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IES Holdings
IESC

Overview Fund Activity

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
Holders
158
Holders Change
+25
Holders Change %
+18.8%
% of All Funds
2.29%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
41
Increased
43
Reduced
54
Closed
16
Calls
$7.07M
Puts
$839K
Net Calls
+$6.23M
Net Calls Change
+$5.93M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$159M
2
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$9.66M
3
OAM
Ophir Asset Management
Australia
$6.98M
4
Vanguard Group
Vanguard Group
Pennsylvania
$58.3M
5
Citadel Advisors
Citadel Advisors
Florida
$7.34M

Top Sellers

1
GJL
Gendell Jeffrey L
$1.36B
2
BICM
Breach Inlet Capital Management
South Carolina
$3.88M
3
AC
AltraVue Capital
Washington
$47.2M
4
Invesco
Invesco
Georgia
$9.54M
5
RA
Royce & Associates
New York
$38.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
FMTCOCP
151
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$6K +$6K +51 New
EWA
152
EverSource Wealth Advisors
Alabama
$2.16K – – –
C
153
Covestor
United Kingdom
$2K +$1.57K +11 +367%
FFA
154
Frazier Financial Advisors
Ohio
$1.95K +$1.95K +16 New
Nisa Investment Advisors
155
Nisa Investment Advisors
Missouri
$1.1K +$1.1K +9 New
ACM
156
Anfield Capital Management
California
$973 +$973 +8 New
AWM
157
Avior Wealth Management
Nebraska
$851 +$851 +7 New
TFM
158
TFC Financial Management
Massachusetts
$122 +$122 +1 New
AR
159
Advisory Research
Illinois
– -$1.99M -25,117 Closed
QC
160
Quadrature Capital
United Kingdom
– -$1.31M -16,537 Closed
D.E. Shaw & Co
161
D.E. Shaw & Co
New York
– -$909K -11,472 Closed
TI
162
Trexquant Investment
Connecticut
– -$732K -9,237 Closed
DTL
163
Dynamic Technology Lab
Singapore
– -$638K -8,052 Closed
Balyasny Asset Management
164
Balyasny Asset Management
Illinois
– -$432K -5,454 Closed
Marshall Wace
165
Marshall Wace
United Kingdom
– -$414K -5,223 Closed
ETC
166
Exchange Traded Concepts
Oklahoma
– -$370K -4,667 Closed
HF
167
HRT Financial
New York
– -$347K -4,388 Closed
CC
168
Centiva Capital
New York
– -$307K -3,879 Closed
Walleye Capital
169
Walleye Capital
New York
– -$296K -3,733 Closed
VF
170
Virtu Financial
New York
– -$259K -3,270 Closed
ACM
171
Aquatic Capital Management
Illinois
– -$222K -2,800 Closed
SG Americas Securities
172
SG Americas Securities
New York
– -$208K -2,624 Closed
Point72 Asset Management
173
Point72 Asset Management
Connecticut
– -$23.8K -300 Closed
NFSG
174
Newbridge Financial Services Group
Florida
– -$3.57K -45 Closed
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