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Installed Building Products
IBP

141 hedge funds and large institutions have $768M invested in Installed Building Products in 2016 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 56 increasing their positions, 43 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

110% more call options, than puts

Call options by funds: $521K | Put options by funds: $248K

30% more repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 43

8% more capital invested

Capital invested by funds: $710M → $768M (+$58.7M)

6.1% more ownership

Funds ownership: 62.13% → 68.23% (+6.1%)

2% less funds holding

Funds holding: 144 → 141 (-3)

11% less first-time investments, than exits

New positions opened: 24 | Existing positions closed: 27

67% less funds holding in top 10

Funds holding in top 10: 3 → 1 (-2)

Holders
141
Holders Change
-3
Holders Change %
-2.08%
% of All Funds
3.76%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.03%
New
24
Increased
56
Reduced
43
Closed
27
Calls
$521K
Puts
$248K
Net Calls
+$273K
Net Calls Change
+$589K

Top Buyers

1
WRF
Waddell & Reed Financial
Kansas
+$17.6M
2
MFIMFI
Mesirow Financial Investment Management - Fixed Income
Illinois
+$16.2M
3
Westfield Capital Management
Westfield Capital Management
Massachusetts
+$16M
4
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
+$13M
5
ECP
Elk Creek Partners
Colorado
+$9.96M

Top Sellers

1
GC
GMT Capital
Georgia
-$25.9M
2
Millennium Management
Millennium Management
New York
-$7.3M
3
EI
EAM Investors
California
-$3.48M
4
Renaissance Technologies
Renaissance Technologies
New York
-$2.56M
5
Invesco
Invesco
Georgia
-$2.46M
Name Holding Trade Value Shares
Change 		Change in
Stake
CAM
26
Cortina Asset Management
Wisconsin
$5.92M +$2.27M +65,296 +65%
BCM
27
Basswood Capital Management
New York
$5.88M – – –
PC
28
Pier Capital
Connecticut
$5.77M -$1.64M -47,087 -23%
Goldman Sachs
29
Goldman Sachs
New York
$5.25M +$1.21M +34,741 +31%
KCM
30
Kornitzer Capital Management
Kansas
$5.04M +$3.92M +112,635 +402%
Geode Capital Management
31
Geode Capital Management
Massachusetts
$4.78M +$400K +11,488 +9%
UBS Group
32
UBS Group
Switzerland
$4.09M -$1.48M -42,485 -27%
American Century Companies
33
American Century Companies
Missouri
$3.94M +$130K +3,732 +4%
KCM
34
Kennedy Capital Management
Missouri
$3.57M +$3.47M +99,627 New
HRCM
35
Hawk Ridge Capital Management
California
$3.56M -$550K -15,800 -14%
Ameriprise
36
Ameriprise
Minnesota
$3.53M -$434K -12,465 -11%
BA
37
BlackRock Advisors
Delaware
$3.01M +$638K +18,337 +28%
BIM
38
BlackRock Investment Management
Delaware
$2.98M +$41.3K +1,188 +1%
PPA
39
Parametric Portfolio Associates
Washington
$2.9M +$2.22M +63,788 +372%
DCM
40
Driehaus Capital Management
Illinois
$2.85M +$67.8K +1,949 +3%
SAMC
41
Shinko Asset Management Company
Japan
$2.72M -$1.22M -34,994 -32%
Fisher Asset Management
42
Fisher Asset Management
Washington
$2.72M -$876K -25,188 -25%
GC
43
Guggenheim Capital
Illinois
$2.69M -$340K -9,782 -12%
SIM
44
Spark Investment Management
New York
$2.68M -$828K -23,800 -24%
EIM
45
Essex Investment Management
Massachusetts
$2.09M -$2.09K -60 -0.1%
RA
46
Royce & Associates
New York
$2.08M -$487K -14,000 -19%
CS
47
Credit Suisse
Switzerland
$1.99M -$815K -23,443 -30%
SI
48
Scout Investments
Missouri
$1.93M +$1.87M +53,800 New
California State Teachers Retirement System (CalSTRS)
49
California State Teachers Retirement System (CalSTRS)
California
$1.53M +$13.9K +400 +0.9%
NAM
50
NorthCoast Asset Management
Connecticut
$1.46M +$1.41M +40,639 New
1
2
3 4 5

IBP Hedge Fund Activity: Q3 2016 in Review

141 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Installed Building Products (IBP) for Q3 2016, worth a combined $768M — up 8.3% from $710M a quarter earlier.

Sellers outnumbered buyers: 27 funds closed out of IBP and 24 opened new positions — a net loss of 3 holders — while 43 trimmed existing stakes and 56 added.

The largest buyer was Waddell & Reed Financial, adding an estimated $17.6M. The largest seller was GMT Capital, cutting an estimated $25.9M.

  • 141 institutional investors held Installed Building Products (IBP) as of Q3 2016, down from 144 in Q2 2016.
  • Funds reported $768M of Installed Building Products stock for Q3 2016, up 8.3% quarter-over-quarter.
  • 24 funds opened new Installed Building Products positions in Q3 2016 and 27 closed out, a net change of -3 holders.
  • The largest Installed Building Products buyer in Q3 2016 was Waddell & Reed Financial, an estimated $17.6M added.
  • The largest Installed Building Products seller in Q3 2016 was GMT Capital, an estimated $25.9M sold.

Based on aggregated 13F filings for Q3 2016.