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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 %
CSB
201
City State Bank
Iowa
$106K +$106K +525 New
Comerica Bank
202
Comerica Bank
Texas
$102K +$31.5K +157 +45%
KBC Group
203
KBC Group
Belgium
$81K +$27.9K +138 +52%
SS
204
Sunbelt Securities
Texas
$80.3K – – –
SPIA
205
Steward Partners Investment Advisory
New York
$76.4K -$24.1K -120 -24%
Jones Financial Companies
206
Jones Financial Companies
Missouri
$74.4K +$74.4K +370 New
A
207
AlphaQuest
New York
$74K -$80.4K -400 -52%
HI
208
Harbour Investments
Wisconsin
$71.3K +$71.3K +355 New
CIM
209
Contravisory Investment Management
Massachusetts
$67.5K -$1.01K -5 -1%
AB
210
Amalgamated Bank
New York
$58K – – –
National Bank of Canada
211
National Bank of Canada
Quebec, Canada
$54.5K +$54.5K +271 New
GI
212
GAMMA Investing
California
$47.2K +$2.41K +12 +5%
Federated Hermes
213
Federated Hermes
Pennsylvania
$45.6K -$17.5K -87 -28%
FDCDDQ
214
Federation des caisses Desjardins du Quebec
Quebec, Canada
$40.2K – – –
UOTTAIMCU
215
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$37.2K – – –
ST
216
Smithfield Trust
Pennsylvania
$34K +$34K +170 New
JSAM
217
J. Safra Asset Management
New York
$28.1K +$10.2K +50 +57%
BTI
218
Blue Trust Inc
Georgia
$23.7K +$23.7K +118 New
LFG
219
Larson Financial Group
Missouri
$19.1K +$9.45K +47 +98%
MTC
220
Matrix Trust Company
Colorado
$17K +$1.19K +6 +8%
AIP
221
Arrowpoint Investment Partners
Singapore
$14.1K +$14.1K +70 New
CI Investments Inc
222
CI Investments Inc
Ontario, Canada
$13K +$13K +64 New
SS
223
SBI Securities
Japan
$12.1K +$12.1K +60 New
PWMG
224
Prestige Wealth Management Group
New Jersey
$10K – – –
FMTCOCP
225
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$10K – – –
7 8
9
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