Installed Building Products
151 hedge funds and large institutions have $1.03B invested in Installed Building Products in 2019 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 38 increasing their positions, 51 reducing their positions, and 16 closing their positions.
217% more call options, than puts
Call options by funds: $228K | Put options by funds: $72K
106% more first-time investments, than exits
New positions opened: 33 | Existing positions closed: 16
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
41% more capital invested
Capital invested by funds: $730M → $1.03B (+$302M)
12% more funds holding
Funds holding: 135 → 151 (+16)
1.76% more ownership
Funds ownership: 69.4% → 71.16% (+1.8%)
25% less repeat investments, than reductions
Existing positions increased: 38 | Existing positions reduced: 51
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DCM
Driehaus Capital Management
Chicago,
Illinois
|
+$5.83M |
| 2 |
BAMCO Inc
New York
|
+$4.28M |
| 3 |
OAM
Oxford Asset Management
Oxford,
United Kingdom
|
+$3.41M |
| 4 |
3C
361 Capital
Denver,
Colorado
|
+$2.74M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$2.51M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GKIM
GW&K Investment Management
Boston,
Massachusetts
|
-$14.6M |
| 2 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
-$6.71M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
-$5.78M |
| 4 |
WHG
Westwood Holdings Group
Dallas,
Texas
|
-$5.29M |
| 5 |
Bank of New York Mellon
New York
|
-$4.26M |
IBP Hedge Fund Activity: Q1 2019 in Review
151 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Installed Building Products (IBP) for Q1 2019, worth a combined $1.03B — up 41% from $730M a quarter earlier.
Buyers outnumbered sellers: 33 funds opened new IBP positions and 16 closed out — a net gain of 17 holders — while 38 added to existing stakes and 51 trimmed.
The largest buyer was Driehaus Capital Management, opening a new position worth an estimated $5.83M. The largest seller was GW&K Investment Management, exiting entirely with an estimated $14.6M sold.
- 151 institutional investors held Installed Building Products (IBP) as of Q1 2019, up from 135 in Q4 2018.
- Funds reported $1.03B of Installed Building Products stock for Q1 2019, up 41% quarter-over-quarter.
- 33 funds opened new Installed Building Products positions in Q1 2019 and 16 closed out, a net change of +17 holders.
- The largest Installed Building Products buyer in Q1 2019 was Driehaus Capital Management, an estimated $5.83M added.
- The largest Installed Building Products seller in Q1 2019 was GW&K Investment Management, an estimated $14.6M sold.
Based on aggregated 13F filings for Q1 2019.