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IES Holdings
IESC

Overview Fund Activity

158 hedge funds and large institutions have $2.22B invested in IES Holdings in 2024 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 43 increasing their positions, 54 reducing their positions, and 16 closing their positions.

Holders
158
Holders Change
+25
Holders Change %
+18.8%
% of All Funds
2.29%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
41
Increased
43
Reduced
54
Closed
16
Calls
$7.07M
Puts
$839K
Net Calls
+$6.23M
Net Calls Change
+$5.93M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$159M
2
Assenagon Asset Management
2
Assenagon Asset Management
Luxembourg
$9.66M
3
OAM
3
Ophir Asset Management
Australia
$6.98M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$58.3M
5
Citadel Advisors
5
Citadel Advisors
Florida
$7.34M

Top Sellers

1
GJL
1
Gendell Jeffrey L
$1.36B
2
BICM
2
Breach Inlet Capital Management
South Carolina
$3.88M
3
AC
3
AltraVue Capital
Washington
$47.2M
4
Invesco
4
Invesco
Georgia
$9.54M
5
RA
5
Royce & Associates
New York
$38.1M
Name Market Value Shares Shares
Change 		Shares
Change %
GJL
1
Gendell Jeffrey L
$1.36B 11,210,152 -107,298 -0.9%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$159M 1,309,380 +178,757 +16%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$88.5M 727,357 -1,475 -0.2%
BlackRock
4
BlackRock
New York
$74.8M 614,846 +1,359 +0.2%
Vanguard Group
5
Vanguard Group
Pennsylvania
$58.3M 479,315 +43,634 +10%
AC
6
AltraVue Capital
Washington
$47.2M 387,896 -95,000 -20%
RA
7
Royce & Associates
New York
$38.1M 313,572 -61,647 -16%
Morgan Stanley
8
Morgan Stanley
New York
$30.2M 248,557 -44,447 -15%
State Street
9
State Street
Massachusetts
$23.7M 194,814 -5,467 -3%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$22.9M 188,211 +6,920 +4%
Renaissance Technologies
11
Renaissance Technologies
New York
$22.1M 181,432 -21,800 -11%
SOW
12
State of Wyoming
Wyoming
$10.4M 85,684 +1,023 +1%
Northern Trust
13
Northern Trust
Illinois
$10.3M 84,685 -3,679 -4%
Charles Schwab
14
Charles Schwab
California
$10.1M 82,692 -4,551 -5%
Assenagon Asset Management
15
Assenagon Asset Management
Luxembourg
$9.66M 79,388 +59,643 +302%
Invesco
16
Invesco
Georgia
$9.54M 78,450 -66,026 -46%
Arrowstreet Capital
17
Arrowstreet Capital
Massachusetts
$9.39M 77,208 -716 -0.9%
LCM
18
Legato Capital Management
California
$9.36M 76,980 -18,260 -19%
KCM
19
Kennedy Capital Management
Missouri
$9.24M 75,963 +7,800 +11%
Wells Fargo
20
Wells Fargo
California
$8.95M 73,600 +1,477 +2%
New York State Common Retirement Fund
21
New York State Common Retirement Fund
New York
$8.95M 73,544 -16,905 -19%
JPMorgan Chase & Co
22
JPMorgan Chase & Co
New York
$8.7M 71,495 +23,463 +49%
Goldman Sachs
23
Goldman Sachs
New York
$8.24M 67,712 -4,064 -6%
First Trust Advisors
24
First Trust Advisors
Illinois
$7.55M 62,068 +314 +0.5%
Citadel Advisors
25
Citadel Advisors
Florida
$7.34M 60,317 +33,491 +125%
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