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IES Holdings
IESC

Overview Fund Activity

94 hedge funds and large institutions have $792M invested in IES Holdings in 2020 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 26 increasing their positions, 31 reducing their positions, and 7 closing their positions.

Holders
94
Holders Change
+12
Holders Change %
+14.63%
% of All Funds
1.67%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
19
Increased
26
Reduced
31
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BlackRock
1
BlackRock
New York
$33.2M
2
AC
2
AltraVue Capital
Washington
$15.2M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$25.7M
4
Millennium Management
4
Millennium Management
New York
$1.04M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$1.27M

Top Sellers

1
RA
1
Royce & Associates
New York
$33.3M
2
Renaissance Technologies
2
Renaissance Technologies
New York
$14.4M
3
PCM
3
Perritt Capital Management
Illinois
$1.91M
4
MAM
4
Martingale Asset Management
Massachusetts
$213K
5
TAM
5
Timucuan Asset Management
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of Montreal
76
Bank of Montreal
Ontario, Canada
$61K +$42.8K +887 +235%
CHA
77
Carmichael Hill & Associates
Maryland
$60K +$13.8K +300 +30%
Canada Life
78
Canada Life
Manitoba, Canada
$48K – – –
Legal & General Group
79
Legal & General Group
United Kingdom
$38K – – –
New York State Teachers Retirement System (NYSTRS)
80
New York State Teachers Retirement System (NYSTRS)
New York
$32K – – –
APA
81
American Portfolios Advisors
New York
$29.8K – – –
AIP
82
Ameritas Investment Partners
Nebraska
$28K – – –
Federated Hermes
83
Federated Hermes
Pennsylvania
$26K +$26K +554 New
FDCDDQ
84
Federation des caisses Desjardins du Quebec
Quebec, Canada
$23K +$23K +500 New
IA
85
IFP Advisors
Florida
$20K +$20K +430 New
DWA
86
Dorsey Wright & Associates
California
$19K +$4.74K +104 +33%
PAM
87
Panagora Asset Management
Massachusetts
$10K +$10K +224 New
Royal Bank of Canada
88
Royal Bank of Canada
Ontario, Canada
$9K +$8.07K +174 +870%
PWPS
89
Pinnacle Wealth Planning Services
Ohio
$8K +$8K +179 New
Fidelity Investments
90
Fidelity Investments
Massachusetts
$5K – – –
CAPTRUST Financial Advisors
91
CAPTRUST Financial Advisors
North Carolina
$5K +$5K +106 New
EWM
92
Edge Wealth Management
New York
$3K -$1.29K -30 -30%
AIG
93
American International Group
New York
$218 -$6 -136 -3%
TAM
94
Timucuan Asset Management
Florida
– -$1.32M -41,400 Closed
MSL
95
Mackay Shields LLC
New York
– -$480K -15,100 Closed
EWA
96
Exencial Wealth Advisors
Oklahoma
– -$413K -13,000 Closed
DWM
97
Dakota Wealth Management
Florida
– -$386K -12,163 Closed
BPM
98
Bowling Portfolio Management
Ohio
– -$297K -9,343 Closed
PCM
99
Prelude Capital Management
New York
– -$11K -337 Closed
NNP
100
Nachman Norwood & Parrott
South Carolina
– -$2K -59 Closed
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