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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
State Board of Administration of Florida Retirement System
126
State Board of Administration of Florida Retirement System
Florida
$610K -$9.44K -140 -2%
Sumitomo Mitsui Trust Group
127
Sumitomo Mitsui Trust Group
Japan
$577K +$565K +8,378 New
OPERF
128
Oregon Public Employees Retirement Fund
Oregon
$576K – – –
CANY
129
Caxton Associates (New York)
New York
$529K +$277K +4,113 +115%
MSA
130
Mason Street Advisors
Wisconsin
$511K +$12.5K +186 +3%
SSWM
131
Sheets Smith Wealth Management
North Carolina
$509K +$502K +7,445 New
LSERS
132
Louisiana State Employees Retirement System
Louisiana
$505K -$38.4K -570 -7%
TI
133
Trexquant Investment
Connecticut
$502K +$249K +3,699 +103%
COPPSERS
134
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$498K -$270 -4 -0.1%
Susquehanna International Group
135
Susquehanna International Group
Pennsylvania
$496K -$474K -7,028 -49%
RJFSA
136
Raymond James Financial Services Advisors
Florida
$495K +$207K +3,075 +75%
MLICM
137
Metropolitan Life Insurance Company (MetLife)
New York
$492K -$15.1K -224 -3%
TRSOTSOK
138
Teachers Retirement System of the State of Kentucky
Kentucky
$492K – – –
Alyeska Investment Group
139
Alyeska Investment Group
Illinois
$487K +$477K +7,069 New
AIM
140
Aigen Investment Management
New York
$484K +$474K +7,021 New
BNP Paribas Financial Markets
141
BNP Paribas Financial Markets
France
$468K +$160K +2,372 +54%
Voloridge Investment Management
142
Voloridge Investment Management
Florida
$454K +$155K +2,297 +53%
MERSOM
143
Municipal Employees' Retirement System of Michigan
Michigan
$449K +$8.09K +120 +2%
RCM
144
Radnor Capital Management
Pennsylvania
$421K -$2.02K -30 -0.5%
CGH
145
Crossmark Global Holdings
Texas
$411K +$403K +5,970 New
AA
146
ALPS Advisors
Colorado
$404K -$17.2K -255 -4%
Envestnet Asset Management
147
Envestnet Asset Management
Illinois
$388K -$66.8K -991 -15%
TAM
148
THB Asset Management
Connecticut
$385K – – –
GC
149
Guggenheim Capital
Illinois
$350K +$343K +5,080 New
ECM
150
Everence Capital Management
Indiana
$346K – – –
4 5
6
7 8

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.