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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
76
$432K
77
$429K
78
$428K
79
$426K
80
$425K
81
$416K
82
$414K
83
$406K
84
$383K
85
$376K
86
$370K
87
$370K
88
$358K
89
$357K
90
$357K
91
$356K
92
$347K
93
$345K
94
$336K
95
$328K
96
$323K
97
$315K
98
$307K
99
$296K
100
$276K