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IES Holdings
IESC

Overview Fund Activity

133 hedge funds and large institutions have $1.44B invested in IES Holdings in 2023 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 51 increasing their positions, 43 reducing their positions, and 5 closing their positions.

Holders
133
Holders Change
+17
Holders Change %
+14.66%
% of All Funds
1.95%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.09%
New
22
Increased
51
Reduced
43
Closed
5
Calls
$475K
Puts
$174K
Net Calls
+$301K
Net Calls Change
+$31K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$23.2M
2
BICM
2
Breach Inlet Capital Management
South Carolina
$10.2M
3
Invesco
3
Invesco
Georgia
$11.4M
4
First Trust Advisors
4
First Trust Advisors
Illinois
$4.89M
5
BlackRock
5
BlackRock
New York
$48.6M

Top Sellers

1
GJL
1
Gendell Jeffrey L
$897M
2
Millennium Management
2
Millennium Management
New York
$6.03M
3
RA
3
Royce & Associates
New York
$29.7M
4
Nuveen Asset Management
4
Nuveen Asset Management
Illinois
$2.07M
5
AR
5
Advisory Research
Illinois
$1.99M
Name Market Value Shares Shares
Change 		Shares
Change %
GJL
1
Gendell Jeffrey L
$897M 11,317,450 -92,702 -0.8%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$89.6M 1,130,623 +24,000 +2%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$57.7M 728,832 +7,680 +1%
BlackRock
4
BlackRock
New York
$48.6M 613,487 +41,085 +7%
AC
5
AltraVue Capital
Washington
$38.3M 482,896 -18,664 -4%
Vanguard Group
6
Vanguard Group
Pennsylvania
$34.5M 435,681 -404 -0.1%
RA
7
Royce & Associates
New York
$29.7M 375,219 -38,994 -9%
Morgan Stanley
8
Morgan Stanley
New York
$23.2M 293,004 +163,867 +127%
Renaissance Technologies
9
Renaissance Technologies
New York
$16.1M 203,232 +21,500 +12%
State Street
10
State Street
Massachusetts
$15.9M 200,281 +8,620 +4%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$14.4M 181,291 +8,545 +5%
Invesco
12
Invesco
Georgia
$11.4M 144,476 +82,094 +132%
BICM
13
Breach Inlet Capital Management
South Carolina
$10.2M 129,244 +129,244 New
LCM
14
Legato Capital Management
California
$7.54M 95,240 -270 -0.3%
New York State Common Retirement Fund
15
New York State Common Retirement Fund
New York
$7.17M 90,449 -346 -0.4%
Northern Trust
16
Northern Trust
Illinois
$7M 88,364 -2,365 -3%
Charles Schwab
17
Charles Schwab
California
$6.91M 87,243 +9,463 +12%
SOW
18
State of Wyoming
Wyoming
$6.71M 84,661 -6,265 -7%
Arrowstreet Capital
19
Arrowstreet Capital
Massachusetts
$6.17M 77,924 +5,069 +7%
Millennium Management
20
Millennium Management
New York
$6.03M 76,088 -61,776 -45%
Wells Fargo
21
Wells Fargo
California
$5.71M 72,123 +484 +0.7%
Goldman Sachs
22
Goldman Sachs
New York
$5.69M 71,776 +9,408 +15%
KCM
23
Kennedy Capital Management
Missouri
$5.4M 68,163 -14,063 -17%
CBC
24
Coombe, Bender & Co
New York
$4.96M 62,647 +1,683 +3%
First Trust Advisors
25
First Trust Advisors
Illinois
$4.89M 61,754 +61,754 New
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