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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 %
Simplex Trading
151
Simplex Trading
Illinois
$386K +$386K +1,935 New
VI
152
Versor Investments
New York
$378K -$960K -4,807 -72%
AIM
153
Ausbil Investment Management
Australia
$375K +$375K +1,880 New
PCM
154
Prelude Capital Management
New York
$373K -$56.9K -285 -13%
I
155
InceptionR
California
$362K +$362K +1,814 New
NA
156
NewEdge Advisors
Louisiana
$361K +$8.98K +45 +3%
N
157
Natixis
France
$355K +$355K +1,779 New
Mariner
158
Mariner
Kansas
$339K +$2.8K +14 +0.8%
AWA
159
Arete Wealth Advisors
Illinois
$335K +$335K +1,697 New
TI
160
Tidal Investments
Wisconsin
$332K +$332K +1,664 New
Creative Planning
161
Creative Planning
Kansas
$329K +$329K +1,650 New
Envestnet Asset Management
162
Envestnet Asset Management
Illinois
$328K +$328K +1,644 New
Acadian Asset Management
163
Acadian Asset Management
Massachusetts
$313K -$464K -2,328 -60%
ProShare Advisors
164
ProShare Advisors
Maryland
$310K +$310K +1,555 New
GC
165
Globeflex Capital
California
$303K -$491K -2,459 -62%
Pictet Asset Management
166
Pictet Asset Management
Switzerland
$300K – – –
IAS
167
Insigneo Advisory Services
Florida
$299K +$299K +1,500 New
NL
168
NKCFO LLC
Illinois
$299K +$299K +1,500 New
Royal Bank of Canada
169
Royal Bank of Canada
Ontario, Canada
$297K +$39.5K +197 +15%
Belvedere Trading
170
Belvedere Trading
Illinois
$292K +$292K +1,465 New
FIM
171
Freedom Investment Management
Connecticut
$284K -$22K -110 -7%
IWS
172
Insight Wealth Strategies
California
$267K +$267K +1,338 New
BCI
173
Brinker Capital Investments
Pennsylvania
$267K +$267K +1,336 New
OPS
174
Orion Portfolio Solutions
Nebraska
$267K +$267K +1,336 New
Zurich Cantonal Bank
175
Zurich Cantonal Bank
Switzerland
$244K – – –
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