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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 %
FDCDDQ
201
Federation des caisses Desjardins du Quebec
Quebec, Canada
$39.9K – – –
UOTTAIMCU
202
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$36.9K +$36.9K +185 New
Group One Trading
203
Group One Trading
Illinois
$35.1K +$35.1K +176 New
PNC Financial Services Group
204
PNC Financial Services Group
Pennsylvania
$29.9K +$29.9K +150 New
TRCT
205
Tower Research Capital (TRC)
New York
$29.3K -$708K -3,546 -96%
JSAM
206
J. Safra Asset Management
New York
$17.6K +$16.2K +81 +1,157%
MTC
207
Matrix Trust Company
Colorado
$16K +$16K +80 New
FMTCOCP
208
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$10K – – –
IA
209
IFP Advisors
Florida
$9.98K – – –
PWMG
210
Prestige Wealth Management Group
New Jersey
$9.98K +$9.98K +50 New
LFG
211
Larson Financial Group
Missouri
$9.58K +$9.58K +48 New
SAM
212
Smartleaf Asset Management
Massachusetts
$9.19K – – –
HCA
213
Harbor Capital Advisors
Illinois
$7K +$7K +35 New
US Bancorp
214
US Bancorp
Minnesota
$6.39K +$6.39K +32 New
JGIA
215
Jackson Grant Investment Advisers
Connecticut
$5.99K +$5.99K +30 New
LI
216
LRI Investments
Florida
$5.96K +$5.96K +23 New
AS
217
Altshuler Shaham
Israel
$4.59K +$4.59K +23 New
BIA
218
Bell Investment Advisors
California
$4.39K +$1.8K +9 +69%
HCM
219
Hollencrest Capital Management
California
$3.99K +$3.99K +20 New
ACM
220
Anfield Capital Management
California
$3.79K – – –
CPA
221
Capital Performance Advisors
California
$3.19K +$3.19K +16 New
S
222
SignatureFD
Georgia
$2.8K +$2.8K +14 New
Nisa Investment Advisors
223
Nisa Investment Advisors
Missouri
$2.4K -$1.2K -6 -33%
PA
224
Parallel Advisors
California
$2.4K +$599 +3 +33%
VCM
225
Versant Capital Management
Arizona
$2.2K – – –
7 8
9
10 11