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Installed Building Products
IBP

180 hedge funds and large institutions have $1.65B invested in Installed Building Products in 2017 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 65 increasing their positions, 62 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

113% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 15

70% more call options, than puts

Call options by funds: $2.59M | Put options by funds: $1.52M

33% more funds holding in top 10

Funds holding in top 10: 3 → 4 (+1)

20% more capital invested

Capital invested by funds: $1.38B → $1.65B (+$270M)

10% more funds holding

Funds holding: 163 → 180 (+17)

1.33% more ownership

Funds ownership: 66.97% → 68.31% (+1.3%)

5% more repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 62

Holders
180
Holders Change
+17
Holders Change %
+10.43%
% of All Funds
4.08%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.09%
New
32
Increased
65
Reduced
62
Closed
15
Calls
$2.59M
Puts
$1.52M
Net Calls
+$1.07M
Net Calls Change
-$2.2M

Top Buyers

Rank Fund Capital Flow
1
Neuberger Berman Group
Neuberger Berman Group
New York
+$38.4M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$26.7M
3
BAMCO Inc
BAMCO Inc
New York
+$20.8M
4
GKIM
GW&K Investment Management
Massachusetts
+$19.3M
5
Wellington Management Group
Wellington Management Group
Massachusetts
+$15.7M

Top Sellers

Rank Fund Capital Flow
1
Capital World Investors
Capital World Investors
California
-$38.5M
2
NSLI
Nan Shan Life Insurance
Taiwan
-$16.3M
3
WA
Wasatch Advisors
Utah
-$14.5M
4
EA
Emerald Advisers
Pennsylvania
-$10.7M
5
EMFAT
Emerald Mutual Fund Advisers Trust
Pennsylvania
-$8.83M
Name Holding Trade Value Shares
Change 		Change in
Stake
SI
76
Shaker Investments
Ohio
$1.83M – – –
AQR Capital Management
77
AQR Capital Management
Connecticut
$1.61M -$99.5K -1,437 -6%
Comerica Bank
78
Comerica Bank
Texas
$1.6M -$35.2K -508 -2%
Two Sigma Investments
79
Two Sigma Investments
New York
$1.38M +$1.26M +18,137 New
MWNA
80
Marshall Wace North America
New York
$1.33M +$1.21M +17,504 New
HH
81
Hilltop Holdings
Texas
$1.3M +$1.19M +17,150 New
AIG
82
American International Group
New York
$1.3M +$4.71K +68 +0.4%
State of Tennessee, Department of Treasury
83
State of Tennessee, Department of Treasury
Tennessee
$1.26M -$61.4K -886 -5%
N
84
Nuveen
North Carolina
$1.25M +$49K +707 +4%
MC
85
Menta Capital
California
$1.13M -$514K -7,413 -33%
UBS AM
86
UBS AM
Illinois
$1.09M +$77.2K +1,114 +8%
TPSF
87
Texas Permanent School Fund
Texas
$1.08M -$78.8K -1,138 -7%
BNP Paribas Financial Markets
88
BNP Paribas Financial Markets
France
$1.03M +$195K +2,817 +26%
Public Sector Pension Investment Board (PSP Investments)
89
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$1.01M – – –
Thrivent Financial for Lutherans
90
Thrivent Financial for Lutherans
Minnesota
$988K +$17.7K +256 +2%
GC
91
Globeflex Capital
California
$946K -$38.9K -562 -4%
New York State Teachers Retirement System (NYSTRS)
92
New York State Teachers Retirement System (NYSTRS)
New York
$892K +$31K +447 +4%
OAM
93
Oxford Asset Management
United Kingdom
$830K +$315K +4,548 +72%
Rafferty Asset Management
94
Rafferty Asset Management
New York
$829K +$756K +10,914 New
NI
95
Numeric Investors
Massachusetts
$813K +$741K +10,701 New
OAM
96
Origin Asset Management
United Kingdom
$790K – – –
O
97
OppenheimerFunds
New York
$773K -$130K -1,877 -16%
BCM
98
Bridgeway Capital Management
Texas
$767K -$69.3K -1,000 -9%
VOYA Investment Management
99
VOYA Investment Management
Georgia
$752K – – –
MIM
100
MetLife Investment Management
New Jersey
$719K +$656K +9,469 New
2 3
4
5 6

IBP Hedge Fund Activity: Q4 2017 in Review

180 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Installed Building Products (IBP) for Q4 2017, worth a combined $1.65B — up 20% from $1.38B a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new IBP positions and 15 closed out — a net gain of 17 holders — while 65 added to existing stakes and 62 trimmed.

The largest buyer was Neuberger Berman Group, opening a new position worth an estimated $38.4M. The largest seller was Capital World Investors, cutting an estimated $38.5M.

  • 180 institutional investors held Installed Building Products (IBP) as of Q4 2017, up from 163 in Q3 2017.
  • Funds reported $1.65B of Installed Building Products stock for Q4 2017, up 20% quarter-over-quarter.
  • 32 funds opened new Installed Building Products positions in Q4 2017 and 15 closed out, a net change of +17 holders.
  • The largest Installed Building Products buyer in Q4 2017 was Neuberger Berman Group, an estimated $38.4M added.
  • The largest Installed Building Products seller in Q4 2017 was Capital World Investors, an estimated $38.5M sold.

Based on aggregated 13F filings for Q4 2017.