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IES Holdings

195 hedge funds and large institutions have $2.56B invested in IES Holdings in 2024 Q2 according to their latest regulatory filings, with 54 funds opening new positions, 68 increasing their positions, 59 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more capital invested

Capital invested by funds: $ → $

15% more repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 59

0.56% more ownership

Funds ownership: 90.1%90.66% (+0.56%)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

Holders
195
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$15.3M
Puts
$3.16M
Net Calls
Net Calls Change

Top Sellers

1 -$31.3M
2 -$19M
3 -$16.5M
4
Invesco
Invesco
Georgia
-$9.37M
5
RA
Royce & Associates
New York
-$8.02M
Name Holding Trade Value Shares
Change
Change in
Stake
1
$1.53B
2
$197M
3
$100M
4
$85.5M
5
$77.3M
6
$37.6M
7
$35.7M
8
$29.1M
9
$28.3M
10
$26M
11
$21.9M
12
$17M
13
$15.6M
14
$12.4M
15
$12.1M
16
$12.1M
17
$11.6M
18
$11M
19
$10.5M
20
$9.91M
21
$9.68M
22
$9.57M
23
$9.56M
24
$9M
25
$8.82M