Installed Building Products
217 hedge funds and large institutions have $2.07B invested in Installed Building Products in 2022 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 74 increasing their positions, 77 reducing their positions, and 44 closing their positions.
162% more call options, than puts
Call options by funds: $2.04M | Put options by funds: $777K
4% less repeat investments, than reductions
Existing positions increased: 74 | Existing positions reduced: 77
4% less funds holding
Funds holding: 225 → 217 (-8)
9.07% less ownership
Funds ownership: 82.72% → 73.65% (-9.1%)
16% less first-time investments, than exits
New positions opened: 37 | Existing positions closed: 44
40% less capital invested
Capital invested by funds: $3.43B → $2.07B (-$1.36B)
50% less funds holding in top 10
Funds holding in top 10: 4 → 2 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
+$34.8M |
| 2 |
GC
Giverny Capital
Montreal,
Quebec, Canada
|
+$25.4M |
| 3 |
FPP
Findlay Park Partners
London,
United Kingdom
|
+$15.3M |
| 4 |
BNP Paribas Asset Management
Paris,
France
|
+$13.1M |
| 5 |
PP
Pertento Partners
London,
United Kingdom
|
+$9.17M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DCM
Driehaus Capital Management
Chicago,
Illinois
|
-$31.7M |
| 2 |
BAMCO Inc
New York
|
-$20.3M |
| 3 |
Artisan Partners
Milwaukee,
Wisconsin
|
-$14.7M |
| 4 |
Balyasny Asset Management
Chicago,
Illinois
|
-$12M |
| 5 |
PI
Putnam Investments
Boston,
Massachusetts
|
-$9.43M |
IBP Hedge Fund Activity: Q1 2022 in Review
217 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Installed Building Products (IBP) for Q1 2022, worth a combined $2.07B — down 40% from $3.43B a quarter earlier.
Sellers outnumbered buyers: 44 funds closed out of IBP and 37 opened new positions — a net loss of 7 holders — while 77 trimmed existing stakes and 74 added.
The largest buyer was Vanguard Group, adding an estimated $34.8M. The largest seller was Driehaus Capital Management, exiting entirely with an estimated $31.7M sold.
- 217 institutional investors held Installed Building Products (IBP) as of Q1 2022, down from 225 in Q4 2021.
- Funds reported $2.07B of Installed Building Products stock for Q1 2022, down 40% quarter-over-quarter.
- 37 funds opened new Installed Building Products positions in Q1 2022 and 44 closed out, a net change of -7 holders.
- The largest Installed Building Products buyer in Q1 2022 was Vanguard Group, an estimated $34.8M added.
- The largest Installed Building Products seller in Q1 2022 was Driehaus Capital Management, an estimated $31.7M sold.
Based on aggregated 13F filings for Q1 2022.