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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 %
S
76
SignatureFD
Georgia
$4K +$3.75K +133 +1,478%
US Bancorp
77
US Bancorp
Minnesota
$2K +$2K +53 New
LC
78
Lindbrook Capital
California
$2K +$2K +63 New
PA
79
Parallel Advisors
California
$1K +$852 +23 +575%
WC
80
Wexford Capital
Florida
$247 +$60 +2,000 +32%
CRC
81
Catawba River Capital
South Carolina
– -$6.66M -165,776 Closed
BCC
82
Bridge City Capital
Oregon
– -$1.89M -46,938 Closed
MPAM
83
Monarch Partners Asset Management
Massachusetts
– -$1.83M -45,576 Closed
Susquehanna International Group
84
Susquehanna International Group
Pennsylvania
– -$807K -20,081 Closed
SC
85
Scotia Capital
Ontario, Canada
– -$753K -18,731 Closed
ETC
86
Exchange Traded Concepts
Oklahoma
– -$472K -11,744 Closed
Tudor Investment Corp
87
Tudor Investment Corp
Connecticut
– -$385K -9,580 Closed
OSAM
88
O'Shaughnessy Asset Management
Connecticut
– -$247K -6,147 Closed
BA
89
Bridgewater Advisors
New York
– -$238K -5,928 Closed
ZCM
90
Zebra Capital Management
Connecticut
– -$227K -5,640 Closed
T. Rowe Price Associates
91
T. Rowe Price Associates
Maryland
– -$211K -5,252 Closed
Janney Montgomery Scott
92
Janney Montgomery Scott
Pennsylvania
– -$210K -5,228 Closed
DWA
93
Dorsey Wright & Associates
California
– -$44K -1,086 Closed
TWA
94
TCI Wealth Advisors
Arizona
– -$3K -80 Closed
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