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IES Holdings

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

more first-time investments, than exits

New positions opened: | Existing positions closed:

more call options, than puts

Call options by funds: $ | Put options by funds: $

more capital invested

Capital invested by funds: $ → $

more funds holding in top 10

Funds holding in top 10:

19% more repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 43

15% more funds holding

Funds holding: 116133 (+17)

2.43% more ownership

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

Holders
133
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$475K
Puts
$174K
Net Calls
Net Calls Change

Top Buyers

1 +$13M
2 +$6.5M
3 +$4.89M
4
BlackRock
BlackRock
New York
+$3.25M
5
AllianceBernstein
AllianceBernstein
Tennessee
+$2.53M

Top Sellers

1 -$7.34M
2 -$4.89M
3 -$3.09M
4
N
Nuveen
North Carolina
-$1.7M
5
AR
Advisory Research
Illinois
-$1.68M
Name Holding Trade Value Shares
Change
Change in
Stake
51
$1.06M
52
$1.06M
53
$1.02M
54
$1.01M
55
$948K
56
$935K
57
$909K
58
$900K
59
$882K
60
$810K
61
$769K
62
$766K
63
$762K
64
$732K
65
$677K
66
$673K
67
$638K
68
$637K
69
$597K
70
$594K
71
$483K
72
$481K
73
$449K
74
$441K
75
$436K