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IES Holdings

195 hedge funds and large institutions have $2.56B invested in IES Holdings in 2024 Q2 according to their latest regulatory filings, with 54 funds opening new positions, 68 increasing their positions, 59 reducing their positions, and 15 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 funds holding

Funds holding:

more capital invested

Capital invested by funds: $ → $

15% more repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 59

0.56% more ownership

Funds ownership: 90.1%90.66% (+0.56%)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

Holders
195
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$15.3M
Puts
$3.16M
Net Calls
Net Calls Change

Top Sellers

1 -$31.3M
2 -$19M
3 -$16.5M
4
Invesco
Invesco
Georgia
-$9.37M
5
RA
Royce & Associates
New York
-$8.02M
Name Holding Trade Value Shares
Change
Change in
Stake
76
$1.13M
77
$1.12M
78
$1.1M
79
$1.05M
80
$1.04M
81
$1.04M
82
$1.04M
83
$934K
84
$846K
85
$842K
86
$818K
87
$809K
88
$809K
89
$754K
90
$752K
91
$734K
92
$722K
93
$717K
94
$696K
95
$685K
96
$683K
97
$675K
98
$671K
99
$646K
100
$645K