Builders FirstSource
BLDR
829 hedge funds and large institutions have $21.4B invested in Builders FirstSource in 2024 Q3 according to their latest regulatory filings, with 167 funds opening new positions, 299 increasing their positions, 278 reducing their positions, and 106 closing their positions.
58% more first-time investments, than exits
New positions opened: 167 | Existing positions closed: 106
42% more capital invested
Capital invested by funds: $15.1B → $21.4B (+$6.31B)
22% more funds holding in top 10
Funds holding in top 10: 18 → 22 (+4)
16% more call options, than puts
Call options by funds: $315M | Put options by funds: $271M
7% more funds holding
Funds holding: 774 → 829 (+55)
5.49% more ownership
Funds ownership: 89.36% → 94.85% (+5.5%)
8% more repeat investments, than reductions
Existing positions increased: 299 | Existing positions reduced: 278
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$528M |
| 2 |
Baillie Gifford & Co
Edinburgh,
United Kingdom
|
+$228M |
| 3 |
Diamond Hill Capital Management
Columbus,
Ohio
|
+$219M |
| 4 |
Capital Research Global Investors
Los Angeles,
California
|
+$155M |
| 5 |
DZ Bank
Frankfurt Am Main,
Germany
|
+$112M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
-$225M |
| 2 |
Qube Research & Technologies (QRT)
London,
United Kingdom
|
-$166M |
| 3 |
William Blair Investment Management
Chicago,
Illinois
|
-$146M |
| 4 |
Wellington Management Group
Boston,
Massachusetts
|
-$136M |
| 5 |
Caisse de Depot et Placement du Quebec (CDPQ)
Montreal,
Quebec, Canada
|
-$119M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
926
Optiver Holding
Amsterdam,
Netherlands
| – | -$2.35K | -17 | Closed |
|
|
DIP
927
DT Investment Partners
Chadds Ford,
Pennsylvania
| – | -$2.08K | -15 | Closed |
|
|
AWM
928
Atticus Wealth Management
Palm Beach Gardens,
Florida
| – | -$1.11K | -8 | Closed |
|
|
OWA
929
Opal Wealth Advisors
Jericho,
New York
| – | -$693 | -5 | Closed |
|
|
UWS
930
Unique Wealth Strategies
Burr Ridge,
Illinois
| – | -$834 | -4 | Closed |
|
|
LIA
931
Lynx Investment Advisory
Washington, Dc,
District of Columbia
| – | -$415 | -3 | Closed |
|
|
HIA
932
Harbor Investment Advisory
Lutherville,
Maryland
| – | -$277 | -2 | Closed |
|
|
CJ
933
Caitlin John
Brighton,
Michigan
| – | -$138 | -1 | Closed |
|
|
RWMG
934
Redwood Wealth Management Group
Medford,
New Jersey
| – | -$138 | -1 | Closed |
|
|
TFA
935
Transamerica Financial Advisors
St. Petersburg,
Florida
| – | -$1K | -1 | Closed |
|
BLDR Hedge Fund Activity: Q3 2024 in Review
829 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Builders FirstSource (BLDR) for Q3 2024, worth a combined $21.4B — up 42% from $15.1B a quarter earlier.
Buyers outnumbered sellers: 167 funds opened new BLDR positions and 106 closed out — a net gain of 61 holders — while 299 added to existing stakes and 278 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $528M. The largest seller was BlackRock, cutting an estimated $225M.
- 829 institutional investors held Builders FirstSource (BLDR) as of Q3 2024, up from 774 in Q2 2024.
- Funds reported $21.4B of Builders FirstSource stock for Q3 2024, up 42% quarter-over-quarter.
- 167 funds opened new Builders FirstSource positions in Q3 2024 and 106 closed out, a net change of +61 holders.
- The largest Builders FirstSource buyer in Q3 2024 was Fidelity Investments, an estimated $528M added.
- The largest Builders FirstSource seller in Q3 2024 was BlackRock, an estimated $225M sold.
Based on aggregated 13F filings for Q3 2024.