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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
SIM
51
Spark Investment Management
New York
$263K +$125K +9,400 +78%
Susquehanna International Group
52
Susquehanna International Group
Pennsylvania
$259K +$281K +21,105 New
TC
53
TFS Capital
Pennsylvania
$259K +$282K +21,164 New
CS
54
Credit Suisse
Switzerland
$248K +$269K +20,193 New
California Public Employees Retirement System
55
California Public Employees Retirement System
California
$245K – – –
Charles Schwab
56
Charles Schwab
California
$237K +$257K +19,304 New
PAM
57
Panagora Asset Management
Massachusetts
$219K +$238K +17,873 New
California State Teachers Retirement System (CalSTRS)
58
California State Teachers Retirement System (CalSTRS)
California
$191K – – –
Citigroup
59
Citigroup
New York
$162K +$177K +13,256 New
AAP
60
Ardsley Advisory Partners
Connecticut
$153K -$99.9K -7,500 -38%
TA
61
Teachers Advisors
New York
$152K +$49.7K +3,734 +43%
PAM
62
Paradigm Asset Management
New York
$141K +$153K +11,500 New
JC
63
JBF Capital
Colorado
$123K – – –
Barclays
64
Barclays
United Kingdom
$95K +$102K +7,649 +3,269%
AIG
65
American International Group
New York
$68.6K +$74.6K +5,604 New
Morgan Stanley
66
Morgan Stanley
New York
$66K -$8.24K -619 -10%
Deutsche Bank
67
Deutsche Bank
Germany
$38K +$13.5K +1,011 +47%
MAA
68
Managed Account Advisors
New Jersey
$18K -$1.32K -99 -6%
Bank of America
69
Bank of America
North Carolina
$16K +$4.43K +333 +33%
VFA
70
Virtus Fund Advisers
Connecticut
$9K +$9.74K +731 New
Wells Fargo
71
Wells Fargo
California
$8K +$8.74K +656 New
Group One Trading
72
Group One Trading
Illinois
$6K +$6.26K +470 New
BNP Paribas Financial Markets
73
BNP Paribas Financial Markets
France
$3.59K +$3.9K +293 New
Bank of Montreal
74
Bank of Montreal
Ontario, Canada
$3K +$2.93K +220 New
HP
75
Harvey Partners
New York
– -$3.49M -250,000 Closed
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.