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Installed Building Products
IBP

78 hedge funds and large institutions have $397M invested in Installed Building Products in 2015 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 30 increasing their positions, 20 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

180% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 5

50% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 20

33% more funds holding in top 10

Funds holding in top 10: 3 → 4 (+1)

25% more capital invested

Capital invested by funds: $318M → $397M (+$79M)

13% more funds holding

Funds holding: 69 → 78 (+9)

0.36% more ownership

Funds ownership: 57.52% → 57.88% (+0.36%)

Holders
78
Holders Change
+9
Holders Change %
+13.04%
% of All Funds
2.08%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.11%
New
14
Increased
30
Reduced
20
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CCM
Coliseum Capital Management
Connecticut
+$6.13M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$2.84M
3
Renaissance Technologies
Renaissance Technologies
New York
+$2.02M
4
EA
Emerald Advisers
Pennsylvania
+$1.89M
5
EMFAT
Emerald Mutual Fund Advisers Trust
Pennsylvania
+$1.6M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
-$8.05M
2
GC
Gratia Capital
California
-$4.2M
3
SH
Scepter Holdings
Texas
-$3.19M
4
CCM
Corsair Capital Management
New York
-$2.49M
5
PI
Putnam Investments
Massachusetts
-$2.28M
Name Holding Trade Value Shares
Change 		Change in
Stake
Renaissance Technologies
26
Renaissance Technologies
New York
$2.32M +$2.02M +106,700 New
CCA
27
Covey Capital Advisors
Georgia
$2.27M +$3.22K +170 +0.2%
SCM
28
SG Capital Management
Illinois
$2.24M +$300K +15,863 +18%
HAM
29
Harber Asset Management
North Carolina
$2.04M +$848K +44,781 +91%
EMFAT
30
Emerald Mutual Fund Advisers Trust
Pennsylvania
$1.98M +$1.6M +84,533 New
BIT
31
BlackRock Institutional Trust
California
$1.96M +$67.2K +3,551 +4%
Geode Capital Management
32
Geode Capital Management
Massachusetts
$1.88M +$356K +18,796 +28%
Morgan Stanley
33
Morgan Stanley
New York
$1.85M +$654K +34,539 +68%
NFA
34
Nationwide Fund Advisors
Ohio
$1.78M -$567K -29,968 -27%
CCM
35
Coe Capital Management
Illinois
$1.51M +$852K +45,000 +186%
Bank of New York Mellon
36
Bank of New York Mellon
New York
$1.35M +$42.9K +2,269 +4%
EI
37
EAM Investors
California
$1.33M +$1.16M +61,025 New
Citadel Advisors
38
Citadel Advisors
Florida
$1.32M -$8.05M -425,173 -88%
CCM
39
Cadence Capital Management
Massachusetts
$1.29M -$389K -20,530 -26%
Millennium Management
40
Millennium Management
New York
$1.26M +$742K +39,226 +212%
RFC
41
Russell Frank Company
Washington
$1.16M +$1M +53,057 New
SKK
42
Shepherd Kaplan Krochuk
Massachusetts
$1.09M -$189K -10,000 -17%
Deutsche Bank
43
Deutsche Bank
Germany
$852K +$627K +33,102 +543%
SIM
44
Spark Investment Management
New York
$768K +$668K +35,300 New
TCIM
45
TIAA CREF Investment Management
New York
$667K – – –
Charles Schwab
46
Charles Schwab
California
$660K +$39.5K +2,088 +7%
BIM
47
BlackRock Investment Management
Delaware
$556K +$6.11K +323 +1%
Westfield Capital Management
48
Westfield Capital Management
Massachusetts
$448K +$390K +20,600 New
HH
49
Hilltop Holdings
Texas
$373K +$325K +17,150 New
California Public Employees Retirement System
50
California Public Employees Retirement System
California
$365K – – –
1
2
3 4

IBP Hedge Fund Activity: Q1 2015 in Review

78 of the 3,752 institutional investors tracked by Wall St. Rank reported a position in Installed Building Products (IBP) for Q1 2015, worth a combined $397M — up 25% from $318M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new IBP positions and 5 closed out — a net gain of 9 holders — while 30 added to existing stakes and 20 trimmed.

The largest buyer was Coliseum Capital Management, adding an estimated $6.13M. The largest seller was Citadel Advisors, cutting an estimated $8.05M.

  • 78 institutional investors held Installed Building Products (IBP) as of Q1 2015, up from 69 in Q4 2014.
  • Funds reported $397M of Installed Building Products stock for Q1 2015, up 25% quarter-over-quarter.
  • 14 funds opened new Installed Building Products positions in Q1 2015 and 5 closed out, a net change of +9 holders.
  • The largest Installed Building Products buyer in Q1 2015 was Coliseum Capital Management, an estimated $6.13M added.
  • The largest Installed Building Products seller in Q1 2015 was Citadel Advisors, an estimated $8.05M sold.

Based on aggregated 13F filings for Q1 2015.