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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
AllianceBernstein
76
AllianceBernstein
Tennessee
$2.13M +$10.1K +150 +0.5%
CRC
77
Curi RMB Capital
Illinois
$2M +$1.96M +29,007 New
MWNA
78
Marshall Wace North America
New York
$1.96M +$1.91M +28,379 New
Squarepoint
79
Squarepoint
New York
$1.92M -$1.68M -24,932 -47%
Canada Life
80
Canada Life
Manitoba, Canada
$1.79M +$1.77M +26,171 New
KBC Group
81
KBC Group
Belgium
$1.76M +$436K +6,461 +34%
Tudor Investment Corp
82
Tudor Investment Corp
Connecticut
$1.63M +$320K +4,749 +25%
Schroder Investment Management Group
83
Schroder Investment Management Group
United Kingdom
$1.63M +$1.59M +23,599 New
3C
84
361 Capital
Colorado
$1.58M -$1.58M -23,426 -51%
Comerica Bank
85
Comerica Bank
Texas
$1.56M +$3.78K +56 +0.3%
PP
86
PDT Partners
New York
$1.53M -$270 -4 -0%
Russell Investments Group
87
Russell Investments Group
United Kingdom
$1.52M +$824K +12,212 +124%
State of Tennessee, Department of Treasury
88
State of Tennessee, Department of Treasury
Tennessee
$1.35M -$248K -3,682 -16%
Acadian Asset Management
89
Acadian Asset Management
Massachusetts
$1.34M +$1.27M +18,902 +3,145%
Ensign Peak Advisors
90
Ensign Peak Advisors
Utah
$1.31M +$1.28M +19,034 New
GAM
91
Gotham Asset Management
New York
$1.3M -$80.9K -1,200 -6%
EGM
92
Engineers Gate Manager
New York
$1.24M +$857K +12,701 +239%
Thrivent Financial for Lutherans
93
Thrivent Financial for Lutherans
Minnesota
$1.17M +$2.43K +36 +0.2%
SEI Investments
94
SEI Investments
Pennsylvania
$1.14M +$1.11M +16,500 New
SI
95
Shaker Investments
Ohio
$1.14M +$2.02K +30 +0.2%
AIG
96
American International Group
New York
$1.12M -$28.3K -420 -3%
New York State Teachers Retirement System (NYSTRS)
97
New York State Teachers Retirement System (NYSTRS)
New York
$1.12M +$388K +5,756 +55%
EI
98
EAM Investors
California
$1.11M +$1.09M +16,099 New
SOADOR
99
State of Alaska Department of Revenue
Alaska
$1.11M -$18.8K -278 -2%
ARTA
100
A.R.T. Advisors
New York
$1.09M -$761K -11,288 -42%
2 3
4
5 6

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.