Installed Building Products
IBP
386 hedge funds and large institutions have $6.43B invested in Installed Building Products in 2024 Q1 according to their latest regulatory filings, with 80 funds opening new positions, 114 increasing their positions, 153 reducing their positions, and 31 closing their positions.
158% more first-time investments, than exits
New positions opened: 80 | Existing positions closed: 31
55% more call options, than puts
Call options by funds: $19.8M | Put options by funds: $12.8M
44% more capital invested
Capital invested by funds: $4.46B → $6.43B (+$1.96B)
14% more funds holding
Funds holding: 338 → 386 (+48)
1.74% more ownership
Funds ownership: 85.93% → 87.67% (+1.7%)
25% less funds holding in top 10
Funds holding in top 10: 4 → 3 (-1)
25% less repeat investments, than reductions
Existing positions increased: 114 | Existing positions reduced: 153
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity International
Hamilton,
Bermuda
|
+$141M |
| 2 |
Neuberger Berman Group
New York
|
+$68.8M |
| 3 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$39.4M |
| 4 |
First Trust Advisors
Wheaton,
Illinois
|
+$33.8M |
| 5 |
Franklin Resources
San Mateo,
California
|
+$33M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$38M |
| 2 |
Loomis, Sayles & Company
Boston,
Massachusetts
|
-$34.8M |
| 3 |
BAMCO Inc
New York
|
-$25.9M |
| 4 |
VBA
Van Berkom & Associates
Montreal,
Quebec, Canada
|
-$21.5M |
| 5 |
LIP
Liontrust Investment Partners
London,
United Kingdom
|
-$19.7M |
IBP Hedge Fund Activity: Q1 2024 in Review
386 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Installed Building Products (IBP) for Q1 2024, worth a combined $6.43B — up 44% from $4.46B a quarter earlier.
Buyers outnumbered sellers: 80 funds opened new IBP positions and 31 closed out — a net gain of 49 holders — while 114 added to existing stakes and 153 trimmed.
The largest buyer was Fidelity International, adding an estimated $141M. The largest seller was Morgan Stanley, cutting an estimated $38M.
- 386 institutional investors held Installed Building Products (IBP) as of Q1 2024, up from 338 in Q4 2023.
- Funds reported $6.43B of Installed Building Products stock for Q1 2024, up 44% quarter-over-quarter.
- 80 funds opened new Installed Building Products positions in Q1 2024 and 31 closed out, a net change of +49 holders.
- The largest Installed Building Products buyer in Q1 2024 was Fidelity International, an estimated $141M added.
- The largest Installed Building Products seller in Q1 2024 was Morgan Stanley, an estimated $38M sold.
Based on aggregated 13F filings for Q1 2024.