IES Holdings
IESC
238 hedge funds and large institutions have $3.69B invested in IES Holdings in 2024 Q3 according to their latest regulatory filings, with 70 funds opening new positions, 68 increasing their positions, 71 reducing their positions, and 27 closing their positions.
203% more call options, than puts
Call options by funds: $24.9M | Put options by funds: $8.22M
159% more first-time investments, than exits
New positions opened: 70 | Existing positions closed: 27
44% more capital invested
Capital invested by funds: $2.56B → $3.69B (+$1.13B)
40% more funds holding in top 10
Funds holding in top 10: 5 → 7 (+2)
21% more funds holding
Funds holding: 196 → 238 (+42)
1.65% more ownership
Funds ownership: 90.66% → 92.32% (+1.7%)
4% less repeat investments, than reductions
Existing positions increased: 68 | Existing positions reduced: 71
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
+$23.7M |
| 2 |
SPPAM
Summit Partners Public Asset Management
Boston,
Massachusetts
|
+$12.1M |
| 3 |
Franklin Resources
San Mateo,
California
|
+$11.1M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
+$10.6M |
| 5 |
FMI
F/M Investments
Washington,
District of Columbia
|
+$8.84M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GJL
Gendell Jeffrey L
|
-$40.5M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$10.7M |
| 3 |
Dimensional Fund Advisors
Austin,
Texas
|
-$6.83M |
| 4 |
PCM
Portolan Capital Management
Boston,
Massachusetts
|
-$4.87M |
| 5 |
SI
Stephens Inc
Little Rock,
Arkansas
|
-$4.72M |
IESC Hedge Fund Activity: Q3 2024 in Review
238 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in IES Holdings (IESC) for Q3 2024, worth a combined $3.69B — up 44% from $2.56B a quarter earlier.
Buyers outnumbered sellers: 70 funds opened new IESC positions and 27 closed out — a net gain of 43 holders — while 68 added to existing stakes and 71 trimmed.
The largest buyer was Invesco, adding an estimated $23.7M. The largest seller was Gendell Jeffrey L, cutting an estimated $40.5M.
- 238 institutional investors held IES Holdings (IESC) as of Q3 2024, up from 196 in Q2 2024.
- Funds reported $3.69B of IES Holdings stock for Q3 2024, up 44% quarter-over-quarter.
- 70 funds opened new IES Holdings positions in Q3 2024 and 27 closed out, a net change of +43 holders.
- The largest IES Holdings buyer in Q3 2024 was Invesco, an estimated $23.7M added.
- The largest IES Holdings seller in Q3 2024 was Gendell Jeffrey L, an estimated $40.5M sold.
Based on aggregated 13F filings for Q3 2024.