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IES Holdings
IESC

Overview Fund Activity

256 hedge funds and large institutions have $3.71B invested in IES Holdings in 2024 Q4 according to their latest regulatory filings, with 51 funds opening new positions, 90 increasing their positions, 85 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
256
Holders Change
+18
Holders Change %
+7.56%
% of All Funds
3.41%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.07%
New
51
Increased
90
Reduced
85
Closed
30
Calls
$46.8M
Puts
$61.7M
Net Calls
-$14.9M
Net Calls Change
-$31.6M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
$151M
2
BlackRock
BlackRock
New York
$148M
3
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$25.2M
4
Invesco
Invesco
Georgia
$40.4M
5
Man Group
Man Group
United Kingdom
$8.5M

Top Sellers

1
RA
Royce & Associates
New York
$35.9M
2
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$2.97M
3
AC
AltraVue Capital
Washington
$40.2M
4
Capital International Investors
Capital International Investors
California
$0
5
OAM
Ophir Asset Management
Australia
$18M
Name Holding Trade Value Shares
Change 		Shares
Change %
State Board of Administration of Florida Retirement System
151
State Board of Administration of Florida Retirement System
Florida
$434K -$32.2K -160 -7%
IUHSA
152
Itau Unibanco Holding S.A.
Brazil
$427K +$427K +2,100 New
TI
153
Tidal Investments
Wisconsin
$423K +$89K +443 +27%
D.E. Shaw & Co
154
D.E. Shaw & Co
New York
$422K +$422K +2,100 New
VF
155
Virtu Financial
New York
$418K +$418K +2,079 New
VI
156
Vestcor Inc
New Brunswick, Canada
$411K – – –
Creative Planning
157
Creative Planning
Kansas
$409K +$77.6K +386 +23%
1SB
158
1ST Source Bank
Indiana
$402K – – –
BCI
159
Brinker Capital Investments
Pennsylvania
$402K +$133K +664 +50%
OPS
160
Orion Portfolio Solutions
Nebraska
$402K +$133K +664 +50%
PWS
161
Precision Wealth Strategies
Missouri
$393K -$18.1K -90 -4%
TWC
162
TD Waterhouse Canada
Ontario, Canada
$392K +$392K +1,950 New
KK
163
KLP Kapitalforvaltning
Norway
$382K +$382K +1,900 New
PD
164
Point72 (DIFC)
United Arab Emirates
$370K +$370K +1,842 New
PFSRSONJ
165
Police & Firemen's Retirement System of New Jersey
New Jersey
$361K +$361K +1,796 New
N
166
Natixis
France
$358K – – –
Canada Life
167
Canada Life
Manitoba, Canada
$352K +$200K +998 +132%
AWA
168
Arete Wealth Advisors
Illinois
$349K +$3.86K +19 +1%
KPWS
169
Kestra Private Wealth Services
Texas
$339K +$339K +1,688 New
CCAL
170
City Center Advisors LLC
Michigan
$324K -$99.3K -494 -23%
BNP Paribas Financial Markets
171
BNP Paribas Financial Markets
France
$319K -$1.12M -5,572 -78%
HighTower Advisors
172
HighTower Advisors
Illinois
$318K +$318K +1,582 New
Mariner
173
Mariner
Kansas
$303K -$38.4K -191 -11%
IAS
174
Insigneo Advisory Services
Florida
$301K – – –
CG
175
Cynosure Group
Utah
$271K -$152K -754 -36%
5 6
7
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