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Installed Building Products
IBP

74 hedge funds and large institutions have $198M invested in Installed Building Products in 2014 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 29 increasing their positions, 9 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

222% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 9

220% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 10

70% more capital invested

Capital invested by funds: $116M → $198M (+$81.1M)

42% more funds holding

Funds holding: 52 → 74 (+22)

25.43% more ownership

Funds ownership: 27.27% → 52.69% (+25%)

Holders
74
Holders Change
+22
Holders Change %
+42.31%
% of All Funds
2.13%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
32
Increased
29
Reduced
9
Closed
10
Calls
$1K
Puts
–
Net Calls
+$1K
Net Calls Change
+$1K

Top Buyers

Rank Fund Capital Flow
1
CCM
Corsair Capital Management
New York
+$16.2M
2
GC
GMT Capital
Georgia
+$14.5M
3
Capital World Investors
Capital World Investors
California
+$11.8M
4
WA
Wasatch Advisors
Utah
+$11.8M
5
Millennium Management
Millennium Management
New York
+$8.37M

Top Sellers

Rank Fund Capital Flow
1
HP
Harvey Partners
New York
-$3.49M
2
PC
Passport Capital
California
-$2.19M
3
UOC
UBS O'Connor
Illinois
-$1.81M
4
FCM
Farallon Capital Management
California
-$1.74M
5
GGHC
Gilder Gagnon Howe & Co
New York
-$1.38M
Name Holding Trade Value Shares
Change 		Change in
Stake
BG
26
BlackRock Group
United Kingdom
$1.53M -$109K -8,200 -6%
MFP
27
Michael F. Price
$1.47M +$1.6M +120,000 New
NFA
28
Nationwide Fund Advisors
Ohio
$1.41M +$551K +41,403 +56%
AQR Capital Management
29
AQR Capital Management
Connecticut
$1.34M +$1.45M +109,064 New
Northern Trust
30
Northern Trust
Illinois
$1.28M +$869K +65,208 +167%
CCM
31
Cadence Capital Management
Massachusetts
$1.12M +$1.22M +91,430 New
BIT
32
BlackRock Institutional Trust
California
$1.02M +$165K +12,358 +17%
HAM
33
Harber Asset Management
North Carolina
$997K +$1.08M +81,375 New
PCM
34
Pentwater Capital Management
Florida
$919K +$999K +75,000 New
Geode Capital Management
35
Geode Capital Management
Massachusetts
$829K +$386K +29,010 +75%
BCMU
36
BlueCrest Capital Management (UK)
Guernsey
$766K +$832K +62,500 New
BlackRock
37
BlackRock
New York
$687K -$896K -67,300 -55%
BF
38
BOK Financial
Oklahoma
$671K +$63.4K +4,763 +10%
SKK
39
Shepherd Kaplan Krochuk
Massachusetts
$660K +$717K +53,838 New
FCM
40
Farallon Capital Management
California
$593K -$1.74M -130,426 -73%
Bank of New York Mellon
41
Bank of New York Mellon
New York
$511K +$300K +22,551 +118%
VKH
42
Virtu KCG Holdings
New York
$459K +$499K +37,476 New
LCM
43
Laurion Capital Management
New York
$412K +$448K +33,600 New
TCIM
44
TIAA CREF Investment Management
New York
$407K +$410K +30,767 +1,261%
Federated Hermes
45
Federated Hermes
Pennsylvania
$368K -$133K -10,000 -25%
Goldman Sachs
46
Goldman Sachs
New York
$358K +$389K +29,220 New
BPC
47
Banque Pictet & Cie
Switzerland
$346K +$56.3K +4,227 +18%
Jane Street
48
Jane Street
New York
$321K +$349K +26,209 New
BIM
49
BlackRock Investment Management
Delaware
$312K +$49.8K +3,742 +17%
KeyBank National Association
50
KeyBank National Association
Ohio
$266K +$289K +21,693 New
1
2
3 4

IBP Hedge Fund Activity: Q2 2014 in Review

74 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in Installed Building Products (IBP) for Q2 2014, worth a combined $198M — up 70% from $116M a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new IBP positions and 10 closed out — a net gain of 22 holders — while 29 added to existing stakes and 9 trimmed.

The largest buyer was Corsair Capital Management, opening a new position worth an estimated $16.2M. The largest seller was Harvey Partners, exiting entirely with an estimated $3.49M sold.

  • 74 institutional investors held Installed Building Products (IBP) as of Q2 2014, up from 52 in Q1 2014.
  • Funds reported $198M of Installed Building Products stock for Q2 2014, up 70% quarter-over-quarter.
  • 32 funds opened new Installed Building Products positions in Q2 2014 and 10 closed out, a net change of +22 holders.
  • The largest Installed Building Products buyer in Q2 2014 was Corsair Capital Management, an estimated $16.2M added.
  • The largest Installed Building Products seller in Q2 2014 was Harvey Partners, an estimated $3.49M sold.

Based on aggregated 13F filings for Q2 2014.