Builders FirstSource
BLDR
832 hedge funds and large institutions have $21.4B invested in Builders FirstSource in 2024 Q3 according to their latest regulatory filings, with 168 funds opening new positions, 300 increasing their positions, 278 reducing their positions, and 106 closing their positions.
58% more first-time investments, than exits
New positions opened: 168 | Existing positions closed: 106
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
15% more capital inflows, than outflows
Capital inflows: $2.71B | Capital outflows: $2.37B
7% more funds holding
Funds holding: 776 → 832 (+56)
5.57% more ownership
Funds ownership: 89.27% → 94.84% (+5.6%)
8% more repeat investments, than reductions
Existing positions increased: 300 | 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 |
BLDR Hedge Fund Activity: Q3 2024 in Review
832 of the 6,987 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: 168 funds opened new BLDR positions and 106 closed out — a net gain of 62 holders — while 300 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.
- 832 institutional investors held Builders FirstSource (BLDR) as of Q3 2024, up from 776 in Q2 2024.
- Funds reported $21.4B of Builders FirstSource stock for Q3 2024, up 42% quarter-over-quarter.
- 168 funds opened new Builders FirstSource positions in Q3 2024 and 106 closed out, a net change of +62 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.