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IES Holdings
IESC

Overview Fund Activity

238 hedge funds and large institutions have $3.69B invested in IES Holdings in 2024 Q3 according to their latest regulatory filings, with 70 funds opening new positions, 68 increasing their positions, 71 reducing their positions, and 26 closing their positions.

Holders
238
Holders Change
+43
Holders Change %
+22.05%
% of All Funds
3.44%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.1%
New
70
Increased
68
Reduced
71
Closed
26
Calls
$24.9M
Puts
$8.22M
Net Calls
+$16.7M
Net Calls Change
+$4.55M

Top Buyers

1
Invesco
1
Invesco
Georgia
$31.4M
2
Franklin Resources
2
Franklin Resources
California
$35.4M
3
SPPAM
3
Summit Partners Public Asset Management
Massachusetts
$23.8M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$295M
5
FMI
5
F/M Investments
District of Columbia
$10.9M

Top Sellers

1
GJL
1
Gendell Jeffrey L
$2.14B
2
Wells Fargo
2
Wells Fargo
California
$2.54M
3
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$136M
4
PCM
4
Portolan Capital Management
Massachusetts
$7.86M
5
SI
5
Stephens Inc
Arkansas
$7.91M
Name Holding Trade Value Shares
Change 		Shares
Change %
AC
101
Aldebaran Capital
Indiana
$1.08M – – –
TC
102
Truvestments Capital
Florida
$1.06M +$88K +441 +9%
OSAM
103
O'Shaughnessy Asset Management
Connecticut
$990K -$43.1K -189 -4%
BCM
104
Bourgeon Capital Management
Connecticut
$982K – – –
SCP
105
Steamboat Capital Partners
New York
$976K -$21.2K -106 -2%
MIM
106
MetLife Investment Management
New Jersey
$961K – – –
GCP
107
GSA Capital Partners
United Kingdom
$898K +$385K +1,929 +75%
FFAM
108
Forge First Asset Management
Canada
$897K -$4.49M -22,495 -83%
Mirae Asset Global ETFs Holdings
109
Mirae Asset Global ETFs Holdings
Hong Kong
$896K +$53.7K +269 +6%
CF
110
Corebridge Financial
Texas
$878K -$16.4K -82 -2%
NRD
111
Nebula Research & Development
New York
$859K -$347K -1,739 -29%
Osaic Holdings
112
Osaic Holdings
Arizona
$846K +$699K +3,500 +472%
SO
113
STRS Ohio
Ohio
$838K -$140K -700 -14%
PFA
114
Petra Financial Advisors
Colorado
$778K +$96K +481 +14%
CRI
115
Colonial River Investments
Virginia
$757K +$757K +3,794 New
AWM
116
Axxcess Wealth Management
California
$755K +$755K +3,782 New
Aviva
117
Aviva
United Kingdom
$754K -$103K -515 -12%
PA
118
PFG Advisors
Arizona
$738K -$3.39K -17 -0.5%
Balyasny Asset Management
119
Balyasny Asset Management
Illinois
$690K +$690K +3,458 New
Millennium Management
120
Millennium Management
New York
$677K -$5.4M -27,054 -89%
MWM
121
Moran Wealth Management
Florida
$667K +$157K +787 +31%
RWM
122
Ritholtz Wealth Management
New York
$666K +$39.3K +197 +6%
HIS
123
Harvest Investment Services
Illinois
$665K +$665K +3,333 New
PP
124
PDT Partners
New York
$661K -$2K -10 -0.3%
MAM
125
Martingale Asset Management
Massachusetts
$660K -$1.24M -6,195 -65%
3 4
5
6 7