IES Holdings
IESC
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.
742% more call options, than puts
Call options by funds: $7.07M | Put options by funds: $839K
156% more first-time investments, than exits
New positions opened: 41 | Existing positions closed: 16
53% more capital invested
Capital invested by funds: $1.44B → $2.22B (+$772M)
19% more funds holding
Funds holding: 133 → 158 (+25)
0% more funds holding in top 10
Funds holding in top 10: 6 → 6 (0)
0.19% less ownership
Funds ownership: 90.3% → 90.1% (-0.19%)
20% less repeat investments, than reductions
Existing positions increased: 43 | Existing positions reduced: 54
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$17.1M |
| 2 |
Assenagon Asset Management
Senningerberg,
Luxembourg
|
+$5.72M |
| 3 |
OAM
Ophir Asset Management
Sydney,
Australia
|
+$5.5M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$4.18M |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$3.21M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GJL
Gendell Jeffrey L
|
-$10.3M |
| 2 |
BICM
Breach Inlet Capital Management
Mt. Pleasant,
South Carolina
|
-$9.33M |
| 3 |
AC
AltraVue Capital
Bellevue,
Washington
|
-$9.11M |
| 4 |
Invesco
Atlanta,
Georgia
|
-$6.33M |
| 5 |
RA
Royce & Associates
New York
|
-$5.91M |
IESC Hedge Fund Activity: Q1 2024 in Review
158 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in IES Holdings (IESC) for Q1 2024, worth a combined $2.22B — up 53% from $1.44B a quarter earlier.
Buyers outnumbered sellers: 41 funds opened new IESC positions and 16 closed out — a net gain of 25 holders — while 43 added to existing stakes and 54 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $17.1M. The largest seller was Gendell Jeffrey L, cutting an estimated $10.3M.
- 158 institutional investors held IES Holdings (IESC) as of Q1 2024, up from 133 in Q4 2023.
- Funds reported $2.22B of IES Holdings stock for Q1 2024, up 53% quarter-over-quarter.
- 41 funds opened new IES Holdings positions in Q1 2024 and 16 closed out, a net change of +25 holders.
- The largest IES Holdings buyer in Q1 2024 was Fidelity Investments, an estimated $17.1M added.
- The largest IES Holdings seller in Q1 2024 was Gendell Jeffrey L, an estimated $10.3M sold.
Based on aggregated 13F filings for Q1 2024.