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IES Holdings
IESC

196 hedge funds and large institutions have $2.56B invested in IES Holdings in 2024 Q2 according to their latest regulatory filings, with 55 funds opening new positions, 68 increasing their positions, 59 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

383% more call options, than puts

Call options by funds: $15.3M | Put options by funds: $3.16M

267% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 15

24% more funds holding

Funds holding: 158 → 196 (+38)

15% more capital invested

Capital invested by funds: $2.22B → $2.56B (+$341M)

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: 6 → 5 (-1)

Holders
196
Holders Change
+38
Holders Change %
+24.05%
% of All Funds
2.83%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.07%
New
55
Increased
68
Reduced
59
Closed
15
Calls
$15.3M
Puts
$3.16M
Net Calls
+$12.1M
Net Calls Change
+$5.89M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$14.3M
2
Franklin Resources
Franklin Resources
California
+$11.6M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$11.2M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$10.6M
5
PCM
Portolan Capital Management
Massachusetts
+$9.76M

Top Sellers

1
GJL
Gendell Jeffrey L
-$31.6M
2
Morgan Stanley
Morgan Stanley
New York
-$19.2M
3
AC
AltraVue Capital
Washington
-$16.6M
4
Invesco
Invesco
Georgia
-$9.45M
5
RA
Royce & Associates
New York
-$8.09M
Name Holding Trade Value Shares
Change 		Change in
Stake
EWA
176
EverSource Wealth Advisors
Alabama
$15.2K +$11.7K +83 +519%
DB
177
Danske Bank
Denmark
$13.9K +$14.1K +100 New
NC
178
nVerses Capital
Florida
$13.9K +$14.1K +100 New
FMTCOCP
179
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$7K – – –
IA
180
IFP Advisors
Florida
$6.97K +$7.03K +50 New
SAM
181
Smartleaf Asset Management
Massachusetts
$6.32K +$6.47K +46 New
ACM
182
Anfield Capital Management
California
$2.65K +$1.55K +11 +138%
Nisa Investment Advisors
183
Nisa Investment Advisors
Missouri
$2.51K +$1.26K +9 +100%
QL
184
Quarry LP
New York
$2.37K +$2.39K +17 New
FFA
185
Frazier Financial Advisors
Ohio
$2.23K – – –
C
186
Covestor
United Kingdom
$2K -$422 -3 -21%
BIA
187
Bell Investment Advisors
California
$1.81K +$1.83K +13 New
VCM
188
Versant Capital Management
Arizona
$1.53K +$1.55K +11 New
PA
189
Parallel Advisors
California
$1.25K +$1.26K +9 New
JSAM
190
J. Safra Asset Management
New York
$975 +$984 +7 New
JWA
191
JFS Wealth Advisors
Pennsylvania
$836 +$843 +6 New
DPW
192
DiNuzzo Private Wealth
Pennsylvania
$418 +$422 +3 New
RIL
193
Rothschild Investment LLC
Illinois
$418 +$422 +3 New
SIC
194
SJS Investment Consulting
Ohio
$418 +$422 +3 New
TFM
195
TFC Financial Management
Massachusetts
$140 – – –
Toronto Dominion Bank
196
Toronto Dominion Bank
Ontario, Canada
$139 +$141 +1 New
BICM
197
Breach Inlet Capital Management
South Carolina
– -$3.88M -31,899 Closed
HSBC Holdings
198
HSBC Holdings
United Kingdom
– -$1.97M -16,209 Closed
FSCM
199
First Sabrepoint Capital Management
Texas
– -$1.82M -15,000 Closed
JF
200
Jump Financial
Illinois
– -$791K -6,500 Closed
5 6 7
8
9

IESC Hedge Fund Activity: Q2 2024 in Review

196 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in IES Holdings (IESC) for Q2 2024, worth a combined $2.56B — up 15% from $2.22B a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new IESC positions and 15 closed out — a net gain of 40 holders — while 68 added to existing stakes and 59 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $14.3M. The largest seller was Gendell Jeffrey L, cutting an estimated $31.6M.

  • 196 institutional investors held IES Holdings (IESC) as of Q2 2024, up from 158 in Q1 2024.
  • Funds reported $2.56B of IES Holdings stock for Q2 2024, up 15% quarter-over-quarter.
  • 55 funds opened new IES Holdings positions in Q2 2024 and 15 closed out, a net change of +40 holders.
  • The largest IES Holdings buyer in Q2 2024 was Fidelity Investments, an estimated $14.3M added.
  • The largest IES Holdings seller in Q2 2024 was Gendell Jeffrey L, an estimated $31.6M sold.

Based on aggregated 13F filings for Q2 2024.