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.
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)
Top Buyers
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$14.3M |
| 2 |
Franklin Resources
San Mateo,
California
|
+$11.6M |
| 3 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$11.2M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$10.6M |
| 5 |
PCM
Portolan Capital Management
Boston,
Massachusetts
|
+$9.76M |
Top Sellers
| 1 |
GJL
Gendell Jeffrey L
|
-$31.6M |
| 2 |
Morgan Stanley
New York
|
-$19.2M |
| 3 |
AC
AltraVue Capital
Bellevue,
Washington
|
-$16.6M |
| 4 |
Invesco
Atlanta,
Georgia
|
-$9.45M |
| 5 |
RA
Royce & Associates
New York
|
-$8.09M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
201
Simplex Trading
Chicago,
Illinois
| – | -$838K | -5,960 | Closed |
|
|
AIG
202
American International Group
New York
| – | -$491K | -4,038 | Closed |
|
|
NYLIM
203
New York Life Investment Management
New York
| – | -$371K | -3,050 | Closed |
|
|
DA
204
Denali Advisors
San Diego,
California
| – | -$316K | -2,600 | Closed |
|
|
KWM
205
Kingsview Wealth Management
Grants Pass,
Oregon
| – | -$264K | -2,168 | Closed |
|
|
AC
206
Armistice Capital
New York
| – | -$207K | -1,703 | Closed |
|
|
SPS
207
Susquehanna Portfolio Strategies
Bala Cynwyd,
Pennsylvania
| – | -$207K | -1,700 | Closed |
|
|
EC
208
EntryPoint Capital
New York
| – | -$130K | -1,065 | Closed |
|
|
MLICM
209
Metropolitan Life Insurance Company (MetLife)
New York
| – | -$54.9K | -451 | Closed |
|
|
SWM
210
Spire Wealth Management
Mclean,
Virginia
| – | -$9.73K | -80 | Closed |
|
|
AWM
211
Avior Wealth Management
Omaha,
Nebraska
| – | -$851 | -7 | Closed |
|
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.