IES Holdings
IESC
197 hedge funds and large institutions have $2.56B invested in IES Holdings in 2024 Q2 according to their latest regulatory filings, with 55 funds opening new positions, 69 increasing their positions, 59 reducing their positions, and 14 closing their positions.
383% more call options, than puts
Call options by funds: $15.3M | Put options by funds: $3.16M
293% more first-time investments, than exits
New positions opened: 55 | Existing positions closed: 14
25% more funds holding
Funds holding: 158 → 197 (+39)
17% more repeat investments, than reductions
Existing positions increased: 69 | Existing positions reduced: 59
15% more capital invested
Capital invested by funds: $2.22B → $2.56B (+$341M)
1.14% more ownership
Funds ownership: 180.21% → 181.35% (+1.1%)
17% less funds holding in top 10
Funds holding in top 10: 6 → 5 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$14.3M |
| 2 |
Franklin Resources
San Mateo,
California
|
+$11.6M |
| 3 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$11.2M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$10.6M |
| 5 |
PCM
Portolan Capital Management
Boston,
Massachusetts
|
+$9.76M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GJL
Gendell Jeffrey L
|
-$31.6M |
| 2 |
Morgan Stanley
New York
|
-$19.2M |
| 3 |
AC
AltraVue Capital
Bellevue,
Washington
|
-$16.6M |
| 4 |
Invesco
Atlanta,
Georgia
|
-$9.45M |
| 5 |
RA
Royce & Associates
New York
|
-$8.09M |
IESC Hedge Fund Activity: Q2 2024 in Review
197 of the 6,935 institutional investors tracked by Wall St. Rank reported a position in IES Holdings (IESC) for Q2 2024, worth a combined $2.56B — up 15% from $2.22B a quarter earlier.
Buyers outnumbered sellers: 55 funds opened new IESC positions and 14 closed out — a net gain of 41 holders — while 69 added to existing stakes and 59 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $14.3M. The largest seller was Gendell Jeffrey L, cutting an estimated $31.6M.
- 197 institutional investors held IES Holdings (IESC) as of Q2 2024, up from 158 in Q1 2024.
- Funds reported $2.56B of IES Holdings stock for Q2 2024, up 15% quarter-over-quarter.
- 55 funds opened new IES Holdings positions in Q2 2024 and 14 closed out, a net change of +41 holders.
- The largest IES Holdings buyer in Q2 2024 was Fidelity Investments, an estimated $14.3M added.
- The largest IES Holdings seller in Q2 2024 was Gendell Jeffrey L, an estimated $31.6M sold.
Based on aggregated 13F filings for Q2 2024.