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IES Holdings
IESC

Overview Fund Activity

79 hedge funds and large institutions have $480M invested in IES Holdings in 2022 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 23 increasing their positions, 27 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
79
Holders Change
-2
Holders Change %
-2.47%
% 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
23
Reduced
27
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$1.74M
2
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$19.1M
3
Citadel Advisors
3
Citadel Advisors
Florida
$981K
4
Millennium Management
4
Millennium Management
New York
$841K
5
SOW
5
State of Wyoming
Wyoming
$1.86M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$25.8M
2
BlackRock
2
BlackRock
New York
$25.2M
3
ACA
3
Apis Capital Advisors
New York
$0
4
Victory Capital Management
4
Victory Capital Management
Texas
$86K
5
RA
5
Royce & Associates
New York
$13.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
JPMorgan Chase & Co
51
JPMorgan Chase & Co
New York
$134K +$1.05K +38 +0.8%
AIG
52
American International Group
New York
$114K +$193 +7 +0.2%
Deutsche Bank
53
Deutsche Bank
Germany
$102K -$16.2K -585 -14%
BNP Paribas Financial Markets
54
BNP Paribas Financial Markets
France
$101K +$497 +18 +0.5%
Lazard Asset Management
55
Lazard Asset Management
New York
$100K – – –
Legal & General Group
56
Legal & General Group
United Kingdom
$92K +$4.55K +165 +5%
Victory Capital Management
57
Victory Capital Management
Texas
$86K -$956K -34,682 -92%
Bank of America
58
Bank of America
North Carolina
$83K +$9.37K +338 +13%
UBS Group
59
UBS Group
Switzerland
$55K +$34.8K +1,267 +173%
CHA
60
Carmichael Hill & Associates
Maryland
$41K – – –
AB
61
Amalgamated Bank
New York
$36K +$166 +6 +0.5%
TRCT
62
Tower Research Capital (TRC)
New York
$23K -$639 -24 -3%
DA
63
Denali Advisors
California
$22K +$22K +800 New
Canada Life
64
Canada Life
Manitoba, Canada
$18K – – –
APA
65
American Portfolios Advisors
New York
$17.9K – – –
AIP
66
Ameritas Investment Partners
Nebraska
$16K – – –
MLICM
67
Metropolitan Life Insurance Company (MetLife)
New York
$15.2K – – –
Royal Bank of Canada
68
Royal Bank of Canada
Ontario, Canada
$11K +$5.58K +206 +103%
Citigroup
69
Citigroup
New York
$10K -$18K -653 -64%
Barclays
70
Barclays
United Kingdom
$10K -$1.98K -73 -17%
ACM
71
Aquatic Capital Management
Illinois
$8K -$8K -300 -50%
WFA
72
Wipfli Financial Advisors
Wisconsin
$8K +$8K +285 New
Allspring Global Investments
73
Allspring Global Investments
North Carolina
$6K – – –
FDCDDQ
74
Federation des caisses Desjardins du Quebec
Quebec, Canada
$5.52K +$5.52K +200 New
Wells Fargo
75
Wells Fargo
California
$3K -$2.34K -89 -44%
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