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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
126
$222K
127
$218K
128
$207K
129
$207K
130
$170K
131
$139K
132
$130K
133
$98.4K
134
$98.3K
135
$92K
136
$87K
137
$81.9K
138
$74K
139
$69K
140
$69K
141
$54.9K
142
$48K
143
$33K
144
$25.5K
145
$24.3K
146
$20.9K
147
$20K
148
$15.2K
149
$9.73K
150
$9.12K