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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.

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

Top Sellers

1
GJL
Gendell Jeffrey L
$2.14B
2
Wells Fargo
Wells Fargo
California
$2.54M
3
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$136M
4
PCM
Portolan Capital Management
Massachusetts
$7.86M
5
SI
Stephens Inc
Arkansas
$7.91M
Name Holding Trade Value Shares
Change 		Shares
Change %
Handelsbanken Fonder
126
Handelsbanken Fonder
Sweden
$639K +$140K +700 +28%
Stifel Financial
127
Stifel Financial
Missouri
$631K +$631K +3,162 New
IIM
128
INTECH Investment Management
Florida
$608K +$608K +3,048 New
NA
129
Navellier & Associates
Nevada
$606K -$445K -2,230 -42%
OIA
130
Optimum Investment Advisors
Illinois
$599K +$599K +3,000 New
SEI Investments
131
SEI Investments
Pennsylvania
$578K -$83K -416 -13%
HSBC Holdings
132
HSBC Holdings
United Kingdom
$551K +$551K +2,766 New
T. Rowe Price Associates
133
T. Rowe Price Associates
Maryland
$545K +$15.6K +78 +3%
VOYA Investment Management
134
VOYA Investment Management
Georgia
$536K -$23.2K -116 -4%
DC
135
Diametric Capital
Massachusetts
$532K +$63.3K +317 +13%
ASRS
136
Arizona State Retirement System
Arizona
$524K +$15.4K +77 +3%
EGM
137
Engineers Gate Manager
New York
$516K -$301K -1,507 -37%
ACM
138
Andina Capital Management
Utah
$498K +$19.2K +96 +4%
WG
139
Winton Group
United Kingdom
$494K +$494K +2,474 New
OQS
140
Occudo Quantitative Strategies
Florida
$478K -$1.19M -5,952 -71%
State Board of Administration of Florida Retirement System
141
State Board of Administration of Florida Retirement System
Florida
$463K – – –
AA
142
ALPS Advisors
Colorado
$443K -$228K -1,140 -34%
CIM
143
Cambria Investment Management
California
$434K +$434K +2,175 New
WC
144
Wexford Capital
Florida
$429K -$20K -100 -4%
CCAL
145
City Center Advisors LLC
Michigan
$421K +$421K +2,107 New
CG
146
Cynosure Group
Utah
$420K -$142K -711 -25%
VI
147
Vestcor Inc
New Brunswick, Canada
$409K – – –
PWS
148
Precision Wealth Strategies
Missouri
$408K +$408K +2,045 New
BFM
149
Boothbay Fund Management
New York
$405K -$1.69M -8,457 -81%
1SB
150
1ST Source Bank
Indiana
$399K – – –
4 5
6
7 8