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IES Holdings
IESC

Overview Fund Activity

81 hedge funds and large institutions have $533M invested in IES Holdings in 2022 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 30 increasing their positions, 29 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
81
Holders Change
-13
Holders Change %
-13.83%
% of All Funds
1.37%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
7
Increased
30
Reduced
29
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BlackRock
1
BlackRock
New York
$29.2M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$33.5M
3
Jacobs Levy Equity Management
3
Jacobs Levy Equity Management
New Jersey
$1.66M
4
SOW
4
State of Wyoming
Wyoming
$1.59M
5
AC
5
AltraVue Capital
Washington
$15.8M

Top Sellers

1
CRC
1
Catawba River Capital
South Carolina
$0
2
BCC
2
Bridge City Capital
Oregon
$0
3
MPAM
3
Monarch Partners Asset Management
Massachusetts
$0
4
ACA
4
Apis Capital Advisors
New York
$1.15M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BCM
51
Bourgeon Capital Management
Connecticut
$218K – – –
MIM
52
MetLife Investment Management
New Jersey
$177K – – –
JPMorgan Chase & Co
53
JPMorgan Chase & Co
New York
$145K -$53.6K -1,782 -27%
Deutsche Bank
54
Deutsche Bank
Germany
$128K -$25K -831 -16%
AIG
55
American International Group
New York
$124K -$5.33K -177 -4%
BNP Paribas Financial Markets
56
BNP Paribas Financial Markets
France
$110K +$78.4K +2,598 +252%
Lazard Asset Management
57
Lazard Asset Management
New York
$109K +$48.9K +1,630 +81%
Legal & General Group
58
Legal & General Group
United Kingdom
$95K -$1.35K -45 -1%
Bank of America
59
Bank of America
North Carolina
$80K -$17.9K -593 -18%
CHA
60
Carmichael Hill & Associates
Maryland
$45K – – –
AB
61
Amalgamated Bank
New York
$39K -$3.55K -118 -8%
Citigroup
62
Citigroup
New York
$31K +$12.3K +404 +66%
GCM
63
Gladius Capital Management
Illinois
$30K +$30K +978 New
TRCT
64
Tower Research Capital (TRC)
New York
$27K +$16.1K +531 +149%
UBS Group
65
UBS Group
Switzerland
$22K -$61.2K -2,038 -74%
Canada Life
66
Canada Life
Manitoba, Canada
$20K – – –
APA
67
American Portfolios Advisors
New York
$19.5K – – –
AIP
68
Ameritas Investment Partners
Nebraska
$18K – – –
ACM
69
Aquatic Capital Management
Illinois
$18K +$12K +400 +200%
MLICM
70
Metropolitan Life Insurance Company (MetLife)
New York
$16.6K – – –
Barclays
71
Barclays
United Kingdom
$13K -$29.6K -1,008 -70%
Royal Bank of Canada
72
Royal Bank of Canada
Ontario, Canada
$7K -$16.9K -482 -71%
Allspring Global Investments
73
Allspring Global Investments
North Carolina
$7K -$7.44K -269 -52%
Wells Fargo
74
Wells Fargo
California
$6K -$51.8K -1,751 -90%
CAPTRUST Financial Advisors
75
CAPTRUST Financial Advisors
North Carolina
$5K +$1.17K +42 +30%
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