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IES Holdings

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.

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 funds holding

Funds holding:

more capital invested

Capital invested by funds: $ → $

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: 65 (-1)

Holders
195
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$15.3M
Puts
$3.16M
Net Calls
Net Calls Change

Top Sellers

1 -$31.3M
2 -$19M
3 -$16.5M
4
Invesco
Invesco
Georgia
-$9.37M
5
RA
Royce & Associates
New York
-$8.02M
Name Holding Trade Value Shares
Change
Change in
Stake
126
$405K
127
$399K
128
$392K
129
$390K
130
$370K
131
$358K
132
$356K
133
$355K
134
$348K
135
$334K
136
$327K
137
$323K
138
$313K
139
$300K
140
$290K
141
$285K
142
$279K
143
$279K
144
$248K
145
$245K
146
$245K
147
$234K
148
$216K
149
$213K
150
$209K