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Installed Building Products
IBP

217 hedge funds and large institutions have $2.07B invested in Installed Building Products in 2022 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 74 increasing their positions, 77 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

162% more call options, than puts

Call options by funds: $2.04M | Put options by funds: $777K

4% less repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 77

4% less funds holding

Funds holding: 225 → 217 (-8)

9.07% less ownership

Funds ownership: 82.72% → 73.65% (-9.1%)

16% less first-time investments, than exits

New positions opened: 37 | Existing positions closed: 44

40% less capital invested

Capital invested by funds: $3.43B → $2.07B (-$1.36B)

50% less funds holding in top 10

Funds holding in top 10: 4 → 2 (-2)

Holders
217
Holders Change
-8
Holders Change %
-3.56%
% of All Funds
3.42%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
37
Increased
74
Reduced
77
Closed
44
Calls
$2.04M
Puts
$777K
Net Calls
+$1.26M
Net Calls Change
+$2.77M

Top Buyers

Rank Fund Capital Flow
1
Vanguard Group
Vanguard Group
Pennsylvania
+$34.8M
2
GC
Giverny Capital
Quebec, Canada
+$25.4M
3
FPP
Findlay Park Partners
United Kingdom
+$15.3M
4
BNP Paribas Asset Management
BNP Paribas Asset Management
France
+$13.1M
5
PP
Pertento Partners
United Kingdom
+$9.17M

Top Sellers

Rank Fund Capital Flow
1
DCM
Driehaus Capital Management
Illinois
-$31.7M
2
BAMCO Inc
BAMCO Inc
New York
-$20.3M
3
Artisan Partners
Artisan Partners
Wisconsin
-$14.7M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$12M
5
PI
Putnam Investments
Massachusetts
-$9.43M
Name Holding Trade Value Shares
Change 		Change in
Stake
MCM
251
Manchester Capital Management
Vermont
– -$1.8K -17 -89%
LWA
252
Lenox Wealth Advisors
New York
– -$1K -8 Closed
IA
253
IFP Advisors
Florida
– -$1K -5 Closed
SIC
254
SJS Investment Consulting
Ohio
– +$106 +1 New
PO
255
Private Ocean
California
– +$211 +2 New
DI
256
Disciplined Investments
Oklahoma
– +$317 +3 New
RAM
257
Riggs Asset Management
Pennsylvania
– +$317 +3 New
CI
258
Cordant Inc
Oregon
– +$529 +5 New
7 8 9 10
11

IBP Hedge Fund Activity: Q1 2022 in Review

217 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Installed Building Products (IBP) for Q1 2022, worth a combined $2.07B — down 40% from $3.43B a quarter earlier.

Sellers outnumbered buyers: 44 funds closed out of IBP and 37 opened new positions — a net loss of 7 holders — while 77 trimmed existing stakes and 74 added.

The largest buyer was Vanguard Group, adding an estimated $34.8M. The largest seller was Driehaus Capital Management, exiting entirely with an estimated $31.7M sold.

  • 217 institutional investors held Installed Building Products (IBP) as of Q1 2022, down from 225 in Q4 2021.
  • Funds reported $2.07B of Installed Building Products stock for Q1 2022, down 40% quarter-over-quarter.
  • 37 funds opened new Installed Building Products positions in Q1 2022 and 44 closed out, a net change of -7 holders.
  • The largest Installed Building Products buyer in Q1 2022 was Vanguard Group, an estimated $34.8M added.
  • The largest Installed Building Products seller in Q1 2022 was Driehaus Capital Management, an estimated $31.7M sold.

Based on aggregated 13F filings for Q1 2022.