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IES Holdings
IESC

Overview Fund Activity

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.

Holders
133
Holders Change
+17
Holders Change %
+14.66%
% of All Funds
1.95%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.09%
New
22
Increased
51
Reduced
43
Closed
5
Calls
$475K
Puts
$174K
Net Calls
+$301K
Net Calls Change
+$31K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$23.2M
2
Invesco
2
Invesco
Georgia
$11.4M
3
First Trust Advisors
3
First Trust Advisors
Illinois
$4.89M
4
BlackRock
4
BlackRock
New York
$48.6M
5
AllianceBernstein
5
AllianceBernstein
Tennessee
$3.48M

Top Sellers

1
GJL
1
Gendell Jeffrey L
$897M
2
Millennium Management
2
Millennium Management
New York
$6.03M
3
RA
3
Royce & Associates
New York
$29.7M
4
Nuveen Asset Management
4
Nuveen Asset Management
Illinois
$2.07M
5
AR
5
Advisory Research
Illinois
$1.99M
Name Holding Trade Value Shares
Change 		Shares
Change %
Balyasny Asset Management
76
Balyasny Asset Management
Illinois
$432K +$432K +5,454 New
BCM
77
Bourgeon Capital Management
Connecticut
$429K -$143K -1,800 -25%
YMRC
78
Yorktown Management & Research Company
Virginia
$428K – – –
EGM
79
Engineers Gate Manager
New York
$426K +$426K +5,373 New
Aviva
80
Aviva
United Kingdom
$425K +$425K +5,359 New
Lazard Asset Management
81
Lazard Asset Management
New York
$416K +$14.3K +181 +4%
Marshall Wace
82
Marshall Wace
United Kingdom
$414K +$414K +5,223 New
Corient Private Wealth
83
Corient Private Wealth
Florida
$406K – – –
AG
84
Algert Global
California
$383K +$383K +4,840 New
OQS
85
Occudo Quantitative Strategies
Florida
$376K -$196K -2,468 -34%
SEI Investments
86
SEI Investments
Pennsylvania
$370K -$52.3K -660 -12%
ETC
87
Exchange Traded Concepts
Oklahoma
$370K +$370K +4,667 New
Deutsche Bank
88
Deutsche Bank
Germany
$358K -$7.61K -96 -2%
AA
89
ALPS Advisors
Colorado
$357K -$20.3K -256 -5%
Verition Fund Management
90
Verition Fund Management
Connecticut
$357K +$357K +4,504 New
Victory Capital Management
91
Victory Capital Management
Texas
$356K +$356K +4,496 New
HF
92
HRT Financial
New York
$347K -$28.2K -356 -8%
MIM
93
MetLife Investment Management
New Jersey
$345K – – –
Franklin Resources
94
Franklin Resources
California
$336K +$8.87K +112 +3%
DFCM
95
Dark Forest Capital Management
Puerto Rico
$328K -$73.8K -932 -18%
AIG
96
American International Group
New York
$323K -$1.27K -16 -0.4%
QT
97
Quantbot Technologies
New York
$315K +$164K +2,075 +109%
CC
98
Centiva Capital
New York
$307K +$307K +3,879 New
Walleye Capital
99
Walleye Capital
New York
$296K -$106K -1,340 -26%
VOYA Investment Management
100
VOYA Investment Management
Georgia
$276K – – –
2 3
4
5 6