Installed Building Products
400 hedge funds and large institutions have $6.43B invested in Installed Building Products in 2024 Q3 according to their latest regulatory filings, with 67 funds opening new positions, 151 increasing their positions, 139 reducing their positions, and 54 closing their positions.
24% more first-time investments, than exits
New positions opened: 67 | Existing positions closed: 54
23% more capital invested
Capital invested by funds: $5.21B → $6.43B (+$1.22B)
2.71% more ownership
Funds ownership: 89.75% → 92.46% (+2.7%)
3% more funds holding
Funds holding: 390 → 400 (+10)
9% more repeat investments, than reductions
Existing positions increased: 151 | Existing positions reduced: 139
20% less call options, than puts
Call options by funds: $10.2M | Put options by funds: $12.8M
25% less funds holding in top 10
Funds holding in top 10: 4 → 3 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$83.2M |
| 2 |
SPPAM
Summit Partners Public Asset Management
Boston,
Massachusetts
|
+$50.1M |
| 3 |
Morgan Stanley
New York
|
+$43.9M |
| 4 |
Artisan Partners
Milwaukee,
Wisconsin
|
+$38.5M |
| 5 |
Wellington Management Group
Boston,
Massachusetts
|
+$31.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity International
Hamilton,
Bermuda
|
-$45.5M |
| 2 |
BAMCO Inc
New York
|
-$38.2M |
| 3 |
Swedbank
Stockholm,
Sweden
|
-$34.8M |
| 4 |
T. Rowe Price Investment Management
Baltimore,
Maryland
|
-$27.3M |
| 5 |
N
Nuveen
Charlotte,
North Carolina
|
-$26.3M |
IBP Hedge Fund Activity: Q3 2024 in Review
400 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Installed Building Products (IBP) for Q3 2024, worth a combined $6.43B — up 23% from $5.21B a quarter earlier.
Buyers outnumbered sellers: 67 funds opened new IBP positions and 54 closed out — a net gain of 13 holders — while 151 added to existing stakes and 139 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $83.2M. The largest seller was Fidelity International, cutting an estimated $45.5M.
- 400 institutional investors held Installed Building Products (IBP) as of Q3 2024, up from 390 in Q2 2024.
- Funds reported $6.43B of Installed Building Products stock for Q3 2024, up 23% quarter-over-quarter.
- 67 funds opened new Installed Building Products positions in Q3 2024 and 54 closed out, a net change of +13 holders.
- The largest Installed Building Products buyer in Q3 2024 was Fidelity Investments, an estimated $83.2M added.
- The largest Installed Building Products seller in Q3 2024 was Fidelity International, an estimated $45.5M sold.
Based on aggregated 13F filings for Q3 2024.