IES Holdings, Inc.
Hedge Funds Holdings

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IES Holdings, Inc.‘s stocks are currently a part of 53 hedge funds’ portfolios, which represents 76.11% of the total amount of its stocks outstanding. This makes up a total of 15.56M shares of IES Holdings, Inc.. Compared to the previous quarter, the number fell by -9.08% or -1.55M shares fewer. As for the holding position changes, 20.75% (11) of current hedge fund investors increased the number of shares held, 41.51% (22) of current holders sold a part of the shares held, and 5.66% (3) closed the holdings completely. 7 hedge funds are new holders of IES Holdings, Inc. stock in Q1 2023, it is 13.21% of total holders.

Hedge funds holding IES Holdings (Q2 2018 – Q1 2023)

Number of hedge funds
Q2 2018 51
Q3 2018 49
Q4 2018 53
Q1 2019 52
Q2 2019 56
Q3 2019 62
Q4 2019 70
Q1 2020 72
Q2 2020 73
Q3 2020 81
Q4 2020 92
Q1 2021 96
Q2 2021 97
Q3 2021 93
Q4 2021 97
Q1 2022 88
Q2 2022 80
Q3 2022 77
Q4 2022 80
Q1 2023 53

Hedge funds changes in IES Holdings positions (Q2 2018 – Q1 2023)

Changes in positions
Q2 2018 41520210
Q3 2018 4201267
Q4 2018 71416214
Q1 2019 31418413
Q2 2019 61913018
Q3 2019 72121112
Q4 2019 102124114
Q1 2020 9301779
Q2 2020 92025811
Q3 2020 16193178
Q4 2020 162830810
Q1 2021 15313398
Q2 2021 73136617
Q3 2021 132635163
Q4 2021 103138711
Q1 2022 62734156
Q2 2022 102729140
Q3 2022 62327912
Q4 2022 132524711
Q1 2023 71122310

Top 50 hedge fund holders of IES Holdings, Inc. (NASDAQ:IESC)

Hedge fund Value Shares owned Portfolio share
GENDELL JEFFREY L 315.14M 11.41M 41.289%
FMR LLC 25.80M 934.25K 0.003%
BLACKROCK INC. Larry Fink 25.19M 912.14K 0.001%
DIMENSIONAL FUND ADVISORS LP 19.08M 690.97K 0.007%
ALTRAVUE CAPITAL, LLC 13.87M 502.42K 2.075%
ROYCE & ASSOCIATES LP 13.71M 496.39K 0.155%
VANGUARD GROUP INC 11.78M 426.70K 0.000%
RENAISSANCE TECHNOLOGIES LLC Jim Simons 5.24M 189.83K 0.007%
STATE STREET CORP 5.12M 185.61K 0.000%
GEODE CAPITAL MANAGEMENT, LLC 4.73M 171.30K 0.001%
KENNEDY CAPITAL MANAGEMENT LLC 3.55M 128.82K 0.105%
LEGATO CAPITAL MANAGEMENT LLC 2.54M 92.02K 0.658%
NEW YORK STATE COMMON RETIREMENT FUND 2.50M 90.58K 0.004%
NORTHERN TRUST CORP 2.49M 90.43K 0.001%
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 2.19M 79.46K 0.001%
COOMBE, BENDER & CO LLC 1.98M 71.90K 1.764%
MORGAN STANLEY 1.87M 67.88K 0.000%
STATE OF WYOMING 1.85M 67.27K 0.917%
WELLINGTON MANAGEMENT GROUP LLP Jean Hynes 1.73M 62.9K 0.000%
JACOBS LEVY EQUITY MANAGEMENT, INC 1.45M 52.56K 0.011%
EATON VANCE MANAGEMENT 1.38M 50K 0.002%
JB CAPITAL PARTNERS LP 1.15M 41.84K 0.341%
NATIONAL BANK OF CANADA /FI/ 1.15M 40.04K 0.006%
BANK OF NEW YORK MELLON CORP 1.10M 40.03K 0.000%
CITADEL ADVISORS LLC Ken Griffin 981K 35.53K 0.000%
NEUBERGER BERMAN GROUP LLC 951K 34.43K 0.001%
NUVEEN ASSET MANAGEMENT, LLC 860K 31.14K 0.000%
MILLENNIUM MANAGEMENT LLC Israel Englander 841K 30.45K 0.001%
STATE OF WISCONSIN INVESTMENT BOARD 622K 22.53K 0.002%
SWISS NATIONAL BANK 613K 22.2K 0.000%
CETERA ADVISOR NETWORKS LLC 606K 21.93K 0.007%
INVESCO LTD. 485K 17.55K 0.000%
AMERIPRISE FINANCIAL INC 475K 17.21K 0.000%
STRS OHIO 447K 16.2K 0.002%
OTTER CREEK ADVISORS, LLC 432K 15.63K 0.351%
RBF CAPITAL, LLC 414K 15K 0.035%
AQR CAPITAL MANAGEMENT LLC Cliff Asness 377K 13.63K 0.001%
RHUMBLINE ADVISERS 350K 12.68K 0.001%
NEW YORK LIFE INVESTMENT MANAGEMENT LLC 346K 12.51K 0.004%
EXODUSPOINT CAPITAL MANAGEMENT, LP Xinyu Liu 339K 12.27K 0.004%
GABELLI FUNDS LLC 331K 12K 0.003%
PERRITT CAPITAL MANAGEMENT INC 326K 11.78K 0.208%
CREDIT SUISSE AG/ 320K 11.57K 0.000%
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 317K 11.47K 0.001%
MODERA WEALTH MANAGEMENT, LLC 273K 9.9K 0.014%
JANUS HENDERSON GROUP PLC 249K 9.04K 0.000%
WEXFORD CAPITAL LP 226K 8.2K 0.071%
EXENCIAL WEALTH ADVISORS, LLC 221K 8K 0.013%
BOURGEON CAPITAL MANAGEMENT LLC 199K 7.21K 0.055%
METLIFE INVESTMENT MANAGEMENT, LLC 162K 5.85K 0.001%