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IES Holdings
IESC

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

340% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 5

173% more call options, than puts

Call options by funds: $475K | Put options by funds: $174K

24% more capital invested

Capital invested by funds: $1.17B → $1.44B (+$275M)

20% more funds holding in top 10

Funds holding in top 10: 5 → 6 (+1)

19% more repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 43

15% more funds holding

Funds holding: 116 → 133 (+17)

2.43% more ownership

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

Holders
133
Holders Change
+17
Holders Change %
+14.66%
% of All Funds
1.94%
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

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$11.4M
2
Invesco
Invesco
Georgia
+$5.73M
3
First Trust Advisors
First Trust Advisors
Illinois
+$4.31M
4
BlackRock
BlackRock
New York
+$2.87M
5
AllianceBernstein
AllianceBernstein
Tennessee
+$2.22M

Top Sellers

Rank Fund Capital Flow
1
GJL
Gendell Jeffrey L
-$6.47M
2
Millennium Management
Millennium Management
New York
-$4.31M
3
RA
Royce & Associates
New York
-$2.72M
4
N
Nuveen
North Carolina
-$1.5M
5
AR
Advisory Research
Illinois
-$1.48M
Name Holding Trade Value Shares
Change 		Change in
Stake
Balyasny Asset Management
76
Balyasny Asset Management
Illinois
$432K +$380K +5,454 New
BCM
77
Bourgeon Capital Management
Connecticut
$429K -$126K -1,800 -25%
YMRC
78
Yorktown Management & Research Company
Virginia
$428K – – –
EGM
79
Engineers Gate Manager
New York
$426K +$375K +5,373 New
Aviva
80
Aviva
United Kingdom
$425K +$374K +5,359 New
Lazard Asset Management
81
Lazard Asset Management
New York
$416K +$12.6K +181 +4%
Marshall Wace
82
Marshall Wace
United Kingdom
$414K +$364K +5,223 New
Corient Private Wealth
83
Corient Private Wealth
Florida
$406K – – –
AG
84
Algert Global
California
$383K +$338K +4,840 New
OQS
85
Occudo Quantitative Strategies
Florida
$376K -$172K -2,468 -34%
SEI Investments
86
SEI Investments
Pennsylvania
$370K -$46K -660 -12%
ETC
87
Exchange Traded Concepts
Oklahoma
$370K +$326K +4,667 New
Deutsche Bank
88
Deutsche Bank
Germany
$358K -$6.7K -96 -2%
AA
89
ALPS Advisors
Colorado
$357K -$17.9K -256 -5%
Verition Fund Management
90
Verition Fund Management
Connecticut
$357K +$314K +4,504 New
Victory Capital Management
91
Victory Capital Management
Texas
$356K +$314K +4,496 New
HF
92
HRT Financial
New York
$347K -$24.8K -356 -8%
MIM
93
MetLife Investment Management
New Jersey
$345K – – –
Franklin Resources
94
Franklin Resources
California
$336K +$7.81K +112 +3%
DFCM
95
Dark Forest Capital Management
Puerto Rico
$328K -$65K -932 -18%
AIG
96
American International Group
New York
$323K -$1.12K -16 -0.4%
QT
97
Quantbot Technologies
New York
$315K +$145K +2,075 +109%
CC
98
Centiva Capital
New York
$307K +$271K +3,879 New
Walleye Capital
99
Walleye Capital
New York
$296K -$93.5K -1,340 -26%
VOYA Investment Management
100
VOYA Investment Management
Georgia
$276K – – –
2 3
4
5 6

IESC Hedge Fund Activity: Q4 2023 in Review

133 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in IES Holdings (IESC) for Q4 2023, worth a combined $1.44B — up 24% from $1.17B a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new IESC positions and 5 closed out — a net gain of 17 holders — while 51 added to existing stakes and 43 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $11.4M. The largest seller was Gendell Jeffrey L, cutting an estimated $6.47M.

  • 133 institutional investors held IES Holdings (IESC) as of Q4 2023, up from 116 in Q3 2023.
  • Funds reported $1.44B of IES Holdings stock for Q4 2023, up 24% quarter-over-quarter.
  • 22 funds opened new IES Holdings positions in Q4 2023 and 5 closed out, a net change of +17 holders.
  • The largest IES Holdings buyer in Q4 2023 was Morgan Stanley, an estimated $11.4M added.
  • The largest IES Holdings seller in Q4 2023 was Gendell Jeffrey L, an estimated $6.47M sold.

Based on aggregated 13F filings for Q4 2023.