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IES Holdings
IESC

196 hedge funds and large institutions have $2.56B invested in IES Holdings in 2024 Q2 according to their latest regulatory filings, with 55 funds opening new positions, 68 increasing their positions, 59 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

383% more call options, than puts

Call options by funds: $15.3M | Put options by funds: $3.16M

267% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 15

24% more funds holding

Funds holding: 158 → 196 (+38)

15% more capital invested

Capital invested by funds: $2.22B → $2.56B (+$341M)

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: 6 → 5 (-1)

Holders
196
Holders Change
+38
Holders Change %
+24.05%
% of All Funds
2.83%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.07%
New
55
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
Fidelity Investments
Massachusetts
+$14.3M
2
Franklin Resources
Franklin Resources
California
+$11.6M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$11.2M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$10.6M
5
PCM
Portolan Capital Management
Massachusetts
+$9.76M

Top Sellers

1
GJL
Gendell Jeffrey L
-$31.6M
2
Morgan Stanley
Morgan Stanley
New York
-$19.2M
3
AC
AltraVue Capital
Washington
-$16.6M
4
Invesco
Invesco
Georgia
-$9.45M
5
RA
Royce & Associates
New York
-$8.09M
Name Holding Trade Value Shares
Change 		Change in
Stake
LPL Financial
101
LPL Financial
California
$633K +$639K +4,542 New
Marshall Wace
102
Marshall Wace
United Kingdom
$632K +$637K +4,534 New
OSAM
103
O'Shaughnessy Asset Management
Connecticut
$631K +$34.4K +245 +6%
CF
104
Corebridge Financial
Texas
$624K +$630K +4,481 New
SEC
105
Seven Eight Capital
New York
$611K +$616K +4,383 New
XT
106
XTX Topco
Cayman Islands
$601K +$237K +1,686 +64%
Aviva
107
Aviva
United Kingdom
$598K -$222K -1,576 -27%
Mirae Asset Global ETFs Holdings
108
Mirae Asset Global ETFs Holdings
Hong Kong
$588K +$593K +4,221 New
EGM
109
Engineers Gate Manager
New York
$570K +$140K +999 +32%
GC
110
Globeflex Capital
California
$554K -$144K -1,021 -20%
Wolverine Trading
111
Wolverine Trading
Illinois
$552K +$230K +1,639 +71%
Deutsche Bank
112
Deutsche Bank
Germany
$547K -$89.4K -636 -14%
Acadian Asset Management
113
Acadian Asset Management
Massachusetts
$543K -$1.2M -8,547 -69%
GAM
114
Gotham Asset Management
New York
$535K +$540K +3,843 New
PA
115
PFG Advisors
Arizona
$518K +$7.31K +52 +1%
TRCT
116
Tower Research Capital (TRC)
New York
$515K +$425K +3,020 +449%
Citigroup
117
Citigroup
New York
$510K -$440K -3,132 -46%
OAC
118
OMERS Administration Corp
Ontario, Canada
$488K +$492K +3,500 New
PFA
119
Petra Financial Advisors
Colorado
$476K +$481K +3,418 New
AA
120
ALPS Advisors
Colorado
$468K -$2.81K -20 -0.6%
PP
121
PDT Partners
New York
$463K +$467K +3,322 New
SEI Investments
122
SEI Investments
Pennsylvania
$462K -$185K -1,313 -28%
CC
123
Centiva Capital
New York
$458K +$462K +3,288 New
RWM
124
Ritholtz Wealth Management
New York
$437K +$45.5K +324 +12%
Barclays
125
Barclays
United Kingdom
$414K -$645K -4,589 -61%
3 4
5
6 7

IESC Hedge Fund Activity: Q2 2024 in Review

196 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in IES Holdings (IESC) for Q2 2024, worth a combined $2.56B — up 15% from $2.22B a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new IESC positions and 15 closed out — a net gain of 40 holders — while 68 added to existing stakes and 59 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $14.3M. The largest seller was Gendell Jeffrey L, cutting an estimated $31.6M.

  • 196 institutional investors held IES Holdings (IESC) as of Q2 2024, up from 158 in Q1 2024.
  • Funds reported $2.56B of IES Holdings stock for Q2 2024, up 15% quarter-over-quarter.
  • 55 funds opened new IES Holdings positions in Q2 2024 and 15 closed out, a net change of +40 holders.
  • The largest IES Holdings buyer in Q2 2024 was Fidelity Investments, an estimated $14.3M added.
  • The largest IES Holdings seller in Q2 2024 was Gendell Jeffrey L, an estimated $31.6M sold.

Based on aggregated 13F filings for Q2 2024.