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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
101
$491K
102
$491K
103
$481K
104
$476K
105
$446K
106
$411K
107
$403K
108
$376K
109
$371K
110
$371K
111
$369K
112
$343K
113
$338K
114
$320K
115
$316K
116
$294K
117
$286K
118
$286K
119
$283K
120
$270K
121
$264K
122
$260K
123
$260K
124
$243K
125
$228K