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Installed Building Products
IBP

206 hedge funds and large institutions have $2.16B invested in Installed Building Products in 2020 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 64 increasing their positions, 78 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more funds holding in top 10

Funds holding in top 10: 2 → 5 (+3)

95% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 19

63% more call options, than puts

Call options by funds: $13.8M | Put options by funds: $8.44M

54% more capital invested

Capital invested by funds: $1.41B → $2.16B (+$755M)

9% more funds holding

Funds holding: 189 → 206 (+17)

3% more ownership

Funds ownership: 68.79% → 71.79% (+3%)

18% less repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 78

Holders
206
Holders Change
+17
Holders Change %
+8.99%
% of All Funds
4.16%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.1%
New
37
Increased
64
Reduced
78
Closed
19
Calls
$13.8M
Puts
$8.44M
Net Calls
+$5.34M
Net Calls Change
-$3.23M

Top Buyers

Rank Fund Capital Flow
1
Invesco
Invesco
Georgia
+$85.6M
2
AllianceBernstein
AllianceBernstein
Tennessee
+$34.4M
3
WA
Wasatch Advisors
Utah
+$22.6M
4
BlackRock
BlackRock
New York
+$10.9M
5
DCM
Driehaus Capital Management
Illinois
+$8.72M

Top Sellers

Rank Fund Capital Flow
1
GC
GMT Capital
Georgia
-$14.1M
2
WHG
Westwood Holdings Group
Texas
-$14.1M
3
HRCM
Hawk Ridge Capital Management
California
-$11.8M
4
Renaissance Technologies
Renaissance Technologies
New York
-$9.77M
5
Bank of America
Bank of America
North Carolina
-$7.79M
Name Holding Trade Value Shares
Change 		Change in
Stake
PP
76
PDT Partners
New York
$2.86M -$1M -11,710 -29%
Fisher Asset Management
77
Fisher Asset Management
Washington
$2.85M -$1.06M -12,346 -31%
Comerica Bank
78
Comerica Bank
Texas
$2.75M +$81.9K +955 +4%
State of New Jersey Common Pension Fund D
79
State of New Jersey Common Pension Fund D
New Jersey
$2.6M -$784K -9,147 -26%
Canada Life
80
Canada Life
Manitoba, Canada
$2.6M -$61.9K -722 -3%
CF
81
CNA Financial
Illinois
$2.49M +$398K +4,640 +23%
BNP Paribas Financial Markets
82
BNP Paribas Financial Markets
France
$2.4M +$319K +3,723 +19%
Russell Investments Group
83
Russell Investments Group
United Kingdom
$2.35M +$220K +2,569 +13%
Two Sigma Advisers
84
Two Sigma Advisers
New York
$2.33M -$1.85M -21,600 -49%
Aberdeen Group
85
Aberdeen Group
United Kingdom
$2.31M +$1.94M +22,652 New
SOADOR
86
State of Alaska Department of Revenue
Alaska
$2.15M +$105K +1,230 +6%
TPSF
87
Texas Permanent School Fund
Texas
$2.15M +$381K +4,439 +27%
AIMCA
88
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$2.08M -$1.25M -14,600 -42%
ZIM
89
Zacks Investment Management
Illinois
$2.03M -$523K -6,105 -23%
OAM
90
Origin Asset Management
United Kingdom
$2.01M +$240K +2,800 +17%
Ensign Peak Advisors
91
Ensign Peak Advisors
Utah
$1.94M – – –
SI
92
Shaker Investments
Ohio
$1.91M – – –
Thrivent Financial for Lutherans
93
Thrivent Financial for Lutherans
Minnesota
$1.91M +$92.1K +1,074 +6%
AQR Capital Management
94
AQR Capital Management
Connecticut
$1.88M -$1.16M -13,547 -42%
CRC
95
Curi RMB Capital
Illinois
$1.81M -$640K -7,462 -30%
WMSA
96
Weiss Multi-Strategy Advisers
New York
$1.8M -$584K -6,810 -28%
COPPSERS
97
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$1.79M +$594K +6,926 +65%
PIC
98
PCJ Investment Counsel
Ontario, Canada
$1.78M +$1.5M +17,500 New
SFI
99
Susquehanna Fundamental Investments
Pennsylvania
$1.75M +$1.48M +17,245 New
APG Asset Management
100
APG Asset Management
Netherlands
$1.7M +$1.68M +19,600 New
2 3
4
5 6

IBP Hedge Fund Activity: Q3 2020 in Review

206 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Installed Building Products (IBP) for Q3 2020, worth a combined $2.16B — up 54% from $1.41B a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new IBP positions and 19 closed out — a net gain of 18 holders — while 64 added to existing stakes and 78 trimmed.

The largest buyer was Invesco, adding an estimated $85.6M. The largest seller was GMT Capital, exiting entirely with an estimated $14.1M sold.

  • 206 institutional investors held Installed Building Products (IBP) as of Q3 2020, up from 189 in Q2 2020.
  • Funds reported $2.16B of Installed Building Products stock for Q3 2020, up 54% quarter-over-quarter.
  • 37 funds opened new Installed Building Products positions in Q3 2020 and 19 closed out, a net change of +18 holders.
  • The largest Installed Building Products buyer in Q3 2020 was Invesco, an estimated $85.6M added.
  • The largest Installed Building Products seller in Q3 2020 was GMT Capital, an estimated $14.1M sold.

Based on aggregated 13F filings for Q3 2020.