ophir Asset Management
Sydney,
Australia
|
-$14.7M |
| 5 |
Capital International Investors
Los Angeles,
California
|
-$12.6M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
FIM
276
Freedom Investment Management
Hartford,
Connecticut
| – | -$284K | -1,421 | Closed |
|
|
EWA
277
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
| – | -$221K | -1,107 | Closed |
|
278
Walleye Trading
New York
| – | -$172K | -717 | Closed |
|
|
ACM
279
Aster Capital Management
Dubai,
United Arab Emirates
| – | -$93.8K | -470 | Closed |
|
|
GCM
280
Gladius Capital Management
Chicago,
Illinois
| – | -$43.9K | -220 | Closed |
|
281
Group One Trading
Chicago,
Illinois
| – | -$35.1K | -176 | Closed |
|
282
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| – | -$29.9K | -150 | Closed |
|
|
JGIA
283
Jackson Grant Investment Advisers
Stamford,
Connecticut
| – | -$5.99K | -30 | Closed |
|
|
ACM
284
Anfield Capital Management
Irvine,
California
| – | -$3.79K | -19 | Closed |
|
|
CPA
285
Capital Performance Advisors
Walnut Creek,
California
| – | -$3.19K | -16 | Closed |
|
|
CA
286
Claris Advisors
St. Louis,
Missouri
| – | -$200 | -1 | Closed |
|
IESC Hedge Fund Activity: Q4 2024 in Review
256 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in IES Holdings (IESC) for Q4 2024, worth a combined $3.71B — up 0.52% from $3.69B a quarter earlier.
Buyers outnumbered sellers: 51 funds opened new IESC positions and 30 closed out — a net gain of 21 holders — while 90 added to existing stakes and 85 trimmed.
The largest buyer was Vanguard Group, adding an estimated $50.7M. The largest seller was Royce & Associates, cutting an estimated $28M.
- 256 institutional investors held IES Holdings (IESC) as of Q4 2024, up from 238 in Q3 2024.
- Funds reported $3.71B of IES Holdings stock for Q4 2024, up 0.52% quarter-over-quarter.
- 51 funds opened new IES Holdings positions in Q4 2024 and 30 closed out, a net change of +21 holders.
- The largest IES Holdings buyer in Q4 2024 was Vanguard Group, an estimated $50.7M added.
- The largest IES Holdings seller in Q4 2024 was Royce & Associates, an estimated $28M sold.
Based on aggregated 13F filings for Q4 2024.