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IES Holdings

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.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

0.19% less ownership

Funds ownership: 90.3%90.1% (-0.19%)

20% less repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 54

Holders
158
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
$7.07M
Puts
$839K
Net Calls
Net Calls Change

Top Buyers

1 +$21.7M
2 +$7.25M
3 +$6.98M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$5.31M
5
Citadel Advisors
Citadel Advisors
Florida
+$4.07M

Top Sellers

1 -$13.1M
2 -$11.8M
3 -$11.6M
4
Invesco
Invesco
Georgia
-$8.03M
5
RA
Royce & Associates
New York
-$7.5M
Name Holding Trade Value Shares
Change
Change in
Stake
76
$844K
77
$826K
78
$791K
79
$739K
80
$724K
81
$717K
82
$714K
83
$698K
84
$689K
85
$657K
86
$628K
87
$608K
88
$608K
89
$598K
90
$589K
91
$564K
92
$563K
93
$563K
94
$555K
95
$541K
96
$528K
97
$521K
98
$505K
99
$502K
100
$499K