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IES Holdings
IESC

Overview Fund Activity

158 hedge funds and large institutions have $2.22B invested in IES Holdings in 2024 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 43 increasing their positions, 54 reducing their positions, and 16 closing their positions.

Holders
158
Holders Change
+25
Holders Change %
+18.8%
% of All Funds
2.29%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
41
Increased
43
Reduced
54
Closed
16
Calls
$7.07M
Puts
$839K
Net Calls
+$6.23M
Net Calls Change
+$5.93M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$159M
2
Assenagon Asset Management
2
Assenagon Asset Management
Luxembourg
$9.66M
3
OAM
3
Ophir Asset Management
Australia
$6.98M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$58.3M
5
Citadel Advisors
5
Citadel Advisors
Florida
$7.34M

Top Sellers

1
GJL
1
Gendell Jeffrey L
$1.36B
2
BICM
2
Breach Inlet Capital Management
South Carolina
$3.88M
3
AC
3
AltraVue Capital
Washington
$47.2M
4
Invesco
4
Invesco
Georgia
$9.54M
5
RA
5
Royce & Associates
New York
$38.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
PWS
76
Peterson Wealth Services
Utah
$844K +$509K +4,182 +152%
Citigroup
77
Citigroup
New York
$826K +$664K +5,455 +409%
JF
78
Jump Financial
Illinois
$791K -$380K -3,121 -32%
ICM
79
Islay Capital Management
Texas
$739K – – –
Simplex Trading
80
Simplex Trading
Illinois
$724K +$724K +5,960 New
SO
81
STRS Ohio
Ohio
$717K -$194K -1,600 -21%
Aviva
82
Aviva
United Kingdom
$714K +$62K +510 +10%
EA
83
Ellsworth Advisors
Ohio
$698K +$698K +5,655 New
AC
84
Aldebaran Capital
Indiana
$689K – – –
YMRC
85
Yorktown Management & Research Company
Virginia
$657K – – –
Lazard Asset Management
86
Lazard Asset Management
New York
$628K -$10.9K -90 -2%
EWA
87
Exencial Wealth Advisors
Oklahoma
$608K -$60.8K -500 -9%
GC
88
Globeflex Capital
California
$608K +$608K +5,000 New
BCM
89
Bourgeon Capital Management
Connecticut
$598K -$60.8K -500 -9%
Victory Capital Management
90
Victory Capital Management
Texas
$589K +$42K +345 +8%
NA
91
NewEdge Advisors
Louisiana
$564K -$85.9K -706 -13%
Corient Private Wealth
92
Corient Private Wealth
Florida
$563K -$60.8K -500 -10%
SEI Investments
93
SEI Investments
Pennsylvania
$563K -$5.47K -45 -1%
Deutsche Bank
94
Deutsche Bank
Germany
$555K +$5.72K +47 +1%
ACM
95
Andina Capital Management
Utah
$541K +$541K +4,451 New
GCP
96
GSA Capital Partners
United Kingdom
$528K +$528K +4,343 New
OSAM
97
O'Shaughnessy Asset Management
Connecticut
$521K +$122K +1,005 +31%
Principal Financial Group
98
Principal Financial Group
Iowa
$505K +$505K +4,148 New
Franklin Resources
99
Franklin Resources
California
$502K -$12.9K -106 -3%
TC
100
Truvestments Capital
Florida
$499K +$499K +4,099 New
2 3
4
5 6