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IES Holdings
IESC

Overview Fund Activity

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
Holders
195
Holders Change
+37
Holders Change %
+23.42%
% of All Funds
2.84%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.07%
New
54
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
$197M
2
Franklin Resources
Franklin Resources
California
$12.1M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$21.9M
4
Vanguard Group
Vanguard Group
Pennsylvania
$77.3M
5
PCM
Portolan Capital Management
Massachusetts
$9.68M

Top Sellers

1
GJL
Gendell Jeffrey L
$1.53B
2
Morgan Stanley
Morgan Stanley
New York
$15.6M
3
AC
AltraVue Capital
Washington
$37.6M
4
Invesco
Invesco
Georgia
$1.56M
5
RA
Royce & Associates
New York
$35.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
EWA
176
EverSource Wealth Advisors
Alabama
$15.2K +$12.8K +83 +519%
NC
177
nVerses Capital
Florida
$13.9K +$13.9K +100 New
FMTCOCP
178
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$7K – – –
IA
179
IFP Advisors
Florida
$6.97K +$6.97K +50 New
SAM
180
Smartleaf Asset Management
Massachusetts
$6.32K +$6.32K +46 New
ACM
181
Anfield Capital Management
California
$2.65K +$1.53K +11 +138%
Nisa Investment Advisors
182
Nisa Investment Advisors
Missouri
$2.51K +$1.25K +9 +100%
QL
183
Quarry LP
New York
$2.37K +$2.37K +17 New
FFA
184
Frazier Financial Advisors
Ohio
$2.23K – – –
C
185
Covestor
United Kingdom
$2K -$545 -3 -21%
BIA
186
Bell Investment Advisors
California
$1.81K +$1.81K +13 New
VCM
187
Versant Capital Management
Arizona
$1.53K +$1.53K +11 New
PA
188
Parallel Advisors
California
$1.25K +$1.25K +9 New
JSAM
189
J. Safra Asset Management
New York
$975 +$975 +7 New
JWA
190
JFS Wealth Advisors
Pennsylvania
$836 +$836 +6 New
DPW
191
DiNuzzo Private Wealth
Pennsylvania
$418 +$418 +3 New
RIL
192
Rothschild Investment LLC
Illinois
$418 +$418 +3 New
SIC
193
SJS Investment Consulting
Ohio
$418 +$418 +3 New
TFM
194
TFC Financial Management
Massachusetts
$140 – – –
Toronto Dominion Bank
195
Toronto Dominion Bank
Ontario, Canada
$139 +$139 +1 New
BICM
196
Breach Inlet Capital Management
South Carolina
– -$3.88M -31,899 Closed
HSBC Holdings
197
HSBC Holdings
United Kingdom
– -$1.97M -16,209 Closed
FSCM
198
First Sabrepoint Capital Management
Texas
– -$1.82M -15,000 Closed
JF
199
Jump Financial
Illinois
– -$791K -6,500 Closed
Simplex Trading
200
Simplex Trading
Illinois
– -$724K -5,960 Closed
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