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IES Holdings
IESC

Overview Fund Activity

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.

Holders
195
Holders Change
+37
Holders Change %
+23.42%
% of All Funds
2.84%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.07%
New
54
Increased
68
Reduced
59
Closed
15
Calls
$15.3M
Puts
$3.16M
Net Calls
+$12.1M
Net Calls Change
+$5.89M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$197M
2
Franklin Resources
2
Franklin Resources
California
$12.1M
3
Arrowstreet Capital
3
Arrowstreet Capital
Massachusetts
$21.9M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$77.3M
5
PCM
5
Portolan Capital Management
Massachusetts
$9.68M

Top Sellers

1
GJL
1
Gendell Jeffrey L
$1.53B
2
Morgan Stanley
2
Morgan Stanley
New York
$15.6M
3
AC
3
AltraVue Capital
Washington
$37.6M
4
Invesco
4
Invesco
Georgia
$1.56M
5
RA
5
Royce & Associates
New York
$35.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
TI
76
Trexquant Investment
Connecticut
$1.13M +$1.13M +8,120 New
Bank of America
77
Bank of America
North Carolina
$1.12M -$169K -1,212 -13%
Legal & General Group
78
Legal & General Group
United Kingdom
$1.1M +$59.4K +426 +6%
D.E. Shaw & Co
79
D.E. Shaw & Co
New York
$1.05M +$1.05M +7,533 New
DFCM
80
Dark Forest Capital Management
Puerto Rico
$1.04M +$495K +3,555 +91%
PWS
81
Peterson Wealth Services
Utah
$1.04M +$71.3K +512 +7%
Manulife (Manufacturers Life Insurance)
82
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.04M +$44.9K +322 +5%
VI
83
Versor Investments
New York
$934K +$934K +6,700 New
UBS Group
84
UBS Group
Switzerland
$846K -$658K -4,724 -44%
NRD
85
Nebula Research & Development
New York
$842K +$417K +2,992 +98%
CIP
86
Convergence Investment Partners
Florida
$818K +$357K +2,559 +77%
BNP Paribas Financial Markets
87
BNP Paribas Financial Markets
France
$809K -$2.08M -14,919 -72%
EA
88
Ellsworth Advisors
Ohio
$809K +$21K +151 +3%
AC
89
Aldebaran Capital
Indiana
$754K -$35.5K -255 -5%
YMRC
90
Yorktown Management & Research Company
Virginia
$752K – – –
NA
91
Navellier & Associates
Nevada
$734K +$734K +5,267 New
ICM
92
Islay Capital Management
Texas
$722K -$125K -896 -15%
AAS
93
Annex Advisory Services
Wisconsin
$717K +$717K +5,148 New
SCP
94
Steamboat Capital Partners
New York
$696K +$696K +4,996 New
BCM
95
Bourgeon Capital Management
Connecticut
$685K – – –
SO
96
STRS Ohio
Ohio
$683K -$139K -1,000 -17%
TC
97
Truvestments Capital
Florida
$675K +$104K +746 +18%
MIM
98
MetLife Investment Management
New Jersey
$671K +$120K +862 +22%
Principal Financial Group
99
Principal Financial Group
Iowa
$646K +$67.6K +485 +12%
Corient Private Wealth
100
Corient Private Wealth
Florida
$645K +$139 +1 +0%
2 3
4
5 6