Installed Building Products
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.
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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Neuberger Berman Group
New York
|
+$38.4M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$26.7M |
| 3 |
BAMCO Inc
New York
|
+$20.8M |
| 4 |
GKIM
GW&K Investment Management
Boston,
Massachusetts
|
+$19.3M |
| 5 |
Wellington Management Group
Boston,
Massachusetts
|
+$15.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital World Investors
Los Angeles,
California
|
-$38.5M |
| 2 |
NSLI
Nan Shan Life Insurance
Taipei City,
Taiwan
|
-$16.3M |
| 3 |
WA
Wasatch Advisors
Salt Lake City,
Utah
|
-$14.5M |
| 4 |
EA
Emerald Advisers
Leola,
Pennsylvania
|
-$10.7M |
| 5 |
EMFAT
Emerald Mutual Fund Advisers Trust
Leola,
Pennsylvania
|
-$8.83M |
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.