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IES Holdings
IESC

133 hedge funds and large institutions have $1.44B invested in IES Holdings in 2023 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 51 increasing their positions, 43 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

340% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 5

173% more call options, than puts

Call options by funds: $475K | Put options by funds: $174K

24% more capital invested

Capital invested by funds: $1.17B → $1.44B (+$275M)

20% more funds holding in top 10

Funds holding in top 10: 5 → 6 (+1)

19% more repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 43

15% more funds holding

Funds holding: 116 → 133 (+17)

2.43% more ownership

Funds ownership: 87.87% → 90.3% (+2.4%)

Holders
133
Holders Change
+17
Holders Change %
+14.66%
% of All Funds
1.94%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.09%
New
22
Increased
51
Reduced
43
Closed
5
Calls
$475K
Puts
$174K
Net Calls
+$301K
Net Calls Change
+$31K

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$11.4M
2
Invesco
Invesco
Georgia
+$5.73M
3
First Trust Advisors
First Trust Advisors
Illinois
+$4.31M
4
BlackRock
BlackRock
New York
+$2.87M
5
AllianceBernstein
AllianceBernstein
Tennessee
+$2.22M

Top Sellers

Rank Fund Capital Flow
1
GJL
Gendell Jeffrey L
-$6.47M
2
Millennium Management
Millennium Management
New York
-$4.31M
3
RA
Royce & Associates
New York
-$2.72M
4
N
Nuveen
North Carolina
-$1.5M
5
AR
Advisory Research
Illinois
-$1.48M
Name Holding Trade Value Shares
Change 		Change in
Stake
JP Morgan Chase
26
JP Morgan Chase
New York
$3.81M +$411K +5,890 +14%
AllianceBernstein
27
AllianceBernstein
Tennessee
$3.48M +$2.22M +31,883 +266%
Neuberger Berman Group
28
Neuberger Berman Group
New York
$3.38M -$8.65K -124 -0.3%
JCP
29
JB Capital Partners
New York
$3.31M – – –
Two Sigma Investments
30
Two Sigma Investments
New York
$3.25M +$668K +9,570 +30%
Bank of New York Mellon
31
Bank of New York Mellon
New York
$3.07M -$51.3K -735 -2%
EI
32
EAM Investors
California
$2.56M -$410K -5,877 -15%
Citadel Advisors
33
Citadel Advisors
Florida
$2.13M +$1.02M +14,642 +120%
Janney Montgomery Scott
34
Janney Montgomery Scott
Pennsylvania
$2.09M +$151K +2,159 +9%
Two Sigma Advisers
35
Two Sigma Advisers
New York
$2.09M +$119K +1,700 +7%
AQR Capital Management
36
AQR Capital Management
Connecticut
$2.08M +$211K +3,031 +13%
N
37
Nuveen
North Carolina
$2.07M -$1.5M -21,474 -45%
AR
38
Advisory Research
Illinois
$1.99M -$1.48M -21,224 -46%
Jacobs Levy Equity Management
39
Jacobs Levy Equity Management
New Jersey
$1.79M – – –
Qube Research & Technologies (QRT)
40
Qube Research & Technologies (QRT)
United Kingdom
$1.76M +$954K +13,681 +160%
Janus Henderson Group
41
Janus Henderson Group
United Kingdom
$1.66M +$1.16M +16,631 +391%
CS
42
Credit Suisse
Switzerland
$1.57M +$48.6K +697 +4%
Assenagon Asset Management
43
Assenagon Asset Management
Luxembourg
$1.56M +$854K +12,242 +163%
Susquehanna International Group
44
Susquehanna International Group
Pennsylvania
$1.54M +$439K +6,293 +48%
MWM
45
Modera Wealth Management
New Jersey
$1.36M – – –
Ameriprise
46
Ameriprise
Minnesota
$1.36M +$3.21K +46 +0.3%
QC
47
Quadrature Capital
United Kingdom
$1.31M +$118K +1,687 +11%
Swiss National Bank
48
Swiss National Bank
Switzerland
$1.26M -$119K -1,700 -10%
BNP Paribas Financial Markets
49
BNP Paribas Financial Markets
France
$1.25M +$140K +2,005 +15%
RC
50
RBF Capital
California
$1.19M – – –
1
2
3 4 5

IESC Hedge Fund Activity: Q4 2023 in Review

133 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in IES Holdings (IESC) for Q4 2023, worth a combined $1.44B — up 24% from $1.17B a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new IESC positions and 5 closed out — a net gain of 17 holders — while 51 added to existing stakes and 43 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $11.4M. The largest seller was Gendell Jeffrey L, cutting an estimated $6.47M.

  • 133 institutional investors held IES Holdings (IESC) as of Q4 2023, up from 116 in Q3 2023.
  • Funds reported $1.44B of IES Holdings stock for Q4 2023, up 24% quarter-over-quarter.
  • 22 funds opened new IES Holdings positions in Q4 2023 and 5 closed out, a net change of +17 holders.
  • The largest IES Holdings buyer in Q4 2023 was Morgan Stanley, an estimated $11.4M added.
  • The largest IES Holdings seller in Q4 2023 was Gendell Jeffrey L, an estimated $6.47M sold.

Based on aggregated 13F filings for Q4 2023.