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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
151
$209K
152
$209K
153
$179K
154
$170K
155
$170K
156
$139K
157
$113K
158
$105K
159
$103K
160
$100K
161
$81K
162
$75.7K
163
$74K
164
$55K
165
$47.5K
166
$41.2K
167
$40.5K
168
$40K
169
$39K
170
$37.5K
171
$37K
172
$27.9K
173
$26.2K
174
$18.1K
175
$17.4K