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Installed Building Products
IBP

208 hedge funds and large institutions have $1.52B invested in Installed Building Products in 2019 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 75 increasing their positions, 60 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

614% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 7

349% more call options, than puts

Call options by funds: $2.31M | Put options by funds: $515K

28% more capital invested

Capital invested by funds: $1.19B → $1.52B (+$329M)

25% more repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 60

22% more funds holding

Funds holding: 170 → 208 (+38)

2.19% more ownership

Funds ownership: 68.99% → 71.18% (+2.2%)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

Holders
208
Holders Change
+38
Holders Change %
+22.35%
% of All Funds
4.1%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
50
Increased
75
Reduced
60
Closed
7
Calls
$2.31M
Puts
$515K
Net Calls
+$1.8M
Net Calls Change
+$12.5M

Top Buyers

Rank Fund Capital Flow
1
SCM
SG Capital Management
Illinois
+$35.4M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$33.9M
3
CTA
Carillon Tower Advisers
Florida
+$29.6M
4
Morgan Stanley
Morgan Stanley
New York
+$13.6M
5
N
Nuveen
North Carolina
+$8.22M

Top Sellers

Rank Fund Capital Flow
1
SHIM
Spruce House Investment Management
New York
-$106M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$14.9M
3
JP Morgan Chase
JP Morgan Chase
New York
-$9.35M
4
WHG
Westwood Holdings Group
Texas
-$8.34M
5
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
-$8.12M
Name Holding Trade Value Shares
Change 		Change in
Stake
UBS AM
51
UBS AM
Illinois
$3.92M +$2.4M +35,578 +167%
MSL
52
Mackay Shields LLC
New York
$3.73M -$674K -10,000 -16%
Fisher Asset Management
53
Fisher Asset Management
Washington
$3.62M -$196K -2,912 -5%
Citadel Advisors
54
Citadel Advisors
Florida
$3.52M -$2.7M -39,960 -44%
KCM
55
Kennedy Capital Management
Missouri
$3.5M +$1.78M +26,330 +108%
JP Morgan Chase
56
JP Morgan Chase
New York
$3.36M -$9.35M -138,634 -74%
Public Sector Pension Investment Board (PSP Investments)
57
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$3.29M -$425K -6,300 -12%
Macquarie Group
58
Macquarie Group
Australia
$3.18M – – –
American Century Companies
59
American Century Companies
Missouri
$3.04M -$2.93M -43,377 -50%
Two Sigma Advisers
60
Two Sigma Advisers
New York
$3M +$2.41M +35,800 +459%
Assenagon Asset Management
61
Assenagon Asset Management
Luxembourg
$2.98M +$1.68M +24,863 +135%
Swiss National Bank
62
Swiss National Bank
Switzerland
$2.97M +$54K +800 +2%
Wells Fargo
63
Wells Fargo
California
$2.86M +$91.7K +1,360 +3%
Two Sigma Investments
64
Two Sigma Investments
New York
$2.86M +$2.51M +37,176 +847%
OAM
65
Origin Asset Management
United Kingdom
$2.81M – – –
Prudential Financial
66
Prudential Financial
New Jersey
$2.79M +$418K +6,195 +18%
CSS
67
Cubist Systematic Strategies
Connecticut
$2.67M +$1.71M +25,419 +191%
OAM
68
Oxford Asset Management
United Kingdom
$2.65M -$1.8M -26,625 -41%
California State Teachers Retirement System (CalSTRS)
69
California State Teachers Retirement System (CalSTRS)
California
$2.38M -$42.1K -624 -2%
Balyasny Asset Management
70
Balyasny Asset Management
Illinois
$2.36M +$2.31M +34,290 New
ZIM
71
Zacks Investment Management
Illinois
$2.26M +$2.21M +32,803 New
Los Angeles Capital Management
72
Los Angeles Capital Management
California
$2.26M -$11.8K -175 -0.5%
CS
73
Credit Suisse
Switzerland
$2.25M +$126K +1,873 +6%
Bank of America
74
Bank of America
North Carolina
$2.21M -$2.29M -33,905 -51%
State of New Jersey Common Pension Fund D
75
State of New Jersey Common Pension Fund D
New Jersey
$2.13M +$2.09M +30,915 New
1 2
3
4 5

IBP Hedge Fund Activity: Q4 2019 in Review

208 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Installed Building Products (IBP) for Q4 2019, worth a combined $1.52B — up 28% from $1.19B a quarter earlier.

Buyers outnumbered sellers: 50 funds opened new IBP positions and 7 closed out — a net gain of 43 holders — while 75 added to existing stakes and 60 trimmed.

The largest buyer was SG Capital Management, opening a new position worth an estimated $35.4M. The largest seller was Spruce House Investment Management, cutting an estimated $106M.

  • 208 institutional investors held Installed Building Products (IBP) as of Q4 2019, up from 170 in Q3 2019.
  • Funds reported $1.52B of Installed Building Products stock for Q4 2019, up 28% quarter-over-quarter.
  • 50 funds opened new Installed Building Products positions in Q4 2019 and 7 closed out, a net change of +43 holders.
  • The largest Installed Building Products buyer in Q4 2019 was SG Capital Management, an estimated $35.4M added.
  • The largest Installed Building Products seller in Q4 2019 was Spruce House Investment Management, an estimated $106M sold.

Based on aggregated 13F filings for Q4 2019.